#美军称再打击伊朗#What’s truly worth paying attention to next are the following few things


First: How the US responds
If the US only applies diplomatic pressure,
the market will digest it quickly.
If it begins large-scale military operations,
pressure on risk assets will increase significantly.
Second: Whether international shipping truly stops
More important than the news is:
whether any oil tankers still dare to pass through.
If insurers stop underwriting,
and shipping companies pause transportation,
oil prices could keep climbing.
Third: Oil prices
Crude oil is the most direct barometer for this situation.
If WTI and Brent continue to rise rapidly,
it means the market believes things are deteriorating.
If it spikes and then falls back,
it means the market thinks it’s just political gamesmanship.
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