The International Organization for Migration said on Oct 11 a migrant vessel carrying about 350 people capsized off Djibouti, killing at least 109 and leaving at least 116 missing. Survivors—more than 80 people—are all Ethiopian nationals. The boat, en route from Djibouti to Yemen, overturned on the night of Oct 8-9 near Goubet north of Obock. IOM is assisting survivors and Djibouti authorities, together with IOM, are continuing search-and-rescue operations.

Poland's interior ministry said police have received intelligence suggesting Prime Minister Donald Tusk and Defense Minister Wladyslaw Kosiniak-Kamysz may be targeted in the near term. The alerts follow three recent campus stabbings that killed one and injured more than a dozen. To prevent further attacks, police have inspected about 50,000 schools, are handling more than 230 suspected offense cases and have detained 76 people; some detainees allegedly carried knives, fireworks or threatened attacks. The government has increased police deployments at schools and instituted 24/7 internet monitoring. Tusk has ordered police to conduct at least one patrol of each school daily.

UAE Foreign Ministry strongly condemned a Houthi attack on King Khalid International Airport in Riyadh.

阿聯酋外交部：阿聯酋強烈譴責胡塞武裝對哈立德國王國際機場的襲擊。

據沙特媒體哈達斯：美國國務院官員表示，美國準備討論支持解除真主黨武裝的措施。

CITIC Securities says oil stabilisation, softer-than-expected US nonfarm payrolls and downgrades to Fed rate-hike odds have not reversed the rise in global long-term yields. The firm attributes higher yields to persistently strong private-sector investment and financing demand—trillions in investment have driven North America out of the post-crisis low-growth, low-rate norm. A sustained high-rate global environment is likely until an inflection in the AI investment cycle. Demand relatively insensitive to elevated overseas rates is concentrated in North American AI and sectors tied to expanded Chinese central fiscal spending. Former outperformers such as offshore exporters and resource plays face pressure. In weak demand conditions, assets benefiting from supply rationalization are scarce; the unwinding of excessive domestic competition next year merits attention. Tactical positioning: in the near term use cyclical, high-momentum sectors and supply-rationalization beneficiaries to cope with high rates; closely monitor the AI investment-cycle turning point.