Recent escalation in Middle East conflicts has heightened market concerns over geopolitical risks. At the same time, international oil prices are fluctuating with the situation, impacting the global energy market and overall risk sentiment. Sectors such as energy, shipping, and technology could all face direct impacts.How long do you think the Middle East situation will affect the Hong Kong and U.S. stock markets? Is it a short-term fluctuation or a long-term impact? Feel free to share your thoughts!

Recent escalation in Middle East conflicts has heightened market concerns over geopolitical risks. At the same time, international oil prices are fluctuating with the situation, impacting the global energy market and overall risk sentiment. Sectors such as energy, shipping, and technology could all face direct impacts.How long do you think the Middle East situation will affect the Hong Kong and U.S. stock markets? Is it a short-term fluctuation or a long-term impact? Feel free to share your thoughts!

Escalating tensions in the Middle East—will oil price volatility stir the stock market?

NDAQ

.DJI

The weakening dollar is showing signs of bottoming out for risk assets. The US-Iran conflict is manageable, and non-US central banks are prioritizing interest rate hikes, limiting dollar strength. The dollar index has not broken past 100.50. Market pricing of a prolonged US involvement in the Iran issue has led to a sell-off in US equities, signaling a bottom for global risk assets. Trump's cycle of pressure and compromise has failed to achieve "America First," instead causing the dollar to weaken

- The article discusses the diminishing influence of the "strong dollar" amidst rising inflation pressures globally due to increased oil prices linked to prolonged U.S.-Iran tensions.  
- It highlights a shift in market sentiment, suggesting that risk assets may be bottoming out as the dollar index nears its peak.  
- The author emphasizes the need for investment focus on energy, commodities, and China's manufacturing sector as key assets in the changing economic landscape.

Wallstreetcn

Nasdaq

Dow Jones Industrial Average

NASDAQ-100

S&P 500

NASDAQ Composite Index

iShares Core S&P 500

VanEck Gold Miners ETF

Fidelity Nasdaq Composite Index ETF

iShares MSCI Global Gold Miners

YieldMax Gold Miners Opt Inc Strgy ETF

iShares Gold Trust

Direxion Daily Gold Miners Bull 2X

Pacer Cash COWZ 100-Nasdaq100RotatorETF

GLOBAL X Gold Explorers

Invesco QQQ Trust

Proshares UltraPro QQQ

SPDR Gold Minishares

ProShares Ultra QQQ

Fidelity MSCI Financials Index

Roundhill Gold Miners Weeklypay ETF

Invesco Nasdaq 100 ETF

VG S&P 500

Wtree Bbg Usd Bull

VanEck Junior Gold Miners ETF

Financial Select Sector SPDR Fund

VG Financial

First Trust NASDAQ-100 Equal Weighted

ISHRS Us Brokers & Sec Exchg

Pro Ultr GLD

SPDR S&P 500

Abrdn Gold ETF Trust

Guo Jin Mou Yiling: Signals for Risk Asset Bottoming and Medium-Term Themes