富时100指数周四收于7022点，跌幅1%，为7月28日以来的最低水平，因对经济增长放缓的担忧打击了大宗商品和金融类股。此外，易捷航空股价暴跌逾10%，此前该英国航空公司表示拒绝收购要约，并将从股东那里筹集17亿美元，为其流感疫情恢复和扩大运营提供资金。在政治方面，鲍里斯·约翰逊总理成功地通过了一项新的增税计划，为医疗和社会保障提供资金。该计划将雇主和雇员的国民保险税提高了1.25%，并额外增加了1.25%的股息税。在其他方面，欧洲央行宣布，将在今年剩余时间内按照PEPP的规定适度降低净资产购买的速度，这与人们普遍预期的一致，但没有提供缩减时间表和速度的细节。

The FTSE 100 closed down 1% at 7,022 on Thursday, its lowest level since July 28th, as concerns over slowing economic growth hit commodity and financial stocks. In addition, shares of Easyjet tumbled more than 10% after the British airline said it rejected a takeover offer and would raise $1.7 billion from shareholders to fund its pandemic recovery and expand operations. On the political front, Prime Minister Boris Johnson managed to pass a new tax rate hike to fund health and social care, which slapped a 1.25% increase in the national insurance tax for both employers and employees, and added an extra 1.25% to the dividend tax. Elsewhere, the European Central Bank announced it would conduct a moderately lower pace of net asset purchases under the PEPP for the rest of the year as widely expected, but did not provide details about the tapering schedule and speed.

欧洲股市在周四动荡的交易日结束时涨跌互现，法兰克福DAX 30指数在周三收于一个多月低点后上涨0.1%，收于15630点，巴黎CAC 40指数和米兰FTSE MIB指数上涨0.2%。与此同时，伦敦富时100指数和马德里指数分别下跌1%和0.4%。欧洲央行宣布今年剩余时间将减少购买债券，但没有给出下一步政策行动的信号，包括如何取消1.85万亿欧元的大流行紧急购买计划（PEPP）。此外，央行上调了今年的增长和通胀预期。其他方面，对冠状病毒爆发导致全球增长放缓的担忧继续打压市场情绪。

European stocks closed mixed at the end of a volatile session on Thursday, with Frankfurt's DAX 30 adding 0.1% at 15,630 after closing on Wednesday at an over month low, and Paris' CAC 40 and Milan's FTSE MIB gaining 0.2%. Meanwhile, London's FTSE 100 and Madrid's lost 1% and 0.4%, respectively. The European Central Bank announced it would buy fewer bonds for the rest of the year, but gave no signal of its next policy move, including how it might dismantle the €1.85 trillion Pandemic Emergency Purchase Programme (PEPP). In addition, the central bank lifted its growth and inflation forecasts for this year. Elsewhere, concerns over slowing global growth due to coronavirus outbreaks continued to weigh on sentiment.

EIA石油状况报告的数据显示，截至9月3日的一周内，美国原油库存下降152.9万桶，这是连续第五次下降，而市场预测为461.2万桶。与此同时，汽油库存减少721.5万桶，超过预期的339万桶。

US crude oil inventories fell by 1.529 million barrels in the week ending September 3rd, a fifth consecutive period of declines and compared with market forecasts of a 4.612 million drop, data from the EIA Petroleum Status Report showed. Meanwhile, gasoline inventories slumped by 7.215 million barrels, more than an expected 3.39 million decrease.

道琼斯指数周四上涨100多点，标准普尔指数上涨0.2%，试图从最近一周首次申领失业救济金人数下降超过预期的31万人后的连续三天下跌中恢复过来。尽管如此，由于冠状病毒三角洲变种的传播和美联储逐渐减少的时间线的不确定性，投资者仍对经济放缓持谨慎态度。此外，纳斯达克还受到包括苹果、Facebook和亚马逊在内的大型科技公司的提振。与此同时，由于中国加大了对在线游戏的监管打击力度，包括阿里巴巴和网易在内的在美交易的中国股票下跌。

The Down Jones rose more than 100 points and the S&P traded 0.2% higher on Thursday, attempting to recover from a 3-day losing streak after initial claims fell more than expected to 310K in the latest week. Still, investors remain cautious about a slowing economy as the coronavirus delta variant spreads and uncertainties remain over the timeline for the Fed tapering. Also, Nasdaq was boosted by Big Tech companies including Apple, Facebook and Amazon. Meanwhile, Chinese stocks that trade in the US including Alibaba and NetEase were lower as China intensified a regulatory crackdown on online gaming.

