Overall, Trump's every move has indeed become the most sensitive "pricing anchor" in the current market. Market volatility nowadays is essentially not just about reading candlesticks anymore, but rather trading policy expectations and changes in geopolitical situations.

Looking at this rally from a macro perspective, the US is actually bearing multiple accumulated pressures—the economy, inflation, plus external conflicts—none of which are easy.

Essentially, it's about buying time while alleviating short-term pressure and creating space for the subsequent Iran landing strategy moves.

Trump can release positive signals or negative ones.
Let's wait and see what bombshells hit the financial markets mid-week this week or over the weekend.
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