太平洋投资管理公司（PIMCO）：美国10年期国债收益率面临自2000年以来首次触及6%的风险。

ECB Governing Council member Stournaras said inflation expectations are stable at around 2%.

US Commerce Department (Census Bureau) data: wholesale inventories rose 0.5% MoM in August, revised from a 0.7% preliminary estimate; July inventories rose 1.4% MoM. Inventories were up 6.4% YoY. By category, durables +0.8% MoM, nondurables unchanged, petroleum stocks -3.9%. Wholesale sales climbed 1.8% MoM in August (July +1.0%), signalling accelerating demand. The inventory-to-sales ratio edged down to 1.18 months from 1.19 in July. Firms appear to be rebuilding stocks after five straight quarters of inventory drawdowns despite strong consumer spending and AI investment.