市场消息：美国总统特朗普表示，伊朗方面一直在谈论谈判，但到某个时候，或许不得不通过军事手段来解决这一问题。

S&P GLOBAL MARKET INTELLIGENCE’s Phil Smith said Japan’s manufacturing sector entered Q4 maintaining a historically robust expansion despite slower output growth and new orders. The composite manufacturing PMI fell to a seven-month low in October at 53.3, above the long-run average of 50.6 and the 50 expansion threshold; rising backlogs and AI-related demand have kept firms’ confidence intact. Cost pressures remain elevated, fueling ongoing concern, but increasing unfinished orders have supported manufacturers’ pricing power.

JP Morgan strategists led by Pankaj Gupta warn MSCI’s March upgrade of Greece to developed-market status, effective May next year, will force emerging-market index trackers to sell about $5.1 bln of Greek equities while developed-market index funds buy roughly $4.8 bln, implying an estimated net passive outflow of about $275 mln. The team says the reclassification is expected to have a net negative impact on passive flows to the Greek market.