MUFG - 中东日报

关键论点

• 地缘政治风险和供应中断支撑油价，布伦特原油接近89美元/桶，WTI接近82美元/桶。
• 美国数据疲软和美元走弱利好黄金，金价接近4,400美元/盎司。
• 以色列经济在2026年第二季度强劲反弹，GDP年化增长15.4%，通胀放缓至同比1.5%，在以色列央行目标范围内。
• 标普确认黎巴嫩'CCC+'评级，前景负面，因冲突预测2026年GDP收缩8-9%。
• 中东信贷交易因流动有限而保持平静，但AT1债券仍受散户买家追捧。

对应原文证据

1. Oil prices advanced as renewed fighting in Lebanon and further tanker attacks in the Strait of Hormuz clouded prospects for ending the US-Iran war. Brent rose toward USD89/b, while WTI traded near USD82/b, with the benchmarks supported by persistent risks to regional supply. · short-term
2. A bit of a replay of yesterday where volumes were typically low and longer duration bonds across liquid curves outperformed. Otherwise, flows were not worth much commentary. AT1 bonds are still very bid from retail, and they seem to be happy to inch the bids higher daily even though spreads are going tighter. · short-term