Stagflation clouds loom! Soaring oil prices and a disappointing employment report trigger a major retreat in Fed rate cut expectations.
In response to persistently high energy prices, Wall Street's bets on the Federal Reserve cutting interest rates this year have significantly diminished, with market concerns shifting from a 'cooling job market' to 'prolonged inflationary pressures'...
Mujtaba Khamenei, son of Khamenei, officially assumes the role, marking the beginning of Iran's 'Era of Vengeance'.
With Mujtaba designated as Iran's new Supreme Leader, Tehran has signaled to Washington through a transition of power: confrontation knows no end. As the preferred candidate of the Revolutionary Guard and a long-standing 'mini Supreme Leader,' the 56-year-old Mujtaba assumes office bearing personal and national grievances, locking Iran into a hardline trajectory.
Are domestic banks inspecting financing operations in the Middle East? A nationwide bank claims 'no related notice has been received.' ICBC and Bank of China: no information to release.
①A representative from a nationwide commercial bank stated that the bank had not received any document or notification instructing them to inspect financing activities in the Middle East. ②Relevant representatives from ICBC and Bank of China indicated that they had taken note of such market rumors but currently had “no updates to disclose” and “no information available for public release.”
Asian Indices Retreat as Oil Prices Spike; Nikkei and Kospi Plunge Over 6% Amid Middle East War Crisis
Reported Earlier, China Producer Price Index (YoY) For February 1.3% Vs. 0.9% Est.; 0.2% Prior
Reported Earlier, China Consumer Price Index (YoY) For February -0.9% Vs. -1.1% Est.; -1.4% Prior
Reported Earlier, China Consumer Price Index (MoM) For February 1.0% Vs. 0.2% Prior
The $1.8 trillion private credit market is experiencing a wave of redemptions! Blackrock has taken the lead in 'closing the gates'.
The world's largest alternative asset management firm is facing a painful choice—either prevent investors from withdrawing from private debt funds and brace for potential backlash, or fulfill redemption requests at the expense of deviating from its core principles.
Trump: The timing of the end of the war with Iran will be decided 'jointly' with Netanyahu.
Trump delivered multiple significant messages during an exclusive interview: the end of the Iran war will be 'jointly decided' by him and Netanyahu; the new Supreme Leader of Iran will not survive long without recognition from the White House; he once again publicly pressured the President of Israel to pardon Netanyahu. Trump stated, 'We have destroyed a country that wanted to destroy Israel.'
Tencent's QClaw is reportedly starting internal testing: it will enable access on both WeChat and QQ platforms, codenamed 'Crayfish'.
According to media reports, Tencent has recently been developing a product called QClaw, an OpenClaw one-click launch package. After downloading the QClaw application, users can effortlessly deploy 'Little Fresh' on their local computers with a single click.
20%→35%! The shadow of U.S.-Iran tensions looms over the market as Wall Street veterans raise the probability of a U.S. stock market 'crash'.
① Ed Yardeni, a Wall Street veteran and founder of the investment advisory firm Yardeni Research, recently pointed out that with the escalation of the Iran war impacting global markets, the risk of a significant sell-off in the U.S. stock market this year has increased; ② He raised the probability of a U.S. stock market crash for the remainder of the year from 20% to 35%.
Government subsidies are heating up the smart glasses track: Sales growth varies across channels; how far are we from 'truly going mainstream'? | Fax
① Smart glasses became a market focus again after being included in the national subsidy directory for the first time in 2026; ② According to interviews conducted by财联社reporters with multiple parties, terminal sales have indeed been boosted since the implementation of the subsidy two months ago, but the pace of warming varies across different sales channels; ③ Analysts believe that the industry will maintain stable and high growth over the next five years, but currently, it is more about brands and capital securing early positions. To truly reach the mass market, product experience remains a key challenge.
The Biggest 'Winner' of the Surge in Oil Prices: Electric Vehicles!
①The surge in oil prices may ultimately prove to be a boon for electric vehicle manufacturers…… ②Andrew Garberson, Director of Growth and Research at Recurrent, a company that tracks electric vehicle data, stated, 'Affordability was already a core issue for electric vehicles in 2026, and recent events have only further reinforced this trend.'
Negative non-farm payroll data meets oil prices breaking the $100 mark! The Federal Reserve has a major challenge on its hands...
①Renowned journalist Nick Timiraos, often referred to as the "new Fedwire," wrote over the weekend that the Federal Reserve's biggest concern has long been the dilemma of having to choose between fighting inflation and protecting employment; ②The nonfarm payroll report released last Friday undoubtedly brought this dilemma closer.
Middle East conflicts trigger 'butterfly effect'! Global market volatility hits a 20-year high.
As the situation in the Middle East continues to escalate, the global commodities market is facing a rare 'storm.' From crude oil to natural gas, and further to metals and agricultural products, disruptions in supply chains are keeping traders on edge.
Futu Morning Brief | U.S. and Brent crude oil prices briefly surged past $110! Major U.S. stock index futures declined collectively; Mojtaba, the son of Khamenei, assumed office, with Trump remarking it “won’t last long” without his approval; HIMS soared
Mojtaba Khamenei, the son of Khamenei, has been elected as Iran's new Supreme Leader; the second plenary session of the 14th National People's Congress will be held this morning.
Goldman Sachs: Unresolved tensions in the Middle East prompt speculators to heavily bet on a U.S. stock market correction.
Goldman Sachs stated that hedge funds have increased their short positions in U.S. equities amid the turmoil.
The 'sudden brake' in the job market collides with the geopolitical 'powder keg': From Oracle's earnings report to CPI, this week the market is seeking safe havens.
U.S. stocks ended last week with a sharp decline as the escalating situation in Iran and the resulting global surge in oil prices cast a shadow over the global economy.
Weekly Outlook | Iran Situation Reaches Critical Juncture! US CPI and PCE Reports Released in Succession; Nio, Li Auto, and Oracle to Announce Earnings; Start of Daylight Saving Time in North America Brings Forward US Stock Trading Hours
In the coming week, the market will closely monitor how the Middle East conflict unfolds and its potential impact on energy supplies, while also digesting the upcoming inflation data from China and the United States. The earnings season will focus on artificial intelligence, new energy, and traditional energy giants.
When will the global market correction end? Will the '2020s market' replay the '1970s' stagflation scenario?
Initial signals of a global market correction endpoint have emerged but are not yet fully in place: the two conditions of oversold assets bottoming out and overbought assets being sold off have been met, but oil prices and the US dollar have not reversed, and the S&P 500 has not been fully cleared. The baseline scenario for the 2020s leans towards inflationary prosperity rather than 1970s-style stagflation, with the key variables being the situation in Iran and the direction of oil prices. NVIDIA's withdrawal of a trillion-dollar AI investment may indicate a slowdown in AI capital expenditure growth.