灯塔说
灯塔说|5月 05, 2026 12:57
I have not been affected by market fluctuations On the contrary, I am very patient! The US Treasury government has just announced in a high-profile manner that US energy exports have set a historical record and secured a "big winner" in the market, citing the dual explosion of economic resilience and equipment investment. Almost simultaneously, the panic of supply cuts caused by the Middle East war spread rapidly, pushing international oil prices skyrocketing. Both sides are shouting for an economic improvement, but the gunpowder smell on the macro market is even stronger than the Middle East battlefield. The speech by Federal Reserve's Kashkari carried a strong warning that if the situation in Iran leads to completely out of control energy costs, the Fed's interest rate hike sickle is ready to be swung again at any time. The White House, on the other hand, expressed both grievance and firmness, stating that "inflation is only a temporary fluctuation and everything is under control". On one side is the calm singing and dancing, while on the other is the soaring crude oil that could backfire on the world at any moment. This dual spring of macro capital is not the dawn of an economic soft landing, but a roulette wheel filled with inflation calculations and geopolitical death threats. BTC
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