The trading circle is all guessing when the Federal Reserve will cut interest rates and whether the US stock market can reach new highs. But if the US truly copies the "Hormuz control model" to the Malacca Strait, all scripts will become invalid. Just think about it: if the core nodes of the global supply chain are forcibly disrupted, how high will oil prices soar? Will we still dare to look at inflation data? The Federal Reserve might not even dare to mention a rate cut! At that time, safe-haven assets will surge wildly, and currencies that rely on stable trade flows (including the US dollar) will experience intense volatility.