英國財政大臣希利：英國預算責任辦公室預測顯示2031年GDP增長1.6%。

Standard Chartered strategists say a 30-year pattern shows the most supportive backdrop for risk-sensitive currencies is a simultaneous rise in US equities and US Treasury yields. They note yields are often low early in recoveries—reflecting policy easing and weak credit demand—but as growth optimism builds, equities, bond yields and risk-linked currencies such as CAD, AUD, NOK, MXN and NZD typically strengthen. They caution that if yield rises instead reflect a higher term premium or rising inflation risk, the correlation may not hold.

US nonfarm payrolls rose just 29,000 in September. RSM US says population ageing and tighter immigration policy have sharply slowed labor-supply growth, making roughly 50k monthly job gains a possible new normal over the next two years and arguing weak payrolls need not imply a deteriorating labor market; it expects the Fed to pause in October. ING says payrolls, unemployment and wage growth all undershot in September and slower wage growth reduces labor-cost inflationary pressure, lowering the need for an October hike and making December the likeliest next move. ABN AMRO Bank notes that 29k jobs, given slower labor-supply growth, is consistent with a still-stable jobs market and easing wage pressures, giving the Fed room to wait for more data. Another report highlights a slowdown in hiring with limited layoffs so far, keeping the unemployment rate stable but warning that a rise in layoffs would increase downside risk. BofA client-account data show further slowing in wage-income growth in September but fewer unemployment-benefit claims and after-tax wages for low-income households up 4.5% YoY, pointing to pockets of resilience. KPMG says the Fed still has reason to prioritise fighting inflation but should avoid inducing unnecessary economic slowdown; September hikes bought time to observe labor and inflation trends, and a pause in October would be risk management rather than abandonment of tightening.