Iran claims to have successfully concentrated a US aircraft carrier using long-range missile technology. Meanwhile, a more serious attack on commercial ships has been reported in the Strait of Hormuz. Iran has explicitly issued a "cross-border retaliation threat" in response to the US's secondary aviation sanctions.
All signs indicate that my previous view of downgrading short-term optimistic expectations for US-Iran relations is correct. Furthermore, it is clear that the "uncontrollable" factors within the Iranian ruling government are higher, which requires Pakistan to increase its mediation efforts with Iran.
If the current reports are true, especially regarding Iran's successful attack on the US aircraft carrier, such a provocative attack is indeed unfavorable to the current US-Iran mediation trend, raising the threshold for mediation and resuming negotiations.
From the current market reaction, Brent and WTI remain relatively stable, but bond yields are accelerating sharply. The surge in bond yields is indeed the first challenge that risk markets must face! #美伊3小时会谈释放积极信号？
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