唐纳德·特朗普宣布取消对伊朗的军事打击，转而专注和平协议谈判[1]。这一决定立即冲击全球能源市场，布伦特油价下跌5%至每桶83.50美元，美国西德州原油跌幅超过5美元至79.47美元[1]。欧洲股市随之上涨，泛欧Stoxx 600指数上升0.4%[1]。
市场人士预期油价下跌将缓解通胀压力[1]。在此背景下，能源股下跌2%，而旅游休闲类股则上涨2.1%[1]。此前在7月期间，油价因美伊冲突曾上涨超过20%[1]。特朗普于周六通过Truth Social平台宣布伊朗要求完成和平协议[1]。与此同时，欧佩克+同意从9月起日均增产约188,000桶[1]。日元创出三个月高位，日本和华盛顿启动了联合行动支持日元[1]。
Donald Trump's decision to cancel military strikes against Iran in favor of pursuing peace negotiations triggered a sharp decline in global oil markets.[1] Brent crude fell 5 percent to $83.50 per barrel, while West Texas Intermediate dropped more than $5 to $79.47 per barrel.[1] The retreat in energy prices boosted European equities, with the pan-European Stoxx 600 index rising 0.4 percent as investors anticipated relief from inflationary pressures.[1]
Sector movements reflected the shifting risk landscape.[1] Energy stocks declined 2 percent while travel and leisure shares climbed 2.1 percent, signaling a broader shift in market sentiment away from sectors benefiting from geopolitical tensions.[1] Trump announced on Saturday through Truth Social that Iran had requested completion of a peace agreement, marking a significant pivot from the military posture that had previously driven crude prices sharply higher.[1] Oil prices had surged more than 20 percent during July amid the U.S.-Iran tensions.[1]
The market stabilization extended beyond equities.[1] The Japanese yen reached a three-month high as Japan and Washington launched a joint initiative to support the currency.[1] Separately, OPEC+ agreed to increase daily production by approximately 188,000 barrels beginning in September, further reinforcing the downward pressure on crude prices.[1]