周二，俄罗斯MOEX指数小幅上涨至3051点，阻止了早些时候的下跌，但在全球情绪低迷和中国（该国主要贸易伙伴）房地产危机的情况下，该指数仍在努力寻找方向。另一方面，油价出现反弹，提供了一些支撑。在板块中，电信、消费品和金属及矿业涨幅最大。单股方面，X5 Retail Group、Severstal、NLMK和MMK涨幅最大，分别上涨5.5%、3.7%、3.2%和2.6%。相反，Polymetal（-3.3%）、Rusgidro（-1.1%）和Rosseti（-1%）下降。在宏观经济议程上，俄罗斯GDP和失业率在收盘后成为焦点。与此同时，该国政府提议对石油和天然气公司的超额利润征税。

The MOEX Russia edged up to 3,051 on Tuesday, halting the earlier decrease but struggling for direction amid globally dampened sentiment and property woes in China, country's main trading partner. On the other hand, oil prices have rebounded, providing some support. Among sectors, telecommunications, consumer goods, and metals & mining gained the most. As for the single stocks, X5 Retail Group, Severstal, NLMK, and MMK were the most bullish, up by 5.5%, 3.7%, 3.2%, and 2.6%, respectively. Conversely, Polymetal (-3.3%), Rusgidro (-1.1%), and Rosseti (-1%) declined. On the macroeconomic agenda, Russian GDP and unemployment rate take spotlight after the close. Meanwhile, the country's government proposed to introduce a tax on excess profits for oil and gas companies.

周二，富时MIB指数下跌1%，收于28100点，为两周多来的最低水平，反映了欧洲同行的表现，因为交易员继续适应新的“长期更高”利率环境。在企业方面，银行业表现疲软，特别是Bper Banca和Banca Monte Paschi Siena损失超过4%。贷款巨头联合信贷（Unicredit）和联合圣保罗银行（Intesa Sanpaolo）也以亏损收盘。此外，在高盛（Goldman Sachs）分析师将Nexi的目标价降至9欧元后，Nexi股价下跌2.8%，成为表现最差的股票之一。此外，Moncler下跌3.5%，恒大相关消息加剧了人们的担忧，加剧了人们对中国房地产行业持续危机的担忧。

The FTSE MIB declined by 1% to close at the 28,100 level on Tuesday, the lowest in over two weeks, and mirroring the performance of its European counterparts, as traders continue to adjust to the new "higher for longer" interest rate environment. On the corporate front, the banking sector had a weak session, particularly with Bper Banca and Banca Monte Paschi Siena losing more than 4%. The lending giants Unicredit and Intesa Sanpaolo also closed in the red. Moreover, Nexi saw a decrease of 2.8%, making it one of the worst-performing stocks, after Goldman Sachs analysts reduced the target price for the company to 9 euros. In addition, Moncler lost 3.5% with concerns heightened by news related to Evergrande, adding to anxieties about the ongoing crisis in the Chinese real estate sector.

意大利9月份的电价接近115欧元/MWh，自6月初触及80欧元/MWh的两年低点以来，处于相对较窄的区间，因为欧洲的天然气价格有所稳定，降低了意大利主要电力生产方法的投入成本。在意大利增加了从非洲的进口并增加了煤炭发电，减少了对俄罗斯天然气的依赖后，该国天然气投入的充足供应和储存得以维持。意大利去年能源价格创下历史新高，在俄罗斯入侵乌克兰后，电力成本于2022年8月达到737.MWh的峰值。除了在俄罗斯境外采购能源外，意大利政府还批准了价值13亿欧元的新措施，以支持家庭和企业免受能源成本上涨的影响，自2022年第三季度以来，意大利政府延长了一系列措施。

Electricity prices in Italy were near €115/MWh in September, trading in a relatively tight range since touching a two-year low of €80/MWh in early June as somewhat stable natural gas prices in Europe eased the cost of inputs for the main electricity production methods in Italy. The ample supply and storage of natural gas inputs in the country were maintained after Italy increased imports from Africa and turned up power production from coal, reducing its dependency on Russian natural gas. Italy recorded a record-breaking surge in energy prices last year, with electricity costs reaching a peak of €737.MWh in August 2022 in the aftermath of Russia's invasion of Ukraine. Besides sourcing energy outside of Russia, the Italian government approved new measures worth EUR 1.3 billion to support households and businesses from higher energy costs, extending a slew of measures since the third quarter of 2022.

CAC 40指数周二下跌0.7%，收于7074点，连续第四个交易日下跌，并创下三个月低点，主要央行的鹰派立场继续打压投资者情绪。美联储、欧洲央行和英格兰银行重申，只要有必要，利率将保持限制，美联储甚至表示可能在年底前加息。与此同时，交易员们急切地等待本周晚些时候公布的欧洲和法国的关键通胀数据。在个股中，Wordline、开云和阿尔斯通表现最差，分别下跌2.3%、2.2%和1.9%。此外，房地产公司Unibail Rodamco Westfield（-1.6%）、奢侈品牌爱马仕（-1.5%）和LVHM（1.4%）因中国和恒大房地产行业的困难而遭受重大损失。相反，在法航宣布计划订购50架“A350”飞机以更新机队后，空中客车公司上涨0.5%。

The CAC 40 index closed 0.7% lower at 7074 on Tuesday, extending losses for the fourth consecutive session and reaching a three-month low, as hawkish stances of key central banks continued to weigh on investors sentiment. The Federal Reserve, the ECB and the Bank of England reaffirmed that interest rates will remain restrictive for as long as necessary, with the Fed even signalling a possible rate hike by the end of the year. Meanwhile, traders eagerly await for key European and French inflation data due later this week. Among individual stocks, Wordline, Kering and Alstom were the worst performers, dropping 2.3%, 2.2% and 1.9%. Also, real estate firm Unibail-Rodamco-Westfield (-1.6%), and luxury brands Hermès (-1.5%) and LVHM (1.4%) suffered significant losses, due to difficulties in the real estate sector in China and in Evergrande. Conversely, Airbus rose 0.5%, after airline AirFrance announced it planned to order 50 "A350" planes to renew its fleet.