中东日报

关键论点

• 特朗普“能源停火”表态及美国直接进口俄罗斯柴油的提议压低油价，布伦特跌1.1%至103.60美元/桶，WTI跌1.3%至90美元/桶。
• 中东地缘风险仍高：霍尔木兹海峡再发生油轮遇袭，IRGC威胁停泊船只，胡塞武装持续袭击利雅得机场，存在升级循环风险。
• 黄金在美9月CPI前于约4,190美元/盎司区间震荡，CPI将检验核心通胀是否嵌入能源传导；10月加息定价约20%，12月预期更强。
• 埃及9月城市通胀放缓至13.9%同比，连续第二个月回落，但环比物价涨1.3%、食品通胀升至7.2%同比，进一步宽松取决于通胀持续回落。

对应原文证据

1. Oil prices have started the week lower in response to statements from US President Donald Trump saying that an “energy ceasefire” was in effect between Russia and Ukraine and to a proposal that the US will directly import diesel from Russia.
2. Japan’s trade minister, Ryosei Akazawa, called for greater cooperation in ensuring energy security and that Japan could facilitate trade between Middle Eastern oil exporters and Asian importers.
3. Gold and bond markets will be focused on this week’s release of the US September CPI to show whether core inflation has embedded more of a passthrough from higher energy prices along with perspectives on global growth due to be released by the IMF. · this week