知情人士透露，摩根大通CEO戴蒙計劃週三與英國財政大臣約翰·希利會面。英國政府考慮在即將公佈的預算案中對銀行利潤徵收暴利稅。

JP Morgan says conditions for cyclicals to reassert versus defensives are emerging. Hedge funds are buying energy, and excluding TMT and financials the relative net position of cyclicals versus defensives remains near neutral, indicating cyclicals are not crowded. Retail sentiment toward cyclicals versus defensives is also low. If economic growth stays firm, cyclicals could outperform defensives. JP Morgan’s view carries a key caveat: bond yields must not rise too quickly, as a sharp increase could trigger a clear shift to risk‑off and weigh on cyclicals. Source: JP Morgan report dated Sept 9.

基輔市長：一架無人機墜落在德斯尼揚斯基區一棟16層居民樓附近的空地上，導致數輛汽車起火。