美国至10月9日当周EIA原油库存 -855.7万桶，预期-28.8万桶，前值-318.6万桶。

Sources say senior Pentagon officials plan to withhold an internal investigation into a U.S. strike on a primary school in Minab, southern Iran, until at least after the U.S. midterm elections. Advisers to the defense secretary conveyed the plan to some Pentagon staff as the department faces mounting political pressure over months-long inquiries and recent civilian casualties. The strike on the first day of the war hit a Minab primary school and killed more than 150 people, including at least 123 children — by child fatalities the deadliest U.S. target-identification error of the 21st century. Pentagon investigators found flawed intelligence, outdated imagery and excessive reliance on artificial intelligence contributed to the strike. A comprehensive investigation launched in March remains unpublished, though officials say it was largely complete months ago.

Thursday Asian morning US Treasuries rallied across the curve: 10-year yield fell 4bps to 5.14%; the policy-sensitive 2-year also eased; 30-year, which had been heavily sold amid inflation and fiscal worries, declined as well. ITC Markets senior analyst Kit Lowe said the market has reverted to a safe‑haven pattern of buying sovereign bonds on equity sell‑offs. Hotter-than-expected US inflation data sparked the stock selloff and renewed demand for bonds. Asset managers including PIMCO have recently advised increasing bond allocations after sell‑offs.