如果市场先行伊斯兰堡就美伊谈判进展达成协议，美元将面临大幅抛售的风险。随着美国和伊朗开始自战争爆发以来的首次高级别会谈，人们的注意力集中在伊斯兰堡，市场正在寻找可能演变为更广泛的《伊斯兰堡协议》的突破迹象。这一结果将成为能源市场、通货膨胀和全球风险情绪的决定性时刻，由美国副总统JD Vance率领的代表团已经在实地考察可能影响停火轨迹及以后的情况。

Dollar at Risk of Sharp Selloff if Markets Front-Run Islamabad Accord on Progress in US-Iran Talks.Attention is firmly on Islamabad as the United States and Iran begin their first high-level talks since the onset of war, with markets looking for signs of a breakthrough that could evolve into a broader Islamabad Accord. The outcome would be as a defining moment for energy markets, inflation, and global risk sentiment, with delegations led by US Vice President JD Vance already on the ground for what could shape the trajectory of the ceasefire and beyond.

下一篇：希望之泉永恒。希望停火将导致中东战争的结束，这在最近几天引发了风险偏好。股市普遍上涨。

Week Ahead: Hope Springs Eternal.Hope that the ceasefire will lead to the end of the Middle East war fanned risk appetites in recent days. Equities rallied broadly.

天然气新闻：由于供应压制需求前景，看跌市场。由于强劲的供应、疲软的需求和温和的天气推动市场前景看跌和库存水平上升，天然气期货跌至数月低点。

Natural Gas News: Bearish Market as Supply Crushes Demand Outlook.Natural gas futures fall to multi-month lows as strong supply, weak demand, and mild weather drive bearish market outlook and rising inventory levels.

美元预测：由于CPI未能提振美联储前景，DXY跌破。DXY本周下跌1.3%，因避险资金流动解除，软核CPI限制美联储行动，欧元、英镑上涨。交易员关注美伊谈判。

US Dollar Forecast: DXY Breaks Lower as CPI Fails to Lift Fed Outlook.DXY drops 1.3% on the week as safe-haven flows unwind, soft core CPI limits Fed action, and euro, pound gain. Traders watch U.S.-Iran talks.