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"Markets are sort of holding their breath"

2025/6/23

Marketplace All-in-One

AI Deep Dive AI Chapters Transcript

People

David Brancaccio

Dominic Roda

Ishwar Prasad

Julia Coronado

Megan McCarty Carino

Mitchell Hartman

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David Brancaccio: 在美国对伊朗核设施进行轰炸后，我观察到金融市场并未像以往危机那样出现避险情绪，资金并未大量涌入美国国债。这表明市场目前处于一种观望状态，可能在等待局势的进一步发展。 Mitchell Hartman: 我了解到伊朗议会通过了一项可能关闭霍尔木兹海峡的决议，这将对全球石油和天然气供应产生潜在的重大影响。这一举动无疑加剧了市场的紧张情绪。 Ishwar Prasad: 作为一名经济学家，我担心如果伊朗真的封锁霍尔木兹海峡，不仅会对中东地区，甚至对中国的经济稳定都将产生负面影响。全球经济也可能因此受到冲击，油价上涨几乎是不可避免的。目前我在北京与一些官员会面，他们也对此表示担忧，但美国作为能源净出口国，受到的直接冲击可能相对较小。 Julia Coronado: 我认为当前市场的平静反应可能有两个原因。首先，我们对未来的局势发展尚不明确，市场可能在等待更多信息。其次，油价已经在过去一个月内大幅上涨，部分风险可能已经被市场提前消化。此外，贸易战、人工智能革命、移民政策和财政方案等多种因素交织在一起，使得市场面临诸多不确定性。

Deep Dive

Shownotes Transcript

In the wake of President Donald Trump’s decision to bomb Iranian nuclear facilities and the continuation of missile exchanges between Iran and Israel, stock, bond, and oil markets are in a holding pattern. This morning, we'll unpack how financial markets are responding to war headlines. Plus, the big tax and spending legislation includes a ban on state AI regulation and would override more than 100 local laws already on the books.

"Markets are sort of holding their breath" 07:18 Share

Marketplace All-in-One

Deep Dive

Shownotes Transcript

"Markets are sort of holding their breath"