美国10年期国债收益率回落，抹去CPI数据公布后的涨幅，现跌2.2个基点至4.922% 。

The IEA’s monthly report says this year’s global oil supply–demand gap will be larger than previously expected, citing limited progress toward ending the Iran conflict, which delays normalization of Middle East oil flows until 2027 and has driven fuel prices sharply higher. Inventories have so far been the primary market buffer; with cushions shrinking and the global refining system stretched to its limits, resolving the Middle East conflict and the Russia-Ukraine war, now in its fifth year, is more urgent to avoid further market tightening.

1. 美国财政部10至20年期美债回购未达60亿美元上限。 2. 美债回购规模低于预期，贝森特淡化市场担忧。 3. 瑞银放弃对短期美债的近期看涨立场。 4. 消息人士：日本央行下周料加息25BP，对终端利率无预设看法。 5. 支持中小公募发展的第二批摊余成本债基即将上报，初步名单有13家公募。 6. 知情人士：欧洲央行官员预计在10月将进一步收紧政策。 7. 法国巴黎银行：AI发债潮或终结企业债牛市。 8. 印度短债遭遇罕见做空潮，央行回笼流动性推高收益率。 9. 建设银行承销哈萨克斯坦第二期熊猫债66亿元认购超2倍。 10. 摩根资产管理：人工智能繁荣驱动债券收益率中枢上移。 11. 中国银行连续两年牵头协助深圳市人民政府赴澳门发行地方政府债券。