"Breaking: From the drums of war to the negotiation tables? 🕊️"
"Axios reports that secret negotiations have started between #America and #Iran."
"The preliminary agreement includes: the immediate opening of the Strait of Hormuz and limiting the Iranian missile program in exchange for military de-escalation."
"Why is this news "rocket-like" for the markets? 🚀"
"A breakthrough in the Strait of Hormuz: If the strait opens, oil prices will "drop" immediately because supplies will return, and this is the best news for "Powell" and the Federal Reserve to fight inflation."
Recovery of risky assets: #Bitcoin and stocks will make a historic "rally" (Pump) because the specter of all-out war was what was holding them back.
Trump's game: Trump loves "deals"; if he can end the war with an agreement, it will be a remarkable political and economic victory.
Long story short 🔴 🔴
Bitcoin and stocks: If the news is confirmed, expect a strong "surge" with the opening on Monday.
Oil and gold: They will see significant selling pressure because the "risk premium" will disappear.
Caution: Don't forget that "Axios" is reporting "Potential talks", meaning there hasn't been an official signing yet.
Beware of the "buyers' trap" if the news turns out to be just a rumor to calm the market.
We will monitor together the official "Tehran reaction" tomorrow morning to see if they will confirm these negotiations?