據伊通社（IRNA）：土耳其總統府在一份聲明中表示，土耳其總統在紐約與聯合國祕書長會晤時指出，伊朗和烏克蘭的緊張局勢應當減少。

Shenwan Hongyuan says market drivers have shifted in H2 2026 from an AI narrative to recurring US–Iran conflict and energy supply shocks. US political pressure to push down oil pre-midterms to ease inflation is likely to strengthen, and enforcement appears stronger this cycle. Trump has tied a ceasefire and lower oil prices to the midterms and signalled oil could fall after the vote. Supply-side constraints include low inventories, disrupted strait transit, limited refinery flexibility and widening gasoline/diesel crack spreads; the forward curve shows a significant spot premium and the supply buffer is weaker than in 2018, with political price suppression occurring later. Under a neutral scenario, Shenwan expects prices to stay elevated before US midterms (central estimate ~$100/bbl); post-midterms oil could decline quarter-by-quarter in late‑2026 to early‑2027 toward roughly $75/bbl, though inventories and refined‑product bottlenecks will keep the central level above pre‑conflict norms.

德國9月製造業PMI初值 53.8，預期54，前值54.3。