伦敦ZayeCapitalMarkets首席投资官纳伊姆·阿斯拉姆表示,从操作层面看,欧洲释放柴油库存协议的细节“非常粗略”。这一声明似乎意在缓解压力,但实际的结构性变化,即谁将释放这些库存、将在哪些地方解除禁令仍不清楚。这一决定只是试图“减缓失血”,并将对市场产生不利影响。想象一下,市场出现挤兑,突然央行介入,说你们只能从银行提取一定金额。这确实减缓了失血过程,但也在投资者对这些机构信心的特定方面制造了更多波动。现在,这一逻辑也完全适用于欧洲将释放柴油储备这一消息。这是一个旨在减缓失血的重大声明,但与霍尔木兹海峡相关的实际结构性问题依然存在,使市场中的消费者信心摇摇欲坠。

2026-10-03

伦敦ZayeCapitalMarkets首席投资官纳伊姆·阿斯拉姆表示,从操作层面看,欧洲释放柴油库存协议的细节“非常粗略”。这一声明似乎意在缓解压力,但实际的结构性变化,即谁将释放这些库存、将在哪些地方解除禁令仍不清楚。这一决定只是试图“减缓失血”,并将对市场产生不利影响。想象一下,市场出现挤兑,突然央行介入,说你们只能从银行提取一定金额。这确实减缓了失血过程,但也在投资者对这些机构信心的特定方面制造了更多波动。现在,这一逻辑也完全适用于欧洲将释放柴油储备这一消息。这是一个旨在减缓失血的重大声明,但与霍尔木兹海峡相关的实际结构性问题依然存在,使市场中的消费者信心摇摇欲坠。

其他消息
2026-10-04

India's foreign ministry summoned Pakistan's charge d'affaires and denied all allegations concerning an Oct. 2 incident along the international border in Ferozepur district, Punjab.

2026-10-03

The U.S. Justice Department will not reopen a criminal investigation into former Federal Reserve Chair Powell, Attorney General Todd Blanche said. The Federal Reserve inspector general's report this week found no criminal conduct in the Fed headquarters renovation cost overrun, which rose to about $2.4 billion; Blanche said he was satisfied with the report but that Powell did not provide adequate oversight of the project. The Federal Reserve will hire an independent auditor to further review the