美联储戴利：这取决于冲突的持续时间；如果冲突很快结束，我们将回到之前的利率路径上。

美、布两油日内跌幅达3%，现分别报89.70美元/桶和91.15美元/桶。

A rapid unwind of bearish positions is driving the stock market’s sharp rally, with a Goldman Sachs basket of most-shorted stocks surging over 13% this week and outperforming the S&P 500 by 9 percentage points. As optimism grows that the Iran conflict’s worst phase may be over, investors have covered about $93 billion in short positions this month, adding momentum to gains of more than 9% in major indexes. Strategists said institutional buying and short covering are key drivers, with risk appetite rising across speculative segments. However, the rebound is uneven and some warn investors may be overinterpreting the rally as an all-clear signal.