A Wild Theory About Why Iran Spread the Fake News About Negotiations

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In reality, I believe they are 100% negotiating.

After all, there is no country in the world that can fight with the United States.

Despite this, the reason Iran dismissed it as fake news is

"Taco" (Trump's magic where he becomes suddenly compliant when national debt interest rates rise)

I believe it's because of this.

The U.S. 10-year bond yield showed rapid stabilization in early trading yesterday

This was meant to throw cold water on that.

Whether it's 5 days or 10 days, for conditions favorable to Iran to emerge, the 10-year yield needs to

remain at continuously high levels.

That's how the U.S. can't talk back during negotiations.

Moreover, the U.S. negotiation representative is said to be Trump's son-in-law

Since he is not someone trustworthy at all, maintaining continued tension is

I believe there was a calculation that this could reduce Iran's chances of being ripped off.

I'm not sure how the negotiation process will unfold,

but fundamentally I believe Trump is executing an exit strategy.

Despite this, the good news is

While U.S. 10-year bond yields stabilize and rise slightly,

fortunately oil prices are showing significant stabilization.

Brent crude that was trading at $110 yesterday has come down below $100.

As of the writing of this post, it's now at $96.

By market standards, the volatility factor is ultimately "oil prices."

While it is a war-driven oil price fluctuation, looking more closely,

even if the situation of war escalates, if oil prices stabilize alone,

the impact on the domestic market will inevitably be limited.

Of course, it is somewhat reductive to treat factors that are closely interconnected

in such a fragmented way.

I believe we are at a point passing through a period of great fear.

I will administer an eternal truth as a sedative and depart. (to myself)

"It is darkest before dawn"

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