加拿大9月CPI年率 3.1%，預期3.20%，前值3.00%。

On Oct. 14, 2026, Ding Xiangqun, Party secretary and head of the National Financial Regulatory Administration, met with Evan Greenberg, executive vice chairman of the National Committee on U.S.-China Relations and chairman and CEO of Chubb Group. They discussed Sino‑U.S. financial cooperation, further high‑level opening of China’s financial sector, and Chubb’s development in China.

Guojin Securities says the worst phase for China A‑shares has likely passed. AI-driven investment initially pushed up interest rates and global cost of capital, but capex is concentrating in US tech; current cracks in US tech investment should support a period of downward pressure on real rates. The market lacks a V‑shaped base, but systemic risk is ebbing and selective non‑AI exposures are becoming tradable. Recommendations: gold — attractive as AI slows and fundamentals diverge, easing real‑rate pressure; energy/chemicals chain — coal, oil and tanker shipping to benefit from global inventory restocking and offering dividend‑like returns; export sectors — exports are no longer AI‑exclusive, and if rates continue to fall, white goods, textiles manufacturing, commercial vehicles and home furnishings could see a recovery and also present dividend attributes.