摩根大通：油價暴跌可能成爲股市的強大推動力，因爲這有望重新點燃此前因伊朗衝突爆發而戛然而止的廣泛上漲行情。

Iranian media published detailed terms of a 14-point Iran–US memorandum. Key points: immediate and permanent ceasefire on all fronts, including Lebanon; US pledge not to interfere in Iran’s internal affairs and to respect Iranian sovereignty; full lifting of a maritime blockade and reopening of the Strait of Hormuz within 30 days under arrangements agreed by Iran; US commitment to withdraw forces from around Iran; suspension of sanctions on Iranian oil, petrochemicals and derivatives and restoration of Iran’s full access to its financial resources; US and allies to provide at least $300 billion for Iran’s reconstruction; a final nuclear agreement to be reached within 60 days with full lifting of primary and secondary US sanctions and relevant UN Security Council and IAEA board resolutions; Iran reiterates its NPT commitment not to develop nuclear weapons; during negotiations the US will not deploy additional regional forces or impose new sanctions; during the 60-day final negotiation period $24 billion of Iran’s frozen funds will be released, half of which must be delivered before talks begin; a monitoring mechanism will be established; the final deal will require UN Security Council approval; final negotiations will only start after half of the frozen funds are unfrozen, oil sanctions are suspended and the maritime blockade is lifted; the final accord will be limited to the future of enriched uranium/materials and enrichment processes, sanctions relief and Iran’s economic reconstruction plan; issues relating to Iran’s missile program and support for resistance groups have been removed from the agenda.

POLISH CENTRAL BANK member KOTECKI said it is premature to signal a rate cut now.