Petrolul, inteligența artificială și aurul: luptă în trei pe piețele financiare - Economica.net

The escalating conflict in the Gulf between the US and Iran has raised concerns about global oil supply, leading to increased prices and inflation risks. Investors are balancing geopolitical tensions with rising energy costs and a reevaluation of AI narratives. High oil prices may limit the Federal Reserve's flexibility and pressure growth stocks. Central banks remain active gold buyers, with expectations for significant price increases. However, global gold ETFs have seen net outflows, and retail demand has slowed. Investors are adjusting portfolios amid inflation and interest rate pressures, with a shift towards defensive assets possible if tech sector valuations falter.