欧洲股指今日开盘喜忧参半。这些变化大多很小，尽管英国股市因英镑在早些时候的零售销售数据后上涨而走低。不过，美国期货价格较为低迷，标准普尔500指数期货目前持平。

European indices in a mixed mood at the open today.The changes are mostly light, although UK stocks are dragged lower as the pound creeps up following the retail sales data earlier. US futures are more muted though, with S&P 500 futures seen flat currently.

日本央行上田：将从可持续、稳定实现价格目标的角度适当引导政策。“日本央行（BoJ）将从可持续、稳定地实现价格目标的角度适当指导货币政策，”央行行长上田和夫在信托协会会议上发表讲话时表示，副行长内田慎一代表他宣读了讲话。

BoJ's Ueda: Will guide policy appropriately from standpoint of sustainably, stably achieving price target.“Bank of Japan (BoJ) will guide monetary policy appropriately from the standpoint of sustainably, stably achieving price target,” the central bank Governor Kazuo Ueda said in a speech to a trust association meeting, read by Deputy Governor Shinichi Uchida on his behalf.

日本最大的工会组织Rengo计划明年至少加薪5%。这对日本央行来说是一个乐观的情况，如果并且只有当这能够实现的话。新任命的日本首相石破慎太郎将对此表示支持，但随着通货膨胀的稳定，可能很难重复去年的类似壮举。

Japan's largest union group Rengo targets wage hikes of at least 5% for next year.It's a bullish case scenario for the BOJ, if and only if this can be pulled off. Newly appointed Japan prime minister Ishiba will be supportive of that but as inflation stabilises, it might be tough to repeat a similar feat seen last year.

英镑/日元在英国零售销售数据稳健后继续上涨至196.00附近。英镑/日元连续第二天上涨，在亚洲时段交易于195.90左右。英镑（GBP）在英国（UK）周五发布稳健的零售销售报告后上涨。

GBP/JPY extends gains to near 196.00 following solid UK Retail Sales data.GBP/JPY continues to rise for the second consecutive day, trading around 195.90 during the Asian session. The Pound Sterling (GBP) gained momentum following a solid Retail Sales report from the United Kingdom (UK) released on Friday.

欧洲央行削减燃料需求，拖累欧元。欧洲央行（ECB）昨日将利率下调25个基点，这是一个普遍预期和定价的举措。首席执行官克里斯蒂娜·拉加德强调，通货膨胀正在得到控制，并警告说，通货膨胀可能会暂时上升，但到明年，这些数字将可持续地恢复到目标水平，欧元区不太可能陷入衰退。

ECB Cut Fuels Appetite, Weighs on Euro.The European Central Bank (ECB) lowered its interest rates by 25bp yesterday, in a widely expected and priced in move. Chief Christine Lagarde highlighted that inflation is coming under control, warned that there could be a temporary uptick, but the figures will be sustainably back to target by next year and that the Eurozone will unlikely enter recession.

马来西亚棕榈油期货跌至每吨4275马来西亚令吉以下，连续第二个交易日下跌，并在林吉特走强和大连豆油合约走弱的情况下，出现五周来的首次周跌幅，迄今为止下跌约1.8%。交易员还对主要买家中国的第三季度GDP数据做出了反应，中国经济同比增长4.6%，为六个季度以来的最低增速。与此同时，在10月1日至20日的出口估计之前，人们普遍持谨慎态度，因为货物验船师很快就会发布出口估计。与此同时，由于对需求下降的担忧，原油价格面临一个多月来最大的周跌幅。从积极的方面来看，欧盟将其森林砍伐法推迟了一年，至2025年12月底。与此同时，马来西亚棕榈油委员会预计，由于库存同比下降，本月棕榈油价格将稳定在4000马来西亚令吉以上。另外，印度尼西亚决定将其生物柴油授权从B35提高到B40，这可能会在2025年将消费量增加200万至250万，进一步收紧出口供应。

Malaysian palm oil futures fell below MYR 4,275 per tonne, slipping for the second session and heading for the first weekly drop in five, down around 1.8% so far, amid stronger ringgit and weaker Dalian soyoil contracts. Traders also reacted to Q3 GDP data from key buyer China, where the economy grew by 4.6% yoy, the slowest pace in six quarters. Meanwhile, caution prevailed ahead of export estimates for October 1–20, due to be released by cargo surveyors soon. At the same time, crude oil prices faced their steepest weekly drop in over a month, driven by concerns about lower demand. On a positive note, the EU postponed its deforestation law by a year, to the end of Dec. 2025. Meantime, the Malaysian Palm Oil Council expects prices to remain stable above MYR 4,000 this month, citing a yoy decline in inventories. Separately, Indonesia's decision to raise its biodiesel mandate from B35 to B40 may boost consumption between 2 to 2.5 million in 2025, further tightening export availability.

天然气和石油预测：逆转还是崩溃？需监控的关键阻力水平。随着地缘政治风险的缓解，石油市场仍不稳定，但中国的需求不确定性引发了人们的担忧，使价格面临进一步下跌的风险。

Natural Gas and Oil Forecast: Reversal or Breakdown? Key Resistance Levels to Monitor.Oil markets remain volatile as geopolitical risks ease, but demand uncertainty in China raises concerns, keeping prices at risk of further drops.

