Market Focus Analysis:
Pulse Focus 1: In response to Iran’s demand for war reparations, Trump not only refused to engage but instead presented his own “bill”—requiring Tehran to cover the past 50 years of casualties, U.S. military attacks, and losses in four Middle Eastern countries.
Focus Interpretation: The biggest challenge with the Strait Agreement 2.0 currently is how to deliver financial compensation in a way that maintains dignity. Meanwhile, due to the sharp drop in non-farm payrolls, expectations for rate hikes have been suppressed, giving Trump greater room for maneuver—this explains why he has now revived his demands. Given that CPI data may continue to decline, Trump’s bargaining window could extend further.
Asset Reminder: After testing the 4350 level overnight, London gold rebounded this morning above 4400. During daytime trading, further recovery is likely. A potential surge may follow the release of CPI data in the evening, with key attention on the 4450–4480 range. However, after the CPI report, watch for a gradual pullback.
Plugin Case Examples
Gold: Yesterday, buying at the green zone of the plugin yielded excellent results. A continued intraday rebound is highly probable; look for opportunities to enter on near-term liquidity rebounds. However, caution and risk management are essential after the CPI data. For detailed positions, please consult the plugin.
(Gold 15-minute chart)
Nasdaq: Since the overnight low, the index has been consolidating around 29,500/600. With guidance pending from the CPI data, consider placing buy stops, but be cautious and protect positions after the data release. For precise levels, please consult the plugin.
(Nasdaq 15-minute chart)
Crude Oil: It is recommended to remain观望 (watchful) today and wait for the CPI data before considering any rebound trades. For specific entry points, please consult the plugin.
(Crude Oil 15-minute chart)
Key Financial Data and Events Today:
20:30 U.S. July CPI
