美联储哈玛克：通胀在强劲的产出需求下依然高企。

Iran's Islamic Revolutionary Guard Corps (IRGC) intelligence arm said recent Iranian operations have changed battlefield dynamics and increased pressure on U.S. military deployments in the Middle East. The IRGC said Iran's geographic advantages and sustained strike capability make traditional high-cost U.S. operations harder to sustain, forcing reductions in some forward deployments and a shift toward longer-range, more covert operations. It said U.S. bases, runways, hangars, aircraft and naval vessels remain under persistent threat, and that adding troops and equipment would increase exposure and casualty risk. The IRGC cited U.S. deployments in Jordan, losses of unmanned systems and constrained maritime activity as signs of reduced U.S. freedom of action; the remarks constitute the IRGC's assessment of recent U.S.-Iran military exchanges.

BofA expects the ECB to raise rates 25bp in December, arguing a fresh energy shock will keep euro-area inflation above the ECB’s target for longer. Recent European gas and oil price gains and persistent geopolitical tensions—including the Iran conflict—could keep energy markets tight through the winter demand peak. BofA says growth may hold but will likely soften, doubts significant second‑round effects have emerged, and notes the ECB could move in October only if inflation prints come in materially higher.