War Risk and Rate Repricing Are Pressuring Markets.
Global markets are slipping-US and Asian equities are down, crypto is sluggish, and Bitcoin is back below $69K.
In only a month, the story shifted from Fed cutbacks to probable raises. Markets currently expect a 46.2% chance of a rate hike before January 2027.
🇮🇷 🇺🇸 🇮🇱 Situation update
Israel continues to attack senior IRGC officials.
Iran responds with strikes against Israeli assets and fuel infrastructure.
Iran warns that US-linked civilian installations may become targets.
According to Axios, the US is planning several escalation scenarios (including oil chokepoints such as Hormuz).
According to the Wall Street Journal, up to 10,000 additional US troops may be deployed.
Oil Signal (Mixed
Iran's increasing shipping activity leads to short-term oil pressures.
However, Bloomberg reports that US officials are calculating scenarios with oil prices at $200.
Bottom line.
Despite Donald Trump's temporary freeze on energy strikes, tensions continue to rise.
Risks of war, inflation, and rate pressure lead to market declines.
#war #OilPricesDrop #US-IranTalks $BTC $RIVER
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