Post
绣虎_TigerViz
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From a macro perspective, the situation in the Middle East has driven global risks from initial fermentation to the present, and the initial impact on major asset classes as well as the mid-term trends have basically been priced in by the market.
Next, it is highly likely that the situation in the Middle East will continue to ferment → oil prices will skyrocket → global central banks will clearly express their stance on stubborn inflation → signs of economic growth slowing down → the Fed's dilemma between raising and lowering interest rates, this complete logical chain will drive the market to speculate on stagflation and recession narratives!
Well, the U.S. now wants to cut losses and has a strong willingness to negotiate! Lang has a bit of this idea too, and seems to be exchanging information through intermediaries, but it may not be agreeable, and based on the unwillingness, Lang has become tougher. This is a core variable!
The news indicates that Dong Wang is indeed promoting the 15-point plan through intermediaries like Pakistan, and has repeatedly postponed the deadline for strikes, claiming that negotiations are "progressing well!" But actual actions are not like this, and Israel has clearly stated that "attacks will escalate and expand," seemingly worried that the U.S. will accept a not thorough enough agreement to stabilize oil prices. This is a point of interest game.
Based on this situation, speculating on stagflation and recession narratives is a highly probable scenario, it is both a narrative and a game, and under the imbalance of interests among all parties, I personally feel that the situation in the Middle East should become long-term, right? #BTC行情 $BTC
{future}(BTCUSDT)
Next, it is highly likely that the situation in the Middle East will continue to ferment → oil prices will skyrocket → global central banks will clearly express their stance on stubborn inflation → signs of economic growth slowing down → the Fed's dilemma between raising and lowering interest rates, this complete logical chain will drive the market to speculate on stagflation and recession narratives!
Well, the U.S. now wants to cut losses and has a strong willingness to negotiate! Lang has a bit of this idea too, and seems to be exchanging information through intermediaries, but it may not be agreeable, and based on the unwillingness, Lang has become tougher. This is a core variable!
The news indicates that Dong Wang is indeed promoting the 15-point plan through intermediaries like Pakistan, and has repeatedly postponed the deadline for strikes, claiming that negotiations are "progressing well!" But actual actions are not like this, and Israel has clearly stated that "attacks will escalate and expand," seemingly worried that the U.S. will accept a not thorough enough agreement to stabilize oil prices. This is a point of interest game.
Based on this situation, speculating on stagflation and recession narratives is a highly probable scenario, it is both a narrative and a game, and under the imbalance of interests among all parties, I personally feel that the situation in the Middle East should become long-term, right? #BTC行情 $BTC
{future}(BTCUSDT)
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