- The US has temporarily lifted oil sanctions on Iran, causing a major dip in crude; market risk appetite is seeing a short-term rebound;
- Price fluctuations post-SpaceX IPO, with tech stocks in the US diverging;
- Macro easing inflation expectations has led to increased holdings in gold ETFs, while falling oil prices might trigger adjustments in the energy sector;
- If geopolitical tensions ease, keep an eye on potential profit-taking in some safe-haven assets;
- In the medium to long term, we still need to monitor regulatory changes and supply-side dynamics.
Tags: #宏观 #原油 #加密 #黄金 #ETF
NFA DYOR
- Price fluctuations post-SpaceX IPO, with tech stocks in the US diverging;
- Macro easing inflation expectations has led to increased holdings in gold ETFs, while falling oil prices might trigger adjustments in the energy sector;
- If geopolitical tensions ease, keep an eye on potential profit-taking in some safe-haven assets;
- In the medium to long term, we still need to monitor regulatory changes and supply-side dynamics.
Tags: #宏观 #原油 #加密 #黄金 #ETF
NFA DYOR