海外高频 | 地缘摩擦升温，油价延续上涨（申万宏观·赵伟团队）

Group 1 - Geopolitical tensions are rising, leading to an increase in oil prices, with Brent crude oil rising by 11.3% to $103.1 per barrel [2][46] - The S&P 500 index fell by 1.6%, while developed market indices generally declined, with the Nikkei 225 and Dow Jones Industrial Average down by 3.2% and 2.0% respectively [3][9] - Emerging market indices also saw declines, with India's SENSEX30 and Ho Chi Minh Index down by 5.5% and 4.1% respectively [3] Group 2 - The 10-year U.S. Treasury yield rose by 13 basis points to 4.28%, while yields in other developed countries also increased, with Germany's yield up by 10 basis points to 3.01% [21][27] - The U.S. dollar index increased by 1.6% to 100.50, with other currencies depreciating against the dollar, including the euro and British pound, which fell by 1.7% and 1.4% respectively [32][41] - Commodity prices mostly rose, with WTI crude oil increasing by 8.6% to $98.7 per barrel, while precious metals like gold and silver saw declines of 2.3% and 4.6% respectively [46][53] Group 3 - The U.S. CPI for February matched expectations at 2.4% year-on-year, with a slight month-on-month increase of 0.3% [93] - Real disposable income in the U.S. rose significantly by 0.7% in January, primarily due to tax refunds [95] - The JOLT job openings for January were reported at 6.946 million, exceeding expectations of 6.75 million, indicating a strong labor market [100]