Post

Cato_KT
Cato_KT
Influential Creator
Show original
世界金融看原油,原油价格看中东,其实从美日等多国在第一岛链的联合军演就可以看出,特朗普需要再中期选举阶段给国内强硬派交出一个答卷 这意味着,美国内部强硬派的压力也很大,这可能也会成为阻碍与伊朗和谈的重要因素之一,当强硬派严重谈判=软弱,那么确实会逼着特朗普继续对伊强势 原计划10月27日-11月3日期间,因为内塔尼亚胡大选结束会有一个关键窗口,现在来看要把乐观预期降级,目前局势确实很有可能把近期的矛盾全部堆积到中期大选之后在做抉择 而媒体消息面,这两天也连续释放强硬信号,是外交政治施压的一种方式,也可能真的在未来发生! 起码能源市场,Brent与WTI 已经往坏预期进行提前定价了!#MetaQ3营收超预期,巨额AI投入引发担忧
Cato_KT
Cato_KT
Actually, there is no need to over-interpret the recent South China Sea military exercises involving the US, Japan, and other countries, as this is clearly a military move aimed at boosting Trump's midterm elections and Japanese militarism.
Actually, there is no need to over-interpret this multinational South China Sea military exercise involving the US, Japan, and others, because it is clearly a military move to boost Trump's midterm elections and Japanese militarism. 1. This exercise is led by Japan, which relatively downplays the military tensions between China and the US to avoid direct clashes (Japan can take the blame). 2. This is not the first multinational joint exercise; previous ones like Sword 23 and Sword 25 were also multinational joint drills. #MiddleEast energy risks are heating up, and international oil prices remain high 3. The core of this exercise revolves around Japan as the center, testing the practical combat system of the northern and northeastern segments of the first island chain. It is a drill, a military exercise, a show of strength, but it is definitely not a direct military campaign. The US cannot afford the cost, nor can its allies like Japan. No one is prepared for a show match to turn into actual combat. 4. Trump faces significant pressure from the military and Congress internally, especially after developing operations against Iran. The hawkish views within the US believe that America will lose control over the first island chain, so as the midterm elections approach, Trump needs to show strength to prove the value of the US military and its allies' presence in the first island chain. 5. The scale of allied participation in the joint exercise is large, but it is not really about gathering to take action against China. Instead, Trump is preparing to let allies deeply take over the first island chain defense system, gradually reducing US military and financial investment there. For the military hardliners, it is acceptable for allies to increase cooperative defense efforts, but not acceptable for the US military to abandon military deterrence against China. 6. The current Japanese Prime Minister is deeply tied to the US and has taken the initiative this time

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!