ING strategists Padhraic Garvey and Michiel Tukker say market debate over the US Treasury’s decision to double long-dated buybacks is ongoing, but with Jackson Hole nearing, attention should shift toward short-term Treasuries. They say Treasury Secretary BESSENT is driving the long end, while Fed Chair KEVIN WARSH may seek similar influence in the short end but has so far kept a low profile; Warsh speaks at Jackson Hole on Friday.

2026-08-26

ING strategists Padhraic Garvey and Michiel Tukker say market debate over the US Treasury’s decision to double long-dated buybacks is ongoing, but with Jackson Hole nearing, attention should shift toward short-term Treasuries. They say Treasury Secretary BESSENT is driving the long end, while Fed Chair KEVIN WARSH may seek similar influence in the short end but has so far kept a low profile; Warsh speaks at Jackson Hole on Friday.

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2026-08-26

欢迎进入链接网页右侧下载本周财经数据与事件精美周历壁纸: 今日将公布美国7月PCE物价指数数据以及美国当周EIA原油库存数据。

2026-08-26

消息人士称,沙特阿美向亚洲炼油商提供9月装船的阿拉伯中质和重质。此前沙特阿美还将部分阿拉伯轻质原油转移到红海的延布港出口,并曾从埃及地中海的Sidi Kerir提供原油,以绕开霍尔木兹和红海运输风险。而8月20日的报道称,沙特阿美至少已经向亚洲国家出售了400万桶从不需要穿越霍尔木兹海峡的港口装船的原油。 这说明沙特正在进行一种非常明显的战略调整:东部波斯湾出口——霍尔木兹受阻——延布 + 埃及Sidi Kerir + 富查伊拉/苏哈尔STS + 其他替代路径——尽量维持亚洲供应。所以沙特阿美现在主动寻找绕开风险航线的办法,实际上是在避免一个非常危险的结果:亚洲炼厂一旦适应了非中东原油,沙特未来可能很难迅速夺回失去的市场份额。