IEA月报：2026年全球石油需求将下降250万桶/日（之前预测为下降160万桶/日），原因是美伊谈判在解决冲突方面陷入僵局。

消息人士：OpenAI首席执行官奥尔特曼会见了顶级电力公用事业公司，讨论保护电网的方法。

Deutsche Bank chief European economist Mark Wall says inflation risks are rising and the probability of an ECB hike in December now exceeds the probability of no action. Markets price roughly a 49% chance of an October hike, rising to 89% by year-end. A gas-price spike is a negative supply shock that will lift energy, transport and commodity prices near term and could force the ECB to guard against second-round inflation. With higher corporate costs and squeezed real incomes weighing on activity, Europe may enter a phase where inflation rises first and growth falls later; hikes will push up short-term rates but may not sustainably support the euro or long-term yields.