Internationally:
1. Goldman Sachs: If traffic in the Strait of Hormuz is disrupted for six weeks, crude oil prices face an "$18 risk premium."
2. Citigroup: Brent crude will remain in the $80-$90 range for at least the next week.
3. BMI: Soaring oil prices could increase inflation by 1%-2.5% in several major economies.
4. KCM Trade: Gold will once again become the preferred safe-haven asset.
5. Hong Leong Investment Bank: The current Middle East conflict may be short-lived.
6. Monex Group: Rising oil prices will threaten Japanese Prime Minister Sanae Takaichi's policy agenda and complicate the Bank of Japan's policy path.
7. ANZ: Increased geopolitical risks put gold in a "tailwind."
8. Capital Economics: Even if the conflict is brought under control, Brent crude prices could rise to around $80 per barrel.
9. Barclays: Brent crude could rise to $80 amid US-Iran tensions. 10. OCBC Bank: Geopolitical conflicts rarely have long-term effects; the Trump administration hopes to end the conflict before the midterm elections.
11. Saxo Bank: Crude oil and freight costs are likely to remain high.
12. Maybank: If the Middle East conflict continues, oil prices may break through $100.
13. Mizuho Securities: The Middle East conflict triggers immediate liquidity demand, strengthening the US dollar.
Domestic:
1. BOC International: If the US can provide guarantees for ships passing through the Strait of Hormuz, the surge in oil prices may be temporary.
2. CITIC Securities: The price-driven rally is expected to continue in March.
3. CITIC Securities: Escalating geopolitical conflicts in the Middle East may boost the valuation of the coal sector.
4. CITIC Securities: The outbreak of the US-Iran-Israel conflict is positive for the development potential of China's military trade.
5. Galaxy Securities: The steel supply and demand pattern is improving, and policy catalysts are becoming increasingly strong.
6. Galaxy Securities: In the medium to long term, the market is expected to operate steadily.
