NOVO NORDISK (NVO.N) CEO said liver disease is an obvious entry point and, despite recent setbacks, cardiovascular remains another clear strategic focus.

1. 美聯儲和英國央行加大審查力度，聚焦銀行對交易公司與做市商的風險控制。 2. 韓國總統李在明將於9月21日至27日訪問美墨，或與特朗普會晤。 3. 韓國央行：已啓動24小時離岸韓元結算網絡的試點項目，以配合降低外國投資者准入門檻。 4. 歐洲央行行長拉加德：尚未看到通脹的第二輪影響，我們將逐次會議決定利率。 5. 意大利財長：歐洲央行加息無法解決通脹問題。 6. 歐洲央行管委斯萊普恩：央行必須隨時準備採取必要行動。 7. 摩根大通：預計歐洲央行將在12月加息後於2027年3月再次加息25個基點。 8. 澳大利亞主要銀行轉向鷹派預期：澳洲聯儲到年底前或再加息50個基點。 9. 法興銀行：日本央行可能每隔一次會議上加息一次，到2027年6月將終端利率提高至2%。

Morgan Stanley strategists led by Michael Wilson warn US equities are vulnerable to further energy-price gains and renewed bond-market volatility; in that scenario the S&P 500 could fall as much as 7%. They say S&P 500 valuations have dropped to their lowest since March over the past four months. Wilson adds that if financial conditions tighten further and/or energy prices jump, a deeper short-term valuation reset could push the S&P 500 to 7,100 points before a bull-market recovery toward year-end; that level is about 7% below last Friday’s close. He expects volatility to rise into the November midterms but still projects a year-end rebound toward an 8,000-point target—roughly 5% above current levels—assuming strong corporate earnings.