油价预测：原油WTI在爆炸性反弹后飙升至100美元。油价在本周末大幅飙升，原油在爆炸性反弹后收于每桶91.30美元附近，将市场推至2026年的最高水平。此举代表着势头的急剧加速。

Oil Price Forecast: Crude WTI Surges Toward $100 After Explosive Rally.Oil prices surged sharply into the end of the week, with crude settling near $91.30 per barrel after an explosive rally that has pushed the market to its highest levels of 2026. The move represents a dramatic acceleration in momentum.

下一篇：战争和更多战争。中东战争改变了一切。特朗普总统要求无条件投降，这使得近期的出口更加难以想象。

Week Ahead: War and More War.The Middle East war changes everything. And President Trump's demand for an unconditional surrender makes a near-term off-ramp more difficult to envision.

美元/日元每周预测：能源冲击冲击日元，干预风险迫在眉睫。过去一周，市场几乎完全受制于美国和以色列对伊朗的冲突，其中霍尔木兹海峡的有效关闭是核心。这种中断在货币市场上造成了能源富国和穷国之间的明显分歧，拥有巨额储备和生产能力的国家受益于积极的贸易条件冲击，而与严重依赖进口能源的经济体挂钩的货币则面临压力。

USD/JPY Weekly Forecast: Energy shock hammers yen as intervention risk looms.Markets over the past week have been almost entirely beholden to the conflict between the United States and Israel against Iran, with the effective closure of the Strait of Hormuz at the centre. The disruption has created a clear divide between the energy haves and have-nots in currency markets, with those with vast reserves and production capacity benefiting from a positive terms-of-trade shock, while currencies linked to economies heavily reliant on imported energy have come under pressure.

市场每周展望-地缘政治过度权力基本面：150美元的石油预警和降息。华尔街主要指数周五暴跌，道琼斯指数暴跌至三个月低点，市场正努力应对中东冲突升级和美国劳动力市场意外收缩的问题。

Markets Weekly Outlook – Geopolitics Overpower Fundamentals: The $150 Oil Warning and Rate Cut.Wall Street's primary indexes tumbled on Friday, led by a sharp decline in the Dow to a three-month low as the market grappled with escalating conflict in the Middle East and a surprising contraction in the US labor market.