Iran talks stall, BOJ turns dovish — liquidity flip ahead
📌 Key Points: 1️⃣ Fed holds rates, dot plot up, but debt + AI spending leave no room for real tightening 2️⃣ Iran-Israel conflict drags on; Strait of Hormuz unlikely to reopen soon 3️⃣ BOJ hikes to 1% but slows balance sheet runoff — good for global liquidity
🥇 Gold: long-term bullish, near-term pressure from liquidity squeeze
👉 Full report: https://medium.com/p/18a24b71c043?postPublishedType=initial
