美国总统特朗普：如果伊朗表现良好，我们可以签署一些协议。

Standard Chartered analysts Steve Englander and Dan Pan say the market’s key question is what US midterm results imply for policy over the next two years. They argue a sizable Democratic majority would likely still fall short of the margin needed to overturn a presidential veto, so markets may see extensive policy debate but limited economically consequential action. They flag December 2026 budget talks and end-2027 debt-ceiling negotiations as potential triggers for renewed government shutdown and debt-default risk.

At midday close, China’s front-month commodity futures were mostly lower. Low-sulfur fuel oil (LU) dropped more than 6% and fuel oil fell over 5%; lithium carbonate slipped nearly 4%. Styrene (EB), benzene, palm oil, asphalt and Shanghai tin were down about 3%. Palladium led gains, up more than 4%; Shanghai silver and caustic soda rose over 3%; Shanghai gold and polysilicon climbed over 2%; soda ash gained nearly 2%; glass and pulp rose just above 1%.