Real guys of the market will be looking at fx and rate futures. Not on commodity price spikes. Because when oil spikes like that, everything else will price a new reality. Again, if it persists. Oil prices matter in a period of time. Not in one price point.
This is issue of Market View is free to read. I have changed Bitcoin's trend point in this issue. Nasdaq's, gold's and silver's frameworks are staying the same.
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Fed’s Chair Warsh, ECB’s President Lagarde, BoE’s Governor Bailey, and BoC’s Governor Macklem speak at the ECB forum on Central Banking in Sintra - WATCH LIVE https://t.co/XrezOzk3e3
Welcome to Warsh era. Forget about Fed telling everything about everythjng every day and real time pricing of it in the markets. Now, you have to guess what they will do next. Then pricing will come all at once upon revelation. #fed#warsh
Ceasefire is for negotiations to start. US wants ending Iran’s nuclear and missile program opening strait. Iran wants reparations, civil nuclear prog. and sovereignty on strait, thus charging money on passing. Tough demands to sell to their domestic audiences on both sides.
IRGC and Mojtaba Khamenei ( Ex IRGC - his whereabouts unknown) runs Iran not the government. Deal with Iran's FM in effect if IRGC accepts it. IRGC have a decentralised C&C called mosaic. They can act on their own. Thats the largest hurdle any negotions US is making right now. #wti
Opening of Strait of Hormuz can cause a one time release of oil from ships are waiting at the strait. Production capacity destroyed is still gone. US is the largest oil producer. China gets it from Russia. EU & Asia-ex China still in oil shortage. Watch ECB & BOJ. Not the Fed. #wti #dax #nikkei #ecb #boj #fed
You may see secretaries being sacked and wonder about the state of the administration. As long as Bessent - Lutnick - Sacks and Miller stays in the government the others won't matter in the overall direction. This is an economy led administration. Maybe the first one since 1988.
Article part is free to read. Market View Membership part includes economic data analysis and trend price points for Nasdaq, Gold, Silver and Bitcoin and also education on trading, technical analysis, position sizing and objective design.
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As wrote on this piece too Kharg island doesn't make any sense. Its too risky and supply will be an issue after the landing. An assault towards Iran's costal line through Belocistan then taking over Qeshm are reasonable actions to take Strait of Hormuz if negations fail.
Analysis part is free to read. You can just click and read. Prices framework is behind the paywall. Market View members are getting free education covers trading, position sizing, objective design to use prices framework efficiently.
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