高盛:中东冲突若致气价长涨 欧元及东欧货币将承压

金吾财讯
Mar 05

金吾财讯 | 高盛分析师在一份报告中表示,欧洲能源进口国货币若要出现更持续的疲软,可能需要市场反映中东冲突导致的天然气价格出现更长时间干扰的预期。他们表示,与2022年俄乌冲突爆发后油气价格的上涨相比,欧洲天然气市场目前反映的预期是,此次能源价格冲击更为短暂。他们表示,这种情况需要改变,才能看到包括欧元、英镑、匈牙利福林、波兰兹罗提和捷克克朗在内的欧洲能源进口国货币出现更持久的贬值。匈牙利福林和波兰兹罗提“被视为最容易受能源价格上涨影响的货币”。

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