美聯儲洛根：對人工智能將提升勞動生產率持高度樂觀態度。AI建設需求正在推高通脹。

China's finance minister Lan Foan said fiscal authorities will design targeted incremental policies to expand domestic effective demand and keep the economy on an even keel as the 15th Five-Year Plan begins. Fiscal measures include reasonably speeding up spending and stepping up oversight of regions with slow disbursements to get funds deployed sooner. Authorities will coordinate use of ultra-long special sovereign bonds and local government special bonds to advance construction of the six networks and two priority projects. The ministry will expand interest-subsidy programs—widening coverage, adding executing agencies and modestly raising limits—to stimulate consumption and leverage private investment. Beijing will issue 300 billion yuan of special sovereign bonds to help selected central financial firms replenish core Tier‑1 capital, shoring up their stability and capacity to lend to the real economy. Officials will study using local government debt-stock limit arrangements and other incremental measures to boost local general public budget capacity and support expanded effective investment.

The dollar index (DXY) broke its July peak, briefly rising to 101.66, the highest level since late June.