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taishiro
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geopolitical uncertainty, elevated energy prices and interest rates that remain restrictive.
If the disruption persists, the inflation implications could become much more important than the initial oil price reaction.
The duration of the supply disruption will matter far more than a single spike in Brent.
#HormuzReopeningPlan
taishiro
任何长期的中断都可能收紧全球供应，并显著推高能源价格。
对于市场来说，影响不仅限于石油生产商。
更高的原油价格可能传导至运输、制造和消费者成本，令通胀前景更加复杂，正值投资者试图理解美联储下一步行动之际。
风险资产也面临一种艰难的组合：
#HormuzReopeningPlan
