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U.S. stocks return to “pre-war themes,” Goldman Sachs: Notably, “gold mining stocks” have not kept up

U.S. stocks return to “pre-war themes,” Goldman Sachs: Notably, “gold mining stocks” have not kept up

The US-Iran agreement has not yet been reached, and risk sentiment on Monday remains to be tested. Previously, news of the ceasefire had rapidly eliminated geopolitical risk premiums, and US stock investors have returned en masse to pre-war mainstream trading themes such as AI. Data show that the S&

Three Major Obstacles to the Collapse of US-Iran Negotiations: Hormuz, Enriched Uranium, and Ten Billion Frozen Funds

Three Major Obstacles to the Collapse of US-Iran Negotiations: Hormuz, Enriched Uranium, and Ten Billion Frozen Funds

US-Iran negotiations ended without results, with three core disagreements blocking progress, but both sides signaled willingness to continue talks. Xinhua News Agency quoted The New York Times as reporting that, according to two informed Iranian officials, there are three main sticking points in the US-Iran negotiations: the reopening of the

Fleeing the Middle Eastern wars, Gulf tycoons and capital are pouring into the Swiss town of Zug.

Fleeing the Middle Eastern wars, Gulf tycoons and capital are pouring into the Swiss town of Zug.

``` The escalating tensions in the Middle East are reshaping the asset allocation and residential map of the global high-net-worth population. According to the Financial Times, following the outbreak of conflict in the Middle East, a large number of wealthy individuals, family offices, and businesses based in Dubai have begun to

Negotiations between the US and Iran broke down; two supertankers turned around in the Strait of Hormuz.

Negotiations between the US and Iran broke down; two supertankers turned around in the Strait of Hormuz.

``` US-Iran negotiations have reached a stalemate, and expectations for the resumption of normal passage through the Strait of Hormuz in the short term have once again been dashed. On April 12, according to Bloomberg, two empty supertankers suddenly turned back after approaching a key checkpoint in the Strait of Hormuz

Trump threatens: If Iran refuses to compromise, he will control the Strait of Hormuz to strike Iran's economy.

Trump threatens: If Iran refuses to compromise, he will control the Strait of Hormuz to strike Iran's economy.

``` U.S.-Iran talks broke down, and Trump immediately issued a threat to blockade the Strait, casting a shadow over the future of passage through the world's most important energy route, the Strait of Hormuz. According to CCTV News, on the 12th local time, U.S. President Trump

When the market is focused on US-Iran negotiations, an oil battle is unfolding: "There will be a huge crude oil gap in the coming weeks."

When the market is focused on US-Iran negotiations, an oil battle is unfolding: "There will be a huge crude oil gap in the coming weeks."

``` While investors remain fixated on fragile ceasefire talks over Iran, a completely different storm is sweeping through the global physical oil market—a panic-driven race for barrels sparked by supply cuts through the Strait of Hormuz, spreading from Asia to Europe and the Atlantic basin. According to a Bloomberg report

"Oil trading giant Vitol suffered heavy losses in the Iran war, Chinese star derivatives trader faced massive losses."

"Oil trading giant Vitol suffered heavy losses in the Iran war, Chinese star derivatives trader faced massive losses."

A surge in oil prices triggered by geopolitical conflict has cost Vitol, the world’s largest oil trader, dearly. At the eye of the storm is star Chinese trader Yaoyao Liu. According to The Wall Street Journal, Liu’s team suffered losses of up to hundreds of millions of dollars