-- 周三，受美国即将与伊朗达成结束战争协议的报道影响，原油价格暴跌。 布伦特原油价格最新下跌6.8%，至每桶102.40美元；西德克萨斯中质原油价格下跌7.5%，至每桶94.58美元。路透社周三援引Axios的报道称，这份据称仅一页的框架协议是自战争爆发以来双方达成的最接近协议的一次。 报道称，自战争爆发以来，霍尔木兹海峡的交通中断导致石油供应减少，推高了油价。为弥补产量缺口，海峡关闭导致全球石油和燃料库存下降。 路透社援引市场消息人士的话报道称，美国石油协会的数据显示，美国原油、汽油和馏分油库存均有所下降。美国能源信息署将于周三公布官方数据。
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Research
Research Alert: Bwa: Q1 Earnings Well Ahead; Full-year Guidance Maintained
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BorgWarner (BWA) posted Q1 adjusted EPS of $1.24 vs. $1.11 (+12%), well ahead of the $1.17 consensus. The beat was attributable to stronger-than-expected sales and margins, as revenue rose 0.5% to $3.53B ($30M above consensus) and gross margin expanded 100 bps to 19.2% (40 bps ahead of consensus). The results demonstrated strong operational execution despite a 4.2% organic revenue decline. BWA maintained prior 2026 net sales and adjusted EPS guidance of $14.0B-$14.3B and $5.00-$5.20, respectively, the midpoints of which are below the $14.18B and $5.16 consensus. BWA returned $185M to shareholders in Q1, and with expected 2026 FCF of $0.9B-$1.1B, we expect cash returns to shareholders to continue. BWA shares are currently trading 2% higher in pre-market trading following the release. BWA is executing well through the cycle, delivering margin expansion, and double-digit EPS growth despite volume headwinds. In our view, BWA's Q1 results validate management's ability to control costs in a challenging environment.
$BWA
US Markets
Stocks Rise Pre-Bell, Oil Prices Fall After Report Says US, Iran Nearing Peace Agreement
The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices declined after a media report said the US and Iran are nearing a potential agreement to end their conflict.The S&P 500 and the Dow Jones Industrial Average rose 0.7% each before the opening bell, while the Nasdaq advanced 1.2%. The indexes finished the previous trading session in the green, with the S&P 500 and the Nasdaq closing with new highs.Washington is nearing an agreement with Tehran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.In a social media post on Tuesday, President Donald Trump said the US is temporarily pausing "Project Freedom," its effort to guide neutral ships locked up in the Strait of Hormuz out of the crucial waterway. Trump noted that the US blockade on Iranian ports will remain in effect.US Defense Secretary Pete Hegseth reportedly said Tuesday that the ceasefire agreement with Iran remained intact despite recently renewed tensions in the Gulf region.West Texas Intermediate crude oil dropped 9.3% to $92.88 a barrel in premarket action, while Brent fell 8.3% to $100.77.Treasury yields slipped before the open, with the two-year rate retreating 7.3 basis points to 3.87% and the 10-year rate off 6.8 basis points to 4.35%.Walt Disney (DIS), Uber Technologies (UBER), CVS Health (CVS), Marriott International (MAR), Johnson Controls International (JCI), Restaurant Brands International (QSR), Kraft Heinz (KHC) and Performance Food Group (PFGC) are some of the major companies scheduled to report their latest financial results before the bell, among others.Arm Holdings (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) post earnings after the markets close.Shares of Advanced Micro Devices (AMD) jumped 18% pre-bell after the chipmaker reported stronger-than-expected first-quarter results. Novo Nordisk's (NVO) US-listed stock climbed 7.5% as the Danish pharmaceutical giant issued an improved full-year sales outlook. Arista Networks (ANET) declined 8.1% after it issued a downbeat second-quarter revenue outlook.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for April at 8:15 am. The weekly EIA domestic petroleum inventories report is out at 10:30 am.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 9:30 am, while Chicago Fed President Austan Goolsbee speaks at 1 pm.Gold increased 3.1% to $4,710 per troy ounce, while bitcoin moved up 0.8% to $82,210.
$^DJI$^IXIC$^SPX$AMD$ANET$APP$ARM$CVS$DASH$DIS$JCI$KHC$MAR$NVO$PFGC$QSR$UBER$WBD
Sectors
Iran War Deal Optimism Lifts Global Markets, Says Scotiabank
The "rumour mill" that the end of the war with Iran may be near has markets buying it on Wednesday with few questions asked, when perhaps many remain, said Scotiabank.The rumour mill that the end of the war with Iran may be near has markets buying it with few questions asked when perhaps many remain.Oil is off by almost US$10/barrel, noted the bank. Sovereign bond yields are down across the board and by double-digit basis points in parts of European curves.Stocks are pushing higher, again led by Europe, where the gains are in the 2% to 3% range, pointed out Scotiabank. The US dollar (USD) is broadly weaker, but not for currencies linked oil such as the Canadian dollar (CAD or loonie) and Norway's krone (NOK), which are underperforming.Central bank moves are being slightly repriced, added Scotiabank.
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