伊朗称霍尔木兹海峡协议在即，国际油价与铜价飙升

News when you want it with Bloomberg News now. I'm Erica Herskovitz. Iran says a deal with Oman to manage shipping through the Strait of Hormuz is imminent, and could tighten Tehran's control over the waterway. The agreement will include details on a temporary safe route through the crucial transit point for energy supplies, and will be documented with the International Maritime Organization. The potential Iran Oman Accord comes after Iranian claims of attacks on ships and a U.S. military strike on Iranian crude tankers, amid an ongoing conflict that has pushed up oil and fuel prices.

Meanwhile, U.S. envoys Steve Wyckoff and Jared Kushner are praising talks with Ukraine and Russia this weekend to discuss ways to end that war. We came to see President Putin first. We needed to hear where he stood. We had good, concrete conversation with him, which we advised President Zelensky and his team about. Both sides have to come to a resolution here in my job with and Jared's job together is to bring the parties together to narrow the issues between them, to create good communication channels.

And hopefully we began that process, uh, constructively in the last 48 hours. And we're confident that there'll be a good resolution here. Ukrainian President Volodymyr Zelensky says he doesn't see a quick end to the war, but he is looking for a package from allies to help cover air defense, reinforcements and energy as attacks escalate. The war in Iran and rising energy prices are weighing on Americans ahead of the midterms.

Bloomberg's Jeff Mason tells us President Trump's polling is also down, which may not bode well for Republicans in November. Polls like this really do translate into our forecast anyway, how people are going to vote in November. That doesn't mean that Republicans couldn't pull it off, but they are. They've got some tight races, and that will overshadow this mini convention that President Trump is presiding over in Texas this coming week.

Bloomberg's Jeff Mason reports the Republican National Committee is hosting an unprecedented mid-term convention starting Wednesday. Trump is expected to deliver the keynote speech. Canada's reciprocal tariffs take effect tomorrow on more than 700 American products. And Michigan Congresswoman Haley Stevens says Trump and the Republicans own this. No one in Michigan was told by President Trump when he was campaigning, that he was going to start a trade war with Canada and lick the bootstraps of China.

But that's what he's doing. And everyone running for office who calls himself a Republican, who's out there, you know, distracting on these other, you know, slogans and whims in the day. They own this. They own this backwards trade agenda. And I'm sick and tired of like, Stevens on Bloomberg this weekend. Canada was the state's largest export market last year, with exports totaling $23 billion, according to data from the International Trade Administration.

More delays and cancellations at Miami International Airport this morning after yesterday's deadly Amazon cargo jet crash. The NTSB is investigating why the jet skidded off the runway and burst into flames, killing at least five people and injuring another five. Oil is climbing on renewed concerns that escalating U.S. Iran tensions may disrupt crude supplies and stoke inflation. Brent crude is now trading at $97 a barrel, and that's pushing U.S. gas and diesel prices higher.

Energy Secretary Chris, right, tells CBS's Face the Nation. The Trump administration is focused on boosting crude and fuel supplies rather than constraining U.S. oil exports. As gas prices continue soaring, we consider all options of how you can move prices that are favorable for American consumers. But right now, we're leaning in on maximum production energy additions again in gasoline and diesel in the electricity sector.

The way to solve, uh, supply shortage is to grow supply writes. Comments come amid record high U.S. retail diesel prices, stoked by wars in Iran and Russia that have disrupted oil flows and curtailed refining. Diesel prices hit a record 589 this weekend, according to triple A, up from 3.71 this time last year. Copper surged to its highest ever price on the London Metal Exchange today after a weeks long rally fueled by anticipation that President Trump will expand U.S. tariffs to imports on refined metal.

The metals advance has been underpinned by a long term mismatch in supply and demand, with the world's aging fleet of big mines struggling to keep pace with usage from data centers, renewable energy and power grids. U.S. markets are closed for Labor Day, but stocks are still trading overseas. The Footsie in London closed down a fraction. The CAC in Paris gained a third of a percent. The Dax in Germany lost 2/10 of a percent.

Tech shares led gains in Asian equities following a rally from their U.S. infotech peers Friday. The Nikkei in Japan closed up 2.1%. The Hang Seng in Hong Kong lost close to 8/10 of a percent. China's CSI 300 added two thirds of a percent. Traders will be closely watching inflation data this week after stronger than expected jobs data nudged up bets on a Federal Reserve rate hike this month. Larry Holsten Thaler is senior portfolio manager with catalyst funds.

The broader narrative is that, you know, rates are higher. You have potentially volatility at the long end of the curve and the various drivers of that. You have the fed and what it might do at the short end of the curve. And so I think if you're an investor, especially within fixed income markets, you know, strategically you just have to be thinking about what are ways that I can sidestep that volatility day to day within traditional fixed income assets.

Policymakers have said they'll consider a rate hike if inflation comes in hot. That's news when you want it with Bloomberg News now. I'm Erica and this is Bloomberg.