2026-W12 Weekly Summary

Week: 2026-03-16 to 2026-03-22 Source: futu-pw-20260323

Key Events

• FOMC: hawkish hold, dot plot shows only 1 cut in 2026
• Powell: won't cut if inflation doesn't improve, may stay as governor until 2028
• Warsh nomination stalled in Senate due to Powell standoff
• Trump says "close to goals" in Iran, considers de-escalation
• Iran says no negotiations planned, ceasefire talk is US propaganda
• DXY breaks above 100 → historically bearish for equities
• China 1-2M: property investment -11.1%, new home sales -13.5%

Market Data

• SPX PE: 20.5

Strategy

• Cautious, defense priority, energy/resources/defense outperform

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关联: concepts/oil-inflation-rate-chain concepts/news-driven-playbook