【今日重点关注的财经数据与事件：2026年10月5日 周一】 ① 15:50 法国9月服务业PMI终值 ② 15:55 德国9月服务业PMI终值 ③ 16:00 欧元区9月服务业PMI终值 ④ 16:30 欧元区10月Sentix投资者信心指数 ⑤ 16:30 英国9月服务业PMI终值 ⑥ 17:00 欧元区8月PPI月率 ⑦ 21:45 美国9月标普全球服务业PMI终值 ⑧ 22:00 美国9月ISM非制造业PMI

Gold climbed in Asian trade on Monday after SOCGEN said September PCE came in weaker than expected, which could curb market bets on a Fed rate increase in October. Market pricing shows roughly a 40% probability of Fed action in October, providing initial support for gold into the month. Gold’s trajectory remains a tug-of-war between structural demand—central-bank purchases and ETF inflows—and macro headwinds from a strong dollar and rising yields.

On the 4th, Iran’s parliament speaker Ghalibaf said Washington has recently made proposals via intermediaries and is in a state of despair in the face of Iran’s firm stance. He said the era of imposing unilateral demands through a war of attrition is over. Iran’s position is clear: the Strait of Hormuz will not reopen until seven conditions set out in the Islamabad memorandum of understanding are satisfied. U.S. President Trump on the 2nd said the conflict with Iran would "end soon" and that Iran would "never have nuclear weapons."