美国8月核心零售销售 6315.68亿美元，前值6221.76亿美元。

Iran–US negotiations are stalled with little recent progress as Tehran times its posture around the US midterm elections. Atlantic Council senior fellow Alex Plitsas says Iran is unlikely to give Trump a clear political win before the midterms, constraining near-term negotiating space. A Sept. 15 JP Morgan report says a recent Iran–Gulf meeting was canceled after Iran insisted on compulsory transit fees for the Strait of Hormuz, which Gulf states rejected. The report also flags Saudi east–west oil pipeline as a new supply-risk, with experts split on restart timing—from rapid recovery to several weeks—and a continued risk of further attacks.

三天里四大央行同时进入收紧窗口，目前市场注意力都堆在美联储上，但真正没被充分定价的反而是，这个牵动全球便宜钱的“机器”！今晚市场真的能扛得住吗？