油价因风险偏好情绪上升而上涨,受美联储降息押注影响 - 荷兰国际集团
油价因整体风险偏好上升和对美联储(Fed)12月份降息预期的上升而上涨,同时市场密切关注可能重塑供应前景的乌克兰和平谈判进展,荷兰国际集团(ING)商品专家Ewa Manthey和Warren Patterson指出

油价因整体风险偏好上升和对美联储12月降息预期的上升而上涨,同时市场密切关注可能重塑供应前景的乌克兰和平谈判进展,ING的商品专家Ewa Manthey和Warren Patterson指出。

布伦特原油上涨,市场关注乌克兰和平谈判

"油市受到整体风险偏好上升的提振,股市上涨,市场预计美联储将在12月10日降息的可能性增加。因此,ICE布伦特原油当天收盘上涨近1.3%。"

"然而,市场继续密切关注结束乌克兰战争的和平谈判进展。报道称,提议的和平计划发生了重大变化,美国和乌克兰基本上正在起草一个新的计划。更具争议的点,例如与领土相关的内容,将需要特朗普总统和泽连斯基总统来解决。"

"显然,俄罗斯必须同意任何协议。对于油市而言,达成协议可能会消除重大供应风险,使参与者能够专注于2026年前的看跌供应基本面。"

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