德国DAX30指数10月2日（周五）开盘上涨60.32点，涨幅0.24%，报24999.67点； 英国富时100指数10月2日（周五）开盘上涨19.23点，涨幅0.18%，报10447.50点； 法国CAC40指数10月2日（周五）开盘上涨10.56点，涨幅0.13%，报7845.87点； 欧洲斯托克50指数10月2日（周五）开盘上涨20.30点，涨幅0.33%，报6195.75点； 西班牙IBEX35指数10月2日（周五）开盘上涨46.03点，涨幅0.24%，报19051.33点； 意大利富时MIB指数10月2日（周五）开盘上涨167.64点，涨幅0.33%，报50405.50点。

U.S. 4-week Treasury auction Oct. 1 — stop-out yield 3.89% vs. 3.85% prior.

Australian benchmark yields could slip below US peers for the first time in over a year as market bets diverge: investors increasingly expect the RBA is close to ending hikes while the Fed retains further tightening scope. Some strategists see Australian bonds outperforming US debt through end-2026. The Australia-US 10-year yield spread has tightened to about 12 bps, near the narrowest since Sept 2025. Barrenjoey Markets and Westpac expect yields to converge in coming months; NAB says the spread could turn negative. NAB Sydney rates strategist Kenneth Crompton: "Our base case is the Australia-US 10-year yield spread turns negative in 2027, but it would not be surprising to see this happen sooner. If policy expectations between Australia and the Fed diverge as we expect by year-end, the spread could easily test minus 20 bps."