全球網絡與市場專業知識

美國與伊朗之間的停火協議破裂，加上中東軍事衝突升級，惟至今仍未能將市場從夏季的沉悶狀態中驚醒，外匯市場亦不例外。

最新一輪美伊緊張局勢升溫，未能引發匯市（以至任何金融市場）出現顯著的避險資金流入。

自5月初以來持續的美金反彈勢頭似乎正在逐漸減弱。

如果新任主席華許（Kevin Warsh）執掌大局後的首場新聞發布會釋放了任何訊號，那就是聯儲局對通脹的擔憂顯然遠超市場預期。

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.