伊朗最高国家安全委员会秘书雷扎伊：美国总统特朗普受征服伊朗这一幻想的蒙蔽，又遭以色列总理内塔尼亚胡的欺骗，从而发动了人类历史上最愚蠢的战争之一。如今，在美国海军舰队未能重新打通霍尔木兹海峡之后，他竟转而诉诸走私手段。美军从未堕落到如此可耻的地步。

CITIC Securities says oil stabilisation, softer-than-expected US nonfarm payrolls and downgrades to Fed rate-hike odds have not reversed the rise in global long-term yields. The firm attributes higher yields to persistently strong private-sector investment and financing demand—trillions in investment have driven North America out of the post-crisis low-growth, low-rate norm. A sustained high-rate global environment is likely until an inflection in the AI investment cycle. Demand relatively insensitive to elevated overseas rates is concentrated in North American AI and sectors tied to expanded Chinese central fiscal spending. Former outperformers such as offshore exporters and resource plays face pressure. In weak demand conditions, assets benefiting from supply rationalization are scarce; the unwinding of excessive domestic competition next year merits attention. Tactical positioning: in the near term use cyclical, high-momentum sectors and supply-rationalization beneficiaries to cope with high rates; closely monitor the AI investment-cycle turning point.

On Oct. 11 President Zelenskiy said Kyiv supports a “practical, reliable” energy ceasefire and is willing not to strike Russian energy infrastructure if Russia takes reciprocal action. He said U.S. President Trump has announced an energy ceasefire arrangement, which Ukraine welcomes and expects to be implemented. Zelenskiy added Ukrainian armed forces have received the relevant orders and Kyiv is awaiting details of U.S.-Russia talks, expecting President Putin to honor the commitments described by Trump.