美聯儲理事鮑曼：我們正計劃進行全面重組，着手解決硅谷銀行倒閉期間暴露出的風險規避文化問題。

1. 深圳十一樓市：中原二手成交同比漲66.7%，新房認購漲78.5%。 2. 華潤置地：2026年9月合同銷售金額約人民幣155億元，同比下降11.9%。 3. 越秀地產9月合同銷售68.1億，累計銷售680.18億元。 4. 蘇州4宗宅地10.6億元底價成交。 5. 杭州一套獨棟別墅2.88億元拍賣成交：溢價率71%，單價45.7萬元/平米。 6. 富力地產新增失信被執行人信息，稱仍在溝通解決方案。 7. 海淀上莊663套公租房項目開工，預計2029年竣工交付。 8. 美國樓市短暫回暖難掩疲態，抵押貸款利率飆升或拖累年底銷售。

Jefferies global economist Mohit Kumar says geopolitical tensions and artificial intelligence remain the two primary drivers for financial markets. He warns the odds of a US-Iran agreement before November midterm elections have fallen — Jefferies, previously relatively optimistic, now judges even a temporary compromise unlikely. The firm flags a risk that US President Trump could order strikes after the midterms, raising the prospect of renewed escalation. Kumar says absent substantive diplomatic progress, heightened geopolitical uncertainty and post-midterm military-action risk are likely to remain market-moving factors.