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美国-伊朗冲突正在升级,更多能源设施遭到打击,油价继续上升。
这不仅影响比特币和标普500指数。最大的打击可能落在新兴市场股票上。
大多数新兴市场国家是石油净进口国,这意味着油价上升直接冲击政府支出和财政预算。
通过MSCI新兴市场ETF,我们可以看到新兴市场股票往往在油价上升不久后触顶。