Innlegg
TBNG_OKX
#USIranTalksRestart Talks are back, but oil near $100 says markets aren't celebrating yet 👀
Qatar is trying to bridge Hormuz access, the blockade and nuclear issues, but sequencing remains the sticking point.
What caught my attention is the asymmetric setup. A deal could release some risk premium, but another shipping disruption could quickly push crude higher.
This isn't just geopolitics. At $100 oil, every setback can feed inflation, yields and Fed expectations, with BTC caught in storm.
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Dagens markedssnakkis
1#USJobsDataToday
2#BTCETHETFOutflows
3#USTreasuryYieldsSurge
