据 ChainCatcher 报道,据金十报道,杰富瑞集团的 Mohit Kumar 在报告中称,尽管油价下跌,但利率市场并未迅速将油价回落预期纳入定价。
他表示,随着市场聚焦于霍尔木兹海峡通行量的增加,油价跌幅超出预期。杰富瑞认为,美伊协议的主要影响之一是全球主要央行不再需要加息,并维持美联储今年不会加息的观点,称美联储下一步行动将是降息而非加息。
杰富瑞:美联储下一步或为降息
2026-06-25 06:43:45
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