市场速览 - 布伦特原油逼近 106，三十年期国债收益率突破 54

关键论点

• 布伦特原油在美伊权衡卡塔尔斡旋的分阶段霍尔木兹协议之际回吐涨幅；德黑兰寻求控制海峡，白宫称谈判并非受压。
• 长端带动全球债券抛售，美国几乎所有基准期限收益率处于或高于5%，推高消费者、企业与政府的借贷成本。
• 股市广度明显弱于标普500持平的表象；甲骨文因新墨西哥数据中心不可抗力而暴跌。
• 瑞士央行维持0.00%并删除干预措辞，瑞郎大幅走软。

对应原文证据

1. • Crude prices and a global bond selloff eased as the United States and Iran are weighing a Qatar-mediated phased deal to reopen the Strait of Hormuz and lift the American blockade, with Tehran seeking control of the strait and reduced US military pressure; the White House says President Trump is open to talks but not under pressure.
2. • UK GfK consumer confidence improved to -13 in September, the highest since August 2024, though the survey compiler cautioned that rising energy and fuel costs could yet weigh on sentiment. · August 2024
3. • Norges Bank raised its policy rate by 25 basis points to 4.50%, citing persistent inflation, while Sweden's Riksbank left rates unchanged, but said that a rate hike would happen this year. · this year