WTI crude oil spiked to $115 as Kuwait and the UAE cut production amid the escalating war in Iran. Energy stocks like Marathon Petroleum and Valero surged on supply fears, while broader markets slumped.

Inflation expectations are rising as Treasury-TIPS spreads and DKW models signal price pressures. Kalshi now forecasts 2026 CPI at 3.4%, significantly above the 2.4% level required to reach the Fed's 2% PCE target.

China omits specific 2030 solar targets in its latest five-year plan, signaling a shift from rapid expansion toward grid integration. Falling prices and grid strain are cooling the sector as policymakers prioritize flexibility.

The S&P 500 faces a deeper correction as weak labor data and surging oil prices signal macro headwinds. Indicators suggest more downside for Nvidia, while Marvell shows resilience after its valuation reset.

Geopolitical conflicts and surging global debt are setting the stage for an explosive rally in gold prices. While precious metals gain momentum, cryptocurrency remains in a holding pattern as investors shift their focus.

Nasdaq 100 analysis predicts a downside move toward 23,000, driven by Elliott Wave patterns and March option expirations. Algorithmic trading and geopolitical tensions remain key catalysts for increased market volatility.