“罕见”的市场反应:债券先跌,黄金、日元、瑞郎“随后沦陷”,“避险资产”只剩原油

华尔街见闻
3 hours ago

美国与以色列对中东发动新一轮军事行动,市场的反应却颠覆了教科书式的避险逻辑。 周二,美元走强、黄金重挫、国债收益率全线上行、日元与瑞郎双双下跌——传统避险资产集体"失守"。唯一扮演避风港角色的,是原油。布伦特原油盘中一度飙升逾8%,成为当日市场最显眼的赢家,并由此重塑了当天几乎所有资产的涨跌逻辑。 这一组合极为罕见。据华尔街日报统计,自1983年以来,布伦特原油单日涨幅超过7%、同时黄金下跌且...

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