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The most important change? US Treasury "decoupling"—the market senses a flavor of "global fiscal stimulus."

The most important change? US Treasury "decoupling"—the market senses a flavor of "global fiscal stimulus."

``` The Iran conflict has entered its second month, and the market is shifting from short-term inflation panic to forward-looking pricing of fiscal stimulus. On Monday, as WTI crude oil surged past $100 per barrel, U.S. Treasury yields unusually moved in the opposite direction, with the 10-year Treasury yield falling

Trump told aides he was willing to end the war without reopening the Strait of Hormuz.

Trump told aides he was willing to end the war without reopening the Strait of Hormuz.

Trump is considering "pulling troops back" without resolving the issue of the Strait of Hormuz blockade. According to CCTV reporters on March 30 local time, U.S. officials disclosed that President Trump told his aides he is willing to end military operations against Iran even if the Strait

Trump's "exaggeration": Iran "allowed 20 Pakistani ships to pass," but Pakistan only has 13 ships in total.

Trump's "exaggeration": Iran "allowed 20 Pakistani ships to pass," but Pakistan only has 13 ships in total.

Trump loudly claimed over the weekend that Iran had allowed 20 oil tankers to pass through the Strait of Hormuz, but this claim was quickly questioned by shipping industry analysts. According to industry data, there are only 13 eligible large oceangoing vessels registered in Pakistan worldwide. According to Xinhua News

Iran bought millions of dollars in military stocks before the war? Media reveals US defense secretary's "insider trading."

Iran bought millions of dollars in military stocks before the war? Media reveals US defense secretary's "insider trading."

The agent of U.S. Secretary of Defense Pete Hegseth attempted to make large-scale investments in major defense companies weeks before the U.S. and Israel launched attacks on Iran. According to the latest report by the Financial Times, three informed sources revealed that in February this year, just before

From "the world's best" to "the world's worst," the Iran war "shot down" the South Korean stock market

From "the world's best" to "the world's worst," the Iran war "shot down" the South Korean stock market

The dual pressures of the Middle East war shock and cooling chip demand are hitting simultaneously, and the once-booming Korean stock market is now facing a severe test. Since March, the Korea Composite Stock Price Index has fallen by 15%, ranking among the top in declines among major global markets.

Wall Street Insights Breakfast FM-Radio | March 31, 2026

Wall Street Insights Breakfast FM-Radio | March 31, 2026

``` Huajian Morning Voice Listeners are asked to upgrade to the latest version of the Jianwen app to successfully listen to the following audio. Market Overview Fed Chair Powell issued dovish signals, providing support for the recently battered bond market. However, ongoing escalation in the Middle East, combined with previous impacts

Powell shifts traders’ bets, expects rate cuts still possible this year; US Treasuries extend gains, again not following oil prices.

Powell shifts traders’ bets, expects rate cuts still possible this year; US Treasuries extend gains, again not following oil prices.

``` On Monday, Federal Reserve Chairman Jerome Powell stated that the Fed's interest rates are in a "favorable position," allowing it to overlook oil price shocks related to Iran, but it must remain vigilant regarding changes in inflation expectations. Powell's remarks eased market concerns that