Trump’s tone on Iran has changed. According to the FT, he most recently said the US has no plans to strike Iran immediately and is satisfied with the current standoff.
Just a few days ago, he was saying something quite different: military options were on the table, and the remaining facilities could be dealt with in ten minutes. In just a few days, the same issue has been described in two very different tones.
Markets first took this as a retreat in the war premium. $BTC has swung between safe-haven demand and risk appetite, with this latest move leaning toward the latter. The portion of crude oil prices driven up by expectations of conflict has also started to fall.
It’s worth making clear that being satisfied with a stalemate is still a long way from reaching a deal. What really moves markets is the signing, verification, and lifting of sanctions. Verbal restraint can support only a brief window.
Markets driven by statements often run their course before the next statement comes along. Assets like $ETH that follow sentiment tend to fluctuate more than $BTC .
#地缘风险 #MacroWatch
Just a few days ago, he was saying something quite different: military options were on the table, and the remaining facilities could be dealt with in ten minutes. In just a few days, the same issue has been described in two very different tones.
Markets first took this as a retreat in the war premium. $BTC has swung between safe-haven demand and risk appetite, with this latest move leaning toward the latter. The portion of crude oil prices driven up by expectations of conflict has also started to fall.
It’s worth making clear that being satisfied with a stalemate is still a long way from reaching a deal. What really moves markets is the signing, verification, and lifting of sanctions. Verbal restraint can support only a brief window.
Markets driven by statements often run their course before the next statement comes along. Assets like $ETH that follow sentiment tend to fluctuate more than $BTC .
#地缘风险 #MacroWatch
