今日重點關注的財經數據與事件：2026月10月1日 週四 ① 14:00 英國9月Nationwide房價指數月率 ② 14:30 瑞士9月CPI月率 ③ 14:30 瑞士8月實際零售銷售年率 ④ 15:50 法國9月製造業PMI終值 ⑤ 15:55 德國9月製造業PMI終值 ⑥ 16:00 歐元區9月製造業PMI終值 ⑦ 16:00 英國央行行長貝利發表講話 ⑧ 16:30 英國9月製造業PMI終值 ⑨ 17:00 歐元區8月失業率 ⑩ 17:30 美國9月挑戰者企業裁員人數 ⑪ 20:30 美國至9月26日當週初請失業金人數 ⑫ 21:05 美聯儲巴爾金、柯林斯、施密德發表講話 ⑬ 21:30 歐洲央行行長拉加德發表講話 ⑭ 21:45 美國9月標普全球製造業PMI終值 ⑮ 22:00 美國9月ISM製造業PMI ⑯ 22:00 美國8月營建支出月率 ⑰ 22:00 美聯儲理事沃勒發表講話 ⑱ 22:30 美國至9月25日當週EIA天然氣庫存 ⑲ 次日01:30 美聯儲副主席傑斐遜發表講話 ⑳ 次日03:00 美聯儲理事鮑曼發表講話 ㉑ 次日03:30 美聯儲威廉姆斯主持討論

S&P Global: German manufacturing business expectations improved in September to their second-highest level in more than four-and-a-half years.

China Finance Minister Lan Foan said in an Oct. 1 article the ministry will prioritize stabilizing grassroots fiscal operations and preventing and resolving local government debt risks. Planned measures include moving the consumption tax collection point downstream and gradually devolving it to local governments, reforming local surtaxes and supporting local efforts to expand tax bases; piloting integrated, coordinated use of transfer payments to give localities more autonomy to meet needs; strengthening treasury cash management and monitoring to ensure the "three guarantees" are not disrupted; accelerating reduction of existing hidden debt while strictly investigating new hidden debt, false debt conversions and other violations to consolidate debt-reduction gains; and orderly reform of local government financing platforms to remove government financing functions and ban new or repurposed financing platforms.