At present, the situation in the Middle East is temporarily stable, and it seems that it is a win-win-win outcome. Iran announced its strategic victory, and the United States and Israel announced their defensive victory.
Israel's counterattack was also successfully suppressed by the United States. From this point of view, the market has returned to stability after the tension over the weekend.
From the perspective of the United States and Israel, Iran is bluffing and pretending to be powerful.
But from another perspective, judging from the series of actions taken by Iran and its neighboring brothers, Iran is also very likely to use the strategy of tired soldiers and siege without fighting to make you panic, but it does not need to take direct action. At present, this is indeed the most favorable situation for Iran itself. Although it can be fought, the cost is too high.
On the Russian and Ukrainian side, Ukraine is retreating step by step, while on the Russian side, after two years of war, the domestic economy has not declined but increased, and it has become a new system, a bit like the rhythm of Phoenix Nirvana, and the rhythm of putting it to death. This has greatly weakened the overall planning of the United States abroad, and now the United States has fewer and fewer cards in its hands.
In terms of international bulk commodities, the main focus today is crude oil, gold and sugar.
Crude oil prices fell slightly. The current win-win situation in the Middle East has made the situation relatively stable, and the international financial market sentiment has returned to calm.
The overall international gold price is also falling, and risk aversion has decreased.
But does all this indicate that local problems can be temporarily abandoned?
The answer is that it seems not. Although the price of white sugar futures is generally falling, the price has rebounded significantly today. As a strategic material, white sugar is still being bought at the bottom, indicating that in some areas, potential dangers are still there.
For US stocks, since the situation of international bulk is relatively stable and market sentiment has warmed up, it means that US stocks tonight will temporarily lose the threat of geopolitical factors, and because of the arrival of the earnings season, the mood should be good.
Among the current technology stocks, Nvidia. Apple rose before the market, and Coin's stock price also rose before the market.
Tonight's US manufacturing data for April is estimated to be a number game. The previous value was 20.9, and the expected value was actually 7.5. Any random data will be greater than the expected value, which can effectively reduce the negative sentiment caused by the data being lower than the previous value.
The US dollar index remained at around 105.8. In fact, the US dollar index did not reach the expected position of the Fed in this round of interest rate hikes. Referring to history, the US dollar is indeed in decline, but it is still the first currency of the blue planet, which is also a fact. It is expected that before the interest rate cut is confirmed, the US dollar index will still be stimulated to rise, so that the subsequent interest rate cut will bring better expectations of decline. But the idea is good, whether it can meet the expectations of the Fed is another matter.
At present, the Bitcoin futures index is quoted at around 66,835, and continues to maintain a positive premium of 300 points with the spot.
Bitcoin successfully continued its rebound on Monday, did not effectively fall below the monthly support tube, and perfectly stood above the key support of the weekly line.
