全球網絡與市場專業知識

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。

伊朗戰爭目前已進入第二週，市場正防範戰事可能持續一段時間的風險 。

The Iran war is now in its second week, and markets are bracing for the possibility that it will last a while.

在金融市場經歷了交投相對平淡的一週後，美國與以色列聯手襲擊伊朗的消息在收盤後傳出 。

上週美元對主要貨幣收盤基本持平，但這平靜的表面下掩蓋了外匯市場波動劇烈、極不平凡的一周。

上週，儘管特朗普總統在格陵蘭島關稅問題上出人意料地軟化了立場並如期作出讓步，但美元兌全球幾乎所有主要貨幣的表現依然極其糟糕。