标准普尔/多伦多证券交易所综合指数周四小幅走高，金融和科技股上涨，能源和工业股下跌。对经济缓慢反弹和新冠病毒病例增加的担忧也影响了风险偏好。与此同时，最新民调显示，在本月的联邦选举中，保守党继续领先于自由党，因为候选人正在准备今晚的第三场也是最后一场辩论，这是唯一一场用英语进行的辩论。

The S&P/TSX composite was slightly higher on Thursday, driven by gains in financial and technology stocks while shares of energy and industrials were down. Worries over a slow economic rebound and rising Covid cases also weighed on risk appetite. Meanwhile, latest polls show that the Conservatives continue ahead of the Liberals for this month’s federal elections, as candidates get ready for the third and final debate tonight, the only one in English language.

周四，随着交易员们的目光越过加拿大银行货币政策会议，全球经济增长困境占据了最前沿，加元兑美元汇率在两周低点1.27附近几乎没有变化。由于亚洲战略地区的需求继续受到流行病斗争的抑制，加拿大的主要出口产品——石油价格下跌也使疯人院陷入困境。央行周三决定维持货币政策不变，理由是产能过剩。展望未来，决策者指出，尽管疫情和供应链风险挥之不去，但经济在2021年下半年正朝着更稳健的扩张方向发展。

The Canadian dollar was little changed around an over two-week low of 1.27 per USD on Thursday, as traders looked past the Bank of Canada’s monetary policy meeting, while global growth woes took the front seat. The loonie also struggled with lower oil prices, a major export of Canada, as demand from the strategic Asian region continued subdued by pandemic struggles. The central bank decided to leave monetary policy unchanged on Wednesday, citing considerable excess capacity. Looking ahead, policymakers noted the economy was headed towards a firmer expansion in the second half of 2021, despite lingering pandemic and supply chain risks.

随着交易员对欧洲央行政策会议的结果做出反应，FTSE MIB在周四下午的交易中与法国和德国同行保持一致，将早盘跌幅调低至接近平价。政策制定者保持货币政策不变，一致同意放缓大规模流行时期的PEPP债券购买计划的步伐，尽管将逐步缩减的条款和条件留待12月会议讨论。在流行病方面，尽管德拉吉联盟内部在个人权利问题上存在紧张关系，但意大利政府通过了延长绿色通行证工作要求的法案，将养老院护理人员和学校支持人员包括在内。与此同时，法德金融集团奥多·必和必拓（ODDO BHF）的分析师将这家豪华运动型汽车制造商的目标价格定为221欧元，前景看好，法拉利股价上涨超过1%。

The FTSE MIB trimmed earlier losses to trade near parity during Thursday afternoon trades, in line with its French and German counterparts, as traders reacted to the outcome of the European Central Bank's policy meeting. Policymakers left monetary policy unchanged and unanimously agreed to slow down the pace of the pandemic-era PEPP bond-buying scheme, despite leaving the terms and conditions of the tapering to be discussed at the December meeting. On the pandemic front, the Italian government passed an extension of the green pass work requirement to include nursing home caregivers and school support staff, despite tensions within Draghi’s coalition over individuals’ rights. Meanwhile, Ferrari climbed more than 1% after analysts of Franco-German financial group ODDO BHF set the target price of the luxury sports carmaker at €221, with an “outperform” outlook.

美国股市周四持平上涨，道琼斯指数和标准普尔500指数均试图从连续三天的下跌中恢复过来，此前上周首次申领失业救济金人数下降超过预期，达到31000人。尽管如此，由于冠状病毒三角洲变种的传播和美联储逐渐减少的时间线的不确定性，投资者仍对经济放缓持谨慎态度。与此同时，由于中国加大了对在线游戏的监管打击力度，包括阿里巴巴和网易在内的在美交易的中国股票下跌。

US stocks traded flat to higher on Thursday, with both the Dow Jones and the S&P 500 attempting to recover from a 3-day losing streak after initial claims fell more than expected to 310K in the latest week. Still, investors remain cautious about a slowing economy as the coronavirus delta variant spreads and uncertainties remain over the timeline for the Fed tapering. Meanwhile, Chinese stocks that trade in the US including Alibaba and NetEase were lower as China intensified a regulatory crackdown on online gaming.

