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cover of episode Ukraine Strikes and Market Moves | Macro Mondays (June 2, 2025)

Ukraine Strikes and Market Moves | Macro Mondays (June 2, 2025)

2025/6/3
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Mikkel Rosenwald: 我认为乌克兰对俄罗斯空军基地的无人机袭击,虽然在象征意义上很重要,但并未改变前线的实际局势。这次袭击更多的是为了提升泽连斯基在乌克兰国内和西方支持者中的形象,但它并没有改变乌克兰境内俄罗斯军队的数量,也没有改变和平谈判的进程。我仍然认为2025年有可能实现停火,但普京的策略是维持战争和和平进程,以满足特朗普的期望,并希望他的夏季攻势能够成功。 Andreas Steno: 我认为这次袭击使得地缘政治风险重回视野,导致大宗商品市场反应强烈,尤其是石油、铜和白银。这可能是美国政府试图阻止俄罗斯能源出口,以此施加压力的最佳时机。同时,美元走弱,这与以往地缘政治风险上升时美元走强的模式不同,可能与俄罗斯金融资产被冻结有关。各国开始担心美国的制裁风险,并重新评估资产配置。

Deep Dive

Chapters
Andreas Steno and Mikkel Rosenvold discuss the recent Ukrainian drone attack on Russian air bases and its impact on commodity markets. They also analyze the weakening US dollar and its connection to the seizure of Russian financial assets.
  • Ukrainian drone attack caused a spike in commodity prices.
  • The US dollar weakened despite increased geopolitical risks.
  • Seizing Russian assets has contributed to the dollar's decline and the rise of gold and Bitcoin.

Shownotes Transcript

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

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