原创力文档IIF-国际金融协会首席经济学家快讯 约束之下的分化态势 IIF Chief Economist Dispatch Divergence Under Constraint 20260413.pdf
IIFChiefEconomistDispatch
DivergenceUnderConstraint
April13,2026
MarcelloEstevão,ManagingDirectorandChiefEconomist,mestevao@,@MarcelloEstevao
•TheIranconflicthaspushedenergymarketsintophysicalconstraint,whereflowsandlogisticsmatterasmuchasprices.
•Afragi
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