Top Overnight News Iran is preparing a broader and more forceful response if the United States resumes large-scale military attacks, sources said, while continuing a diplomatic push that Iranian officials privately see as unlikely to succeed. RTRS Vladimir Putin has instructed his military leaders to abandon the rules of war, prompting a steep increase in strikes on civilian targets amid a major push to regain the advantage in the conflict, according to intelligence intercepted by Kyiv. FT Governments around the world are running out of room to shield consumers from higher energy prices resulting from the Iran war and other crises, with fuel subsidies potentially costing more than $1 trillion this year, a United Nations study found. BBG World food prices rose in September, as transportation disruptions and weather concerns limited supplies and lifted prices for several crop-based commodities, the United Nations’ Food and Agriculture Organization said. WSJ Amazon’s exploring a deal to shift about $8 billion of high-end Nvidia chips into a sale-leaseback SPV vehicle backed by outside investors to help strengthen its balance sheet. FT European countries are in crisis talks over the release of diesel stocks, as the US threatens them with a diesel export ban unless they release strategic reserves of the oil product. FT Tokyo’s key inflation gauge rose sharply as the effects of some temporary government measures faded, backing the Bank of Japan’s stance on continuing to raise the benchmark rate after authorities accelerated the pace of policy normalization. BBG Eurozone CPI for Sept ran hot on the headline (+3.8% vs. the Street +3.7% and vs. +3.2% in Aug) and was inline on core (+2.5% vs. +2.4% in Aug). BBG Trump posted "Republicans in the Senate have to get moving on what I call the “No More Changing of Clocks Act,” officially known as The Sunshine Protection Act". Goldman estimates nonfarm payrolls rose by 80k in September, slightly below consensus of +88k. On the positive side, the level of layoffs remains low and big data indicators of job growth picked up sequentially. On the negative side, September payroll growth has tended to underperform its recent trend when Labor Day is later in the month—like it was this year—and last month’s sharp increase in nonfarm payrolls was boosted by outsized increases in leisure and hospitality and local educational services payrolls that we do not expect to repeat. GS Research BofA Flow Show (w/e 30th September): USD 18.8bln to bonds, 15.8bln to stocks, 0.9bln to crypto, 0.7bln to gold, 118.0bln from cash on quarter-end; Bull and Bear indicator 8.8 (prev. 9.3).