伊朗战争给投资者带来“大炮与黄油”式的噩梦
冲突将持续多久及其对能源市场的影响尚是未知之数,但不断攀升的全球债务与通胀风险却真实得不容忽视。
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本文由AI辅助翻译
在经历了冠状病毒大流行、美国总统 Donald Trump 的关税政策以及俄罗斯入侵乌克兰引发的全球化退潮等一系列冲击之后,当前的伊朗战争看起来就像一场令人不安的噩梦。
然而,面对严重的供应中断,石油市场的反应却一直相当平淡。即使在最初上涨后,周中油价也仅为2022年128美元峰值水平的三分之二。
与此同时,市场对通胀的普遍担忧远未达到恐慌的程度。问题在于,投资者是否对迫在眉睫的滞胀威胁抱着刻意自满的态度?
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