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US-Iran hostilities continued for a sixth day on June 16, with Hormuz shipping disruptions and a possible Bab el-Mandeb blockade raising energy transit risk that supports crude and inflation expectations. Hawkish remarks from Dallas Fed's Logan and Kansas City Fed's Schmid, who both flagged the need to keep suppressing inflation, compounded the risk-off tone, pushing US equities lower on semiconductor weakness and lifting the dollar as risk appetite faded. Watch oil prices and any actual strait closure alongside upcoming Fed rhetoric, since a supply shock plus hawkish repricing would pressure both Treasuries and high-beta assets including crypto.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, IXIC, KRW=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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