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Hormuz traffic tracking, day ten: only 3 oil tankers passed, LNG ships zero passage for ten consecutive days

Hormuz traffic tracking, day ten: only 3 oil tankers passed, LNG ships zero passage for ten consecutive days

The blockade of the Strait of Hormuz has entered its tenth day, with the number of passing ships still far below normal levels, and energy markets remain under pressure. The latest tracking data from Morgan Stanley show no substantial signs of easing in the situation. According to Morgan Stanley’s

Wall Street giant takes the lead: JPMorgan lowers private credit collateral valuations and tightens lending leverage.

Wall Street giant takes the lead: JPMorgan lowers private credit collateral valuations and tightens lending leverage.

``` JPMorgan Chase is sending a cautious signal to the private credit industry. The largest bank on Wall Street has proactively reduced the collateral valuations of some loans held by private credit funds, focusing on loans to software companies considered vulnerable to disruption by artificial intelligence. According to the Financial Times,

Oil prices soar, this currency unexpectedly becomes a safe haven.

Oil prices soar, this currency unexpectedly becomes a safe haven.

``` Amid global market turbulence, the Australian dollar is unexpectedly rising as a safe-haven asset. On Wednesday, the AUD/USD climbed to 71.78 cents, its highest point since June 2022, and also reached its strongest level against the yen in 35 years, making it the best-performing major currency this year.

Old Shop Gold forecasts 2025 revenue to more than double, net profit expected to exceed 4.8 billion yuan | Earnings Report Highlights

Old Shop Gold forecasts 2025 revenue to more than double, net profit expected to exceed 4.8 billion yuan | Earnings Report Highlights

``` Lao Pu Gold has released a positive earnings forecast, expecting both full-year revenue and net profit in 2025 to achieve more than a twofold increase, confirming strong consumer demand in the high-end traditional gold jewelry sector. Based on a preliminary assessment of unaudited consolidated management accounts by the company'

Qatar's LNG export disruption marks the longest since 2008, sparking a "gas scramble" between Asia and Europe.

Qatar's LNG export disruption marks the longest since 2008, sparking a "gas scramble" between Asia and Europe.

``` Qatar's Ras Laffan liquefied natural gas facility has had five consecutive days of zero exports, setting the longest shutdown record since at least 2008, and the resulting global LNG supply crisis is reshaping trade patterns—ships originally headed for Europe are now turning towards Asia, ushering in an

Set a limit on the U.S. Treasury General Account (TGA)? Will Walsh conduct such a "balance sheet reduction"?

Set a limit on the U.S. Treasury General Account (TGA)? Will Walsh conduct such a "balance sheet reduction"?

``` Fed chair nominee Waller supports the "balance sheet reduction" plan, and a long-overlooked mechanism is getting renewed attention—setting a cap on the Treasury General Account (TGA). While the idea is sound in theory, the Treasury is unlikely to allow it. According to “Chasing the Wind Trading Desk,

Jensen Huang's rare statement: AI is an important force reshaping the world, a fundamental infrastructure like electricity and the internet.

Jensen Huang's rare statement: AI is an important force reshaping the world, a fundamental infrastructure like electricity and the internet.

On March 10, NVIDIA CEO Jensen Huang rarely elaborated in a personal article about the developmental logic of the AI industry. He pointed out that AI should not be understood as a single model or application, but as an emerging infrastructure system. Artificial Intelligence (AI) is one of the most