Macro Aftermath Active

伊朗战争经济影响

活动下降——叙事失去相关性。

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热门股

股票代码板块变动
UK
Real Estate+326.5%
U
Technology+147.8%
S
Technology+57.4%
R
Industrials+19.3%
LNG
Energy-5.3%

情绪时间线

板块表现

股票表现

事件时间线

五月 12, 2026
It's not just Iran and oil raising inflation. Prices also are reaccelerating … Neutral
五月 11, 2026
UK ‘to lose 163,000 jobs in 2026’ amid Iran war fallout, as … Bearish
五月 07, 2026
Whirlpool warns of ‘recession-level’ slump as Iran war and tariff ruling hit … Bearish
五月 02, 2026
US jobs report to show resilience in the wake of Iran war Neutral
五月 01, 2026
NatWest faces £140m hit from Iran war as UK growth slows and … Bearish
四月 30, 2026
US economic growth rebounds 2% as consumer spending slows amid Iran war Neutral
四月 29, 2026
UK faces £35bn hit and risk of recession this year over impact … Bearish
四月 27, 2026
Two months into Iran war, economic strain mounts across emerging markets Bearish
四月 25, 2026
‘The damage is done’: global oil crisis has changed fossil fuel industry … Neutral
四月 23, 2026
Sainsbury’s says impact of Iran war may lead to drop in profits … Bearish
四月 22, 2026
Bessent says 'many' U.S. allies have asked for currency swaps amid Iran … Neutral
四月 21, 2026
How The Iranian Regime Destroyed Its Economy... Long Before The War Neutral
四月 17, 2026
How 50 days of the Iran war led to the loss of … Bearish
四月 15, 2026
UK finance minister Rachel Reeves blasts Trump administration over economic impact of … Neutral
四月 14, 2026
Iran war escalation could trigger global recession, IMF warns Bearish
四月 13, 2026
Iran war could plunge 32 million into poverty, says United Nations Neutral
四月 09, 2026
Head of IMF says Iran war will permanently scar global economy even … Neutral
四月 08, 2026
Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings … Bearish
四月 06, 2026
Consumer hardware trade in danger as Iran war triggers memory chip pricing … Neutral
四月 04, 2026
U.S.-Iran war 'tax' begins to hit American businesses and consumers Bearish
四月 02, 2026
Grocery shock on the horizon for approaching U.S. elections as Iran war … Neutral
四月 01, 2026
Iran war may increase mortgage payments for extra 1.3m UK households, says … Neutral
三月 31, 2026
Trump's Iran War Just Triggered A Second Shockwave — This One Is … Neutral
三月 30, 2026
Pessimism sets in for Europe as Iran war hits economic and consumer … Bearish
三月 29, 2026
U.S. endures weakest Treasury auctions in over 3 years as anxiety around … Neutral
三月 28, 2026
How the big oil and gas CEOs think the Iran war supply … Neutral
三月 27, 2026
Mortgage rates spike as Iran conflict continues Neutral
三月 26, 2026
CO2 plant to reopen in Iran war contingency plan Neutral
三月 25, 2026
U.S. Postal Service seeks 8% fuel surcharge for package deliveries as Iran … Neutral
三月 24, 2026
No fuel shortage in Britain, says minister, as Reeves prepares to set … Neutral

相关文章

Massie Joins Democrats In Bid To Sue White House Over Iran War

ZeroHedge · 七月 28, 2026
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American households pay nearly $450 more on average for energy amid Iran War, data shows

CNBC · 五月 29, 2026
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Analysis-India's job engine strains as Iran war hits remittances and trade

Yahoo Finance · 五月 23, 2026
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UK faces £35bn hit and risk of recession this year over impact of Iran war, …

The Guardian · 四月 29, 2026
Bearish

Two months into Iran war, economic strain mounts across emerging markets

Yahoo Finance · 四月 27, 2026
Mixed

‘The damage is done’: global oil crisis has changed fossil fuel industry for ever, IEA …

The Guardian · 四月 25, 2026
Mixed

How 50 days of the Iran war led to the loss of $50 billion worth …

Yahoo Finance · 四月 17, 2026
Mixed

Iran war escalation could trigger global recession, IMF warns

The Guardian · 四月 14, 2026
Bearish

Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print …

ZeroHedge · 四月 08, 2026
Mixed

Iran war may increase mortgage payments for extra 1.3m UK households, says Bank of England

The Guardian · 四月 01, 2026
Mixed

UK forecast to face weaker growth and higher inflation from Iran war

BBC Business · 三月 26, 2026
Bearish

U.S. Postal Service seeks 8% fuel surcharge for package deliveries as Iran war raises oil …

CNBC · 三月 25, 2026
Mixed

No fuel shortage in Britain, says minister, as Reeves prepares to set out economic response …

The Guardian · 三月 24, 2026
Bearish
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AI概览

事件：伊朗战争引发了经济担忧，国际货币基金组织警告称，即使达成和平协议，全球经济也将遭受永久性创伤。埃克森美孚报告称，由于冲突，第一季度收益减少了 65 亿美元。在美国国债收益率因停火消息而暴跌之际，英格兰银行预测英国家庭的抵押贷款支付将增加。欧洲经济和消费者信心暴跌，零售公司警告可能涨价。石油和天然气公司的 CEO 预计将出现长期的供应中断后果，而英国的增长预计将放缓，通胀将上升。

市场影响：埃克森美孚等能源公司直接受到影响，收益受到冲突影响。通胀预期上升导致债券市场重新定价，影响主权债务。零售和面向消费者的公司面临潜在的成本增加和消费者信心下降，影响其利润。全球经济，特别是欧洲和英国，正经历增长放缓和通胀压力。

后续关注点：埃克森美孚的第一季度财报发布（即将发布）将进一步揭示能源行业收益受到的影响。下一轮欧洲和英国经济数据发布（例如 GDP、通胀）将确认增长放缓和通胀压力的程度。伊朗冲突的演变和潜在的和平谈判将决定这些经济影响的持续时间和幅度。
AI概览（截至） 七月 29, 2026

时间线

首次发现三月 24, 2026
最后更新八月 26, 2026