US Treasury Secretary Bessent held a press conference on the afternoon of the 24th to announce multiple economic sanctions targeting Iran aimed at increasing pressure.

各類對衝基金策略8月截至23日收益回落至約+0.8%，上週一度超過+2%；美國擁擠交易明顯受損，但已有跡象顯示最差階段可能過去。更關鍵的是，美國對衝基金20日滾動總資金流已觸底並開始改善。自2018年以來，每年這一指標都會在9月中旬前轉正，意味着未來幾周存在重新增加總倉位的季節性可能。與此同時，近期動量（追漲殺跌的量化或趨勢跟蹤策略）回撤較深，歷史上深度回撤後的收益表現明顯更分化，因此對動量後續方向保持謹慎。（上述觀點來自摩根大通8月23日報告）

After tariff talks collapsed, President Trump has repeatedly raised tariffs on Canada and warned of severe consequences if Canada resists, even as senior US officials seek to de-escalate and restart negotiations. Treasury Secretary Bessent said the administration wants Canada back at the table for sincere talks. Canadian Prime Minister Carney said a mutually beneficial agreement is possible but Canada will only return once the US adopts an appropriate stance toward Canadian industries. Vice President Vance said talks are ongoing and urged Carney to demonstrate Canada will not take advantage and that trade policy be fair.