I got up in the morning and read through the recent news. I indeed found that the trend is starting to shift. Although the war in the Middle East has not completely ended, as long as the Strait of Hormuz is fine, that's all that matters. Now, the WTI price is also stabilizing around $65. Looking back at the past week, I saw expectations from Goldman Sachs and others that oil prices could exceed $100, which really seems far-fetched. It turns out that believing in oneself is more important than expectations.

Trump, who has been able to step away from Middle Eastern issues, has shifted his attention back to tariffs. Yesterday, there were good news from both the EU and China. Although the details are still unknown, I hope the issue of reciprocal tariffs can be resolved quickly. Powell is already getting impatient. However, information leaked from the White House suggests that reciprocal tariffs may be delayed from July 6.

The sooner tariffs are fully implemented, the sooner the Federal Reserve can obtain data, allowing for smooth adjustments to monetary policy. SLR has already begun, and next, we are just waiting for a halt to the balance sheet reduction.

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