ECB executive board member Nagel said the decline in energy prices since the U.S. midterm elections is good news.

CITIC Securities says Republican midterm losses do not necessarily change the US‑Iran conflict trajectory. It expects the Trump administration to maintain a high‑pressure economic blockade on Iran, keeping Middle East war risk in a bounded state—upside escalation risk controllable while negotiated de‑escalation remains blocked. Upside constraints include Congressional funding leverage, pronounced US public opposition to a prolonged Iran war that reduces political upside for escalation, and Netanyahu’s limited ability to expand operations without US backing. Downside is constrained because Iran’s strategic demands are unacceptable to both US parties and Washington lacks a feasible exit strategy.

美联储洛根发表讲话后，美国2年期国债收益率小幅升至日内高点。