美联储施密德：试图从数据中看出多少通胀源于需求，多少由供给冲击驱动。

The Financial Times reports US oil and gas firms warn diesel prices may need over a year to return to 2025 levels. A Dallas Fed survey of 100 energy companies found nearly half expect diesel to take more than four quarters to normalize. Respondents cited disruption to Middle East supply from the Iran war and Ukrainian strikes on Russian refineries as key factors tightening global diesel availability. An industry respondent said diesel is critical to economic activity and the market is only beginning to feel the impact of high prices. The Trump administration has discussed measures including restricting diesel exports and urging allies to release stocks to curb domestic fuel costs. Analysts warn an export ban could boost US supply short term but may lift fuel prices longer term and disrupt Europe and Latin America, which rely on US diesel shipments.

美国财政部：将在10月1日的流动性回购操作中购买至多60亿美元的10至20年期国债。