The Hormuz Strait is sounding the alarm again, and global capital is starting to enter a "fear of plunging even while sleeping" mode

What is the biggest common point among investors recently?
Checking oil prices before going to bed.
Because after the situation in Hormuz heats up again,
the global markets have entered a highly sensitive state.
Especially the crude oil market,
now like it's loaded with springs.
Any news,
immediately causes a surge.
The problem is,
Hormuz is not an ordinary region.
It’s almost like the faucet for global energy transportation.
As long as the market worries that "the faucet might be tightened,"
oil prices will spike first.
So recently, everyone has noticed a pattern:
Trouble in the Middle East,
oil prices rise;
oil prices rise,
inflation expectations increase;
inflation expectations increase,
interest rate cut expectations die.
In the end, tech stocks and cryptocurrencies suffer together.
The entire logical chain triggers like a machine gun in sequence.
And Trump’s current soothing remarks,
although temporarily calming the mood,
the market has already learned to be smart.
Because everyone knows:
The real danger is not the first hit.
It’s the risk of subsequent escalation.
So recently, safe-haven assets have clearly strengthened.
Gold is like cheating,
the dollar is being chased again.
Capital markets are starting to re-enter:
the "survive first" mode.
And this often means:
volatility will continue to rise.
The most frightening thing is,
if the Middle East situation repeatedly fluctuates long-term,
it will become increasingly difficult for global central banks to operate.
Because the economy has already started to slow down,
but energy prices might push inflation higher again.
This is a classic stagflation nightmare.
And the worst-case scenario the market fears.
So now investors are increasingly like startled birds.
The market itself is not the most exhausting.
The news is. #Gate广场五月交易分享