# 宏观分析

Title: The Hormuz Strait Game Escalates, Why Do Gold and Oil Prices Show a "Scissors Gap"? 🤯
📌 Core logic: Supply shocks vs interest rate suppression
Currently, the US-Iran negotiations are at a deadlock, and the passage through the Hormuz Strait has sharply decreased, choking the global shipping "throat." But the market has shown a strange scene: oil prices 🔥, gold prices 🧊. Behind this are two completely different forces competing:
• Crude oil (supply logic) 🚢➡️💥
The blockade of the strait is a real physical supply cutoff. As long as the tension here doesn’t ease, the geopolitical risk

Exclusive perspective today — Ceasefire negotiations officially begin, but the three big bombs haven't been dismantled yet
The US and Iran officially started talks today.
Location: Islamabad, Pakistan. But do you think a ceasefire means stability? China News Service summarized three major disagreements today, each of which could cause the agreement to collapse:
① Does Lebanon count? The US says "Lebanon is not within the ceasefire scope," and the IDF just bombed over 100 Lebanese targets yesterday. Iran says this is a breach of contract, and three ceasefire clauses have already been vio