日本央行9月會議紀要：一位委員表示，CPI漲幅總體上已經達到價格穩定目標。多位委員指出，CPI從初秋開始上升的可能性正在增大。

A-share photovoltaic equipment sector opened higher; Yongzhen Co. recorded a third consecutive daily limit-up and Beiteli surged over 15%. Tongxiang Technology, Haitai New Energy, Shichuang Energy, Laplace and Qingyuan Co. also advanced.

With Democrats controlling the House, GOP-led bills face higher odds of defeat without bipartisan support, narrowing the White House’s legislative space. Budget and debt-ceiling fights will be central; Democrats can leverage appropriations to constrain the administration, increasing the risk of government shutdowns and Treasury financing uncertainty. If Democrats control both chambers, congressional oversight and investigative power will expand; Trump, his family, business interests and administration officials face intensified probes—House Democratic oversight leads have prioritized corruption inquiries into the Trump family since August. Impeachment is back on the table but conviction remains unlikely: impeachment requires House passage and a two-thirds Senate vote to remove an executive, as seen in Trump’s two prior impeachments without Senate conviction. Senate confirmation of senior officials, ambassadors and federal judges could be delayed or blocked if Democrats hold a majority, constraining personnel-driven policy deployment. Key Trump policies are at risk of reversal: Democrats plan to restore Affordable Care Act premium subsidies, reverse nearly $1 tln in proposed Medicaid cuts, and expand housing and child tax credits to ease cost-of-living pressures. They may also move to roll back tariffs and push to end or require congressional authorization for continued U.S. military action in Iran; Senator Schatz said ending the Iran war is a top Democratic priority.