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汇丰:中国宏观追踪_国内消费前景愈发光明
2025-07-01 00:40

25 June 2025 China Macro Tracker Economics Domestic consumption becoming brighter Middle East tensions: Assessing the potential of oil price shocks on China The global price of Brent crude oil spiked on the back of increased tensions in the Middle East, but has since declined (under USD70/b). While there is still a risk of oil price volatility, our Oil team expects oil prices to settle back down to USD65/b by Q4 if de-escalation is sustained as a base case (see Oil market flash, 23 June). 18% of China's ene ...