展望欧洲和全球市场的一天，来自韦恩·科尔的报道。对于右翼政客来说，本周开局不利：巴西总统路易斯·伊纳西奥·卢拉·达席尔瓦赢得第四个任期，而塞尔维亚的亚历山大·武契奇败给了学生主导的抗议运动。
A look at the day ahead in European and global markets from Wayne Cole. It's not been a good start to the week for right-wing politicians, with Brazilian President Luiz Inacio Lula da Silva winning a fourth term and Serbia's Aleksandar Vucic losing to a student-led protest movement.
巴西雷亚尔尚未开盘交易，尽管在东京交易的一只巴西ETF已下跌近15%，抹去了参议员弗拉维奥·博尔索纳罗在首轮投票领先时所带来的涨幅。博尔索纳罗随后拒绝认输，表示将对结果提出挑战。
The Brazilian real is yet to trade, though a Brazilian ETF traded in Tokyo has shed almost 15%, reversing gains made when Senator Flavio Bolsonaro led in the first round of voting. Bolsonaro later refused to concede defeat, saying he would challenge the result.
接下来是以色列本雅明·内塔尼亚胡的利库德集团。这三位右翼人士均获得特朗普总统支持，而特朗普所在的政党下周将面临中期选举这一自身的投票考验。
Next up is Benjamin Netanyahu's Likud party in Israel. All three of the right-wingers were supported by President Trump, whose party faces its own vote test next week with the midterms.
除此之外，市场开局谨慎，华尔街期货和亚洲大多数市场小幅下跌。油价有所回落，部分原因可能是有报道称，卡塔尔调解人周日抵达德黑兰，作为协同美国缓和地区紧张局势努力的一部分。
Otherwise, it's been a guarded start in markets with Wall Street futures and most of Asia down slightly. Oil prices have eased somewhat, perhaps in part on reports Qatari mediators were in Tehran on Sunday as part of an effort to de-escalate regional tensions in coordination with the United States.
不过，受胡塞武装袭击沙特阿拉伯引发对能源供应的担忧，布伦特原油期货上周飙升逾6%，创下自2022年中期以来最高周收盘价。
Then again, Brent futures jumped over 6% last week to their highest weekly close since mid-2022 as Houthi attacks in Saudi Arabia stoked concerns over energy supplies.
特朗普周五表示，美国可能对伊朗实施另一次军事行动，而德黑兰已威胁进行报复，包括打击海底电缆。
Trump on Friday said the US may carry out another military operation against Iran, while Tehran has threatened reprisals including hitting submarine cables.
如此高昂的能源成本意味着，本周开会的央行行长们很可能发出鹰派信号，即使他们这次不加息。市场押注加拿大和新西兰央行本周将加息，同时预计美联储、日本央行和欧洲央行目前将维持利率不变。
Such high energy costs mean central bankers meeting this week are likely to sound hawkish, even if they don't tighten this time. Markets are wagering on hikes from central banks in Canada and New Zealand this week, while assuming the US Federal Reserve, Bank of Japan and the European Central Bank will stand pat for now. , , Earnings highlights will include the hyperscalers Alphabet (GOOGL.O), Microsoft (MSFT.O) and Amazon (AMZN.O), among one-third of S&P 500 companies reporting.
财报亮点将包括超大规模云服务商Alphabet (GOOGL.O)、微软 (MSFT.O) 和亚马逊 (AMZN.O)，它们属于本周发布财报的标普500成分股中的三分之一。英特尔 (INTC.O) 和闪迪 (SNDK.O) 的业绩也可能影响AI板块交易。
Results from Intel (INTC.O) and Sandisk (SNDK.O) also could influence the AI trade. Consensus on Microsoft is for $90.6 billion in revenue and an adjusted EPS of $4.73, with Amazon at $202 billion in revenue and EPS around $1.97.
市场预期微软营收将达906亿美元，调整后每股收益（EPS）为4.73美元；亚马逊营收预期为2020亿美元，EPS约为1.97美元。Alphabet营收预期为1280亿美元，EPS为3.00美元。
Alphabet revenue is seen at $128 billion and EPS of $3.00. In Asia, SK Hynix (000660.KS) and Samsung Electronics (005930.KS) both report this week.
在亚洲，SK海力士（000660.KS）和三星电子（005930.KS）本周均将发布财报。SK海力士还表示将于周三公布股东回报措施，以回应有关其正考虑发放约16万亿韩元（约合120亿美元）特别股息的报道。本周一可能影响市场的关键事件：德国IFO商业景气指数
SK Hynix also said it will announce shareholder return measures on Wednesday, responding to a report that it is considering a special dividend of about 16 trillion won ($12 billion). Key developments that could influence markets on Monday: German IFO survey