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KCM Trade分析师Tim Waterer汇评:停火致油价、美元和黄金下跌
Sou Hu Cai Jing· 2025-06-26 02:46
在本周早些时候,油价曾接近每桶78美元,而现在美国原油的交易价格约为65美元,交易者在很大程度上已经 不再考虑伊朗关闭霍尔木兹海峡的可能性。伊朗采取这样的行动将造成自身经济伤害,因为这会干扰他们对最 大原油客户中国的出口。如果停火无法维持,原油价格可能再次上涨,因此未来几天的价格波动可能会受到新 闻推动,而非技术因素的影响。 在外币市场中,美元因冲突获得支撑,美元指数(DXY)上涨至99点,交易者寻求将其作为避险货币。但在停 火消息传出后,DXY回落至98点,支撑位在97.65,阻力位在98.40。美联储主席杰罗姆·鲍威尔(Jerome Powell)在众议院金融服务委员会作证时重申,央行在降息前将观察关税政策是否会产生任何通胀影响。这种 对利率的鹰派态度未能为美元提供太多支持。如果中东局势再次紧张,这可能会推动美元再次上涨。 在金融市场中,KCM Trade 始终凭借专业洞察,为投资者拨开迷雾。下面,KCM Trade 首席分析师兼福布斯顾 问委员会成员 Tim Waterer 带来最新汇评,揭示近期市场动态。 关税一直是今年市场的主要主题,但在过去一周,地缘政治占据了主导地位。随着以色列和伊朗之间敌对行动 ...
“Some people still feel the dollar is highly valued.”
Yahoo Finance· 2025-06-25 21:30
explain to me why we have seen in the last few months weakness in the dollar. That's a that's a great question and of course the Treasury Department has the job of is responsible for the role of the dollar. I don't know.I think the I would go back to the thought that markets have been digesting an unusually challenging set of circumstances and have have reacted the way they've reacted. The dollar is kind of stabilized now. In fact, it's moved back up here in in the last couple of weeks a bit.And you know, t ...
Here's how a Putin-led war with NATO could play out
Bloomberg Television· 2025-06-25 19:52
European officials tracking the ramp up of Vladimir Putin's military are wrestling with a threat that would have been scarcely plausible a few years ago. War with Russia. So, here's one way Russia could attack Europe, how Europe might respond, and how it could cost the global economy up to $ 1.5% trillion in the first year.The first step of an attack could be a staged incident that gives Russia a pretext. One former Lithuanian official has suggested Russia could stop the Moscow to Kolinrad train as it trave ...
Special Report: Iran, Oil Prices & The Economy - 6/24/25 | Market Sense | Fidelity Investments
Fidelity Investments· 2025-06-25 18:09
On this episode of Market Sense, we are talking with Fidelity leaders about what the escalating conflict in the Middle East could mean for oil prices, the markets, and the global economy. Topics covered: • Iran Conflict • Middle East • Oil prices • Global economy • Tax bill 01:05: Conflict in the Middle East 02:27: Market reaction 05:25: Future market impact? 07:31: Managing portfolios & geopolitics 10:22: Oil prices: short and long-term 14:00: Oil prices and inflation 16:02: Global reaction 17:12: Internat ...
Alphabet: A Defensive Growth Compounder In Hibernation
Seeking Alpha· 2025-06-25 15:57
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-25 13:25
The Russian ruble has entered the stablecoin game.A7A5, the first ruble-pegged stablecoin, moved $9.3B in just 4 months, @FT reports:- Launched in Kyrgyzstan, outside Western reach- Backed by ruble deposits in Promsvyazbank (sanctioned)- Runs on Tron & Ethereum- Used as a bridge to USDT & cash out abroad, bypassing SWIFT & sanctionsAfter the US closed Garantex, Russia's CEX, A7A5 and Grinex (a new Kyrgyz exchange) stepped in.It’s not retail driven.Most flows are weekday, done during office hour, reportedly ...
Bowman Awarded Phase II Geospatial Assignment for Large-Scale Federal Project
Globenewswire· 2025-06-25 13:20
Contract extends company’s support of 11.2-million-acre nationwide aerial acquisition and orthoimagery project for National Resource Inventory (NRI) programRESTON, Va., June 25, 2025 (GLOBE NEWSWIRE) -- Bowman Consulting Group Ltd. (NASDAQ: BWMN), a national engineering services and program management firm, was awarded a continuation contract to provide aerial acquisition and orthoimagery services under a new Phase II contract for the National Resource Inventory (NRI) program. The work is to be performed un ...
高盛:全球经济-评估中东战争的经济影响
Goldman Sachs· 2025-06-25 13:03
Global Economics Comment: Assessing the Economic Impacts of the War in the Middle East (Briggs/Peters) 23 June 2025 | 9:33AM EDT Assessing the Economic Impacts of the War in the Middle East +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Sarah Dong +1(212)357-9741 | sarah.dong@gs.com Goldman Sachs & Co. LLC Megan Peters +44(20)7051-2058 | megan.l.peters@gs.com Goldman Sachs International c45a43530f604d12bcb9a82b5aa6b9f ...
巴克莱:霍尔木兹海峡成为焦点 - 测试油价 100 美元情景
2025-06-25 13:03
Equity Research European Integrated Energy 22 June 2025 European Integrated Energy Hormuz in the crosshairs - testing a $100 oil scenario Iranian parliament holds a non-binding vote to close the Strait of Hormuz, in retaliation against the overnight US attack on Iran's nuclear sites. We expect energy stocks to move higher as a result, although those with higher Middle East exposure may lag behind relatively. Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies cove ...
俄罗斯和伊朗出口减少 燃料油主力延续调整
Jin Tou Wang· 2025-06-25 06:16
6月25日,国内期市能化板块跌幅居前。其中,燃料油期货主力合约开盘报3062.00元/吨,今日盘中低 位震荡运行;截至发稿,燃料油主力最高触及3071.00元,下方探低2996.00元,跌幅达6.11%附近。 南华期货(603093)分析称,供给端俄罗斯和伊朗出口减少,但新加坡进口仍高位,进料需求回升,库 存端新加坡和中东浮仓库存回升,整体市场供应充裕,导致燃料油价格震荡。 目前来看,燃料油行情呈现震荡下行走势,盘面表现偏弱。对于燃料油后市行情将如何运行,相关机构 观点汇总如下: 中财期货指出,6月23日,中国舟山低硫燃料油保税船供卖方报价较LU2507结算参考价升贴水+99元/ 吨,为4089元/吨;中国舟山高硫燃料油保税船供卖方报价较FU2507结算参考价升贴水263元/吨,为 3657元/吨。地缘冲突方面,伊朗和以色列的冲突仍有升级的可能。周末美国对伊朗发动了大规模的空 袭,针对伊朗的核设施进行了轰炸。特朗普方面称核设施受到严重破坏,而伊朗方面则称主要受损的是 地上部分,且可以修复。但美军这一举动意味着美方已正式入局,中东事态有所升级。预计燃料油震 荡。 瑞达期货(002961)表示,伊朗与以色列冲突停 ...