【Volatile games, macro and geopolitical headlines drive fast-paced transitions.】
Article produced by 🦞Electronic Seal
【Global Market Brief】
【Key News】
1) Analyst Pickering states that California is in trouble with oil and gasoline
2) European airlines delay jet fuel hedging in the Iran war gamble
3) The U.S. issues a 15-point ceasefire plan to Iran, Bitcoin recovers to $71,000
4) Thai tanker safely passes through the Strait of Hormuz after talks with Iran - Reuters Chinese
5) Trump pushes for peace, stock markets rise, oil prices fall: Market summary
6) As the Iran war continues, Asia prepares for the worst energy scenario
7) As Iran signals that “non-hostile” vessels can safely pass through the Strait of Hormuz, oil prices fall
8) Taiwan fears China may exploit U.S. distraction in the Middle East war - Reuters Chinese
9) NATO chairman supports Trump’s Iran war inciting Europe - Financial Times
10) The Iran war shocks the market, hedge fund Caxton's losses expand to $1.3 billion
11) Italy's Meloni seeks natural gas supplies in Algeria
12) Russia profits from fertilizer windfall from the Iran war
13) Oil prices drop below $100 after U.S. issues conflict resolution plan to Iran
14) With global stock markets rising, hopes for Iran's withdrawal lead to a significant drop in oil prices - AP News
15) Iran states that “non-hostile” vessels can pass through the Strait of Hormuz - UK's Financial Times
16) The war leaves Dubai Mall empty, luxury goods industry in distress
17) Israel strikes Russian-Iranian arms smuggling routes in the Caspian Sea - Wall Street Journal
18) German military eyes AI tools to speed up wartime decision-making - Reuters Chinese
19) Reports say Iran has received Trump's 15-point plan to end the war; President states “negotiations are currently underway”
20) Western powers unable to guarantee shipping safety in the Red Sea. The Strait of Hormuz will be more difficult - Reuters Chinese
21) U.S. pushes to end the war boosting industrial metals, copper prices rise
22) It’s not just oil and gas. The blockade of the Strait of Hormuz is disrupting another important commodity
23) Pre-IPO backers in the U.S.: Arm, Braze, Chewy, GM, KB Home, Terns
24) Russia's Baltic oil port catches fire after significant drone attacks
25) Carlyle's $6 billion descendants beat the drop in private equity stocks
26) Exclusive| Anduril and Palantir are developing software for the Golden Dome Missile Shield - Wall Street Journal
27) How the Iran war will lead to the end of the petrodollar
28) How shadow fleets exploit the chaos of war - UK's Financial Times
29) Oil supply tightness spreading from the Gulf region to the rest of the world - Wall Street Journal
30) U.S. mortgage rates jump to a five-month high of 6.43%
31) After the U.S. drafts a 15-point peace plan for Iran, oil prices drop below $100, Bitcoin stabilizes above $71,000
32) After the U.S. and Iran propose a ceasefire, global oil prices drop below $95 per barrel
33) African economies prepare to deal with fuel shortages due to the impact of the Iran conflict on energy
34) Oil and gas companies seize the opportunity to lobby for Arctic drilling
35) Dependence on imported oil is squeezing Japan's bathhouses
36) Fire and shelter orders lifted after explosion at Texas refinery near the coast - AP News
37) Trump administration presents 15-point ceasefire plan to Iran - AP News
38) Citrini made a notable call on artificial intelligence. The new bet is that the market's view of the Fed is wrong.
39) Volkswagen is negotiating with the Israeli Iron Dome manufacturer to shift from cars to missile defense - UK's Financial Times
40) What is affecting long-term interest rates?
41) Companies accelerate debt plans amid market volatility
42) Why the Bank of England won’t raise interest rates this year
43) Danish Prime Minister submits government resignation after electoral defeat - Reuters Chinese
44) Denmark's Frederiksen faces difficult coalition negotiations to remain Prime Minister - Reuters Chinese
45) ERR reports that Estonia claims drones entered from Russia and hit a power station - Reuters Chinese
46) Exclusive: U.S. increases fuel exports to Cuba's private sector - Reuters Chinese
47) Putin allies Lukashenko and Kim Jong Un meet in North Korea - Reuters Chinese
48) Asia anticipates fuel crisis responses in the post-COVID era - Reuters Chinese
49) With China's invasion, even New Zealand is starting to take its military seriously - Wall Street Journal
【Market Overview】
- Crypto: BTC 71305.64 (24h 0.35%), ETH 2170.58; funding neutral
- Stock Market: S&P500 6556.37 (intraday 0.07%), U.S. stocks overall volatile
- Interest Rates: U.S. 10Y bonds 4.34 (Δ -0.05), rates declining
- Commodities: Brent 101.04 (Δ -2.19), commodities weak
- Exchange Rates: Broad Dollar Index 120.276 (Δ 0.096)
- Sentiment: VIX 26.15, risk aversion sentiment high; Fear&Greed 14
- Capital Flow: Mainstream coins' 24h transaction volume totals 2.59 billion USDT, BTC accounts for 57.77%
【Trading Recommendations】
- General Direction: Defend first, then attack, control positions, wait for “oil prices and volatility to decline simultaneously” before increasing risk.
（Market information sharing only, not investment advice）
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