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Odaily Planet Daily reports that QCP Capital released a macro market analysis report, pointing out that Trump has postponed a new round of military strikes against Iran but will continue to maintain the blockade. After meeting with the Qatari Prime Minister on November 9, Trump stated a temporary suspension of military action, but significant differences remain between the two sides, and no agreement has been reached. Brent crude oil settlement price was $92.57 per barrel, down 5.85% in a single day, and then fell further, about 18% lower than the level on October 30. Regarding global monetary policy, the Reserve Bank of Australia raised rates to 4.85% with a 6 to 3 vote but removed the policy bias toward further rate hikes if necessary; the Bank of England raised rates to 4% with an 8 to 1 vote. The Bank of Canada and the Bank of Japan kept rates unchanged, but market pricing for rates in both countries has been lowered. Among them, Canadian employment decreased by 4,700 people, below the market expectation of an increase of 14,000; Japan's Nikkei 225 index fell 6%, and the yield on Japan's 2-year government bonds dropped by 12.8 basis points. In the AI industry, the U.S. Democratic Party won both houses of Congress and 5 governorships, and it is expected that 59% of the data center capacity currently planned to be built in the U.S. will face new restrictions or higher approval thresholds. In the crypto market, Strategy bought 1,036 BTC at a cost of $81.9 million, while also repurchasing $188.3 million worth of STRC preferred shares, with the repurchase scale about 2.3 times its Bitcoin purchase expenditure, funded by selling $283.8 million worth of MSTR stock. Additionally, from November 2 to 6, Bitcoin spot ETFs saw a cumulative net outflow of $1.2324 billion. QCP Capital finally pointed out that whether the oil price decline can continue to ease rate hike pressure, or whether the Iran negotiations deadlock will push inflation risk up again and prompt the Bank of Canada and the Bank of England to resume rate hikes first, remains a key issue for the market to watch next.