巴基斯坦財政部長：預計本財政年度經濟將增長超4%，預計本財政年度將私有化5-6個實體，可能籌集超過10億美元。

波蘭內政部長：策劃襲擊總理的男子已被拘留。

CITIC Securities says oil stabilisation, softer-than-expected US nonfarm payrolls and downgrades to Fed rate-hike odds have not reversed the rise in global long-term yields. The firm attributes higher yields to persistently strong private-sector investment and financing demand—trillions in investment have driven North America out of the post-crisis low-growth, low-rate norm. A sustained high-rate global environment is likely until an inflection in the AI investment cycle. Demand relatively insensitive to elevated overseas rates is concentrated in North American AI and sectors tied to expanded Chinese central fiscal spending. Former outperformers such as offshore exporters and resource plays face pressure. In weak demand conditions, assets benefiting from supply rationalization are scarce; the unwinding of excessive domestic competition next year merits attention. Tactical positioning: in the near term use cyclical, high-momentum sectors and supply-rationalization beneficiaries to cope with high rates; closely monitor the AI investment-cycle turning point.