Relly | 期权策略/宏观分析|10月 22, 2026 18:08
The Goose Ukraine War has pushed up oil prices, weakened European cash flow, and led to the sale of European bonds;
The Iran War has pushed up oil prices, weakened the dominance of the US dollar, and weakened the military capabilities accumulated by the United States in the Middle East for more than 20 years. US bonds have been sold off, the US dollar has raised interest rates, and the European debt crisis has worsened.
Conclusion: Europe is abolished first.
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