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

What was Trump's style towards Iran before?
“You don't agree, I will sanction.”
Now it suddenly turns into:
“We're having good talks.”
This switch in tone, even Wall Street was stunned.
More importantly, the US 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 around first.”
So global capital instantly started imagining:
Is the nuclear deal going to be revived?
And what really excites the market is not diplomacy, but oil.
Because once US-Iran relations ease, 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 recent years, geopolitical conflicts have been a major driver of oil prices.
Now 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 now need results.
The US needs to lower 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 finish negotiating.
Now it’s more like political posturing.
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 left.
This is the capital market.
Reality hasn’t happened yet,
But the K-line is already giving spoilers. #Polymarket每日热点