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COSCO Shipping Holdings: No plans to resume passage through the Strait of Hormuz for now; the Middle East route accounts for a small proportion of capacity.

COSCO Shipping Holdings: No plans to resume passage through the Strait of Hormuz for now; the Middle East route accounts for a small proportion of capacity.

``` Cosco Shipping Holdings Co., Ltd. held its 2025 annual performance briefing via online interaction. Regarding the impact of conflicts in the Middle East, COSCO Shipping Holdings responded that the proportion of shipping market capacity involving Middle East routes is relatively small compared to global total capacity, so the spillover effect

Why did the weaponization of the US dollar fail in the Iran War?

Why did the weaponization of the US dollar fail in the Iran War?

The Hormuz Strait crisis is revealing the internal cracks of America's most powerful geopolitical tool: weaponizing the dollar is least effective against the adversaries who most need to be pressured, and the overused sanctions system has now become a force multiplier for America's rivals. Latest updates

Morgan Stanley interprets the FOMC minutes: overall leaning toward rate cuts, but ultimately depends on tariff transmission.

Morgan Stanley interprets the FOMC minutes: overall leaning toward rate cuts, but ultimately depends on tariff transmission.

``` Morgan Stanley's Chief US Economist Michael Gapen's team released the latest Fed Tracker report on April 8, providing a word-for-word analysis of the March FOMC meeting minutes. The key conclusion is clear: the overall tone of the minutes is more balanced than the press conference, and

Engineering issues during the testing phase are very normal! Morgan Stanley: Apple's foldable device is "unlikely to be delayed in its release."

Engineering issues during the testing phase are very normal! Morgan Stanley: Apple's foldable device is "unlikely to be delayed in its release."

``` On April 7, market reports claimed that Apple’s first foldable iPhone might be delayed, causing investor concerns. Apple’s stock price (AAPL) fell about 2% that day, underperforming the S&P 500 by 225 basis points and closing at $253.50. According to Wind Chaser Trading Desk, Morgan

After predicting the "bottom," JPMorgan's trading desk turns to "tactical long": Optimistic about the S&P 500 breaking through 7,000 points.

After predicting the "bottom," JPMorgan's trading desk turns to "tactical long": Optimistic about the S&P 500 breaking through 7,000 points.

J.P. Morgan’s Market Intelligence team announced a shift to a “tactically bullish” stance, expecting the S&P 500 index to break through the 7,000-point mark, citing the reopening of the Strait of Hormuz by Iran and the potential extension of the ceasefire agreement, which could trigger

The Iran war is unresolved, the "super El Niño" is approaching—is a global food price surge on the way?

The Iran war is unresolved, the "super El Niño" is approaching—is a global food price surge on the way?

``` The global agricultural product market is simultaneously facing two unprecedented pressures: the fertilizer and energy supply shocks brought on by the Iran war have yet to subside, and meteorologists have issued warnings that a potentially exceptionally strong "Super El Niño" weather event is brewing. If these two major

What are the expectations for Alibaba's Q1 report? Instant retail losses may be halved, and cloud business growth could surpass 40%.

What are the expectations for Alibaba's Q1 report? Instant retail losses may be halved, and cloud business growth could surpass 40%.

``` Alibaba will announce its fiscal year 2026 Q4 (i.e. 2026 Q1) results in May. Morgan Stanley, HSBC, and Nomura—the three major investment banks—have intensively released preview reports before the earnings release. Their core views are highly consistent: cloud business growth is expected to accelerate further to over