美官员证实对伊朗格什姆岛发动打击,特朗普淡化战争风险
More on US strikes on Qeshm: officials confirm attack as Trump plays down war risk
U.S. officials confirmed Monday's strikes on Iran's Qeshm Island and said they had carried out multiple undisclosed limited strikes against Iran in recent weeks, with some officials saying the purpose was to limit Iran's ability to attack merchant ships in the Strait of Hormuz. According to reports, the United States has told Gulf countries to prepare for a short, high-intensity operation shortly after the mid-term elections. On the same day, Trump said that he had not been at war with Iran for months. When asked whether he would strike after the election, he answered "no." Iran says the responsibility for reaching a deal lies with Washington and has warned of retaliation in the Middle East and beyond if conflict rekindles.
Official confirmation of the crackdown coexists with the president's downplaying of risks. What the market is facing is not a definite escalation, but a fuzzy boundary that has been repeatedly tested. For gold and foreign exchange, the real variable is whether the safe-haven premium can be priced consistently, not the single move itself. If there is a short-term and high-intensity action after the mid-term elections, the linkage between crude oil and safe-haven assets will be more obvious. The traffic conditions and shipping premiums in the Strait of Hormuz are worthy of observation.
文章梳理了美伊军事行动与特朗普公开表态之间的落差,读者可据此理解原油市场面临的双向风险。
来源:ForexLive · investinglive.com