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Institutions: Risk assets may strengthen due to hopes for easing tensions between the US and Iran, with crude oil as the key swing factor

Institutions: Risk assets may strengthen due to hopes for easing tensions between the US and Iran, with crude oil as the key swing factor

金色财经金色财经2026/05/25 01:05
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```htmlJinse Finance reported that on May 25th, OCBC Bank stated in a report that the market may be reluctant to aggressively eliminate geopolitical premiums, especially when liquidity thins out during holidays. The bank noted that, with hopes for easing US-Iran relations providing support, alternative risk assets are expected to perform strongly at the start of this week. However, as details regarding Iran's nuclear program and uranium enrichment remain unclear, the foreign exchange market may hesitate to chase gains. High-beta currencies like the Australian dollar, South Korean won, and New Taiwan dollar may rise, while the Indian rupee, Indonesian rupiah, and Philippine peso may lag. Nevertheless, crude oil remains a crucial swing factor, as confirmation of agreements and weak crude oil prices may drag down yields and the US dollar.```
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