周四下午，欧洲央行货币政策会议结束，政策制定者保持货币政策不变，一致同意放缓大规模流行时期PEPP债券购买计划的步伐。随后，CAC 40指数在周四下午的交易中将早盘跌幅缩减至几乎持平。此外，克里斯蒂娜·拉加德表示，将在12月的会议上讨论削减的条款和条件。在企业新闻方面，法国制药公司赛诺菲股价下跌超过1%，此前有消息称其自身免疫性皮肤病治疗在三期临床试验中未能达到主要和次要终点。相比之下，在摩根大通（JP Morgan）分析师将对法国烈酒集团的建议从“中性”上调为“增持”后，保乐力加（Pernod Ricard）攀升至该交易日表现最好的公司之一。

The CAC 40 pared earlier losses to trade almost flat during Thursday afternoon trades, following the ECB monetary policy meeting, which ended with policymakers leaving monetary policy unchanged and unanimously agreeing to slow down the pace of the pandemic-era PEPP bond-buying scheme. Moreover, Christine Lagarde said the terms and conditions of the tapering will be discussed at the December meeting. On corporate news, French pharma company Sanofi slipped more than 1% following news that its autoimmune skin disease treatment failed to meet both its primary and secondary endpoints during phase III clinical trials. In contrast, Pernod Ricard climbed to one of the top performers of the session after JP Morgan analysts raised the recommendation on the French spirits group to “overweight” from “neutral”.

周四，BSE Sensex指数连续第三个交易日收于58305.07点，全球市场对经济增长放缓和欧洲央行减少潜在刺激措施持谨慎态度。权重股雀巢印度（+2.83%）和Bharti Airtel（+2.77%）的上涨抵消了部分金融股的损失。在经济方面，根据石油部石油规划和分析小组（PPAC）发布的数据，印度8月份的燃料需求较去年同期增长10.9%，但仍低于上月，因为季风降雨减缓了流动性和消费。在其他地方，汽车制造商福特宣布停止在印度的生产，完全依赖进口，在过去10年中损失超过20亿美元，成为继通用汽车和哈雷戴维森之后第三家离开印度市场的美国汽车巨头。本周，疯牛病指数上涨0.3%。周五的加内什·查图蒂假日股市休市。

The BSE Sensex ended little changed for the third consecutive session at 58,305.07 on Thursday, with global sentiment turning cautious on slowing economic growth and potential stimulus tapering by the ECB. Gains driven by heavyweights Nestle India (+2.83%) and Bharti Airtel (+2.77%) offset the losses in some financial stocks. On the economic front, India’s fuel demand jumped 10.9% in August compared to a year ago but remained lower than the previous month as monsoon rains slowed mobility and consumption, as per data released by Petroleum Planning and Analysis Cell (PPAC) of the oil ministry. Elsewhere, automaker Ford announced to halt manufacturing in India and rely solely on imports, after suffering over USD 2 billion losses in the last 10 years, making it the third American auto giant, after General Motors and Harley Davidson to leave the Indian market. On the week, the BSE booked a 0.3% gain. The stock market is closed for the Ganesh Chaturthi holiday on Friday.

截至2021年9月4日的一周内，新申请失业救济的美国人人数下降至31万人，低于市场预测的33.5万人。这是一个新的流行病低点，就在9月6日联邦失业救济金在全国范围内结束之前。前一周的水平被上调5千至34.5万，消除周波动的4周移动平均值降至339.5千，也是新的大流行低点。持续索赔人数下降至278.3万，而预测为274.4万。最近的数据继续表明，在商业重开和学年开始的帮助下，尽管持续的新冠病毒-19死灰复燃和劳动力供应短缺带来了一些风险，但这个世界最大的经济体仍在继续复苏。

The number of Americans filing new claims for unemployment benefits declined to 310K in the week ending September 4th 2021, below market forecasts of 335K. It is a new pandemic low, just before the end of federal unemployment benefits at the national level on September 6th. The previous week's level was revised up by 5K to 345K and the 4-week moving average which removes week-to-week volatility fell to was 339.5K, also a new pandemic-low. Continuing claims declined to 2.783 million, compared to forecasts of 2.744 million. Recent figures continue to point to a continued recovery in the world's largest economy, helped by business reopenings and the start of the school year and even as the ongoing COVID-19 resurgence and labor supply shortages pose some risks.

