TraderS | 缺德道人|5月 23, 2026 16:02
This weekend, the United States and Iraq experienced several rounds of familiar reversals of turning over Shaobing (Baked cake in griddle). Although the mainstream market did not open, the crude oil contract of the currency circle was still volatile, especially the diving of nearly 2000 points of the big cake, which made the currency circle that had just warmed up last week feel cold again.
At present, the United States and Iran are still in an awkward period of stalemate, with neither peace nor peace. From the perspective of the United States, they actually recognize the toll in the Strait of Hormuz. But regardless, abandoning nuclear power is a necessary option to step down the ladder. But after Iran won, it did feel a bit floaty, as the ban on enriched uranium leaving the country directly blocked the way from the highest leader level.
It seems that both sides are dragging on like this to cool down first, continuing to consume in verbal wars and local frictions, exchanging time for space, until domestic political needs or external emergencies provide the catalyst for the next breakthrough, and until a suitable opportunity arises, the probability of another outbreak is greater.
Speaking of oil prices, let's maintain the previous high judgment that the US and Iran cannot negotiate in the short term. Even if an unknown accident occurs and a ceasefire agreement is signed tomorrow and the strait is developed, countries can still maintain high oil prices for several months through storage replenishment and futures spot price differences. Therefore, the winning rate of long positions on dips is still higher than short positions on highs.
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