Post
欧吉巴克
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【Wealth God Path】100🧧
As of March 1, 2026, the core dynamics of the international market are dominated by geopolitical conflicts in the Middle East, with risk aversion sentiment rising sharply, leading to significant fluctuations in energy, precious metals, stock markets, and foreign exchange markets.
1. Core Events (Major Drivers)
• US-Israel airstrikes on Iran: On February 28, strikes targeted Iran's nuclear facilities and missile bases, resulting in the death of Iran's supreme leader; Iran announces 40 days of national mourning, blocking the Strait of Hormuz (which accounts for about 20% of global oil shipping routes) and initiates retaliatory strikes.
• Shipping halted: Oil tankers in the Strait of Hormuz are stalled, and shipping insurance rates soar.
2. Commodities (As of noon on March 1)
• Crude Oil: Brent crude at $102.35 per barrel (+6.8%); WTI crude at $98.97 per barrel (+7.5%).
• Precious Metals: London gold at $5276.2 per ounce (+1.77%, historical high); London silver at $93.6 per ounce (+6.15%).
3. Global Stock Markets
• US Stocks: Dow Jones down 1.31% weekly, Nasdaq down 0.95% weekly, S&P 500 down 0.44% weekly.
• Europe: FTSE 100 up 2.09% weekly, DAX slightly up, CAC slightly up.
• Middle East: Saudi TASI down 4.6%, Egyptian stock index down 5.44%.
• Asia-Pacific: A-shares up weekly, Hong Kong stocks weak.
4. Foreign Exchange and Bond Markets
• Safe-Haven Currencies: US dollar and yen strengthen; offshore RMB appreciates 0.5% against the US dollar.
• US Bonds: 10-year US Treasury yield down 11bp weekly.
5. Cryptocurrency
• Bitcoin: Once dipped below $63500, then rebounded to $64800; mainstream coins generally weakened.
6. Key Points of This Week
• US February Non-Farm Employment Data (impacting Fed rate cut expectations)
• Eurozone February CPI preliminary value
• UK's Spring Budget, Japan's central bank policy direction
• Whether the Middle East conflict escalates further, status of navigation in the Strait of Hormuz
$SOL
{future}(SOLUSDT)
$ETH
{future}(ETHUSDT)
$RIVER
{future}(RIVERUSDT)
As of March 1, 2026, the core dynamics of the international market are dominated by geopolitical conflicts in the Middle East, with risk aversion sentiment rising sharply, leading to significant fluctuations in energy, precious metals, stock markets, and foreign exchange markets.
1. Core Events (Major Drivers)
• US-Israel airstrikes on Iran: On February 28, strikes targeted Iran's nuclear facilities and missile bases, resulting in the death of Iran's supreme leader; Iran announces 40 days of national mourning, blocking the Strait of Hormuz (which accounts for about 20% of global oil shipping routes) and initiates retaliatory strikes.
• Shipping halted: Oil tankers in the Strait of Hormuz are stalled, and shipping insurance rates soar.
2. Commodities (As of noon on March 1)
• Crude Oil: Brent crude at $102.35 per barrel (+6.8%); WTI crude at $98.97 per barrel (+7.5%).
• Precious Metals: London gold at $5276.2 per ounce (+1.77%, historical high); London silver at $93.6 per ounce (+6.15%).
3. Global Stock Markets
• US Stocks: Dow Jones down 1.31% weekly, Nasdaq down 0.95% weekly, S&P 500 down 0.44% weekly.
• Europe: FTSE 100 up 2.09% weekly, DAX slightly up, CAC slightly up.
• Middle East: Saudi TASI down 4.6%, Egyptian stock index down 5.44%.
• Asia-Pacific: A-shares up weekly, Hong Kong stocks weak.
4. Foreign Exchange and Bond Markets
• Safe-Haven Currencies: US dollar and yen strengthen; offshore RMB appreciates 0.5% against the US dollar.
• US Bonds: 10-year US Treasury yield down 11bp weekly.
5. Cryptocurrency
• Bitcoin: Once dipped below $63500, then rebounded to $64800; mainstream coins generally weakened.
6. Key Points of This Week
• US February Non-Farm Employment Data (impacting Fed rate cut expectations)
• Eurozone February CPI preliminary value
• UK's Spring Budget, Japan's central bank policy direction
• Whether the Middle East conflict escalates further, status of navigation in the Strait of Hormuz
$SOL
{future}(SOLUSDT)
$ETH
{future}(ETHUSDT)
$RIVER
{future}(RIVERUSDT)
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.