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华尔街决定川普

Markets have been the ultimate constraint on Trump. It was like that in April 2025 when China tariffs went to almost 150% and arguably also in January 2026 over Greenland. Markets are now very distressed. Trying to take Kharg Island just isn't realistic. https://t.co/pzhPwqqSN9 https://t.co/zO6HNiwFKY

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利率水管工

伊朗是不输就赢了美国是不赢就输了

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利率水管工

Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at that. $150 or $200 can't happen...

Robin Brooks

Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at that. $150 or $200 can't happen... https://t.co/xHCtqSNVh8 https://t.co/Q3hkGXFCxP

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利率水管工

川普头脑昏了。

Philip Pilkington @philippilk ·

Trump has been sucked into a suicidal energy war. If you wanted evidence the administration has ZERO control over the situation, here it is. 🇺🇸🇮🇷 https://t.co/NLcwjoX3kA

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利率水管工

目前让伊朗下台阶满足川普的的解法是以色列总理内塔尼亚胡下台可能性很小但是是有的川普并不想发动地面部队攻击伊朗是高原山地国家是一个大国据说得50万大军那美国得死多少人?

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利率水管工

伊朗是中东第一大国，不是委内瑞拉。

Arthur @arthur0x ·

Surprised at the offense capabilities of Iran after getting hammered and airstrike non-stop for 18 days. It seem like they are able to fight on longer than expected.

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利率水管工

中国应该是矛盾的，救，暂时不会救。

Financial Times @FT ·

China is not going to bail Trump out https://t.co/ZOGxeiqLiY

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利率水管工

川普对油价非常关心，伊朗战争可能很快要结束了。

Nick Timiraos @NickTimiraos ·

Bessent says too much is being made of the run-up in oil prices from Iran's retaliatory measures to U.S.-Israel strikes, claiming coverage of the risks around the Strait of Hormuz is being amplified by anti-Trump media bias and is part of Iran's strategy. Prices will eventually

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利率水管工

川普之前说攻击哈梅内伊是女婿库什纳的主意包括副总统万斯并不同意今天又威胁北约和北京护航霍尔兹姆海侠翻译一下川普很着急结束伊朗战争

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利率水管工

After a year of threatening to go to war with one NATO ally, a boorish campaign to treat another as a colony of the U.S., and the denigration of all who fought and died for America in Afghanistan, he has the gall to say this.

Michael Weiss

After a year of threatening to go to war with one NATO ally, a boorish campaign to treat another as a colony of the U.S., and the denigration of all who fought and died for America in Afghanistan, he has the gall to say this. https://t.co/iV0hrWSeOL

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利率水管工

美国和伊朗已经较量过一丈了那就是在也门发生的胡赛武装当时伊朗支撑的胡赛武装和美国支持的沙特最后是沙特没有战力可以武器情报这些都是美国的

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利率水管工

更关键的是伊朗是一个高原山地，易守难攻，伊拉克什么地方?就像中国河南，历史上的中原，一马平川四站之地。

Blake Millard, CFA @BlakeMillardCFA ·

Some in Washington DC thought a win in Iran would be a quick victory. But, as shown below, this is not a small country. It is 4x larger than Iraq and 2.5x larger than Afghanistan for anyone considering boots on the ground. https://t.co/DNPv60WHx5

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利率水管工

是啊，不是他们上战场。

Paul Graham @paulg ·

Explained to my sons that war is actually horrible, but boys think it's exciting because they imagine it's like their lion-cubs-wrestling version of fighting writ large, and no one wants to give them nightmares by telling them what it's really like.

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利率水管工

哥，你想啥呢？怎么可能打击到中国?做梦吧？

Robin Brooks @robin_j_brooks ·

Iran is a gas station posing as an Islamic Republic. Iran's oil exports are reportedly up since war broke out. That's nuts. First order of business must be to blockade Iran's ports. If that hurts China, all the better. Have the Chinese complain to Tehran. https://t.co/azqtlxZigE https://t.co/EziqxNyVRt

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利率水管工

政治目标，军事目标都没有达到。

Chris Murphy 🟧 @ChrisMurphyCT ·

I was in a 2 hour briefing today on the Iran War. All the briefings are closed, because Trump can't defend this war in public. I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are. 1/ Here's what I can share:

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利率水管工

Domestic migration is realigning political power. People are voting with their feet by leaving certain states. The census doesn't lie—if you lose residents, you lose representation. You can't replace lost citizens with new immigrants and pretend the economic policies worked.

