韦恩·科尔谈欧洲和全球市场的前景。由于特朗普总统对莫斯科免除部分制裁，俄罗斯可能增加油轮运输，油价因此下跌，但情况究竟如何尚不明朗？特朗普本人似乎也不确定，他对记者说：“你们很多人还不知道我的决定是什么，但我们会弄清楚的，你们也会弄清楚的。”国务卿马尔科·卢比奥周六表示，官员们需要更多时间来评估局势，特朗普将用最多60天来评估他前一天免除的与俄罗斯相关的制裁和关税的经济影响。
A look at the day ahead in European and global markets from Wayne Cole. So oil slips on the chance of increased Russian shipments after President Donald Trump waived some sanctions on Moscow, or did he? Trump himself seems unsure, telling reporters, "A lot of you don't know what my decision is yet, but we'll figure it out, and you'll figure it out." Secretary of State Marco Rubio on Saturday claimed officials want more time to evaluate the situation, and Trump would use up to 60 days to assess the economic impact of Russia-related sanctions and tariffs that he waived a day earlier.
无论如何，鉴于乌克兰继续实施动能制裁，击中了圣彼得堡的一个油库和港口，以及另一个数据中心和物流仓库，俄罗斯是否真的能够增加石油出口尚不确定。
In any case, it's not clear Russia could actually increase its oil exports as Ukraine continues its kinetic sanctions, hitting an oil depot and port in St Petersburg, along with another data center and logistics warehouse.
与此同时，伊朗表示，一艘油轮在霍尔木兹海峡南部触雷后起火爆炸，而英国海事贸易行动（UKMTO）正在报告每天对航运的袭击越来越多。
Meanwhile, Iran said an oil tanker caught fire and exploded after striking a naval mine in the southern part of the Strait of Hormuz, while the United Kingdom Maritime Trade Operations (UKMTO) is reporting more attacks on shipping every day.
这种中断导致油轮运费创下历史新高，保险费用上涨，增加了每桶运输石油的成本以及实物交付价格。
The disruption has seen rates for tankers hit record highs and lifted insurance charges, adding to the cost of every barrel shipped and to physical delivery prices.
目前，布伦特期货下跌约1.5%，有助于美国国债延续反弹，并推动华尔街期货小幅上扬。亚洲股市仍对人工智能和资本成本感到担忧，韩国股市再跌0.5%，此前一周曾下跌14%。
For now, Brent futures are down around 1.5%, helping Treasuries extend their rally and nudging Wall Street futures higher. Asian stocks are still having jitters over AI and the cost of capital with South Korea off another 0.5% after shedding 14% last week.
中国第三季度经济增长4.5%，略高于预期。零售销售也好于预期，增长1.1%，而工业产出增长符合预期，为5.5%。
China's economy grew 4.5% in the third quarter to just pip forecasts. Retail sales were also better with a rise of 1.1%, while industrial output growth came in on forecasts at 5.5%.
中国人民币升至2022年7月以来的最强水平，报6.6828，而股市则 modest 下跌。
China's yuan firmed to its strongest level since July 2022 at 6.6828 , while stocks were down modestly.
投资者希望本周公司业绩的浪潮能够提振市场情绪，科技板块预计将报告65%的盈利增长。所有目光将聚焦于周三的Meta（META.O），届时它需要实现625亿美元的收入，才能达到自身收入指引的中点。
Investors will be hoping the wave of company results this week brightens the mood, with the tech sector expected to report earnings growth of 65%. All eyes will be on Meta (META.O) on Wednesday, when it needs to make $62.5 billion to hit the midpoint of its own revenue guide.
该公司已经预计将在2026年用于资本支出的金额在1300亿至1450亿美元之间，任何增加都可能令投资者不安。
The company already expects to spend $130 billion to $145 billion on capex in 2026, and any increase in that could unsettle investors.
本周将发布业绩的公司包括拉姆研究（LRCX.O）、得州仪器（TXN.O）、SpaceX（SPCX.O）、特斯拉（TSLA.O）和奈飞（NFLX.O）。可能影响周一市场的关键发展：美国NAHB住房市场指数（10月）
Among the host of companies reporting are Lam Research (LRCX.O), Texas Instruments (TXN.O), SpaceX (SPCX.O), Tesla (TSLA.O) and Netflix (NFLX.O). Key developments that could influence markets on Monday: US NAHB housing market index for October