美聯儲理事沃勒：上次就業報告發布後，我本以爲我會持反對意見。

高盛：儘管難以預測美以對伊朗採取軍事行動的更廣泛經濟影響，但我們仍認爲存在更爲建設性的經營環境的可能性。

Floating oil stocks are depleting rapidly as Persian Gulf supply remains constrained for a third week. Storage has fallen 1.8 million barrels daily since the war began, now at ~78 million barrels, a third from Iran. US consideration of lifting sanctions on Iranian seaborne barrels could accelerate declines. Once over 140 million barrels in November, floating reserves are shrinking fast, tightening the buffer and risking sharper price gains if the Strait of Hormuz remains closed.