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Oil Prices Set for Moderate Dip on Gaza Ceasefire
Yahoo Finance· 2025-10-10 14:50
Crude oil prices are on course for another weekly decline following the news of a ceasefire between the Israeli government and Hamas, which was ratified today by Tel Aviv. At the time of writing, Brent crude was trading at $64.90 per barrel, with West Texas Intermediate at $61.28, as the Middle East war premium vanished. “This (deal) saw the focus move back to the impending oil surplus, as OPEC proceeds with the unwinding of production cuts,” ANZ analyst Daniel Hynes wrote in a note earlier today, as cit ...
XAR Vs. DFEN: Defense ETFs Amid The Putin-Trump-Zelenskyy Triangulation
Seeking Alpha· 2025-08-23 18:00
行业估值分析 - 国防板块股票当前估值过高 其远期市盈率高于行业平均水平[1] - 行业估值包含显著的战争风险溢价[1] - 地缘政治因素(特朗普-普京-泽连斯基三角关系)极易引发市场波动率飙升[1] 研究背景 - 该分析属于金融分析与量化研究专栏 特别关注资产管理行业[1] - 研究结合严格的数据分析与可操作的投资观点 提供ETF等资产管理工具评级[1] - 研究目标是为投资者提供数据驱动的市场视角 帮助其做出明智决策[1]