jpm-大宗商品-这次的感觉不同

Hello, and welcome to another episode of At Any Rate. I'm your host, Natasha Kanova, and I head JPMorgan Global Commodities Research. Today, we would like to discuss the situation in the Middle East and our outlook on oil. Oil prices have been moving higher as the market anticipates Israeli's response to Iran's missile strike earlier this week. Since last October, we have been recommending selling geopolitical premium in oil as we have considered the market's reaction to political events in the Middle East ...