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Did Trump suddenly lose his firmness?
Market: Not good, oil prices might really crash!
What was Trump's style towards Iran before?
“You don't agree, I will sanction you.”
Now it suddenly turns into:
“We're having good talks.”
This quick switch in tone even stunned Wall Street.
More importantly, the U.S. has surprisingly softened on the issue of “enriched uranium remaining in Iran.”
Translated into plain language:
Previously demanding “must move out,” now it’s “don’t mess with it for now.”
So global capital immediately starts imagining:
Is the nuclear deal about to be revived?
And what really excites the market isn’t diplomacy, but oil.
Because once the US and Iran ease tensions, the risk in the Strait of Hormuz drops, and global energy supply expectations will improve.
Oil price pressure naturally increases.
So recently, it’s not gold that’s most anxious, but crude oil bulls.
After all, in the past few years, geopolitical conflicts have been a major driver of oil prices.
Now that the engine suddenly stalls, who wouldn’t be anxious?
But the question is:
Is it possible to reach an agreement before the end of May?
Optimists believe:
Both sides need results now.
The U.S. needs to suppress oil prices and control inflation;
Iran needs to ease economic pressure.
So there’s a possibility of a “quick deal.”
Pessimists say:
The truly complex parts are impossible to negotiate fully.
It’s more like political posturing now.
And the most magical part of the market is here—
Even if no deal is signed in the end,
as long as it’s “possible to sign,”
funds will rush in early.
So recently, there’s a funny scene in the market:
The actual negotiators haven’t finished talking,
but traders have already taken profits and left.
This is the capital market.
Reality hasn’t happened yet,
but the K-line (candlestick chart) is already giving spoilers. #Polymarket每日热点
Analysis: Perfectly replicates the original tweet using all caps (CAPS)