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2026年6月26日星期五  ·  4537 篇报告
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华尔街在5月末为6月押注"伊朗冲突终结",但高企的风险预算意味着任何预期外的地缘事件都可能触发快速的波动率扩张与风险资产去杠杆——真正的机会不在于方向押注,而在于波动率曲面的错配与跨资产利差的收敛。

Wall Street rides high into June on hopes that the war will soon come to an end. Here's what's ahead

The stock market continues to bet on some sort of resolution will be found with Iran. But there are also no shortages of…

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