Bill Gundersen: 今天市场开盘有些紧张,主要因为中东地区的地缘政治风险正在加剧。利率大幅下降,这表明市场存在避险情绪。油价的飙升也印证了这一点,油价的上涨并非源于需求的增加,而是对中东地区潜在冲突的直接反应。我们撤离了在伊拉克的使馆,伊朗也在提升铀浓缩能力,这些都加剧了市场的紧张情绪。我认为俄罗斯在背后支持伊朗,使得局势更加复杂。总的来说,中东地区的紧张局势对全球市场产生了显著影响,导致投资者寻求避险资产,并推高了能源价格。虽然市场已经习惯了一定程度的中东冲突,但这次事件的潜在规模和影响可能更大,需要密切关注。
The show begins with a discussion of the market's nervous open, driven by macro issues such as the Boeing crash in India and rising tensions in the Middle East. The impact on oil and gold prices, along with the implications for interest rates, are also discussed.
Dow down 140 points, NASDAQ down 41 points, S&P down 5 points
Boeing stock down significantly following a crash in India
Oil prices surge to $67, gold up 2.02%
Interest rates drop, suggesting a flight to safety