《科比西信》最近在 X 上分享了当前美俄之间日益紧张的局势。乌克兰使用 6 枚美国远程导弹袭击俄罗斯布良斯克军事基地后,地缘政治紧张局势随之而来。值得注意的是,这次导弹袭击发生在dent乔·拜登允许乌克兰对俄罗斯使用美国ATACMS导弹几天后。
俄罗斯dent弗拉基米尔·普京警告北约和西方国家不要解除对乌克兰使用美国和欧洲制造的导弹的限制。普京坚称,解除限制以及任何使用此类武器的袭击都将是针对俄罗斯的直接战争行为。
克里姆林宫领导人现已对最近的乌克兰导弹袭击做出反应,降低了核攻击的门槛。克里姆林宫发言人德米特里·佩斯科夫透露,现在,如果乌克兰对俄罗斯和白俄罗斯共和国使用常规武器,俄罗斯联邦有权使用核武器。
普京dent还补充说,无核国家在北约成员国的协助下对国家和白俄罗斯的任何侵略都将被视为联合攻击。值得注意的是,美国和俄罗斯控制着全球约80%的核武器。此外,克里姆林宫领导人是俄罗斯拥有核武器使用决策权的主要政党。
《科贝西信》评论称,全球市场对战争升级和紧张局势加剧的迹象反应强烈。截至目前,股票、贵金属、石油等在乌俄战争突然事态发展后都出现了明显的变化。
罢工消息传出后,道琼斯工业平均指数期货下跌超过 200 点。
市场开始消化潜在的石油供应中断和地缘政治紧张局势加剧的影响。
不幸的是,市场暗示战争目前还看不到结束的迹象。 pic.twitter.com/AJjxAs0xUJ
—科比西信 (@KobeissiLetter) 2024 年 11 月 19 日
Global stocks plunged after the approval of the missile strikes as investors shifted to safe-haven assets. The pan-European index Stoxx 600 traded at 497 points, 1.08% lower today. The level was the lowest the pan-European stock has reached since August.
U.S. indices fell off the post-election rally, recording their worst week in two months. Based in the U.S., the Dow Jones Industrial Index fell by about 1%, trading approximately 450 points lower; it is now about 0.32% lower than yesterday and trading at $43,249.72 at the time of writing. The S&P 500 also dropped by around 0.5%, while the Nasdaq Composite was down by 0.2%.
Most major cap stocks still maintained their rally. Walmart was up 4%, Nvidia was up about 3%, and Super Micro Computer rose 30%. Other stocks, including Tesla, Meta Platforms, Apple, Amazon, and Microsoft, were also up.
As a result, gold prices are surging AGAIN today as gold continues to serve as the global hedge.
Now up nearly $100 from their low last week, gold is rising even with a stronger US Dollar.
Goldman Sachs just said they see gold rising above $3000 in 2025.
Volatility is rising. pic.twitter.com/iixj1jj9vz
— The Kobeissi Letter (@KobeissiLetter) November 19, 2024
Precious metals are thriving under geopolitical uncertainty, with gold and silver being safe-haven assets. Gold prices started surging on Monday, with spot gold rising by 0.88% at the time of writing and hitting $2,632.05. U.S. gold futures also increased by about 0.75%, reaching $2,633.8.
Silver is up by 0.29%, at the time of writing, reaching about $31.24 per ounce. Platinum and palladium gained 0.65% and 2.78%, reaching $990 and $1080, respectively.
Oil prices also surged, with Brent Crude and WTI crude gaining 0.03% and 0.13%, respectively. However, the price climb came after a significant drop on Tuesday morning. One of the oil rigs affected by the political unrest was the European Johan Sverdrup, which had to halt its production on Monday.
The Japanese Yen, also seen as a safe-haven currency during political unrest, rose 0.4% against the U.S. Dollar and 0.5% against the Euro. The Japanese Nikkei Index also rose about 0.5%, reaching $38,414.
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