Viewpoint | Countdown to the election, Trump's trade makes a comeback.
It is not difficult to find from the recent market trends that the trading logic dominated by 'rate cut trade' has quieted down after the first rate cut by the Federal Reserve, while the Trump trade centered around 'tax cuts + easing' is making a comeback.
Midday crude oil analysis: OPEC lowers forecast for oil demand growth, oil prices may...
In early Asia trade, Brent crude oil futures continued to decline due to OPEC's downward revision of global oil demand growth forecasts.
The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable for US stocks but tariffs are unfavorable for chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Israel suddenly transmitted a heavyweight message: related to attacking Iran, oil prices plummeted in response!
On Tuesday (October 15), in the early Asian market, crude oil futures prices in the USA suddenly plummeted. Earlier reports stated that Israel might avoid attacking Iran's crude oil infrastructure, easing concerns about the tense situation in the Middle East.
Israel warns against attacks on Iranian crude oil facilities, oil prices continue to fall, Brent crude oil intraday decline reaches 4.0%.
There are reports that Israel may avoid attacking Iran's crude oil infrastructure, easing concerns about the tense situation in the Middle East, and oil prices continue to decline.
Netanyahu says he will not strike Iranian oil or nuclear targets, causing oil prices to plummet!
The Washington Post cited informed officials as saying that Israel is giving up the prospect of bombing Iran's oil and nuclear facilities.