Phyrex|7月 08, 2026 18:16
The focus today is on the ongoing battle between the US stock market and Iran. I haven't looked at oil prices for a long time, but now that I'm starting to look at WTI again, it feels very familiar. In the afternoon, the price of WTI has already reached around $72, which is not the best time to short. The first reason is that the price is still low, and the second reason is that it's not yet trading time in the US, and the fermentation of the war has not caused panic among European and American investors.
So when the European stock market opened in the afternoon, the price of WTI began to rise all the way. After the opening of the U.S. stock market, it almost hit $76, and I closed an empty deal at $75. I still have a consistent policy for this rise. If the United States really wants to be tough, it will directly block Hormuz and block Iranian ports. There is no need to wait until July 17 to implement it. Trump has seen too much of this since he took office.
Although it can't be said that Trump will be TACO 100%, ten more days should be given to a third party to mediate between the United States and Iran. The war will expand beyond Iran and the United States. The United States knows that it can't solve a theocratic country as quickly as Venezuela. Even if Iran is disabled, Iran's retaliation will make Trump and the Republican Party lose face in the mid-term elections.
And Iran is also very clear that no matter how strong the call is, if the United States is very tough and fights Iran, it will not benefit. Even if the whole nation goes to war in the end, it will be difficult to end, especially since the previous blockage of the Strait of Hormuz has already caused public anger. This time, the US fire is also because of Hormuz. Iran has taken advantage of Hormuz and does not want to let up.
The war led to the decline of the US stock market, along with bitcoin: native and other cryptocurrencies. However, if the estimate is correct, Iran and the United States will continue to mediate, then the recovery of the market is a matter of time. In particular, Trump has repeatedly guaranteed that the oil price will recover soon, so we know that Trump does not really want to enter an overtime race.
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