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cover of episode Why Wall Street isn't betting on a wider war in the Middle East

Why Wall Street isn't betting on a wider war in the Middle East

2025/6/24
logo of podcast Marketplace All-in-One

Marketplace All-in-One
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People
A
Anka Agachi
D
Denny Cohen-Hempsey
I
Ian Bremmer
M
Mark Kansian
Z
Zachary Pakin
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Ian Bremmer: 我认为伊朗是目前冲突中最不愿冒险的一方，因为他们认识到无法有效对抗美国和以色列。只要他们的政权保持稳定，他们就会非常谨慎，避免局势进一步升级。如果伊朗试图关闭霍尔木兹海峡，或者直接攻击海湾地区的能源设施，他们将与美国和海湾国家开战。虽然中国不希望战争扩大，也不希望石油供应中断，但这并不是伊朗保持谨慎的原因。全球原油需求下降，供应充足，这在一定程度上抑制了油价。尽管全球地缘政治风险很多，但没有太多因素阻止石油的生产和运输。

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Shownotes Transcript

The situation in the Israel-Iran war is fluid, with Israel accusing Iran of violating a ceasefire that President Donald Trump had announced late yesterday. Israel is vowing firm retaliation. Players in financial markets continue to take a wait-and-see position. We'll discuss the state of play. Also on the program: a preview of consumer confidence and a look at why defense is front and center at this week's NATO summit.