美元指数周四回落至92.5，前一交易日曾触及92.8的两周高点，因投资者消化了关于刺激的不同货币政策。在令人失望的非农就业报告公布后，交易员开始打压美联储何时开始减少债券购买的预期。不过，达拉斯银行行长罗伯特·卡普兰表示，根据目前的前景，他将支持9月份宣布的逐步减少债券购买量，并可能在10月份开始。纽约银行行长约翰·威廉姆斯表示，在年底前开始逐步减少债券购买量“可能是合适的”。与此同时，欧洲央行表示，将放缓资产购买步伐，但没有改变刺激计划的总范围，称将至少维持到2022年3月底，或直到冠状病毒危机阶段结束。

The dollar index retreated to 92.5 on Thursday, after touching a 2-week high of 92.8 in the previous session, as investors digest divergent monetary policies regarding stimulus. Traders started to push back expectations for when the Federal Reserve will begin reducing bond purchases after a disappointing payrolls report. Still, Dallas President Robert Kaplan said based on the current outlook he would back a September announcement of a tapering in bond purchases and a possible start in October and Bank of New York President John Williams said “it could be appropriate” to begin tapering before the end of the year. Meanwhile, the ECB said it will slow the pace of asset purchases but did not change the total envelope of stimulus, saying it will keep it until at least the end of March 2022 or until the coronavirus crisis phase is over.

富时100指数周四下跌1%，至7030点，为7月28日以来的最低水平，因对经济增长放缓的担忧打击了大宗商品和金融类股。此外，易捷航空股价暴跌逾10%，此前该英国航空公司表示拒绝收购要约，并将从股东那里筹集17亿美元，为其流感疫情恢复和扩大运营提供资金。在政治方面，鲍里斯·约翰逊总理成功地通过了一项新的增税计划，为医疗和社会保障提供资金。该计划将雇主和雇员的国民保险税提高了1.25%，并额外增加了1.25%的股息税。在其他方面，欧洲央行宣布，将在今年剩余时间内按照PEPP的规定适度降低净资产购买的速度，这与人们普遍预期的一致，但没有提供缩减时间表和速度的细节。

The FTSE 100 fell 1% to 7,030 on Thursday, its lowest level since July 28th, as concerns over slowing economic growth hit commodity and financial stocks. In addition, shares of Easyjet tumbled more than 10% after the British airline said it rejected a takeover offer and would raise $1.7 billion from shareholders to fund its pandemic recovery and expand operations. On the political front, Prime Minister Boris Johnson managed to pass a new tax rate hike to fund health and social care, which slapped a 1.25% increase in the national insurance tax for both employers and employees, and added an extra 1.25% to the dividend tax. Elsewhere, the European Central Bank announced it would conduct a moderately lower pace of net asset purchases under the PEPP for the rest of the year as widely expected, but did not provide details about the tapering schedule and speed.

德国基准10年期国债收益率微跌至-0.33%，仍接近本周早些时候触及的近两个月高点-0.31%，此前欧洲央行周四表示，将如预期的那样在第四季度适度放缓大规模紧急债券购买，但并未发出紧急刺激结束的信号。

Germany's benchmark 10-year Bund yield edged lower to -0.33%, remaining close to a near two-month high of -0.31% hit earlier in the week, after the European Central Bank said on Thursday it would moderately slow its pandemic emergency bond buying during the fourth quarter as expected, but did not signal an end to the emergency stimulus.

欧元周四微涨至1.185美元，此前欧洲央行表示将从第4季度开始放缓大规模债券购买计划的步伐，但重申购买总额将保持在1.85万亿欧元，直到2022年3月或之后（如有必要），这表明欧洲央行尚未考虑取消刺激措施。上周的数据显示，欧元区通胀率在8月份飙升至10年高点。

The Euro edged up to $1.185 on Thursday after the ECB said it will slow down the pace of its pandemic bond-buying program starting from Q4, but reiterated the total envelope of purchases will be kept at €1.85 trillion until March 2022 or later if necessary, a sign the central bank is not considering removing stimulus yet. Data last week showed the Eurozone inflation rate surged to a 10-year high in August.