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```htmlGolden Ten Data, March 27｜Bank of America strategist Michael Hartnett stated that as the United States strives to avoid an economic recession, investors should buy consumer stocks to position themselves for a "policy-driven market rescue." In a client report, he noted that once the Middle East conflict concludes, President Trump is likely to promote measures that both protect American consumers from economic downturns and strengthen his voter support base. "We anticipate the emergence of policy initiatives to prevent recession," Hartnett said, adding that Trump is seeking a "post-war shift to address the burdens on people's livelihoods and the decline in approval ratings." He also mentioned that the government may introduce policies such as Universal Basic Income (UBI) to secure workers' incomes.```

```htmlGolden Ten Data reported on March 27 that Derek Halpenny, an analyst at Mitsubishi UFJ, stated in a report that if capital inflows into safe-haven assets increase due to the Iran conflict, the US dollar may strengthen further. He said: “If we are about to enter a period with higher risk aversion and the stock market experiences larger declines, then we expect the US dollar to strengthen further.” In such a scenario, trade terms and yield dynamics are unlikely to have much influence on currency movements. He noted that in a more severe scenario, if the price of Brent crude oil rises from the current $110 per barrel to a range between $120 and $160 per barrel, and the stock market suffers greater losses, the US Dollar Index might rise to around 105.```

Inventory is the “final answer” to supply and demand conflicts and the invisible engine behind price fluctuations. From visible to invisible, from cyclical to structural—how does inventory influence commodity prices? One infographic explains it all.