布伦特原油报108.5美元，沙特管道关闭推高油价

关键论点

• 沙特东西向输油管道关闭愈发被视为持续数周而非数日，关键港口的沙特原油装运取消加剧了现货市场紧张。
• 油价上涨叠加20年期美债拍卖需求疲弱，推动10年期美债收益率上升1个基点至5.00%，为2007年以来首次收于该水平。
• 西太平洋银行预计FOMC今晚加息25个基点、四季度再加一次，以留出时间让潜在去通胀在其他指标中体现；市场定价从3.625%升至3.875%，并预计2026-2027年还有2-3次加息。
• 股市普遍走弱，ASX 200下跌0.9%，由能源和矿业股领跌，美元指数上涨0.3%至约99.6。

对应原文证据

1. Westpac sees a hike in September and a follow-up in Q4 as allowing for enough time for the underlying disinflation evident above to be reflected in other measures.
2. Westpac sees the FOMC delivering a 25bp rate hike at this meeting.
3. As discussed by Westpac’s Head of International Economics in our September Market Outlook , the limited confidence market participants took from Chair Warsh’s address and the immense volatility apparent in markets since necessitates a course correction.