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Is the market just taking a breather? Be careful, this might just be "calm before the storm"!
After Iran proposed a plan, the market's first reaction was: risk has decreased. But the question is, how long can this decline last?
From a game theory perspective, this is a "tentative cooling down."
Giving the opponent a step down, while leaving room for oneself.
Is this a true reversal?
More likely: short-term easing + long-term tug-of-war.
Because:
The core issues haven't been resolved
All parties' interests still conflict
Market performance also indicates the problem:
Oil price fluctuations haven't disappeared
Shipping risks are still being priced in
Summary: Sentiment can ease, but reality won't change so quickly.
#伊朗提出霍尔木兹海峡重开协议条件