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cover of episode Will he or won't he?

Will he or won't he?

2025/6/19
logo of podcast Marketplace All-in-One

Marketplace All-in-One
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E
Ed Butler
J
Jane Sydenham
R
Rayon Kitapol
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Jane Sydenham: 作为Rathbones Investment Management的投资总监，我认为美国可能采取的两种行动方案——更深入地介入以伊冲突或尝试斡旋和平谈判——会对油价产生截然不同的影响。目前油价上涨主要是因为市场担忧霍尔木兹海峡可能关闭，尽管自1972年以来该海峡并未实际关闭。此前，由于欧佩克增产和美国石油储备充足，油价本已呈现疲软态势。如果特朗普政府决定介入冲突，短期内市场可能会因不确定性而产生负面反应，但最终影响将取决于该地区航运状况。能源价格对整体经济至关重要，影响着我们日常购买的各种商品。尽管我们个人对中东局势的影响力有限，但欧佩克增产和美国石油出口的增加有助于改善中东以外的能源供应。

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From the BBC World Service: Oil prices influence the prices of many goods that we buy. Now, mixed signals from President Donald Trump about whether to get involved in the conflict between Israel and Iran are causing volatility in global oil prices and adding to overall economic uncertainty. And, we'll look at how key industries in Thailand are feeling about the prospect of steep U.S. tariffs.