TraderS | 缺德道人
TraderS | 缺德道人|7月 08, 2026 05:35
The good days of bullish crude oil may be coming back, directly due to the escalation of the US Iran situation. Let's trace the timeline: Iran accuses the United States and neighboring countries of crossing the strait without coordination, threatening navigation safety (emphasizing its own management rights) 2. The US military counterattacks and revokes the temporary exemption for Iranian oil previously granted 3. The US military bombed 80+targets in Iran, and Iran retaliated against 85 targets in return The above is the direct information from the geographical side. If there are indirect factors, we know that gold and silver oil has fallen to the end for more than a month. Based on Trump's consistent performance, we can think that he has built up more than one thing and is ready to make news and start to pull the market. Of course, we have no evidence and can never have evidence, but we should be in awe of the strength of capital and power. It is still possible to make a comprehensive inference from the aspects of market, interests, motivation, and ability. If the situation in the Taiwan Strait does not ease or further intensify, regardless of whether the CPI data next week is good or bad, the expectation of interest rate hikes will be pushed up again by the rebound in oil prices. That will be a huge pressure for the risk market represented by the US stock market. But this is also expected. If we think that Walsh is determined to cut interest rates, he can't change his interest rate increase expectation to the interest rate reduction expectation at once. During this period, he must have repeatedly flipped over Shaobing (Baked cake in griddle) to make the market unable to guess his true intention. Ultimately, if the market believes that the Federal Reserve wants to cut interest rates, it will not cut interest rates, and if the market believes that the Federal Reserve wants to raise interest rates, it will not raise interest rates. Their goal is to maintain the authority and independence of the Federal Reserve and eliminate market consensus expectations in order to achieve the ultimate goal of maintaining the strong position of the US dollar and US bonds. It can be said that any means serve the ultimate goal of being in power, and the US stock market is for short-term benefits, while the US bond market is for long-term benefits. They will weigh the long and short-term benefits, and the focus will be different at different time periods. When WTI crude oil fell before, there was a gap near 82, but the gap belongs to mysticism. However, the position near 82 happens to be a pressure and also in line with the interests of all parties. The multiple orders I was previously trapped in will be shipped at 81. This content is sponsored by @ BITstocks_CN. Buy BIT-16000+US stocks and ETFs on the US stock market, hold real positions, and enjoy dividends.
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