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``` On the prediction market platform Polymarket, a group of accounts heavily bet on a US-Iran ceasefire before Trump publicly stated his position, causing strong suspicions of insider trading. On Monday, Trump posted on Truth Social that the US and Iran had engaged in “very good and productive talks” to end

``` Jefferies is caught in the whirlpool of multiple crises—its stock price continues to plunge, and its private credit risk exposures are repeatedly revealed—which precisely presents a potential strategic window for Japan’s second largest bank, Sumitomo Mitsui Financial Group (SMFG). According to a report by the Financial Times

``` The turmoil in the Middle East has shaken the global commodities market, yet gold has failed to act as a traditional safe haven. Instead, it has dropped in sync with risk assets. Nevertheless, several Wall Street analysts view this wave of selling as a short-term dislocation and maintain a bullish

The tug-of-war between the US and Iran continues, and the short-term geopolitical premium in the market still has room to expand, but medium-term de-escalation expectations are brewing. On Monday, according to CCTV News, Trump announced that he would postpone the deadline for bombing Iranian energy facilities by five days, and

``` The blockade of the Strait of Hormuz is quietly turning an energy crisis into a systemic shock to the semiconductor supply chain. In its latest research report released on March 23, Deutsche Bank warned that interruptions in Qatar’s helium supply are pushing key global chip manufacturing hubs such as

``` SK Hynix has announced an investment of over $8 billion to purchase EUV lithography machines from Dutch lithography equipment giant ASML. This is one of the largest equipment investments by the Korean memory chip maker as it strives for dominance in the AI memory market. According to the company announcement,