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没人谈论这个:诺里尔·鲁宾尼(Nouriel Roubini)表示,美国升级伊朗战争的可能性超过50%。
退让风险会带来更大的经济和地缘政治损失。
他认为升级可能导致政权崩溃,并带来中期更好的结果。
同时,他警告说,长期冲突可能引发类似1970年代的油价危机,并迫使各国央行加息。
市场尚未准备好。