
雷神Value|Jun 22, 2025 15:11
Continue to bomb Israel with missiles and now plan to close the strait.
It is obvious that Iran will not end the conflict directly just because its nuclear facilities were bombed.
In the short term, the outlook remains pessimistic as oil prices rise and inflation increases, while expectations of interest rate cuts decrease. Conflict escalation, increase in safe haven funds, rise in safe haven assets, and decline in risk assets. Lower your expectations for the market, and don't be too sad or discouraged. The soil on your body will still get better in the future.
Now it remains to be seen whether Iran will ultimately decide to close the strait. Another question is whether Iran dares to directly attack the US military. If both of these things are done, then continue to decline.
I suspect that the strait may close, but it won't go smoothly. Israel will continue to bomb. But it is highly likely that they will not attack the US military.
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