
星球日报|4月 12, 2026 10:35
[Analyst: Failed US-Iran Talks May Push Oil Prices Higher, Risk Sentiment Could Take Another Hit]
Odaily Planet Daily News – Saxo Bank's Chief Investment Strategist Charu Chanana stated that the failure of US-Iran negotiations represents a setback. For the market, this implies that the previous easing trades are likely to fade. Oil prices may rise again, and risk sentiment could take another hit. Even if the Strait of Hormuz is not completely closed, it will remain a significant chokepoint risk. However, given the substantial differences in positions between the two sides on nuclear safeguards and the Strait of Hormuz, this outcome is not surprising.
As for the US dollar, this suggests it may regain some safe-haven support, but unless there is a new military escalation, a full-scale surge is unlikely. Gold might benefit from renewed geopolitical hedging demand, but the market is not expected to fully revert to the worst-case inflation shock scenario. (Jin10)
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