Mitsubishi UFJ: The US-Iran conflict appears to have turned into a long-term stalemate

金十2026/04/22 02:14

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Mitsubishi UFJ analyst Lloyd Chan stated in a research report that the US-Iran conflict appears to have shifted into a prolonged stalemate rather than a swift resolution. The senior currency analyst noted that the United States seems to be using a blockade of Iranian ports to force Tehran into a peace agreement, or else risk further military escalation. Chan stated, “For the market, this environment means that energy transportation through the Strait of Hormuz will continue to be disrupted.” The analyst added that the pressure point is more evident in currencies with a higher sensitivity to oil, including the Philippine peso and the Thai baht.

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According to data from the US Department of the Treasury, in the 12 months ending July this year, overseas investors made net purchases of US stocks totaling $942 billion, marking the highest rolling 12-month total since records began in 1985. The net purchases in the second quarter alone reached $426 billion, setting a new single-quarter record. Meanwhile, overseas demand for US Treasuries has noticeably cooled, with purchase volumes falling significantly. As a result, the US is facing higher costs in government debt financing.

华尔街见闻•2026/09/26 11:36