英国零售销售强劲后英镑反弹，日元在日本的口头干预下复苏。受9月份意外强劲的零售销售数据推动，英镑今天普遍上涨。这一复苏表明，本周早些时候低于预期的CPI数据的负面影响已被市场完全吸收。

Sterling Rallies After Strong UK Retail Sales, Yen Recovers on Japan's Verbal Intervention.Sterling rises broadly today, driven by unexpectedly strong retail sales figures for September. This recovery suggests that the negative impact of weaker-than-expected CPI data earlier in the week has been fully absorbed by the market.

2024年9月，英国零售额意外环比增长0.3%，此前8月激增1%，超过了0.3%的增长预测。非食品类商店的销售额在8月份增长0.6%后，增长了2.5%，主要由计算机和电信零售商带动。另一方面，受不合时宜的恶劣天气和消费者继续削减奢侈品消费的拖累，超市销售额下降2.4%，为今年迄今为止最大跌幅。在线销售额增长1.3%。零售额同比增长3.9%，这是自2022年2月以来的最大年增长率，此前8月份下调了2.3%，预测为3.2%。考虑到今年第三季度，零售额比上一季度增长了1.9%。

Retail sales in the UK unexpectedly increased 0.3% month-over-month in September 2024, following a 1% surge in August and beating forecasts of a 0.3% rise. Sales at non-food stores jumped 2.5%, following a 0.6% rise in August, mostly led by computers and telecommunications retailers. On the other hand, sales at supermarkets fell 2.4%, the largest drop so far this year, dragged down by unseasonably poor weather and consumers continuing to cut back on luxury food items. Online sales went up 1.3%. Year-on-year, retail sales jumped 3.9%, the biggest annual rise since February 2022, following a downwardly revised 2.3% rise in August and forecasts of 3.2%. Considering the third quarter of the year, retail sales rose 1.9% from the previous period.

2024年9月，瑞典的失业率从去年同期的7.7%攀升至8.2%。这是自6月以来的最高失业率，失业人数增加了3.1万人，达到46.8万人，而就业人数减少了3.4万人，降至522.0万人。就业率下降0.6个百分点至68.6%，劳动力参与率小幅下降0.1个百分点至74.8%。9月份的平均总工作时间为每周1.737亿小时。经季节性调整后，失业率从上月的8.3%微升至8.5%。

The unemployment rate in Sweden climbed to 8.2% in September 2024 from 7.7% in the corresponding month of the previous year. This marked the highest unemployment rate since June, as the number of unemployed people increased by 31 thousand to 468 thousand, while the employment decreased by 34 thousand to 5.220 million. The employment rate fell by 0.6 percentage points to 68.6%, while the labor force participation rate edged down by 0.1 percentage points to 74.8%. The average number of total hours worked in September amounted to 173.7 million per week. Seasonally adjusted, the unemployment rate inched up to 8.5% from 8.3% in the preceding month.

欧洲股市周五将温和开盘，投资者继续评估欧洲央行最新政策决定的影响。周四，欧洲央行按预期将利率下调25个基点至3.25%，这是今年第三次降息。投资者现在期待9月份英国零售销售数据和8月份欧元区经常账户数据。在企业方面，瑞典汽车制造商沃尔沃集团将公布其最新季度业绩。在盘前交易中，欧洲斯托克50指数和斯托克600指数期货持平，小幅下跌。

European equity markets were set for a muted open on Friday as investors continued to assess the implications of the European Central Bank’s latest policy decision. On Thursday, the ECB cut rates by 25 basis points to 3.25% as expected, the third such reduction this year. Investors now look ahead to UK retail sales data for September and Eurozone current account figures for August. On the corporate front, Swedish carmaker Volvo Group will report its latest quarterly results. Euro Stoxx 50 and Stoxx 600 futures drifted flat to slightly negative in premarket trade.

英国9月零售额环比增长0.3%，消费持续反弹。英国9月份零售额环比增长0.3%，超出了-0.3%的下降预期。这标志着自2022年7月以来的最高零售销售指数水平，反映出消费者活动的反弹强于预期。

UK retail sales rises 0.3% mom in Sep, extended rebound in consumption.UK retail sales volumes rose by 0.3% mom in September, defying expectations of -0.3% decline. This marked the highest retail sales index level since July 2022, reflecting stronger-than-anticipated rebound in consumer activity.

英国的预算——一切都是为了“劳动人民”。关于英国新任财政大臣雷切尔·里夫斯本月可能在她的第一个税收和支出计划中宣布什么，人们议论纷纷，但她似乎肯定会说，她这样做是为了“劳动人民”

The UK's budget - it's all about the 'working people'.Speculation is swirling about what new British finance minister Rachel Reeves might announce in her first tax and spending plan this month, but one thing she seems certain to say is that she is doing it for the "working people."

英国9月零售额月环比增长0.3%，而预期为-0.3%。英国国家统计局（ONS）周五公布的最新数据显示，英国（UK）零售额在8月份增长1.0%后，9月份环比增长0.3%。市场预计本月将下跌0.3%。

UK Retail Sales climb 0.3% MoM in September vs. -0.3% expected.The United Kingdom (UK) Retail Sales rose 0.3% over the month in September after rising 1.0% in August, the latest data published by the Office for National Statistics (ONS) showed Friday. Markets expected a 0.3% decrease in the reported month.

英国9月份零售额同比增长3.9%，高于预期（3.2%）。英国9月份零售额同比增长3.9%，高于预期（3.2%）

United Kingdom Retail Sales (YoY) came in at 3.9%, above forecasts (3.2%) in September.United Kingdom Retail Sales (YoY) came in at 3.9%, above forecasts (3.2%) in September