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This is not peace, it's a pause button: the real risk is still ahead
Many people interpret this situation as "whether to go to war," but the more realistic scenario is—
It's more like a stage in a long-term game of chess.
Even if an agreement is reached in the short term, it is likely to be:
* Limited time
* Vague terms
* Can be torn up at any time
In other words: 👉 This is a pause, not a conclusion
The market's problem is— it tends to price "pause" as if it were "end."
This leads to one consequence:— once reality falls short of expectations, the pullback will be more fierce than the rally.
So here is a final judgment framework:
* Short-term: driven by emotions, prices rise ✔
* Mid-term: increased volatility ✔
* Long-term: uncertainty still exists ✔
To conclude in one sentence: The current market is not welcoming dawn, but guessing when the sky will brighten.
#美伊局势和谈与增兵博弈