Trump suddenly not hard anymore? Market: Not good, oil prices might really crash!

以前特朗普对伊朗是什么风格？
“你不服，我就制裁。”
Now it suddenly turns into:
“我们谈得不错。”
This switch in style, even Wall Street is stunned.
More importantly, the U.S. has surprisingly softened on the issue of “enriched uranium remaining in Iran.”
Translated into plain language:
以前要求“必须搬走”，现在变成“那你先别乱碰”。
So global capital instantly starts to imagine:
Is the nuclear deal going to be revived?
And what really excites the market is not diplomacy, but oil.
Because once the US and Iran ease tensions, the risk in the Strait of Hormuz decreases, and global energy supply expectations will improve.
Oil price pressure naturally increases.
So recently, the most anxious are not gold, but crude oil bulls.
After all, in the past few years, geopolitical conflicts have been a major driver of oil prices.
Now the engine suddenly stalls, who’s not 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 US needs to suppress oil prices and control inflation;
Iran needs to ease economic pressure.
So there is a possibility of a “lightning deal.”
Pessimists say:
The truly complex parts are impossible to negotiate.
Now it’s more like political bluffing.
And the most magical part of the market is here—
Even if no deal is signed in the end,
As long as “there’s a possibility of signing,”
Funds will rush in early.
So recently, the market has shown a funny scene:
The real negotiators haven’t finished talking,
But traders have already taken profits and exited.
This is the capital market.
Reality hasn’t happened yet,
But the K-line has already started to reveal the future. #Polymarket每日热点