Russia's deputy health minister said the plague is a bacterial, not viral, disease and is treatable with antibiotics if diagnosed early.

CITIC Securities says 3Q26 transport & logistics earnings divergence should persist as a cycle paradigm shift boosts profit elasticity in oil tankers and container lines. Oil shipping: expect a renewed upswing in crude tanker spot rates after the National Day holiday; recommend names positioned to benefit and monitor G7 strategic crude/diesel releases, elevated refining cracking spreads, and seasonal plus cross-regional demand that should lift product tanker volumes. Container shipping: shipowners’ margin recovery is the likely valuation catalyst; recommended exposure to Red Sea re-rating plays and carriers with stable cash flow and high dividend capacity. Express delivery: peak-season price recovery underway, while low volume growth is accelerating competitive differentiation. Air cargo: AI-related supply-chain shipments were a key driver of 1H air freight growth and have raised the share of schedule-stable, high-tech cargo; watch peak-season restocking and new capacity flowing through to margins and firms with low expectations but attractive upside for cyclic resilience.

Bank of England Governor Bailey said the Bank must not be complacent about large, concentrated positions in markets.