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分析师:市场正投资大宗商品以对冲多重风险

Analyst: The market is investing in CSI Commodity Equity Index to hedge multiple risks.

Breakings ·  Jan 10 20:26

Warren Patterson, the head of CSI Commodity Equity Index strategy at Rabobank, and commodity strategist Ewa Manthey stated that the cooling weather in some regions of the Northern Hemisphere may stimulate oil demand, keeping market sentiment optimistic. Despite the strengthening dollar and high yields on U.S. treasuries, the oil market continues its upward trend toward 2025. A weaker European currency against the dollar typically leads to a decrease in oil demand; however, due to the unfavorable macroeconomic environment, market participants are increasing investments in Crude Oil Product and other CSI Commodity Equity Index. The strategy team of Saxo Bank remarked in a report: "Investors are turning to tangible Assets to hedge against ongoing inflation risks, growing concerns over fiscal debt, and the risk of tariffs disrupting normal trade dynamics." Bjarne Schieldrop, chief commodity analyst at Sweden's Nordea, stated: "The current strength of Crude Oil Product may reflect the true state of the supply-demand balance in the Global oil market, rather than just a fleeting phenomenon."

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