油价:由于中东紧张局势,滞胀担忧上升 – 德国银行
德意志银行策略师强调,由于美伊紧张局势升级以及特朗普总统关于霍尔木兹海峡的言论重燃,油价出现了大幅跳涨。

德意志银行策略师强调,由于美伊紧张局势升级以及特朗普总统关于霍尔木兹海峡的最新言论,油价大幅上涨。布伦特原油录得自 2020 年以来最大单日涨幅,重新引发滞胀担忧,推动利率预期和全球债券收益率上升,而能源成本和地缘政治风险对市场情绪造成压力,导致股市表现疲软。

布伦特原油飙升重新引发滞胀担忧

“在所有隔夜走势之前,昨天的最大新闻是油价的最新跳涨,这重新激发了对滞胀的担忧,并打击了大西洋两岸的债券和股票市场。”

“这发生在周末美伊之间的进一步冲突之后,布伦特原油上涨 9.59%,录得自 2020 年 3 月以来最剧烈的涨幅,收盘时达到 4 周高点 83.30 美元/桶。”

“这一数字大约相当于每天 4-5 亿美元的损失,基于每天有 20-25 亿美元的货物通过霍尔木兹海峡。”

“特朗普总统习惯于以极端的谈判立场开局,因此如果这一措施真的实施,肯定会有所缓和,但征收通行费的阴影本身就会让市场和客户感到紧张。”

“美国中央司令部表示,将于纽约时间今天下午 4 点恢复对伊朗的封锁,因此仍有一些时间可能出现降温。”

(本文借助人工智能工具生成,并由编辑审核。 了解更多。

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