CRB指数 (CRBIndex) 加自选

石油新闻：随着库存攀升和全球需求保持疲软，石油前景看跌。本周油价可能继续承压，因为美国创纪录的产量和高库存超过了欧佩克+的有限减产和中国的购买。

Oil News: Bearish Oil Outlook as Inventories Climb and Global Demand Remains Soft.Oil prices may stay under pressure this week as record U.S. output and high inventories outweigh limited OPEC+ cuts and Chinese buying.

ASE指数升至3338.00点，为2008年11月以来的最高点。在过去的4周里，安曼证券交易所综合指数上涨了9.11%，在过去的12个月里，它上涨了38.33%。

ASE increased to 3338.00 Index Points, the highest since November 2008. Over the past 4 weeks, Amman Stock Exchange General Index gained 9.11%, and in the last 12 months, it increased 38.33%.

商务部周日表示，中国已暂停批准向美国出口与镓、锗、锑和超硬材料有关的“两用物品”的禁令。该部在一份声明中表示，暂停立即生效，并将持续到2026年11月27日。该禁令最初于2024年12月宣布。该部还暂停了对向美国出口两用石墨的更严格的最终用户和最终用途检查，这些检查是在最初的禁令中引入的。周五，中国宣布暂停10月9日实施的额外出口管制，包括扩大对某些稀土材料和锂电池组件的限制。

China has suspended its ban on approving exports of “dual-use items” related to gallium, germanium, antimony, and super-hard materials to the United States, the Commerce Ministry said on Sunday. The suspension takes effect immediately and will remain in place until November 27, 2026, the ministry said in a statement. The ban was originally announced in December 2024. The ministry also suspended stricter end-user and end-use checks for exports of dual-use graphite to the United States, which were introduced alongside the original ban. On Friday, China announced the suspension of additional export controls imposed on October 9, including expanded curbs on certain rare earth materials and lithium battery components.

惠誉评级确认爱尔兰的长期外汇评级为“AA”，前景稳定，理由是尽管存在美国政策不确定性带来的风险，但信贷基本面强劲。该评级得到了强有力的机构和惠誉评级主权国家中人均GDP第二高的支持，即使在调整了跨国企业（MNE）对国民账户数据的巨大影响后也是如此。爱尔兰面临着美国贸易和税收政策的不确定性，因为其33%的商品出口是针对美国的。2025年上半年，整体GDP增长了18.2%，反映了在关税之前对美国的前期出口。惠誉表示：“我们预计2025年整体GDP将增长约10%，强劲的跨国公司出口将带来上行风险，而国内需求仍将保持稳定。”。标普对爱尔兰的信用评级为“AA”，前景乐观。穆迪对爱尔兰的信用评级最后被定为“Aa3”，前景乐观，而DBRS对爱尔兰的信贷评级最后被报告为“AA”，前景稳定。

Fitch Ratings affirmed Ireland’s long-term foreign currency rating at ‘AA’ with a stable outlook, citing strong credit fundamentals despite risks stemming from US policy uncertainty. The rating is supported by strong institutions and the 2nd-highest GDP per capita among Fitch-rated sovereigns, even after adjusting for the large impact of multinational enterprises (MNEs) on national accounts data. Ireland faces uncertainty regarding US trade and tax policies, as 33% of its goods exports were directed to the US. Headline GDP rose 18.2% in H1 2025, reflecting front-loaded exports to the US ahead of tariffs. “We forecast around 10% headline GDP growth in 2025, with upside risks from strong MNE exports, while domestic demand remains solid,” Fitch said. S&P’s credit rating for Ireland stands at ‘AA’ with a positive outlook. Moody’s credit rating for Ireland was last set at ‘Aa3’ with a positive outlook, while DBRS’s credit rating for Ireland was last reported at ‘AA’ with a stable outlook.