Skip to main content
只看Geopolitics#高盛
  1. ForexLive63

    Tucker Carlson Says Trump Weighing Nuclear Strike on Iran's Pickaxe Mountain

    Tucker Carlson said on X that Trump could launch a nuclear strike on Iran's Pickaxe Mountain within days, and said the decision may be made before November 7; the claim has not been independently confirmed.

    Editorial Comment

    The claim currently comes from a single source and has not been independently confirmed; traders should treat it separately from confirmed information on US-Iran talks and military pressure, and should not price directly off it. If the geopolitical tension narrative continues to build, crude oil risk premium and demand for safe-haven assets may draw attention simultaneously, but the nuclear strike rumor itself lacks verification, and a sentiment reversal after the claim is disproven should be guarded against. Watching for follow-up official statements and confirmation from authoritative sources is key to judging whether this news can translate into a sustained risk premium.

    Why we picked this

    梳理未经证实的核打击传闻与已确认的美伊谈判、军事施压信息，帮助读者判断原油地缘风险溢价的来源。

  1. ForexLive70

    Brazil ETF Tokyo drops nearly 15% as Lula reverses course to win presidential election

    Lula defeated right-wing Senator Flavio Bolsonaro in the Brazilian presidential runoff on Sunday, with about 52% to 48% of the vote. The Tokyo-listed Brazil ETF fell nearly 15% during the session. In the extreme scenario given by Goldman Sachs, the U.S. dollar may rise by 10% against the real, long-term government bond yields may rise by about 200 basis points, and the Brazilian stock market may fall by about 15%. Market attention turns to the opening of the Brazilian local market, where the real, interest rate futures and Bovespa index will verify whether the selling continues.

    Editorial Comment

    After Lula won the election, Brazilian assets faced repricing pressure. The Tokyo Brazil ETF fell nearly 15% during the session, indicating that the risk aversion sentiment of overseas investors has significantly increased. Under Goldman Sachs' extreme scenario, there is a significant risk of fluctuations in the dollar against the real and long-term government bond yields, and the market focus turns to the verification of selling by the real and interest rate futures after the local opening in Brazil. Foreign exchange traders need to be alert to the disruption of emerging market risk sentiment to the U.S. dollar, and the safe-haven properties of gold may also come under scrutiny in this process.

    Why we picked this

    卢拉胜选为巴西资产带来重新定价风险，东京ETF已下跌近15%，高盛极端情景显示美元兑雷亚尔或涨10%、长端收益率或升约200个基点。

已经到底了
Trading Tools:Lot Size·Pip Value·Margin·Guides