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美伊制裁重启：能源风险溢价重定价与跨资产传导路径

What's the latest?

Nabiha AhmedLive reporter Israel-Lebanon talks conclude, with more to follow. Trump says US-Iran talks may resume this w…

黎以谈判启动与伊朗制裁收紧：能源市场的风险溢价重定价分析

Meeting with US and Israel 'productive', says Lebanese ambassador

Lebanon's ambassador the the United States, Nada Hamadeh Moawad, has called the preliminary talks with the US and Israel…

Amazon 110亿美元剑指Starlink：卫星互联网军备竞赛下的跨资产定价重估

Amazon to spend $11bn on satellite firm in growing Starlink rivalry

Amazon wants to get thousands more satellites into orbit to offer internet and mobile services.

美国封锁首日多艘伊朗船只仍穿越霍尔木兹海峡，和平希望推动油价回落

Several ships cross strait and leave Iranian ports since start of US blockade

The efficacy of the US naval blockade of Iranian ports has remained largely unclear during its first full day, with our…

Stocks keep the rally going and oil tumbles. Here's why we have some trepidation

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hou…

财政部长称短期痛苦值得换长期安全

US Treasury secretary says short-term pain worth long-term security

Scott Bessent said a "small bit of economic pain" was worth it to eliminate the threat of Iranian strikes on Western cap…

以色列确认与黎巴嫩谈判已结束

Israel confirm talks with Lebanon have ended

The Israeli Embassy in Washington has confirmed that the talks with Lebanon and the United States have concluded. We'll…

市场超买状态下的机构纪律性减仓：高维宏观对冲情报解读

We're making a disciplined sale as the market becomes increasingly overbought

We bought shares of this stock twice into the March sell-off. Now it's time for us to trim it.

农民抗议成本上升导致交通中断

Farmers protest rising costs with traffic disruption

Farmers say they are being hit on several fronts, with the price of fuel and fertiliser all facing a hike.

United-American 合并传闻：从反垄断阻碍到机票价格的深度解读

What a United-American merger would mean, from antitrust hurdles to airfare

United Airlines CEO Scott Kirby reportedly floated a potential merger with Trump administration officials earlier this y…

意大利暂停以色列防务协议背后：霍尔木兹封锁与跨大西洋外交裂痕共振

'We have no security agreement with Italy,' Israeli foreign ministry says

More news from Italy. Earlier, Italian Prime Minister Giorgia Meloni said the country is suspending its defence agreemen…

Citadel创始人Ken Griffin：如果霍尔木兹海峡持续封锁，全球衰退将不可避免

Global recession is inevitable if Strait of Hormuz stays shut, says Citadel's Ken Griffin

A prolonged blockage of the Strait of Hormuz for the next six to 12 months will mean an unavoidable recession, the billi…

哈马斯拒绝加沙解除武装计划，巴勒斯坦官员称该武装组织在以色列完全履行承诺前不会推进谈判

Hamas rejects Gaza disarmament plan, Palestinian official says

The official tells the BBC that the armed group will not move forward with talks until Israel fully complies with its co…

Investor Survey Shows Most Bearishness in 11 Months: The Contrarian Call Is to Buy

Investor survey shows most bearishness in 11 months. So the contrarian call is to buy

The latest Global Fund Manager Survey from Bank of America shows sentiment fell to its most bearish reading since June 2…

英国从何处获取原油——能源安全敲响警钟

Where does the UK get its crude oil from?

The interruption of oil and gas supplied through the Strait of Hormuz, a critical shipping route, has dramatically pushe…

花旗基于美伊战争"最终将停止"的预期上调美股评级

Citigroup upgrades the U.S. stock market, citing 'eventual cessation' of U.S.-Iran war

The U.S. stock market is once again the place to be, it seems.

英国面临伊朗战争对主要经济体中最大增长冲击——IMF发出全球经济"偏离轨道"警告

UK faces biggest hit to growth from Iran war of major economies, IMF says

The financial body cuts its growth forecast for the UK and warns the war threatens to throw the global economy "off cour…

美国3月PPI远低于预期，批发价格涨幅仅0.5%引燃通胀降温预期

Wholesale prices rose 0.5% in March, much less than expected despite war impact

The producer price index was expected to increase 1.1% in March, according to the Dow Jones consensus estimate.

英国燃油价格结束43连涨后，RAC预计未来数周内可能回落

Fuel prices stop rising after 43 days of increases, RAC says

The motoring group says prices could start to come down over the next couple of weeks.

美海军封锁下霍尔木兹海峡仍通行——外交和缓信号与封锁执行漏洞并存，能源与防御板块逻辑对冲，短期难以形成一致交易方向

At least three ships with no obvious Iran links cross the Strait of Hormuz

By Joshua Cheetham Earlier we reported that ship-tracking shows four Iran-linked vessels appear to have transited the St…

众议院共和党竞选机构在2026年新选举广告中宣传减税政策

House Republican campaign arm touts tax cuts in new 2026 election ad

Republicans are trying to defend a razor-thin majority in the House and are running on tax policies passed last year.