美伊冲突升级推高布油突破85美元,能源通胀风险重燃。油价飙升正通过运输及燃料链条传导至终端物价,若持续维持高位,或令总体通胀跳升0.7个百分点。受此压力,交易员押注美联储年内二次降息概率降至50%,降息门槛显著抬高。美国与以色列对伊朗的打击推高油价,把刚有所缓解的美国通胀压力重新拉回市场视野。若油价冲击演变为持续性的供给扰动,通胀回落可能受阻,美联储的降息空间也将随之收窄。3月3日,布伦特原油自...
Source Link美伊冲突升级推高布油突破85美元,能源通胀风险重燃。油价飙升正通过运输及燃料链条传导至终端物价,若持续维持高位,或令总体通胀跳升0.7个百分点。受此压力,交易员押注美联储年内二次降息概率降至50%,降息门槛显著抬高。美国与以色列对伊朗的打击推高油价,把刚有所缓解的美国通胀压力重新拉回市场视野。若油价冲击演变为持续性的供给扰动,通胀回落可能受阻,美联储的降息空间也将随之收窄。3月3日,布伦特原油自...
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