周五从“升级到降级”，投资者“左右打脸”！特朗普夜间称“正逐步考虑减少对伊军事行动”，油价回落美股期货上涨

Core Viewpoint - The article discusses the volatile market reactions to the ongoing Middle East conflict, highlighting a significant reversal in market sentiment following Trump's announcement of a potential de-escalation in military actions against Iran [1][6]. Market Reactions - Following Trump's post, the S&P 500 ETF (SPY) rebounded from a previous decline of over 1.4% to gain more than 1% in after-hours trading, while Brent crude oil prices fell from over $110 to around $108 [2][8]. - The market had previously reacted negatively to escalating tensions, with the S&P 500 experiencing its longest decline in a year, down for four consecutive weeks [2][4]. Geopolitical Tensions - Reports indicated that the Pentagon was preparing for the possibility of deploying ground troops to Iran, while the White House was considering sending additional Marines to the region and evaluating plans to occupy or blockade Iran's Khark Island, which is crucial for Iran's oil exports [3][4]. - The closure of the Strait of Hormuz, through which approximately 20% of the world's oil passes, has heightened market anxiety, with oil prices surging nearly 50% this month alone [3][14]. Energy Market Dynamics - Brent crude oil prices reached their highest levels since mid-2022, with a weekly increase of about 9% and a monthly increase nearing 50% [11][14]. - The volatility in oil prices has led to a significant increase in bullish positions among traders, with net long positions in ICE Brent crude oil rising to 428,704 contracts, the highest in over six years [11][13]. Broader Economic Implications - The energy crisis has begun to affect broader markets, with European natural gas prices hitting their highest levels since January 2023 and U.S. diesel prices surpassing $5 per gallon [14]. - The International Energy Agency reported that the conflict has caused the largest supply disruption in oil market history, with Gulf producers collectively cutting about 10 million barrels per day [14].