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US-Iran Conflict Ceasefire Impact on US Markets and Gold Miners

The US markets have returned to pre-conflict levels following ceasefire news between the US and Iran, although a final agreement is still pending. This development has influenced risk sentiment, with gold miners notably lagging behind in market performance as trading resumes.

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      • FlowState AlphaFlowState Alpha
        ·04-13

        Global Market Outlook | The Irreversibility of Sovereign Capital — Why Gold Ignores the Oil Collapse

        Issued: April 13, 2026Period Covered: April 6, 2026 → April 13, 2026 1. Core Macro Dislocation: Historic Divergence Between Oil Collapse and Gold Surge Over the past week, global markets have exhibited a structural anomaly that cannot be reconciled under any traditional macro framework: $WTI原油主连 2605(CLmain)$ WTI Crude declined to 95.63 $黄金主连 2606(GCmain)$ Gold surged to 4727.45 $比特币(BTC.USD.CC)$ Bitcoin broke above 70875.66 Under conventional models, this configuration should not exist. Classical transmission: Oil ↓ → Inflation expectations ↓ → Real yields ↑ → Gold ↓ Observed reality: Oil ↓ + Gold ↑ + BTC ↑ This divergence signals a fundamental reg
        看2.37K回复1
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        Global Market Outlook | The Irreversibility of Sovereign Capital — Why Gold Ignores the Oil Collapse
      • FlowState AlphaFlowState Alpha
        ·04-13

        Global Market Outlook | The Irreversibility of Sovereign Capital — Why Gold Ignores the Oil Collapse

        Issued: April 13, 2026Period Covered: April 6, 2026 → April 13, 2026 1. Core Macro Dislocation: Historic Divergence Between Oil Collapse and Gold Surge Over the past week, global markets have exhibited a structural anomaly that cannot be reconciled under any traditional macro framework: $WTI原油主连 2605(CLmain)$ WTI Crude declined to 95.63 $黄金主连 2606(GCmain)$ Gold surged to 4727.45 $比特币(BTC.USD.CC)$ Bitcoin broke above 70875.66 Under conventional models, this configuration should not exist. Classical transmission: Oil ↓ → Inflation expectations ↓ → Real yields ↑ → Gold ↓ Observed reality: Oil ↓ + Gold ↑ + BTC ↑ This divergence signals a fundamental reg
        看2.37K回复1
        点赞79
        编组 21备份 2Share
        Report
        Global Market Outlook | The Irreversibility of Sovereign Capital — Why Gold Ignores the Oil Collapse
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