中东冲突使2026年的共识交易逆转。中东战争不断升级,投资者对2026年一些最受欢迎的交易和主题提出质疑,全球股市暴跌,美元飙升,交易员减少了对美联储降息的押注。
Middle East conflict sticks 2026 consensus trades into reverse.The escalating war in the Middle East has investors questioning some of 2026's most popular trades and themes, with global equities slumping, the dollar jumping and traders scaling back their bets for rate cuts from the Federal Reserve.