周二，美国股指期货下跌，扭转了早盘的涨势，因为最新的贸易相关头条新闻重新引发了人们对美中关系的担忧。中国对韩华海洋的五家美国分公司实施了限制，以报复华盛顿对中国海运、物流和造船业的调查。这些举措是在华尔街周一大幅反弹之后采取的，当时唐纳德·特朗普总统在上周威胁对中国商品征收100%关税，导致约2万亿美元的市值蒸发后，对中国采取了更为温和的态度。Megacap科技股领涨周一的反弹，特斯拉、英伟达和博通上涨2.8%至9.9%，而量子计算、清洁能源和稀土股的表现也优于其他股，包括Rigetti computing（25%）、Oklo（16.2%）和MP Materials（21.2%）。投资者现在期待着当天晚些时候摩根大通和高盛等主要银行的季度收益。

US stock futures fell on Tuesday, reversing gains from earlier in the session as the latest trade-related headlines reignited fears about US-China relations. China imposed restrictions on five US units of Hanwha Ocean in retaliation for Washington’s investigations into Chinese maritime, logistics, and shipbuilding industries. Those moves came after Wall Street rebounded sharply on Monday, when President Donald Trump struck a softer tone on China following last week’s threat of a 100% tariff on Chinese goods that wiped out about $2 trillion in market value. Megacap tech stocks led Monday’s rebound, with Tesla, Nvidia, and Broadcom rising between 2.8% and 9.9%, while quantum computing, clean energy, and rare earth shares also outperformed, including Rigetti Computing (25%), Oklo (16.2%), and MP Materials (21.2%). Investors now look ahead to quarterly earnings from major banks such as JPMorgan Chase and Goldman Sachs later in the day.

尽管政府休假，美国CPI仍将公布。在欧元区，焦点转向德国ZEW指数，这是10月份的首批情绪指标之一。近几个月来，由于经济评估和预期相较于PMI的上升有所减弱，该指标有所下降。

US CPI Will Be Released Despite Government Furlough.In the euro area, focus turns to the German ZEW index which is one of the first sentiment indicators for October. The indicator has declined in recent months due to both weaker economic assessments and expectations in contrast to the rising PMIs.

周二，美国10年期国债收益率在节后交易中跌至4.04%左右，连续第二个交易日下跌，因为与贸易有关的不确定性和美联储降息的预期支撑了对政府债务的需求。周五，美国总统唐纳德·特朗普（Donald Trump）威胁要大幅提高对中国的关税，以回应北京对稀土矿产的新出口管制，随后放松了语气，并保证贸易关系“一切都会好起来”。此后，两国都表示愿意在本月晚些时候可能在韩国举行的特朗普-习会议之前恢复谈判。与此同时，美国政府长期停摆限制了关键经济数据的发布，让投资者关注即将到来的银行盈利，以寻找经济势头的信号。市场继续预计美联储本月将降息25个基点，12月将再次降息。

The yield on the US 10-year Treasury note fell to around 4.04% in post-holiday trade on Tuesday, declining for a second session as trade-related uncertainty and expectations of Federal Reserve rate cuts supported demand for government debt. On Friday, yields dropped sharply after President Donald Trump threatened major tariff hikes on China in response to Beijing’s new export controls on rare earth minerals, before later easing his tone and assuring that trade relations “will all be fine.” Both nations have since signaled willingness to resume talks ahead of a possible Trump-Xi meeting in South Korea later this month. Meanwhile, the prolonged US government shutdown has limited the release of key economic data, leaving investors to look toward upcoming bank earnings for signals on economic momentum. Markets continue to price in a quarter-point Fed rate cut this month and another reduction in December.

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The dollar index hovered above 99.2 on Tuesday after advancing in the previous session, supported by easing US-China trade tensions as both sides expressed willingness to resume negotiations ahead of a possible meeting between President Donald Trump and Chinese President Xi Jinping later this month. On Friday, Trump had threatened steep tariff hikes on Chinese goods in response to Beijing’s new export controls on rare earth minerals but later struck a more conciliatory tone, saying trade relations “will all be fine.” Meanwhile, the ongoing US government shutdown has limited the flow of economic data, leaving investors to look toward upcoming earnings reports from major banks for clues on the economy’s health. The greenback held firm against most major peers and extended gains versus the yen amid heightened political uncertainty in Japan.