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2026年3月25日 · 周三版March 25, 2026 · Wednesday EditionLATEST油价复位 谈判真假未明Oil Reprices. Talks Unconfirmed. Two Versions of Reality.市场不等结果。只下注谁在说真话。Markets don't wait for the outcome. They only bet on who is telling the truth.
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2026年3月24日 · 周二版March 24, 2026 · Tuesday Edition特朗普宣布富有成效的对话 油价下跌Oil Slides After Trump Announces Productive Conversations With Iran.市场在提前定价一个尚未发生的结局。暂停键按下了,但结束键还没有找到。Markets are pre-pricing an ending that hasn't happened yet. Pause pressed. End not found.
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2026年3月23日 · 周一版March 23, 2026 · Monday Edition特朗普最后通牒 冲突进入第五周Trump's Ultimatum. Week Five.这不是一个可以交易的市场。这是一个必须等待结果的市场。This is not a market that can be traded. This is a market that must wait for the outcome.
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2026年3月21日 · 周六版March 21, 2026 · Saturday Edition霍尔木兹进入金融封锁Hormuz Enters Financial Lockdown.油价不是在上涨,而是石油开始无法流通。Oil is not rising. Oil is becoming unable to circulate.
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2026年3月20日 · 周五版March 20, 2026 · Friday Edition能源冲击开始定价 同盟 开始付费Energy Is Being Priced. Alliances Are Paying.这不只是油价——这是秩序在向价格体系转变。This is not just oil — this is order transitioning into a price system.
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2026年3月19日 · 周四版March 19, 2026 · Thursday Edition政策转向。能源主导。Policy Break. Energy Leads.油价冲击推高通胀,市场将全年降息预期定价为零。Oil shock is pushing inflation higher while markets price out rate cuts.
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2026年3月18日 · 周三版March 18, 2026 · Wednesday Edition美联储决议前夜。RBA已经出手。Fed Decision Day. The RBA Has Already Acted.美联储还在观望,RBA已经出手。能源在一端燃烧,通胀在另一端扩散。The Fed is still watching. The RBA has already acted.
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2026年3月17日 · 周二版March 17, 2026 · Tuesday Edition油价急跌,股市反弹。但通胀路径没有改变。Oil Falls. Stocks Rally. The Inflation Path Has Not Changed.Bessent宣布霍尔木兹局部开放,情绪短暂松动,结构性压力未解。Bessent signals partial Hormuz access. Sentiment recovered. The structural pressure didn't.
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2026年3月16日 · 周一版March 16, 2026 · Monday Edition能源冲击进入第三周。市场逻辑已经切换。Week Three. The Energy Shock Is Now a Structural Event.能源航道断裂 → 流动性收紧 → 政策外溢。Supply disruption → liquidity tightening → policy spillover.
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2026年3月14日 · 周五版March 14, 2026 · Friday Edition油价连续第二日破百,滞胀阴影笼罩全周。Oil Holds Above $100. Stagflation Enters the Room.GDP下修0.7%,降息预期几近归零。GDP revised to 0.7%. Rate-cut expectations near zero.
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2026年3月13日 · 周四版March 13, 2026 · Thursday Edition布伦特破百,道指创2026年新低。Brent Breaks $100. Dow Posts 2026 Low.这不是短期危机,而是新常态的起点。This isn't a crisis. It's the new baseline.
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2026年3月9日 · 创刊号March 9, 2026 · Inaugural Issue战争第一天:霍尔木兹封锁,全球市场重新定价。Day One: Hormuz Closes. The World Reprices.美以联合打击伊朗,全球能源秩序进入未知领域。US-Israel strikes on Iran. Global energy order enters uncharted territory.