现货黄金日内下跌1.00%，现报4314.48美元/盎司。

Iranian state media said the foreign minister met US presidential envoy Witkoff during the UN General Assembly and conveyed "strict" conditions to the US. Iran said reopening the Strait of Hormuz would require the immediate lifting of any maritime blockade, immediate release of frozen Iranian assets and an end to all wars on "resistance" fronts.

Shenwan Hongyuan research says the core trading range for the 10-year US Treasury yield in H2 is likely 4.5%–5%, with inflation expectations linked to oil prices the dominant short-term driver. In an optimistic case yields could fall toward about 4.3%; in a downside case they could break above 5%. The dollar index is short-term positively correlated with oil during supply shocks—safe-haven flows and relative fundamentals tend to lift the dollar with oil—and would face further upside if a US‑Iran conflict escalates; after tensions ease the dollar’s core range could revert to 97–103. Dollar trend strength typically accompanies sustained Fed tightening; September’s hike is done, and if future moves are isolated rather than a trend tightening cycle, dollar appreciation risk is more contained. Medium-term, US term premium is likelier to rise than fall as risks shift from cyclical volatility to fiscal sustainability concerns; the Fed faces a threefold challenge of inflation persistence, weak employment, and automatic long-end tightening amid a global savings imbalance. Current US equity valuations are not low; larger or more persistent shocks would inflict greater downside on equity prices.