Iran Parliamenet Speaker Ghalibaf says "Americans think squeezing Iran harder will win concessions that were never part of the agreement.", "Bessent and Hegseth are way out of their league."
Newsquawk ·
Full Post : "Americans think squeezing Iran harder will win concessions that were never part of the agreement. Bessent and Hegseth are way out of their league. Stop waiting for the clown crew to pull a rabbit out of their hat and clean up the mess you made."
AI 시장 분석
Geopolitical tensions between the US and Iran are escalating as Iranian Parliament Speaker Ghalibaf strongly criticized the US policy of intensifying pressure on Iran. These remarks deepen political instability in the Middle East, raising concerns over oil supply disruptions. Investors should closely monitor energy price volatility and the preference for safe-haven assets driven by the expanding Middle East risk.
상승 영향
- Defense — Rising security concerns due to heightened geopolitical tensions between the US and Iran reflect expectations of increased demand for the defense industry.
- Crude Oil — Concerns over supply disruptions caused by Middle Eastern risks are highlighted, increasing upward pressure on oil prices.
- Gold — Demand for gold increases as safe-haven sentiment spreads due to intensifying geopolitical conflicts.
하락 영향
- Stock Market — Global investment sentiment shrinks due to intensifying instability in the Middle East, exerting downward pressure on the stock market overall.
- Airlines — Rising oil prices stemming from geopolitical risks increase airlines' fuel cost burdens, deteriorating profitability.
- Shipping — Disruptions in maritime transport routes and rising oil prices caused by Middle East conflicts increase cost burdens for shipping companies.
DYAX 전담 분석
The deepening conflict between Iran and Venezuela or the US raises geopolitical risks in the Middle East, stimulating anxiety over oil supply chains and acting as an upward price pressure on crude oil and defense-related assets. On the other hand, concerns over geopolitical clashes dampen overall investment sentiment in global stock markets, exerting downward pressure on sectors vulnerable to rising costs such as airlines and shipping.
Key points to watch in the future are Iran's actual countermeasures and whether the US will strengthen sanctions, requiring close monitoring of crude oil price trends and defense stock supply-demand dynamics.
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