# 宏观分析

🚨Major macro shift! The Federal Reserve's double hawk aggressive stance｜U.S. inflation fully rebounds, Asia's stagflation hits hard｜The crypto market's overall trend is now set
🔥Attention all crypto friends! The current market is volatile, with weak rebounds and frequent sell-offs, and the root cause has finally been confirmed!
The global macro environment has reached a major negative turning point, the Fed's stance has completely hardened, and the entire risk market logic has been rewritten!
🦅Federal Reserve officials collectively hawkish: inflation is too high, no mercy
Recently, two core

Non-farm Night Returns! How will this data sway the global market balance this time?
The non-farm employment data to be released tonight may be the most important macro event since 2026. Against the backdrop of the US-Iran conflict disrupting market rhythm, US stocks retreating from highs, and Bitcoin breaking below key levels, the significance of this data far exceeds usual.
The current market dilemma is: the expectation of interest rate cuts has been swinging like a pendulum, with no anchor point.
If the data is strong tonight—significantly surpassing expectations in new jobs, with a rebound

Title: The Hormuz Strait Game Escalates, Why Do Gold and Oil Prices Show a "Scissors Gap"? 🤯
📌 Core logic: Supply shocks vs interest rate suppression
Currently, the US-Iran negotiations are at a deadlock, and the passage through the Hormuz Strait has sharply decreased, choking the global shipping "throat." But the market has shown a strange scene: oil prices 🔥, gold prices 🧊. Behind this are two completely different forces competing:
• Crude oil (supply logic) 🚢➡️💥
The blockade of the strait is a real physical supply cutoff. As long as the tension here doesn’t ease, the geopolitical risk

Exclusive perspective today — Ceasefire negotiations officially begin, but the three big bombs haven't been dismantled yet
The US and Iran officially started talks today.
Location: Islamabad, Pakistan. But do you think a ceasefire means stability? China News Service summarized three major disagreements today, each of which could cause the agreement to collapse:
① Does Lebanon count? The US says "Lebanon is not within the ceasefire scope," and the IDF just bombed over 100 Lebanese targets yesterday. Iran says this is a breach of contract, and three ceasefire clauses have already been vio