Middle Eastern conflict impacts major assets, oil prices soar; listen to Yang Xiyu from the China Institute of International Studies give a private briefing on the Middle East situation as an indicator.

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On February 28, 2026, tranquility in the Middle East was suddenly shattered. The United States and Israel jointly launched military operations codenamed "Epic Fury" and "Roaring Lion," carrying out the largest airstrike in history on Iranian military fortresses and nuclear facilities. Iran's Supreme Leader Khamenei was killed in a joint US-Israeli airstrike at his residence in Tehran.

This conflict is not an isolated spark, but a violent eruption from years of nuclear agreement deadlock, regional hegemony rivalry, and escalating shadow wars. As mushroom clouds rose in Tehran, Iran immediately initiated the "True Commitment-4" counterattack operation, effectively blocking the Strait of Hormuz. Oil prices soared, global risk assets tumbled, and supply chains fell into panic. From missile volleys over the Persian Gulf to artillery thunder along Lebanon's eastern border, this “US-Iran conflict” is pushing the Middle East to the brink of full-scale war and reshaping the geopolitical landscape of the region and the world.

To help everyone understand the changes in the Middle East situation and the impact on major assets, WallstreetCN will invite Yang Xiyu, a researcher at the China Institute of International Studies, for an exclusive online closed-door sharing about the latest developments in the US-Israel-Iran war and his commentary on future trends in the region, at 8:00 pm on Monday, March 9.

Each closed-door sharing also features a 30-minute Q&A session, where participating members can ask questions about the topics they care most about and obtain expert answers. If you are interested in these closed-door events, you can click the event poster below to register and join the Alpha exclusive online closed-door club membership to hear his latest market insights.

At the start of 2026, global markets diverged sharply:

In the stock market, A-shares saw some pullback during the spring rally, with trading volume reaching a historical high, nearing 4 trillion yuan. Tech and pro-cyclical sectors became the main capital flows, while US stocks had a correction at high levels. Trump announced the nomination of Kevin Warsh as Fed chairman, sparking hawkish market expectations, and the market is focused on a shift in Fed policy. During the Chinese New Year holiday, the US Supreme Court ruled IEEPA tariffs illegal, and Trump quickly issued a new executive order imposing a 15% import tariff on goods from all countries and regions, accelerating 301 and 232 reviews. The uncertainty shock of global tariffs has struck again.
In the bond market, Chinese bonds showed a bull-flattening yield curve shift downward, while US bonds weakened with a bear-steepening, yields rising, and the market became cautious about the pace of Fed rate cuts in 2026.
Commodities market saw a stark contrast: precious and non-ferrous metals soared and rebounded after sharp swings, while energy, chemicals, and ferrous sectors remained sluggish due to supply-demand imbalances.

Regarding global major assets and hot industries, the most pressing questions for Q1 2026 are:

Under the US-Iran war, how to assess the impact of Middle East dynamics on asset prices?
After surging and swinging, are precious metals like gold and silver, and non-ferrous metals, in a bull market correction or a trend reversal?
Can you still catch the bull market in A-shares? Which assets are most worthy of attention? How to choose between Hong Kong stocks and A-shares?
What challenges does the US stock market face in 2026? Can the tech and AI bull market frenzy continue?
What policy shifts will the new Fed chair Kevin Warsh bring? Is the widely watched “Warsh trade” a flash in the pan or will it make a comeback?
Which strategic emerging industries in the 15th Five-Year Plan deserve focus? Which cutting-edge technologies should be researched first?
What new products, developments, and technologies are worth watching at global tech conferences like CES Las Vegas and Nvidia GTC?
What opportunities and risks lie behind the commercial space boom?
Can anti-involution policies drive sustained commodity price increases?
......

To help everyone see through Q1 2026 asset rotation, trend shifts, and forward-looking analysis of hot industries, we plan to invite multiple high-profile guests to lead the Alpha online closed-door club — including Dunhe Asset Management’s Chief Economist Xu Xiaoqing, GF Securities Chief Strategy Analyst Liu Chenming, renowned economist and "Witnessing Against the Tide" author Fu Peng, former Goldman Sachs Greater China macro trading head Yuan Jun, GSB platform fund founder and former Deutsche Bank managing director Guo Shengbei, Dongwu Securities computer chief analyst Wang Zijing, Chengyu Capital equity business lead and Taiwan senior semiconductor expert Luo Siyuan, and others to share their latest insights on asset rotation and direction, geopolitics tracking and analysis, and forward-looking industry interpretation.

Alpha Online Closed-door Club is a WallstreetCN service for high-net-worth users, providing closed-door meetings. Throughout 2026, at least 36 sessions will be held, averaging 9 per quarter. We'll invite global top experts to share insights online on hot market issues and core questions, answering user inquiries to help everyone understand asset trends and support key personal decisions.

Some top speakers for our 2025 Alpha online closed-door club included:

Xu Xiaoqing, Chief Economist at Dunhe Asset Management, four-time winner of Best Analyst in New Fortune Fixed Income Research

Fu Peng, Famous macroeconomist, senior global FICC trader, author of "Witnessing Against the Tide"

Liu Chenming, GF Securities Chief Strategy Analyst, three-time winner of Best Strategy Analyst in New Fortune

Wu Ge, Changjiang Securities Chief Economist, winner of China's highest economics award "Sun Yefang Economics Prize"

Kevin Wang, Chief Strategist and Head of Research at Clocktower Group

Graduate of SAIS, Johns Hopkins University, formerly worked at the International Monetary Fund

Cao Jingnan, Head of Macro Research and Chief Strategy & Geopolitical Analyst at Orient Securities

Mu Yiling, Vice Director and Chief Strategy Officer at GF Securities

Zhang Yu, Deputy Director of Research and Chief Macro Analyst at Huachuang Securities

Zhang Jingjing, Chief Macro Analyst at CICC Securities

Xia Chun, Chief Economist at Shangshan Capital Group

Cheng Tan, Founder and Research Director at Tantou Macro GMF Research

Hu Gang, Founder and CIO of Winshore Capital, former VP at PIMCO, the world’s largest bond fund

She Jianyue, Assistant GM at Yide Futures, senior crude oil analyst, former Chief Economist of CNOOC’s crude oil division

Li Lujing, Deputy Director of Research and Chief Mechanical & Military Analyst at Founder Securities

Liu Weilin, ICBC Credit Suisse India Fund Manager, Deputy Director of Index & Quantitative Investment at ICBC Credit Suisse

Ma Xiaolin, Dean of Mediterranean Studies at Zhejiang International Studies University, former Xinhua News Agency Middle East correspondent for many years

In 2026, we will invite more top experts from various fields to bring more wonderful closed-door sharing to everyone. Welcome to join the 2026 Alpha online closed-door club membership, attend 36 sessions, and each session will have detailed meeting notes for users to review. Interested friends can click the image below to join Alpha online closed-door club membership.

Risk Warning and DisclaimerThe market carries risks, investment requires caution. This article does not constitute personal investment advice, nor does it take into account the unique investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions herein suit their own situation. Invest at your own risk. ```