DC大于C|10月 13, 2026 09:43
The rise in WTI oil prices will still put pressure on Bitcoin in the US stock market
Because the overall oil price in September was higher than that in August. The CPI data to be released tomorrow night is unlikely to look good, as evidenced by the expected values alone.
If the actual value is indeed higher than expected, then the expectation of a rate hike in October will definitely be raised, and the risk market will continue to be under pressure at that time. At present, the CME shows that the expected interest rate hike in October is less than 20%.
At present, Trump's various signs indicate that he is eager to lower the oil price before the mid-term elections. The midterm elections are less than three weeks away.
Yesterday, because Trump's measures of seeking Russia to purchase diesel were not ideal, the oil price of BZ near 93 CL rose to above 103.
I almost worried about my short BZ order on OKX rising above 110 and being blown up, so I made a last-minute adjustment. They are still placed in the insurance position above 120.
I took the empty ticket for three months. The main rates are still heart wrenching, everything else is okay.
At present, CL has not fallen below $85 in the past month. Looking back on the wave in June, it was mainly due to the release of oil reserves and the push for signing contracts between the US and Iran, which brought oil prices back to the beginning of the six letter mark.
At present, although US allies have indeed released their oil reserves, Iran remains stubborn under the mediation of a third party, and the US is unwilling to make concessions, making it difficult to advance peace talks.
Trump has no choice but to seek Russia, which depends on Putin's attitude.
If it can be pushed forward, oil prices will indeed fall. Perhaps CL can drop below 85, and BZ can drop below 95 or even lower.
But if it can't be done, it will be delayed until after the midterm elections, and at this time, the pressure on Yi will be even greater. Chuan Puke has a lot of time to take the initiative. It's hard to say whether he will restart military operations
As someone with a position in oil prices, one must make a choice. As time goes on, the rates are actually grinding. Walking while observing the silence
Speaking of inflation and the risk market situation, only by completely dispelling the expectation of interest rate hikes and speculating on the expectation of interest rate cuts can the market emerge from a unilateral upward trend.
The CPI data for tomorrow is not looking good, pushing up expectations for a rate hike in October, and the risk market is once again experiencing a surge in risk aversion.
Assuming that even if there is a possibility of geopolitical easing in the second half of the month and oil prices fall in the second half of October, the expectation of interest rate hikes in October will remain low, but the risk market will only take a brief breath
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