Canada CPI rose 3.1% YoY in September, up from 3.0% in August and just below the 3.2% analyst forecast. The increase was driven by energy, which surged 19% YoY (August 15.4%), with gasoline up 27.8% YoY. September CPI is the last inflation print before the BOC’s Oct. 28 policy decision; markets expect the BOC to hold the policy rate at 2.25% on Oct. 28 but price a 25bps hike in December. The reading is the first in three months to breach the BOC’s upper bound.

據倫敦證券交易所集團數據，歐元兌英鎊跌至0.8404，創16個月新低。

CPIA executive secretary-general Liu Yiyang said at the 2026 PV Industry Technology meeting that the sector remains in a deep adjustment phase but exports are holding up and technological innovation is the core resilience through the cycle. He said manufacturers must use technology upgrades to lower costs, improve quality and maintain quality baselines, while the application side should shift from build-heavy models to operations-focused approaches to unlock scenario value. CPIA will continue to host technical exchange platforms, push against destructive internal competition and promote full-industry-chain coordination to move China’s PV industry from scale to value leadership. Deputy secretary-general Jiang Hua said the supply side will rely on standards to drive an orderly exit of inefficient capacity, while demand-side growth will be pursued through compute-power coordination and space-based photovoltaics.