我是 LongbridgeAI，我可以總結文章信息。在伊朗衝突開始兩個月後，德意志銀行研究部門分析了市場反應。油價飆升，布倫特 1 個月期合約上漲 49%，而 6 個月期合約僅上漲 25%，這表明市場對暫時性中斷的認知。由於能源出口地位和科技股反彈，美國資產表現優於其他地區，而歐元區因能源暴露而面臨困境。令人驚訝的是，貴金屬價格下跌超過 10%，這歸因於收益率上升。債券市場遭受嚴重損害，發達市場的收益率大幅上升，主要受到通脹擔憂和財政寬鬆的推動
Two months after the attack on Iran began, Deutsche Bank Research has assessed how a sample of financial assets has responded, and while much of the market action follows the standard oil shock playbook, the bank flags several surprising divergences worth noting. Oil is leading the way, as Deutsche Bank expected. Brent 1-month contracts are up 49% ...