The biggest variable over the weekend remains Trump.
This time it's not Twitter trash talk, but real geopolitical moves.
Regarding Iran,
👉
#川普 's "access" probability has already significantly increased;
and
#委内瑞拉 , it seems that oil negotiations are basically settled.
But what's interesting is—
The US embassy has already notified US citizens to evacuate Venezuela.
This step doesn't feel like "the deal is done."
More importantly:
It seems Trump has paused Venezuela's oil shipments to Cuba.
What does this mean?
👉 Venezuela's oil flow is being re-controlled by the US.
👉 Geopolitical uncertain