Today, the market is truly focused on the Strait of Hormuz


in the past 48 hours.
Market sentiment has clearly improved.
The reason is simple.
Iran has released positive signals in negotiations.
The risk in the Strait of Hormuz has decreased.
Brent crude oil has fallen back to around $80.
But on the other side,
the market still expects a 75% chance of a rate hike in September.
What does this mean?
Oil prices have come down.
But money might be more expensive.
In the next six months,
many assets will face a problem:
profit growth.
Can they outpace interest rate growth?
BZ-4.20%
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