🌍 Strait of Hormuz Situation — March 12, 2026

🌍 Strait of Hormuz Situation — March 12, 2026 1️⃣ Ship Attacks Reported Three vessels were hit by projectiles near the Strait of Hormuz. One vessel is possibly a container ship operated by Mitsui O.S.K. Lines. A Thai-flagged cargo ship caught fire following the attack. 2️⃣ Iran Effectively Acknowledges the Attack Officials from Iran stated: […]

🗞️ Middle East Conflict Continues — Markets Enter “War Mode”

🗞️ Middle East Conflict Continues — Markets Enter “War Mode” 🌍 Market Theme “War × Inflation × Volatility” This week, military conflict between the United States–Israel alliance and Iran continues to intensify, with tensions spreading across the Middle East. In addition: Growing risk of a closure of the Strait of Hormuz Sharp surge in oil […]

🗞️ Crisis Risk Persists — Stocks Plunge, Dollar Buying Continues but FX Turns Nervous

🗞️ Crisis Risk Persists — Stocks Plunge, Dollar Buying Continues but FX Turns Nervous 🌍 Market Theme “Risk Aversion” and “Renewed Inflation Concerns” In the Middle East, exchanges of attacks between the U.S., Israel, and Iran continue.President Donald Trump warned that the war could potentially “last forever,” raising fears that the conflict may become prolonged. […]

🗞️ Prolonged Middle East War Risk — Dollar Strong, FX Relatively Calm

🗞️ Prolonged Middle East War Risk — Dollar Strong, FX Relatively Calm 🌍 Expanding Frontlines, Rising Long-Term Risk The U.S. and Israel have signaled the possibility of further large-scale attacks on Iran.What was initially framed as a conflict that could conclude within “4–5 weeks” has shifted toward a stance that does not rule out a […]

🗞️ In the Midst of a Middle East Crisis — The Theme Is “Uncertainty”

🗞️ In the Midst of a Middle East Crisis — The Theme Is “Uncertainty” 🌍 Geopolitical Risk Moves to the Forefront Over the weekend,the Trump administration, in coordination with Israel, reportedly struck Iran’s political leadership. It has been reported that Supreme Leader Ayatollah Khamenei was killed. Iran has since launched retaliatory attacks.Both sides remain hardline,and […]

🗞️ Broader Market Consolidation — Geopolitics, AI Stock Weakness, and UK Political Uncertainty

🗞️ Broader Market Consolidation — Geopolitics, AI Stock Weakness, and UK Political Uncertainty 🎯 Overview Overseas markets may see broader consolidation ahead. Investor sentiment is being weighed down by: 🌍 Geopolitical risks 🤖 Weakness in AI-related stocks 🇬🇧 Political uncertainty in the UK Multiple risk factors are unfolding simultaneously, creating a nervous market tone. 🌍 […]