Global Markets Await Next Catalyst Amid Mixed Pressures

Global markets are currently experiencing a mix of short-term pressures and structural resilience. According to Jin10, the marginal impact of the U.S.-Iran confrontation is diminishing, and the market is becoming less sensitive to verbal interventions. Meanwhile, the stance of yen short positions is softening as structural improvements are being repriced. Nvidia's earnings report is about to be released, but even if the results exceed expectations, the risk of profit-taking is accumulating due to high valuations.