That's all from me — head over to our US site for more market moving news.

Axel Rudolph, senior technical analyst at online trading platform IG, said:

Naeem Alsam, chief investment officer of Zaye Capital Markets, said:

Here's our US team with the latest:

Microsoft (MSFT) is bringing major updates to its Copilot artificial intelligence platform for Windows, expanding the software's capabilities with a number of new features, and introducing the ability to speak directly to the AI helper.

The announcements, which the company made at a press event at its Microsoft Experience Center in New York on Tuesday, also include a context-aware Click to Do option that provides you with tools and actions to complete tasks related to what you see on your screen, a refreshed version of Windows Search, the ability to upscale your old photos to up to 8K resolution, and an AI-powered edit tool for erasing or adding objects to your images.

The company also said it's working on a feature called Copilot Vision, which is able to view your Edge browser screen and understand questions you ask about what you're looking at.

All of these options come as Microsoft continues its AI push on both the consumer and enterprise sides of its business. The company launched its first wave of Copilot+ PCs in May, including its own Surface line of laptops and devices from partner companies including Dell, HP, and Lenovo.

Vicky McKeever writes:

The world's most valuable company, Apple, closed near its all-time high on Monday. The stock ended the previous session 2.3% higher at $233 (£175) per share, just below the high of $234.82 it hit in July.

This took the tech giant's market capitalisation up to $3.5tn.

US markets more broadly notched fresh records on the final day of the quarter, with the S&P 500 closing 0.4% in the green.

Looking at Apple specifically, Barron's reported that a Morgan Stanley note on Monday referred to stabilising lead times for some iPhone 16 models.

There had been some concern, following the launch of the new iPhone in September, that early demand for the latest model was lagging 2023 levels.

Other megacap tech companies also ended Monday's session in positive territory, with Google-owner Alphabet (GOOG, GOOGL) up more than 1% and social media giant Meta Platforms (META) up nearly 1%.

Shares in sausage roll-maker Greggs dipped 5% on Tuesday morning, after it reported a slowdown in underlying sales growth in the third quarter.

The food-on-the-go retailer said like-for-like sales in this latest quarter were up 5%, versus 6.5% year-to-date, and slower than the 7.4% growth it reported in the first half.

However, Greggs said that it was "acknowledging ongoing economic uncertainty, [and] the board expects the full year outcome to be in line with its previous expectations".

The British baker also said it expected the overall level of cost inflation for the year to be towards the lower end of the 4% to 5% range that it previously mentioned.

In terms of new products, Greggs said it had launched a pumpkin spiced doughnut as part of its autumn menu. The chain said it was also on track to open between 140 and 160 net new shops in 2024.

Mamta Valechha, retail equity analyst at Quilter Cheviot, said: "We continue to like Greggs; the group ranks highly on price perception and quality among coffee shops and quick service restaurants. There is significant growth potential in London and south-east England, and Greggs remains second only to McDonald’s in monthly active app users."

Despite Tuesday's fall in share price, Greggs is still up 14% year-to-date.

READ MORE: Eurozone inflation estimate below ECB's 2% target in September

Here's what Matthew Ryan, head of market strategy at Ebury, thinks:

Inflation in the Eurozone is expected to have fallen to 1.8% in September, its lowest level since April 2021, according to new estimates. This is a four percentage point decrease from 2.2% in August.

The reading is below the bloc's target of 2%.

Energy prices fell 6% and inflation slowed to 4% for services, while prices for food, alcohol and tobacco increased slightly.

Despite evidence that overall inflation headed below the ECB's target rate of 2% in September, the core rate of inflation — which strips out more volatile measures — still came in above target at 2.7%.

Here are the latest flash inflation figures from the Eurozone:

The latest S&P Global PMI manufacturing release says:

The latest EU manufacturing PMIs are out and the data shows activity in September hit a nine-month low in the sector.

The bloc recorded a score of 45 — anything below 50 indicates contraction and anything above indicates growth. August's reading was 45.8.

Eurozone goods producers also downwardly adjusted their inventories as business growth expectations slumped to a ten-month low.

Notably, the survey’s headline index fell to its lowest level in the year-to-date and was below the average seen across the current 27-month downturn.

Shop price inflation is now at its lowest level in over three years, according to the British Retail Consortium, with non-food inflation hitting -2.1% in September, further down from -1.5% in the preceding month. This is below the three-month average rate of -1.5%. Furniture and clothing were the categories with the biggest reductions.

Meanwhile, food inflation picked up to 2.3% in September, up from 2% in August. This is above the three-month average rate of 2.2%. The annual rate continues to ease in this category and inflation remained at its lowest rate since November 2021.

“Easing price inflation will certainly be welcomed by consumers, but ongoing geopolitical tensions, climate change, and government-imposed regulatory costs could all reverse this trend," said Helen Dickinson, chief executive of the BRC.

It was another volatile day in Japan as central bank twitchers continue to watch for moves by the Bank of Japan. The Nikkei (^N225) finished 1.9% higher.

Meanwhile stock markets in China were closed for the Chinese holiday.

Naeem Aslam, chief investment officer at Zaye Capital Markets writes:

The market's not been open long, but major US indexes seem to be rading almost flat in premarket. More on that later.

Our US team writes:

US stocks bid farewell to the month and the quarter with fresh records as investors reacted to Federal Reserve Chair Jerome Powell vowing to do what it takes to keep the economy humming, while signaling he won't rush future rate cuts.

The S&P 500 (^GSPC) rose 0.4% to close at a new record, while the Nasdaq Composite (^IXIC) gained close to 0.4%. Meanwhile, the Dow Jones Industrial Average (^DJI) finished just above the flatline, securing its latest all-time-high.

Typically the cruelest month for stocks, Wall Street indexes recorded monthly wins to close out the last trading day of September. Notably, the S&P 500 notched its best year-to-date performance at September's end since 1997. The S&P also enjoyed its best quarter since the fourth quarter of 2021.

Over the last three months, the Dow led the major indexes' gains, up 8.2%. The S&P gained 5.4%, and the Nasdaq added nearly 3%.

Hello from London. Lucy Harley-McKeown here ready to bring you the markets news of the day.

Baker Greggs is reporting results this morning and traders will be looking to the EU flash inflation update for clues on the European Central Bank's rate path.

There will also be PMI data coming out of the UK, US, Europe and Asia.

Let's get to it.