欧盟贸易专员表示下周将会见中国商务部长。欧盟贸易专员Maros Sefcovic将于下周会见中国商务部长王文涛，双方将讨论中国加强稀土矿物出口管制的最新进展。这只是证实了昨天在这里提到的计划。

EU trade commissioner says to meet with China's commerce minister next week.European trade commissioner, Maros Sefcovic, is due to meet with China's commerce minister, Wang Wentao, next week with both sides set to discuss the recent development that saw China step up export controls on rare earth minerals. This just confirms the plans that were mentioned yesterday here.

英镑兑美元走强，里夫斯的预算计划备受关注。周三，英镑兑美元走强，英国财政大臣雷切尔·里夫斯证实，增税和削减开支即将到来，市场焦点仍集中在英格兰银行的利率路径上。

Sterling strengthens against weaker dollar, Reeves' budget plans in focus.The pound firmed against a broadly weaker dollar on Wednesday, as Britain's finance minister Rachel Reeves confirmed tax rises and spending cuts are on the horizon, and market focus stays on the Bank of England's rate path.

意大利10年期英国国债收益率降至3.4%，为2024年12月以来的最低水平，这得益于意大利财政措施和美联储降息押注的增加。意大利政府计划向银行和保险公司征收35亿欧元的税，以帮助为2026-2028年的预算提供资金，预计这些措施将使预算赤字从2025年占GDP的3.3%降至2026年的2.8%。 与此同时，美联储主席杰罗姆·鲍威尔强调了美国劳动力市场的疲软，强化了本月再次降息的预期。投资者也在密切关注美中贸易争端和法国政治局势的发展。周二，在北京拒绝增加对美国大豆的购买后，特朗普总统威胁要对中国实施食用油禁运。此外，法国暂停养老金改革缓解了政治不确定性，社会党排除了不信任投票的可能性。

Yields on Italy’s 10-year BTPs fell to 3.4%, the lowest since December 2024, supported by Italian fiscal measures and rising bets on Federal Reserve rate cuts. The Italian government plans a €3.5 billion levy on banks and insurers to help fund its 2026–2028 budget, measures expected to trim the budget deficit from 3.3% of GDP in 2025 to 2.8% in 2026. Meanwhile, Federal Reserve Chair Jerome Powell highlighted weakness in the US labor market, reinforcing expectations for another rate cut this month. Investors were also keeping a close eye on developments in the US–China trade dispute and the political situation in France. On Tuesday, President Trump threatened a cooking oil embargo on China after Beijing declined to increase purchases of US soybeans. Also, France’s suspension of pension reform eased political uncertainty, with the Socialist Party ruling out a no-confidence vote.

吉尔吉斯斯坦的年通货膨胀率从前一个月的9.5%的两年高点降至2025年9月的8.4%。这是自6月以来的最低水平，因为食品和非酒精饮料（8月份为10.7%对13.1%）、运输（3.8%对4.7%）以及酒精饮料和烟草制品（7.2%对8.4%）的价格有所放缓。此外，住房服务、水、电、天然气和其他燃料（13.7%）、通信（0%）和杂项商品和服务（3.4%）的价格保持稳定。另一方面，家居用品和电器（1.2%对0.6%）、服装和鞋类（1.7%对1.6%）、健康（9.1%对8.3%）、教育（30.5%对24.2%）以及餐馆和酒店（2.2%对1.9%）的成本增长速度更快。按月计算，9月份消费者价格指数为0.4%，与上月持平。

Kyrgyzstan’s annual inflation rate eased to 8.4% in September 2025 from a two-year high of 9.5% in the previous month. It marked the lowest reading since June, as prices moderated for food and non-alcoholic beverages (10.7% vs 13.1% in August), transport (3.8% vs 4.7%), and alcoholic beverages and tobacco products (7.2% vs 8.4%). Moreover, prices remained stable for housing services, water, electricity, gas, and other fuels (13.7%), communication (0%), and miscellaneous goods and services (3.4%). On the other hand, costs increased at a faster pace for household items and appliances (1.2% vs 0.6%), clothing and footwear (1.7% vs 1.6%), health (9.1% vs 8.3%), education (30.5% vs 24.2%), and restaurants and hotels (2.2% vs 1.9%). On a monthly basis, consumer prices stood at 0.4% in September, unchanged from the previous month.