SC原油主力合约日内大跌4.00%，现报637.50元/桶。

美国2月PCE报告将于北京时间20:30公布，预计服务价格坚挺继续支撑核心通胀，而商品价格料会大幅反弹，美国通胀面临多重压力，美联储“更晚、更少”降息的预期可能得到进一步强化，更多前瞻请戳...

The conditional two-week U.S.-Iran cease-fire should stabilize near-term market sentiment, says Anthony Kettle, managing director at RBC BlueBay Asset Management. He expects temporarily lower oil prices should ease inflationary pressures in vulnerable Asian economies and improve fiscal dynamics for importers. However, Kettle recommends avoiding structural bets until the cease-fire proves durable, and cautions that Middle Eastern energy exports will take time to normalize even if peace holds. Expecting energy prices to remain meaningfully elevated this year, RBC BlueBay advises investors to target sovereigns and corporations that are resilient to or benefit from higher energy costs.