Overview

• U.S. stocks opened slightly lower as a likely Oct. 1 government shutdown raised the risk of disrupted economic data releases.
• Traders focused on the JOLTS openings report and Fed remarks, with some expecting the September payrolls to be postponed if agencies go dark.
• European equities reversed early losses to close higher, with the STOXX 600 up about 0.5% and marking its strongest month since May.
• Sector moves diverged in Europe as energy fell on weaker oil tied to expectations of an OPEC+ supply increase, while drugmakers climbed on reports of a forthcoming Trump administration drug‑pricing agreement.
• Asian markets ended mixed after China’s PMIs sent conflicting signals, and Brazilian rates and futures eased alongside lower U.S. Treasury yields.