全球網絡與市場專業知識

市場近期一直為美國與伊朗達成結束衝突的框架協議而歡呼，此消息推動油價跌至自衝突爆發初期以來的最低水平。

上週美國勞動力市場數據成為主導市場的核心驅然因素，並徹底扭轉了市場對聯儲局利率走向的預期。

美國與伊朗之間的和平談判繼續緩慢但切實地向達成協議推進 。

雖然種種跡象顯示，伊朗與美國之間的談判正取得進展，但美元依然維持其避險升幅，而歐洲貨幣似乎難以藉著投資者的樂觀情緒中獲益 。

Financial news last week was dominated by the sharp sell off in bond markets worldwide.

The fragile ceasefire in the Iran war is fraying as the US actively tries to break Iran's blockade while maintaining its own.

While the shaky Iran war ceasefire is holding, for now, the near-complete blockade of the Strait of Hormuz is still in force from both sides, and there is little sign that peace talks are making progress, or even taking place.

Trump's optimistic announcements on Friday regarding a possible agreement with Iran and the reopening of the Strait of Hormuz were greeted with a severe fall in oil prices and a sharp move higher in risk assets. The former proved to be short-lived.

受停火樂觀情緒帶動的風險資產漲勢在週末戛然而止。隨著美伊雙方在巴基斯坦的談判宣告破裂，美國隨即宣布封鎖霍爾木茲海峽，禁止所有往返伊朗港口的船隻通行。

隨著伊朗戰事陷入膠著且解決方案遙遙無期，市場正瀰漫著一股揮之不去的似曾相識之感。

伊朗戰爭現已進入第二個月，目前停火前景依舊不明，霍爾木茲海峽亦未能重新開放。

市場此前對美元在經濟動盪中是否仍具備「避險天堂」地位的疑慮已一掃而空。