事关全球经济!俄乌冲突升级的4点影响

熊园观察2022-02-23

摘要:俄乌冲突加剧了全球经济前景的不确定性,也加大了美股下跌压力,从而会制约美联储加息步伐。事件:当地时间2月21日,俄罗斯总统普京签署承认乌东两地顿涅茨克和卢甘斯克的人民共和国总统令,并签署俄罗斯与二者的友好合作互助条约,全球股市大跌,原油、黄金大涨。核心结论:1、俄乌冲突持续升级,演化成战争的可能性大增。2、以史为鉴,地缘冲突后大类资产的表现规律:短期会利空风险资产,利好避险资产和能源品,影响...

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