Trump Demands Compensation from Iran, Gold and Crude Oil Rise Together

Market Focus Analysis:

Pulse Focus 1: In response to Iran’s demand for war reparations, Trump not only refused to engage but instead presented his own “bill”—requiring Tehran to cover the costs of U.S. military casualties over the past 50 years, attacks on American forces, and losses suffered by four Middle Eastern countries.

Focus Interpretation: The biggest challenge with the Strait Agreement 2.0 currently lies in how to deliver compensation—specifically, how to do so without losing face. Meanwhile, due to a sharp drop in non-farm payrolls, expectations for interest rate hikes have been dampened, giving Trump greater room for maneuver. This is why he has now re-emerged with new terms. Given that CPI data may continue to decline, Trump’s bargaining window could extend for some time yet.

Asset Reminder: London gold broke above the 4,400 level this morning, achieving our previously mentioned target range of 4,380–4,420. For today, there are only two possible paths: 1) a direct push toward 4,480; or 2) a pullback to 4,350, or waiting for a shift between 8–10 p.m. before launching a new upward wave.

Plugin Case Examples:

Gold: Yesterday, price broke through and retraced into the blue zone. Although it briefly dipped below, it quickly rebounded strongly, rising above 4,400. Today, we closely monitor signals for further upside momentum. For detailed levels, please consult the plugin.

(Gold 15-minute chart)

Nasdaq: Yesterday, price broke above the blue zone and surged with a risk-reward ratio exceeding 1.5x. Currently, after pulling back to the yellow zone, the rally is approaching a similar reward-to-risk ratio. We continue monitoring signs of a rebound today. New positions can be initiated by placing a buy limit order at the blue zone once 29,825 is reclaimed. For precise levels, please consult the plugin.

(Nasdaq 15-minute chart)

Crude Oil: Price has steadily climbed above 82. For today, we recommend maintaining a wait-and-see approach. For detailed levels, please consult the plugin.

(Crude Oil 15-minute chart)