Ben Woodward, CFA

Domestic migration is realigning political power. People are voting with their feet by leaving certain states. The census doesn't lie—if you lose residents, you lose representation. You can't replace lost citizens with new immigrants and pretend the economic policies worked. https://t.co/6kWoC6Mvbe

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利率水管工

所有被@PXUworld 项目忽悠投资过的人可以联系我，我正在设法起诉他们，他们的创始人联合了其中一个mod，骗取了我12wu，我知道他们所有的现实身份，我不在乎这个钱能不能拿回来，但是我知道孙哥，猴哥，还有很多群友以及@sugardotmoney 都被哄骗投过这个项目，我要撕开这帮烂人的嘴脸😌

NinaNina

所有被@PXUworld 项目忽悠投资过的人可以联系我，我正在设法起诉他们，他们的创始人联合了其中一个mod，骗取了我12wu，我知道他们所有的现实身份，我不在乎这个钱能不能拿回来，但是我知道孙哥，猴哥，还有很多群友以及@sugardotmoney 都被哄骗投过这个项目，我要撕开这帮烂人的嘴脸😌

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利率水管工

川普真的是瞎搞了。

华尔街日报中文网 @ChineseWSJ ·

哈梅内伊之子被选为伊朗新任最高领袖。此举不仅是对特朗普的公然挑战，也表明在与美国和以色列交战之际，德黑兰方面并无退让之意。https://t.co/Cv50CGwGLX

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利率水管工

呵呵。

Commentary Donald J. Trump Posts From Truth Social @TrumpDailyPosts ·

Donald J. Trump Truth Social 03.07.26 04:05 PM The United Kingdom, our once Great Ally, maybe the Greatest of them all, is finally giving serious thought to sending two aircraft carriers to the Middle East. That’s OK, Prime Minister Starmer, we don’t need them any longer — But

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利率水管工

呵呵。

Donald J. Trump @realDonaldTrump ·

The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....

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利率水管工

格林斯潘100了。

Federal Reserve @federalreserve ·

Here at the Fed, we are rationally exuberant to celebrate your 100th birthday with you. Happy birthday, Alan Greenspan! https://t.co/8YEflaW46e

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利率水管工

等看怎么弄?

Kevin Green (KG), MSDA @KGBULLANDBEAR ·

TREASURY EXPECTED TO ANNOUNCE MEASURE AS SOON AS THURSDAY TO COMBAT RISING ENERGY PRICES THAT INCLUDES USING OIL FUTURES MARKET - SENIOR WHITE HOUSE OFFICAL

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利率水管工

伊朗还吧什么港口租给了印度?

menaka doshi @menakadoshi ·

It’s been over a week, and India still doesn’t have a clear explanation for why Prime Minister Narendra Modi was in Israel barely two days before it and the US attacked Iran. It’s a “highly reckless move,” Srinath Raghavan , visiting senior research fellow at the National https://t.co/Xx3DHRDDqH

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利率水管工

呵呵。

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利率水管工

$btc 利空出尽了吗？感谢哈梅内伊的自我牺牲感谢上帝与上帝同在

$btc

+1.24%

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利率水管工

Any lawyer’s advice would have been to keep quiet. But Powell had decided to break the seal on the DOJ probe. All that was left was getting the words right. His lawyer drove to his house and helped him flip the script. The question now is whether the Fed has won a battle while

Nick Timiraos

Any lawyer’s advice would have been to keep quiet. But Powell had decided to break the seal on the DOJ probe. All that was left was getting the words right. His lawyer drove to his house and helped him flip the script. The question now is whether the Fed has won a battle while

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利率水管工

伊朗早就该这样做了，伊朗领导人吃着端着中国的碗，还老是跟印度眉来眼去的，伊朗是中国一样有着5000年的文明，唐朝波斯王子还来中国求援，伊朗和俄国不一样，俄国至今还占领了中国大片的领土，中国和伊朗没有这样的矛盾，伊朗是中东土地人口石油都是大国，有工业基础，绑上中国，发展经济吧。

إيران بالعربية @iraninarabic_ir ·

إيران سمحت فقط للصين بعبور مضيق هرمز، مؤكدة وقوف الصين إلى جانبها في الحرب. المضيق مغلق أمام جميع السفن الأخرى، وأي سفينة مخالفة ستتعرض للاستهداف https://t.co/At9QwIhQGD

