On Oct. 19 local time the Sudan Armed Forces said Khartoum International Airport was struck by a drone, killing one person. The SAF said the Rapid Support Forces fired a drone toward the airport; SAF air defenses shot it down and it crashed east of the airport, hitting a building and killing one occupant. The SAF did not report any damage to airport infrastructure.

CITIC Securities says US Sep CPI YoY 3.7% and PPI YoY 6.3% exceeded expectations but long-end Treasury moves faded within 24 hours. After Oct 14 CPI the 10‑yr yield jumped ~13bp to 5.325% then reversed to close lower; after Oct 15 PPI the 10‑yr rose only ~2.5bp, the 30‑yr fell, and the 10‑yr quickly dropped to about 5.048%. The firm judges market pricing of inflation is rapidly waning and the long-end pricing anchor has rotated decisively toward a growth/AI cycle — the priced “recession” is primarily tail risk from a downcycle in AI capex rather than a conventional demand slump, and can coexist with stagflation. Current moves are left-side tentative pricing, not a confirmed trend. Near term, US equities may see continued sector rotation as flows shift from AI into energy, defensive consumer staples and healthcare (which could benefit if Democratic sweep expectations firm). Hong Kong stocks could benefit from a reversal in overseas AI-hardware flows and potential MSCI EM exclusion of Indonesia prompting reallocations.

國家統計局：1—9月份，商品零售額328032億元，同比增長1.0%；餐飲收入41969億元，增長2.4%。