OCBC 每日信用快照 2026年9月23日

关键论点

• 美股由金融板块轮动至科技板块，人工智能竞争担忧及收益率曲线趋平主导当日交易。
• 伊朗暗示若美国缓和军事压力，霍尔木兹海峡可在七日内重开，加上沙特重启东西向管道，油价进一步下跌。
• 若美国实施柴油出口禁令，布伦特很可能跑赢WTI，但对原油绝对价格的影响方向不明。
• 波士顿联储主席柯林斯支持上周加息，理由包括通胀风险上升、劳动力市场走强，以及采取更具限制性政策立场的理据。

对应原文证据

1. Oil prices fell further as geopolitical supply risks eased after Iran signalled that it could reopen the Strait of Hormuz within seven days if the US eases military pressure.
2. Should the Trump administration proceed with a ban on US diesel exports, we would expect Brent to outperform WTI, although the impact on outright crude prices is more ambiguous.
3. With the US currently serving as an important marginal supplier to an exceptionally tight global distillate market, removing US barrels from the international market would further tighten ex-US product balances and could initially lend support to Brent.