伊朗石油部官方网站Shana：伊朗与俄罗斯接近敲定天然气贸易协议。

CITIC-Prudential bond fund manager Wu Qiujun said the 10-year Chinese government bond yield is trading near 1.73%, with a market focus on 1.70% — reaching that level would imply roughly 2–2.5 bps of additional downside. The 30y–10y term spread has continued to compress, leaving the ultra-long end with catch-up upside; tactical swing positions in longer-dated bonds could generate returns. China 30-year government bond futures around the 114 yuan level may trigger short-term consolidation and volatility and should be monitored as an attention window. Wu sees scope for further rate declines in Q4 and says the probability of the 10-year yield breaching 1.70% will rise; on a 1–2 quarter or multi-quarter holding horizon she considers there to be a basis for the 10-year yield's central level to move below 1.70%.

OPEC's monthly report on Monday lowered its 2026 global oil-demand growth forecast to 780,000 bpd, marking the third consecutive downgrade. The group said the Iran war will have a smaller impact on oil consumption than other agencies expect; the IEA projects a demand decline in 2026. OPEC raised its 2027 global demand growth forecast.