#特朗普释放停战信号

Federal Reserve Chair Jerome Powell delivered a dovish speech at Cambridge, stating that the Fed's policy is currently in a safe zone and inflation expectations are well anchored. This statement instantly dispelled market fears of inflation rebound leading to rate hikes, injecting crucial liquidity confidence into risk assets. Meanwhile, there has been a dramatic turn in the Middle East conflict. Trump reversed his previous tough stance, signaling a diplomatic priority and attempting to resolve the US-Iran conflict through negotiations. Although the shadow of the Strait of Hormuz blockade has not yet dissipated, the expectation of a ceasefire agreement has brought a glimmer of hope to the strained global supply chain.

The crypto market is riding the Fed's tailwinds, awakening from fear with a slight rebound. Gold and silver are seeking new support amid volatility, remaining essential as hedges against geopolitical turbulence. Oil has become the most tangled asset, swinging intensely between energy warfare and diplomatic negotiations.

The market is experiencing a shift from war panic to policy certainty. Powell's composure and Trump's flexibility together weave a complex game. This week, focus on the navigation status of the Strait of Hormuz and non-farm payroll data—true turning points often hide in the afterglow of collective euphoria.