美伊在荷莫茲海峽緊張升溫，Brent 原油突破 90 美元關卡

Brent's move above $90 signals an acute geopolitical supply-risk premium as U.S.-Iran escalation threatens flows through the Strait of Hormuz, a key chokepoint for global oil trade. Higher crude tightens financial conditions via elevated inflation expectations and energy input costs, typically weighing on risk assets and supporting defensive positioning. Near term, energy volatility and cross-asset correlation spikes are likely to rise.