下周外盘看点丨 美联储领衔央行超级周，英伟达GTC会带来什么惊喜

Market Overview - The blockage of the Strait of Hormuz has led to a surge in oil prices, raising concerns about inflation and economic outlook. The Dow Jones fell by 1.99%, the Nasdaq by 1.26%, and the S&P 500 by 1.60% over the week [1] - European indices also declined, with the FTSE 100 down 0.23%, DAX 30 down 0.61%, and CAC 40 down 1.03% [1] Federal Reserve and Economic Data - The Federal Reserve is expected to maintain the federal funds target rate at 3.50%–3.75% during the upcoming policy decision, marking the second consecutive meeting without a change [2] - Investors are particularly interested in how the Fed will address the rising energy prices due to Middle Eastern conflicts and their potential impact on inflation [2] - Key upcoming U.S. economic data includes February industrial production, producer price index (PPI), and initial jobless claims [2] Nvidia's Global Technology Conference - Nvidia's annual Global Technology Conference (GTC) is set to take place from March 16 to 19, where CEO Jensen Huang is expected to announce significant AI-related developments that could impact tech stocks [3] Oil and Gold Market - Oil prices have risen for the fourth consecutive week due to disruptions in the Strait of Hormuz, with WTI crude up 8.59% to $98.57 per barrel and Brent crude up 11.27% to $103.14 per barrel [4] - The International Energy Agency (IEA) agreed to release 400 million barrels from emergency reserves, but market concerns remain high due to ongoing threats to shipping routes [4] - Gold and silver prices fell, with COMEX gold futures down 2.65% to $5022.11 per ounce and silver down 3.46% to $80.914 per ounce [4] Central Bank Actions - The European Central Bank (ECB) is expected to adjust its stance due to the impact of the Middle Eastern conflict on energy prices, with market expectations for rate hikes before July [5] - The Bank of England is likely to maintain its rate at 3.75% amid rising inflation concerns, with January's inflation rate reported at 3.0% [5] - The UK money market is pricing in a 70% probability of a rate hike by the end of the year, although some analysts suggest potential rate cuts if the conflict does not persist [6] Upcoming Economic Events - Key economic data releases next week include the ZEW Economic Sentiment Index for Germany and the Eurozone, as well as CPI figures for Italy and the Eurozone [5][6] - The schedule also includes various corporate earnings reports from companies like Micron Technology, General Mills, and Alibaba [3][7]