布伦特原油:价格下跌缓解通胀担忧 – 德意志银行
德意志银行策略师指出,随着对美伊达成协议的希望增加,布伦特原油价格回吐了近期涨幅,缓解了滞胀担忧并拉低了通胀预期。他们注意到现货和6个月期布伦特原油期货价格均下跌,同时美国和欧元区的通胀互换走软。

德意志银行策略师指出,随着对美伊达成协议的希望增加,布伦特原油价格已逆转近期涨势,缓解了滞胀担忧并拉低了通胀预期。他们注意到现货和6个月布伦特期货价格均下跌,同时美国和欧元区的通胀互换也走软。在此背景下,市场对长期冲突的风险感知降低,支持了更为鸽派的央行路径。

布伦特下跌缓解通胀担忧

“由于黎巴嫩真主党拒绝美国斡旋的停火协议,油价在美国交易时段有所反弹,但总体上并未破坏以色列和黎巴嫩政府前一晚宣布停火后的乐观情绪。”

“投资者也排除了长期冲突的可能性,6个月布伦特期货下跌2.15%,至85.04美元/桶。”

“这有助于缓解通胀担忧,1年期美国通胀互换下跌9.2个基点,至3.09%,而1年期欧元区通胀互换下跌5.5个基点,至2.99%。”

“在这些隔夜波动之前,市场昨日在对某种美伊协议的希望增强中趋于稳定。因此,布伦特原油价格下跌2.84%,回落至95.03美元/桶,结束连续三日上涨,进而缓解了对滞胀冲击的担忧。”

“关于中东最新情况,没有太多新消息。然而,在特朗普发布批评众议院反对伊朗冲突投票的言论后,油价明显下跌。”

(本文由人工智能工具协助生成,编辑审核。)

More than a million users rely on FXStreet for real-time market data, charting tools, expert insights, and forex news. Its comprehensive economic calendar and educational webinars help traders stay informed and make calculated decisions. FXStreet is supported by a team of about 60 professionals, split between the Barcelona headquarters and various global regions.
Read More

LIVE QUOTES

Name / Symbol
Chart
% Change / Price
XBRUSD
1 D change
+0%
0
XTIUSD
1 D change
+0%
0
XPTUSD
1 D change
+0%
0

ALL ABOUT ENERGIES

Explore More Tools
Trading Academy
Browse a wide range of educational articles covering trading strategies, market insights, and financial fundamentals, all in one place.
Learn More
Courses
Explore structured trading courses designed to support your growth at every stage of your trading journey.
Learn More
Webinar
Join live and on-demand webinars to gain real-time market insights and trading strategies from industry experts.
Learn More