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利率水管工

Korea matters globally as a case study for how a rising surplus can coexist with extreme currency weakness (Korea and Taiwan both export chips but have different BoP mechanics) -- 8/

Brad Setser

Korea matters globally as a case study for how a rising surplus can coexist with extreme currency weakness (Korea and Taiwan both export chips but have different BoP mechanics) -- 8/

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利率水管工

投机市场开始庆祝哈梅内伊开香槟了。川普这厮搞不好，也会被意外再次枪击了，投机市场会开一个更大的香槟。

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利率水管工

阿塞拜疆族。

إيران بالعربية @iraninarabic_ir ·

انا لله وانا اليه راجعون https://t.co/igMwtH7jEP

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利率水管工

那革命领袖呢？

إيران بالعربية @iraninarabic_ir ·

استشهاد ابنة قائد الثورة، وصهره، وحفيده بعد إعادة التواصل مع مصادر مطّلعة في بيت سماحة قائد الثورة، تمّ للأسف تأكيد نبأ استشهاد ابنة قائد الثورة، وصهره، وحفيده .. كما أفادت المعلومات بأن إحدى كنّات قائد الثورة قد استُشهدت أيضًا في هجوم صباح السبت.

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利率水管工

Looks like they failed to kill Khamenei. The optics on this war so far are desperate for America. Israel appears to have been more successful alone in the opening of the 12-day war. 🇺🇸🇮🇷

Philip Pilkington

Looks like they failed to kill Khamenei. The optics on this war so far are desperate for America. Israel appears to have been more successful alone in the opening of the 12-day war. 🇺🇸🇮🇷

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利率水管工

之前伊朗都放风，会攻击的，这次直接还手了。

Mario Nawfal @MarioNawfal ·

🚨🇮🇷🇺🇸 Iran's speed tonight surprised U.S. military analysts. They were supposed to have lost most of their missile launchers in last June's strikes. A 3rd of what they had before. That's the intelligence estimate. Yet they hit Bahrain, Qatar, UAE, Kuwait and Israel https://t.co/9bfMTlafuf

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利率水管工

搞不好川普这次又是一次好大喜功，兵家大忌。

Clash Report @clashreport ·

Iranian Foreign Minister Araghchi to Trump: A regime change is “mission impossible.” You cannot do a regime change while millions of people are supporting this so-called regime. https://t.co/CrXAS7BD8B

00:00:41

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利率水管工

伊朗和沙特已经和解了，曾经伊朗主要在也门互相对立伊朗本身和卡塔尔和阿联酋这些关系很不错的伊朗和土耳其也还好，好几次通过土耳其向美国传话在1980年霍梅尼革命之前，和以色列最铁

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利率水管工

两个80岁的老头。

利率水管工 @RebaseMMT ·

伊朗可能是川普的下一个目标，川普是把自己从周天子变秦始皇了。

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利率水管工

完了吗？

unusual_whales @unusual_whales ·

The White House and Trump administration, via Donald Trump, have just released a video saying they have attacked Iran and "defend the American people and eliminating the Iranian regime...a vicious group of very hard, terrible people". https://t.co/bpEZOXQ69m

00:08:6

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利率水管工

伊朗是高原国家人口8000多万有自己的工业虽然被万恶的美帝围堵

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利率水管工

Als de euro valt! 💶 Veel beleggers vragen zich af of de Amerikaanse dollar alleen nog maar kan dalen en of de euro een beter alternatief is. Ik denk vrijwel zeker van niet. Sterker nog, ik acht de kans aanzienlijk dat de euro op termijn terrein verliest. En dat betekent dat wie

jeroen blokland

Als de euro valt! 💶 Veel beleggers vragen zich af of de Amerikaanse dollar alleen nog maar kan dalen en of de euro een beter alternatief is. Ik denk vrijwel zeker van niet. Sterker nog, ik acht de kans aanzienlijk dat de euro op termijn terrein verliest. En dat betekent dat wie https://t.co/szIQQGbhz3

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利率水管工

FT: The mysterious founder of fast-fashion giant Shein has used his first major public appearance to stress the company’s roots in China’s southern Guangdong province and to hail communist and government officials for their support. @WillLangley96

Jonathan Cheng

FT: The mysterious founder of fast-fashion giant Shein has used his first major public appearance to stress the company’s roots in China’s southern Guangdong province and to hail communist and government officials for their support. @WillLangley96 https://t.co/VCN9hBBLuO

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