A股風電設備板塊盤初高開，吉鑫科技2連板，錫華科技、天順風能、大金重工、廣大特材、和展能源跟漲。

Rate hikes have become the Federal Reserve’s baseline and may extend beyond a single move. As of Sep 15, Kalshi prices a 25bp Fed hike at 87% vs ~30% on Aug 27. Forward rates and Kalshi traders are also pricing a further hike in December. Tonight the Fed will release its rate statement and the SEP with the dot plot; markets will watch whether the dot plot converges with current pricing. A recent Fed speaker signaled a preference to say less rather than more, so the press conference may offer limited guidance; investors will lean on the dot plot and the number of dissenting votes to infer the policy path.

US September New York Fed manufacturing index and Canada July wholesale sales MoM due in 10 minutes.