The U.S.-Iran conflict has escalated again. Iran first said the U.S. and neighboring countries crossed the strait without notice, threatening navigation safety, and stressed that this area is under its jurisdiction. The U.S. responded militarily, revoked the temporary waivers previously granted for Iranian oil, then U.S. forces bombed over 80 targets in Iran, and Iran retaliated by bombing 85.

Gold, silver, and crude oil have been falling for over a month and are basically at the bottom. Given Trump's past operational habits, there is reason to suspect he may have already bought long positions at the low, just waiting for this news to drive up prices—though this cannot be verified, from the perspective of the market, interests, motives, and power, the pattern of capital and power colluding to rig the market is not unusual.

If the strait situation does not ease but instead continues to deteriorate, then regardless of whether next week's CPI data is good or bad, an oil price rebound will push inflation expectations higher again, and expectations for interest rate hikes will follow. This will put significant pressure on risk assets like U.S. stocks, because money becomes more expensive, and market valuations can't hold up.
$BTC $ETH $XAU #GUSD年化升至3.8% #USD1链上质押享年化8.88% #美终止对伊朗石油制裁豁免