Iranian navy said on the 16th local time that its surveillance unit detected and confirmed several hours earlier a tanker on fire in a prohibited zone east of the Strait of Hormuz. The vessel had switched off its AIS and attempted to cross a Gulf of Oman restricted area; the navy said unauthorized navigation in the zone threatens safety.

Pantheon Macroeconomics chief markets economist Jonas Goltermann said in a note that US equities are showing increasing end‑of‑cycle signals and he expects a more sustained pullback over roughly the next year, accompanied by a decline in US Treasury yields. He added that despite two recent high inflation prints, market concern over the sustainability of the AI‑driven rally has eclipsed the inflation data. Goltermann noted this week’s simultaneous sharp falls in US stocks and Treasury yields—the first such move since the US‑Iran conflict began—matches the market pattern that can emerge when an AI boom starts to reverse.

日本至10月9日當週外資買進日債 10801億日元，前值由5857億日元修正爲6081億日元。