A · Important
[Overnight global news you need to know on Wednesday: Many Federal Reserve officials called for continued interest rate increases, the United States announced the release of strategic oil reserves, Trump signed an AI document, and most European and American stock markets fell]
1. Fed Barr said that it may be necessary to continue to raise interest rates; policies need to be recalibrated. The basic situation is that further policy adjustments may be needed.
2. Fed Williams said that if the economy meets expectations, it may raise interest rates again this year. He also said that after raising interest rates in September, "there is no need to rush into action."
3. Fed Musallem said that even after the latest interest rate hike, monetary policy is still slightly loose.
4. Federal Reserve Goolsby said that the United States is playing with fire by remaining above its inflation target for five and a half years.
5. Traders have reduced their bets on the Federal Reserve raising interest rates in October. The market currently believes that the probability of the Federal Reserve raising interest rates in October is about 50%, which is lower than the previous expectation of about 70%.
6. Demarco of the European Central Bank said that the recent rise in long-term bond yields is quite worrying and he does not rule out the possibility of raising interest rates in October.
7. The United States announced that it will provide up to 40 million barrels of crude oil from the Strategic Petroleum Reserve to increase market supply.
8. Sources said that the White House has urged the European Union to use emergency diesel stocks to reduce global diesel prices.
9. Many representatives said that OPEC+ may stick to its oil production quota plan.
10. Trump will announce a $54 billion Alaska LNG plan.
11. Trump said that he has signed an artificial intelligence document and is considering establishing a 10-member committee to oversee artificial intelligence.
12. The U.S. import ban on nearly $1 billion in Canadian goods officially came into effect on September 29, local time.
13. U.S. Treasury yields continued to surge during the session on Tuesday. The 30-year Treasury bond yield rose to 5.6%, continuing to hit a new high since 2002. Barclays predicts that the U.S. 30-year Treasury bond yield may rise to 6%, and Wells Fargo predicts that the U.S. 10-year Treasury bond yield will reach 5.25%-5.75% by the end of 2027.
14. Deutsche Bank said that Muse has opened up the entrance to AI consumption, and its revenue in 2030 may exceed US$36 billion.
15. OpenAI launched the all-weather autonomous agent Dots and the GPT-6.1 Sol model, and will launch the GPT‑6.1 Sol ultra-fast version in the next few days. OpenAI reportedly plans to raise $30 billion at a valuation of $1.4 trillion. CEO Altman said there is no IPO timetable.
16. Tesla signed a US$30 billion financing arrangement, including revolving credit and delayed withdrawal loans.
17. Paramount Tianwu’s high-rated bond issuance received US$109 billion in subscription demand.
18. It is reported that Apple will launch Apple Pay in India.
19. Meta announced the launch of Muse, an AI agent for small businesses, which can currently be connected to multiple enterprise tools such as Canva, Dropbox, Figma, Notion, and Zoom.
20. NVIDIA is negotiating with insurance companies to discuss how to share the risks associated with its AI chip loan business.
21. KKR has reached an agreement to acquire a majority stake in Cisternina Logistics, an Indian liquid warehousing and logistics company.
22. AT&T and Corning signed a multi-year fiber optic supply agreement worth more than $3 billion. AT&T has pledged to invest more than $250 billion in U.S. connectivity over the next five years.
23. Samsung Electronics plans to start mass production of the third-generation 2nm process in 2028, and launch mass production of the 1.4nm process in 2029.
24. All three major U.S. stock indexes closed slightly lower, with the Dow Jones Industrial Average falling 0.26%, the S&P 500 Index falling 0.17%, and the Nasdaq Composite Index falling 0.09%. Apple fell 2.66%. New CEO Ternus is pushing the company to carry out comprehensive reforms. Most major European stock indexes closed lower, with Germany's DAX30 index falling 0.06%.
25. The settlement price of international crude oil futures closed sharply. WTI crude oil futures November contract fell 3.48%, Brent crude oil futures November contract fell 2.56%.
26. COMEX gold futures rose 1.12% to US$4,215 per ounce; COMEX silver futures rose 0.21% to US$61.84 per ounce.
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