波蘭央行行長格拉平斯基：如果中東停火得以延長，我們就不必擔心第二輪效應。

每次重大地緣矛盾爆發之後，原油價格短期內會怎麼變化？

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.