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Goldman Sachs top trader: Geopolitical risks are increasing uncertainty; it's still not too late to hedge!

Goldman Sachs top trader: Geopolitical risks are increasing uncertainty; it's still not too late to hedge!

``` The S&P 500 Index has fallen 5% from its high, and the market is repricing hedging strategies. In a highly uncertain and low-conviction investment environment, Goldman Sachs’ top trader Louis Miller warns that targeted macro hedging should be a core portfolio allocation, not an option. In his latest

After gold comes crude oil? Retail investors are speculating frantically, with inflows into U.S. crude oil ETFs surpassing record highs.

After gold comes crude oil? Retail investors are speculating frantically, with inflows into U.S. crude oil ETFs surpassing record highs.

``` The Iran war has triggered intense turmoil in global energy markets, with retail investors flocking to bet on oil prices, turning the crude oil market into the latest investment arena after gold. According to VandaTrack data, in the past five trading days, retail inflows into the United States Oil Fund

The global "central bank week" begins: Renewed tensions in Iran reignite inflation fears, interest rate cut expectations face significant challenges

The global "central bank week" begins: Renewed tensions in Iran reignite inflation fears, interest rate cut expectations face significant challenges

``` The looming Iran conflict is reshaping global monetary policy expectations. As the Fed, the European Central Bank, and the Bank of England successively hold policy meetings this week, new inflationary concerns due to surging energy prices are causing a rapid retreat in market bets on an easing cycle. Oil prices

Trump pushes "escort alliance": No ships dispatched, NATO's future "very bad"; Japan and Australia have already refused

Trump pushes "escort alliance": No ships dispatched, NATO's future "very bad"; Japan and Australia have already refused

``` The US-led escort alliance plan for the Strait of Hormuz faces early obstacles. According to Xinhua News Agency, the US government plans to announce the formation of the so-called “Escort Alliance” for the Strait of Hormuz in the coming days. Trump has pressured seven allies dependent on Middle Eastern oil,

How big is the “energy shock” of war on South Asia: Indian restaurants stop frying food, Bangladesh shuts down universities to save electricity

How big is the “energy shock” of war on South Asia: Indian restaurants stop frying food, Bangladesh shuts down universities to save electricity

``` The global energy crisis triggered by the US-Israel war with Iran is evolving into a multi-country livelihood crisis in South Asia: India’s black market price for LPG cylinders has doubled, restaurants have stopped selling fried food, and crematoriums are forced to switch to electric furnaces; Pakistan has implemented a

Drop another 19%? Goldman Sachs warns: If the oil price shock persists, the S&P 500 could fall to 5,400 points in the worst-case scenario.

Drop another 19%? Goldman Sachs warns: If the oil price shock persists, the S&P 500 could fall to 5,400 points in the worst-case scenario.

Wall Street’s year-end forecasts have repeatedly missed the mark, and now the overly optimistic predictions for the end of 2025 are again being “slapped in the face” due to the Iran shock. Goldman Sachs’ latest report shows that, in an extreme scenario, the S&P 500 index could

Japanese finance minister: If necessary, bold action will be taken on the exchange rate.

Japanese finance minister: If necessary, bold action will be taken on the exchange rate.

``` On Monday, Japanese Finance Minister Satsuki Katayama sent a strong intervention signal, saying that the authorities are prepared to take "bold measures" in the foreign exchange market if necessary. Against the backdrop of ongoing turmoil in the Middle East driving safe-haven buying of the US dollar, the yen