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Haha, on the facts, these two news stories together are really both absurd and funny.
First, look at these two news stories, it's basically a big show of "no one wants to be the main character"!
Let's start with Trump, who is truly "more mouth than cannon, more clumsy with hands than feet".
He’s shouting about sealing Iranian ports, threatening a 50% tariff increase, thinking he can control the situation like playing poker.
But what’s the result? Iran doesn’t confront him head-on at all, directly instructs Yemen’s little brother to block the Strait of Mandeb, and also controls the Suez Canal.
You want to seal ports? Fine, I’ll make global shipping go around Africa, doubling costs, causing crude oil $CL prices to soar, gold $XAU also follows closely, and in the end, inflation explodes in the US itself.
In short, the more he stirs up trouble, the more he boosts oil prices, this wave is purely giving benefits to oil bulls, his face is swollen from the blow.
Now, about China’s side, it’s really “few words but strong, precise counterattack”.
Trump tries to scare people with “arms sales” and tariffs, but China just says “there are no winners in a tariff war”, directly blocking his tricks.
We simply don’t respond, don’t waste energy on internal conflicts, do what we need to do.
You want to fight a tariff war, Trump? Fine, in the end, everyone loses.
You, the US, can’t handle inflation first, and oil prices are pushed up by you, so in the end, you suffer.
It seems like no harsh words are spoken, but every sentence hits the point, more effective than a direct confrontation.
In short, these two acting in concert, the ones who end up unlucky are the global people, and the winners are all oil.
Oil prices will definitely go up next, the more Trump stirs, the higher it rises, China doesn’t respond and also pushes prices up, this wave of market is truly a “chosen bull market”, #加密市场回升