海关总署：中国1-9月成品油出口为4140.2万吨。

加拿大央行行长麦克勒姆：各国央行担心能源引发的通胀将进一步蔓延。

Jefferies global economist Mohit Kumar says geopolitical tensions and artificial intelligence remain the two primary drivers for financial markets. He warns the odds of a US-Iran agreement before November midterm elections have fallen — Jefferies, previously relatively optimistic, now judges even a temporary compromise unlikely. The firm flags a risk that US President Trump could order strikes after the midterms, raising the prospect of renewed escalation. Kumar says absent substantive diplomatic progress, heightened geopolitical uncertainty and post-midterm military-action risk are likely to remain market-moving factors.