纽约：周五（9月25日），华尔街股市反弹，结束了这一波动较大的周行情，市场因油价下跌而感到乐观——人们期待美国与伊朗能够达成协议，从而重新开放霍尔木兹海峡。
NEW YORK: Wall Street stocks bounced Friday (Sep 25) to finish a volatile week on a positive note, greeting a drop in oil prices on hopes for a US-Iran agreement that could lead to the reopening of the Strait of Hormuz.
本周，纽约联合国大会就华盛顿与德黑兰之间的紧张局势发布了相互矛盾的信号。虽然美国总统唐纳德·特朗普和伊朗总统马苏德·佩泽什基安在联合国演讲中都使用了强硬的言辞，但伊朗外交部长阿巴斯·阿拉吉奇提出了一项计划，内容包括在七天内重新开放霍尔木兹海峡。Briefing.com的分析师帕特里克·奥黑尔表示：“鉴于伊朗并未改变其先前的立场，这一提议的可信度存疑；我们拭目以待这一提议能持续多久。”
Markets weighed mixed signals from the UN General Assembly in New York this week on the state of play between Washington and Tehran. While both US President Donald Trump and Iranian President Masoud Pezeshkian included tough rhetoric against each other in UN addresses, Iranian Foreign Minister Abbas Araghchi proposed a plan that would include the reopening of the Strait of Hormuz within seven days "It is a dubious offer considering Iran hasn't changed its conditions from before," said Patrick O'Hare, an analyst at Briefing.com. "We'll see how long the glow of Iran's offer lasts."
然而，爱德华琼斯公司的安杰洛·库尔卡法斯认为：“随着油价略有下跌，中东地区通过外交途径解决冲突的可能性有所增加。”投资者们倾向于采取乐观的态度，这导致油价下跌了约2%；而美国的主要股指在当天大部分时间都处于上涨趋势中，标普500指数最终上涨了0.5%。
But Angelo Kourkafas of Edward Jones said "there is some hope for a diplomatic way to the war in the Middle East with oil prices falling a little bit today." Investors seemed to settle on a glass-half-full perspective, leading to a more two per cent drop in oil prices, while major US stock indices were in positive territory most of the day. The broad-based S&P 500 finished up 0.5 per cent.
库尔卡法斯指出：“目前市场面临着利率上升与能源价格波动之间的矛盾——尽管企业的基本面和经济增长状况依然十分稳健。”
"We have a tug-of-war between rising interest rates and volatile energy prices against very solid corporate and economic fundamentals," Kourkafas said.
由于霍尔木兹海峡可能被关闭而引发的通胀担忧，以及胡塞武装对沙特红海基础设施的袭击可能导致海湾地区石油供应进一步减少，政府债券的收益率再次上升，投资者要求更高的回报。周四，美国10年期国债的收益率达到了2007年以来的最高水平，日本政府债券的收益率也创下了多年来的新高。
Inflation fears from the Strait of Hormuz closure, alongside the risk of further Gulf supply cuts due to Houthi strikes on Saudi infrastructure on the Red Sea, have again pushed up government bond yields, with investors demanding higher returns for lending money. The benchmark US 10-year Treasury yield hit its highest level since 2007 on Thursday, and Japan's government bond yields also hit multi-year highs.
英格兰银行行长安德鲁·贝利同时暗示，该行也可能在未来几个月效仿欧洲央行和美国联邦储备委员会加息，从而抑制通胀，但也会拖慢经济增长。
Bank of England Governor Andrew Bailey hinted meanwhile that it could also follow the European Central Bank and US Federal Reserve in hiking interest rates in the coming months, which could curtail inflation but slow economic growth.
AJ Bell市场主管丹·科茨沃思表示，在美国首都华盛顿举行的美国总统唐纳德·特朗普与中国国家主席习近平之间“一次看似友好的会晤”，提振了投资者情绪。
As for equities, "a seemingly amicable meeting" between US President Donald Trump and his Chinese counterpart Xi Jinping in Washington helped lift investor sentiment, said Dan Coatsworth, head of markets at AJ Bell.
然而，两国仅将贸易休战延长两个月至1月，与中方期望的两年相比相去甚远。
However, the nations' extension of a trade truce by two months until January was far less than the two years the Chinese had hoped for.
三菱日联银行市场战略家劳埃德·陈表示：“美中贸易风险仍然存在……关税、农产品采购、稀土以及技术限制等问题尚未解决。”
"US-China trade risks remain... (with) issues over tariffs, agricultural purchases, rare earths, and technology restrictions unresolved," said MUFG market strategist Lloyd Chan.
特朗普称，他与习近平讨论了陷入僵局的伊朗战争，两位领导人确认今年将在中国和美国举行的国际峰会上进行第三、第四次元首会晤。
Trump said he discussed the stalled Iran war with Xi, and the two leaders confirmed that they would meet for a third and fourth time this year at international summits in China and the United States.