智通财经APP获悉，由于伊朗战争加剧了投资者的不确定性，衡量货币市场隐含波动率的指标已升至八个月来的最高点。德意志银行的外汇波动率指标周五升至去年7月以来的最高水平，连续第二周走高。此前，日元兑美元汇率上周跌至2024年7月以来的最低水平，欧元也跌至8月以来的最低水平。
由于霍尔木兹海峡基本关闭，石油进口国受到油价上涨的拖累，货币市场波动加剧。此外，由于通胀预期加速，交易员降低了对美联储和其他央行降息的预期，也加剧了市场波动。
新加坡华侨银行外汇策略师Moh Siong Sim表示：“如果能源价格持续高企，对欧洲和亚洲经济增长的损害可能会引发更加动荡的外汇市场。”
伊朗战争的影响不仅限于外汇市场。上周，美国国债波动率(以ICE BofA MOVE指数衡量)飙升至九个月来的最高点，而VIX股票波动率指数也攀升至4月份以来的最高水平。
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