摩根大通 CEO 戴蒙警告:伊朗战争或推高通胀和利率

Gate News 消息,4 月 6 日,摩根大通首席执行官戴蒙周一在致股东的年度信函中警告,伊朗战争可能带来石油和大宗商品价格冲击风险,这可能使通胀持续,并使利率高于市场目前的预期。戴蒙表示:"我们面临的挑战是巨大的。"他提到了俄乌冲突、中东地区更广泛的敌对行动等地缘政治风险,并指出:"现在,由于伊朗战争,我们还面临着石油和大宗商品价格持续大幅震荡的可能性,以及全球供应链的重塑,这可能会导致更顽固的通胀,并最终导致利率高于市场目前的预期。"戴蒙称,时间会证明伊朗战争是否实现了美国的目标,他补充说,核扩散仍然是来自伊朗的最大危险。此外,戴蒙表示,美国经济继续保持韧性,消费者仍在赚钱和消费,尽管最近有所减弱,企业也依然健康。但他提醒,大量的政府赤字支出和过去的刺激政策推动了经济的发展,而增加基础设施支出仍然是一个日益增长的需求。

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