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机构:美伊谈判期间市场波动性或将加剧

智通财经04-22

【机构:美伊谈判期间市场波动性或将加剧】星展集团研究部的Chang Wei Liang表示,随着美国和伊朗寻求增强各自的谈判筹码,市场波动性可能会加剧。他在一份报告中写道,伊朗拒绝出席在巴基斯坦举行的与美国的第二轮会谈,这令市场感到意外。这位外汇和信用债策略师补充说,不过,由于目前冲突再次升级的可能性仍然不大,美元的任何反弹预计都将受到抑制。星展集团高级利率策略师Eugene Leow指出,在停火无限期延长之际,从霍尔木兹海峡的能源出口供应正常化仍悬而未决,并补充说,市场似乎正掉以轻心。“如果协议未能达成,我们警惕风险资产面临不对称的下行风险。”

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