贝森特所说的“伊朗尚未准备好”，只是特朗普政府对协议条件的判断。伊朗总统佩泽希齐扬8月31日仍公开表示希望通过对话达成协议，但美伊当天恢复交火，说明双方离接受同一套条件仍远。 此外，贝森特刚提到的的“油价会跌”更像对白宫政策路径的押注：若美国压制布雷能力、推动霍尔木兹恢复通航，叠加全球需求走弱，地缘风险溢价可能快速回吐。然而实物流尚未验证这一判断——海峡周末可见大宗商品船仅约5艘/日，布油一度升至91.52美元；路透调查预计2026年原油市场仍短缺165万—350万桶/日。此外，美国财政部正以“零泄漏”方式打击伊朗石油运输与金融网络。在迫使伊朗让步之前，制裁反而可能先收紧供应。

Amazon (AMZN.O) slid more than 3% to an intraday low.

Ireland has outlined a new government-backed tax-advantaged savings account that will allow investments in listed equities, listed bonds and ETFs; derivatives and crypto will be excluded. Accounts are expected to start early next year; investment returns will be tax-exempt up to a statutory limit, with a low flat tax rate applying above that threshold. The account limits and other details will be published in the October 6 budget. The government said the current 38% deemed-disposal tax on investment funds will not apply to these accounts. The measure is part of an EU push to redirect some of roughly €11 tln (about $12.8 tln) in household bank deposits into investment to boost growth and household wealth.