The conditional two-week U.S.-Iran cease-fire should stabilize near-term market sentiment, says Anthony Kettle, managing director at RBC BlueBay Asset Management. He expects temporarily lower oil prices should ease inflationary pressures in vulnerable Asian economies and improve fiscal dynamics for importers. However, Kettle recommends avoiding structural bets until the cease-fire proves durable, and cautions that Middle Eastern energy exports will take time to normalize even if peace holds. Exp

2026-04-09

The conditional two-week U.S.-Iran cease-fire should stabilize near-term market sentiment, says Anthony Kettle, managing director at RBC BlueBay Asset Management. He expects temporarily lower oil prices should ease inflationary pressures in vulnerable Asian economies and improve fiscal dynamics for importers. However, Kettle recommends avoiding structural bets until the cease-fire proves durable, and cautions that Middle Eastern energy exports will take time to normalize even if peace holds. Expecting energy prices to remain meaningfully elevated this year, RBC BlueBay advises investors to target sovereigns and corporations that are resilient to or benefit from higher energy costs.

其他消息
2026-04-08

据华尔街日报:以色列安全内阁将于周三召开会议,讨论伊朗停火问题。

2026-04-08

- U.S. stock futures jumped Wednesday after President Donald Trump said he was suspending Iran attacks for two weeks just ahead of his 8 p.m. ET deadline - West Texas Intermediate crude futures tumbled more than 16% to $94.41 a barrel following Trump’s declaration. International benchmark Brent for June delivery lost more than 14% to $93.67 per barrel. - Trump noted that the “double sided” ceasefire was contingent on Iran agreeing to an opening of the Strait of Hormuz. - Stock futures added to t