文章核心观点 - 文章由分析师James Foord撰写，其拥有十年全球市场分析经验，并领导投资研究团队The Pragmatic Investor [1] - 分析师本人持有Palantir Technologies (PLTR)的多头仓位，包括股票、期权或其他衍生品 [2] - 文章内容仅代表分析师个人观点，未从Seeking Alpha以外的渠道获得报酬 [2] 分析师背景与团队 - James Foord是一名经济学家，过去十年专注于全球市场分析 [1] - 其领导的The Pragmatic Investor投资团队专注于构建稳健且真正多元化的投资组合，以持续保值和增值财富 [1] - 该团队覆盖全球宏观、国际股票、大宗商品、科技和加密货币领域 [1] - 服务内容包括The Pragmatic Investor投资组合、每周市场更新通讯、可执行交易、技术分析和聊天室 [1] 持仓披露 - 分析师对Palantir Technologies (PLTR)持有看涨的多头仓位 [2] - 持仓方式包括股票所有权、期权或其他衍生品 [2] - 分析师声明与文章中提及的任何公司均无业务关系 [2]

Vi e w p o i n t | 05 Aug 2026 06:01:22 ET │ 15 pages CEEMEA Economics & Strategy Daily Markets back in risk on mode, Czech inflation CITI'S TAKE A non-linear approach to a deal between the US and Iran seems to be gaining traction. The market's focus is now on the sequence of global macro events, and it is looking quite positive in our view, as we await another NFP reading. Global Macro – A non-linear approach to a deal between the US and Iran seems to be gaining traction, but this is happening under a reca ...