Jeffrey Roach, chief economist at LPL Financial, said current inflationary pressure should not be wholly attributed to the Middle East war — while some reflects supply constraints, a portion is demand-driven. The Federal Reserve will factor demand-side pressure into its decision-making and may raise rates in December to curb demand-driven inflation. Rent inflation has been steady at 2.7%–2.9% over the past 10 months.

Egypt’s foreign minister said on the 9th Egyptian forces have been stationed in Saudi Arabia for several months amid rising tensions with Iran and recent attacks on Saudi targets, and will not cross the Saudi border into Yemen. He said President Sisi has authority to reinforce defenses at key sites inside Saudi Arabia, described the deployment as defensive and aimed at de‑escalation, and said the crisis requires a political, not military, solution. The Houthi claim that Egypt’s authorization constitutes a declaration of war was also reported.

美國中期選舉後部分州可能收緊數據中心審批要求，預計約5GW美國數據中心項目將從2028年推遲至2029年，相當於美國項目的20%、全球項目的10%。該行認爲，2027年建設計劃不會受到明顯影響，但美國數據中心新增容量2028年可能同比下降4%，2029年反彈增長38%。儘管部分項目延期，摩根士丹利維持超大規模雲廠商資本開支預測，預計2027年和2028年合計分別達到約1.6萬億和1.8萬億美元。該行認爲，此次變化更多是建設時間後移，而非AI基礎設施投資週期終結，可能導致2028年數據中心供應鏈出現階段性供需錯配，並提高已建成、具備供電能力的數據中心資產價值。