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.

wallstreetcnMar 7 16:09

Goldman Sachs 'tears up report': If the Strait of Hormuz does not 'resume as expected' in the coming days, the 'significant upside risk' for oil prices will rapidly escalate.

Goldman Sachs has reversed its previous optimistic forecast, pointing out that the flow through the Strait of Hormuz has dropped by more than 90%, worse than assumed. The redirection via alternative pipelines is only 0.9 million barrels per day, far below the theoretical capacity. The supply shock is unprecedented. Upside risks for oil prices are "rapidly expanding"; if there is no sign of recovery within this week, oil prices may break $100 next week. If the slump persists through March, prices will surpass the historical peaks of 2008 and 2022.

wallstreetcnMar 7 14:39

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.

Futu News16:59

JPMorgan Reveals the Current Situation in the Strait of Hormuz: Only 8 Vessels Pass Through Per Day on Average, Traffic Drops by 94%!

① Due to the escalation of the U.S.-Iran conflict, commercial traffic through the Strait of Hormuz has almost completely halted, with only eight vessels passing through on Tuesday this week, compared to the usual approximately 138 vessels per day, representing a 94% reduction in traffic; ② The Strait of Hormuz is a critical chokepoint for one-fifth of the world's energy supply, and the stagnation of tanker transportation has exacerbated the energy and global shipping crisis, driving up oil prices.

cls.cnMar 7 14:19

Japan's Urgent 'Exemption' Request: Seeking U.S. Cancellation of 15% Tariff Increase to Mitigate Trade Impact

According to Trade Minister Ryo Masahara Akazawa, Japan has requested that the United States not increase the originally planned tariff from 10% to 15%.

Zhitong FinanceMar 7 15:42

Unfazed by surging oil prices? Fed Governor Milan: Further rate cuts are warranted, with February's nonfarm payroll data as the basis!

①The U.S. nonfarm payroll employment decreased by 92,000 in February, with the unemployment rate rising to 4.4%, the highest level since December 2025; ②Federal Reserve Governor Stephen Milan called for further interest rate cuts, stating that the labor market requires a more accommodative monetary policy.

cls.cnMar 7 11:16