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British Prime Minister Starmer: Chancellor of the Exchequer Reeves communicates with the Bank of England daily to guard against energy price risks.
2026-03-09
British Prime Minister Starmer: Chancellor of the Exchequer Reeves communicates with the Bank of England daily to guard against energy price risks.
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2026-03-09
International 1. Goldman Sachs: Oil price shocks lead to hawkish expectations in the interest rate market. 2. Goldman Sachs: Still expects the Fed to cut rates twice, but the timing is uncertain. 3. Citigroup: If oil prices push inflation above 3%
International 1. Goldman Sachs: Oil price shocks lead to hawkish expectations in the interest rate market. 2. Goldman Sachs: Still expects the Fed to cut rates twice, but the timing is uncertain. 3. Citigroup: If oil prices push inflation above 3%, the Bank of Korea may turn hawkish. 4. Morgan Stanley: The shutdown of Qatar's LNG production may eliminate this year's global supply glut, putting upward pressure on gas prices. 5. Barclays: If the Middle East conflict continues for several more weeks, Brent crude may test $120. 6. Carson Group: Poor employment data is unlikely to change the Fed's rate cut expectations this year. 7. OCBC Bank: Upward pressure on oil prices may persist until geopolitical tensions ease. Domestic 1. Mizuho: Oil prices breaking $100 have far-reaching impacts beyond the energy sector, highlighting the dollar's safe-haven status. 2. BMI: Expects the Iranian conflict to be large-scale but short-lived, with the GCC economy most significantly impacted. 3. CITIC Securities: Soaring oil prices reshape asset pricing. 4. CITIC Securities: Continues to be optimistic about the better-than-expected demand for lithium storage, and expects the supply shortage in the industry to continue into the first half of 2027. 5. CITIC Securities: Maintains its 2026 lithium price forecast range of 120,000-200,000 yuan/ton. 6. Guojin Securities: In the lithium battery industry, we recommend focusing on companies experiencing price increases and leading companies in new solid-state technologies. 7. Daiwa Securities: Soaring oil prices may drag down Japan's trade balance.
2026-03-09
Spot gold fell below $5,070 per ounce, down 2.03% on the day.
Spot gold fell below $5,070 per ounce, down 2.03% on the day.
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