Main takeaway: Algebris analyst Gabriele Foa warns markets may face higher volatility for the rest of 2026. He cites rising oil prices, reduced global supply, renewed US-Iran attacks, and President Trump’s statement ending the Iran ceasefire as drivers that could trigger supply shocks and instability.
币界网消息，Algebris Investment分析师Gabriele Foa在一份报告中表示，随着油价上涨和供应下降，市场在2026年剩余时间里可能面临更高的波动性。美伊之间重新发生袭击，以及美国总统特朗普关于伊朗停火协议结束的声明，引发了人们对潜在石油供应冲击的新担忧。油价上涨、全球石油供应减少以及利率重新出现不稳定，可能会导致市场波动加剧。