隨著伊朗協議的崩塌，布倫特原油期貨跳漲多達7.5%至接近每桶80美元，逆轉了此前由6月諒解備忘錄導致的“微型供應過剩”局面。能源價格激增引發了對通脹敏感資產（包括長期債券和黃金）的拋售，同時推動短期債券收益率走高。股票市場表現出脆弱跡象，尤其是半導體板塊，費城半導體指數在最近地緣政治升級之前就已處於下行回撥中。引述“這對市場來說是一個重大的警鐘。”— Wisdomtree宏觀經濟研究主管Aneeka Gupta來源Investors are back to ‘square one’ with inflation as ongoing Middle East war raises oil prices – Ed YardeniSeekingalphaInvestors get inflation 'wake-up call' as Trump fires up oil pricesReutersBond yields jump as surging oil prices spark renewed inflation fearsYahoo Finance
