过去一周是一场清算,全球市场开始正视“伊朗战争不会很快结束”

华尔街见闻
7 hours ago

全球债市遭遇"血洗",黄金创下1983年以来最大单周跌幅,美股连续第四周下跌、创一年最长跌势。市场各个角落终于开始正视现实:这场冲突不仅将是一场旷日持久、结局未定的战争,更已演变为最坏情形。华尔街正加速防御性调整,减股增现以应对持续危机。自伊朗战争爆发近三周以来,市场一直抱持一个令人宽慰的押注:能源供应中断将是短暂的,霍尔木兹海峡将重新开放,美联储的降息周期将如期恢复。过去这一周,这个押注彻底崩塌...

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