越南10月标普全球越南制造业PMI 52.3，前值51.9。

In a Refinitiv survey of 32 economists, Deutsche Bank was the only forecaster expecting the Reserve Bank of Australia to keep rates unchanged; the other 31 predict a 25bp hike to 4.85%. Deutsche Bank cites current inflation tracking RBA forecasts and a preference to await post‑US midterm clarity — notably oil — as rationale. Markets have largely priced a hike, creating asymmetric outcomes: a hold would likely weaken the AUD and lift short‑term government bonds (yields fall), while a 25bp rise would mainly confirm expectations. Last week’s unexpected RBNZ hold underscores that central banks can defy consensus and may prompt traders to adopt a more cautious stance ahead of the RBA decision.

伊朗安全事务负责人穆赫辛·雷扎伊（Mohsen Rezaei）向伊朗国家电视台表示，伊朗正在讨论，如果敌对行动再次爆发，是否继续维持长期以来禁止核武器的政策，但目前尚未作出改变这一政策的决定。