🔥Bitunix Analyst: No results from US-Iran negotiations, energy risks persist, inflation and growth resonate

The market's core narrative has shifted from a single inflation data point to a structural change of "energy shock → global economic re-pricing." The March CPI confirmed that energy prices have substantially transmitted into the inflation system, and with the repeated US-Iran negotiations and rising risks of potential Strait of Hormuz blockade, oil prices have entered a high-volatility range dominated by supply chain and geopolitical factors. The IMF and World Bank have simultaneously lowered growth forecasts and raised inflation predictions, indicating that the market is transitioning from "cyclical fluctuations" to "systemic shocks" pricing. From a policy and liquidity perspective, this structural formation creates stagflationary compression: energy-driven inflation makes rates difficult to decline, and the downward revision of global growth expectations weakens the fundamental support for risk assets. Federal Reserve officials have explicitly indicated a preference to extend the duration of high interest rates, the market…
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