Iran Pres. frames cease-fire as strength, not surrender.Summary: Iran is positioning the cease-fire as a calculated and unified strategic win—not a concession. The leadership is reinforcing that its actions were defensive, coordinated at the highest levels, and grounded in long-term national interests, signaling strength while avoiding broader conflict.

US treasury to sell $22 billion of 30 year bonds at the top of the hour.Today's USD 22bln 30-year bond auction will be watched closely after the prior sale stopped at a high yield of 4.871%, which was above the six-auction average of 4.745%. The last auction showed a tail of -0.7bps, better than the -0.3bps six-auction average, while the bid-to-cover came in at 2.45x, a touch above the 2.42x average, pointing to solid overall demand.

Oil Prices Near $100 Leave Markets Waiting on Middle East Clarity.Oil prices and Nasdaq volatility are back in focus as geopolitical tensions in the Middle East keep markets in a holding pattern. Fawad Razaqzada, Market Analyst at FOREX.com, explains how Brent crude near $100 is shaping risk sentiment, why equities remain resilient, and what key scenarios could drive the next move in oil and stocks.

U.S. Dollar Retreats As GDP Growth Rate Misses Estimates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency is losing ground as demand for safe-haven assets declines.

USD/JPY Price analysis: PCE inflation and resilient US data reinforce USD strength.USD/JPY Price analysis: PCE inflation and resilient US data reinforce USD strength

Canadian Dollar rebounds, but is the ceasefire rally already fading?.Canadian Dollar rebounds, but is the ceasefire rally already fading?

US CPI Preview: US dollar index (DXY) at a critical crossroads ahead of looming CPI spike.DXY tests a critical technical support ("Golden Cross") near 98.50, constrained by volatile geopolitics and the looming CPI report, expected to show a massive 1.0% surge due to energy costs (pain at the pump).

United States 4-Week Bill Auction dipped from previous 3.62% to 3.56%.United States 4-Week Bill Auction dipped from previous 3.62% to 3.56%

European rates: Pricing disconnect persists – BNY.European rates: Pricing disconnect persists – BNY

Oil just doesn't want to correct with persistent Ceasefire uncertainty – WTI Technical analysis.WTI Oil Update: Crude Oil remains on edge as initial relief from a two-week US-Iran ceasefire quickly fades. After a sharp gap lower from $118 to $92, WTI Crude is grinding back above the critical $100 level amid conflicting diplomatic narratives and headline-driven volatility.

USD: Dual Fed risks and ceasefire volatility – ING.USD: Dual Fed risks and ceasefire volatility – ING

United States EIA Natural Gas Storage Change above expectations (41B) in April 3: Actual (50B).United States EIA Natural Gas Storage Change above expectations (41B) in April 3: Actual (50B)

IMF's Georgieva: Central banks should hike rates if inflation expectations de-anchor.IMF's Georgieva: Central banks should hike rates if inflation expectations de-anchor

United States Wholesale Inventories above expectations (-0.2%) in February: Actual (0.8%).United States Wholesale Inventories above expectations (-0.2%) in February: Actual (0.8%)

US: Labor data volatility clouds Fed path – Commerzbank.US: Labor data volatility clouds Fed path – Commerzbank

US: Consumer Spending Remained Soft in February.Personal income edged lower by 0.1% month-over-month (m/m) in February, coming in below market expectations for a 0.3% gain. Adjusting for taxes and transfers, disposable income also declined by 0.1%, following a strong gain in January that was due to the annual cost-of-living adjustment for social security benefits.

Brent Oil Stalls at $100 Ahead of Islamabad Talks, $80 or $110+ Next?.Global markets have shifted from ceasefire euphoria to cautious consolidation, with Brent oil recovering from initial selloff and stabilizing at around $100, as traders await clarity from high-stakes talks in Islamabad. The initial relief rally in stocks has also stalled quickly, highlighting skepticism that the current truce can deliver a lasting de-escalation.

USD/JPY: BoJ stance and weak Japan confidence – BNY.USD/JPY: BoJ stance and weak Japan confidence – BNY

Sterling edges up as Middle East tensions steer market sentiment.The British pound edged higher against the US dollar on Thursday, retaining most of the gains recorded in the previous session following a ceasefire agreement between the United States and Iran. However, uncertainty surrounding the durability of the deal limited further upside in sterling.

USD: Recovery relies on risk aversion – MUFG.USD: Recovery relies on risk aversion – MUFG

Russia Central Bank Reserves $ down to $767.5B from previous $775.4B.Russia Central Bank Reserves $ down to $767.5B from previous $775.4B

Brazil to appeal court ruling suspending oil export tax, says minister.Brazil's government ​will appeal a ‌court ruling that suspended an oil export ​tax for ​some companies, Mines and ⁠Energy Minister ​Alexandre Silveira told ​Reuters on Thursday.

US Core PCE Inflation Eases Slightly to 3% in February.In February, US personal income fell -0.1% mom, or USD 18.2B, undershooting expectations of 0.3% growth. In contrast, personal spending rose 0.5% mom, or USD 103.2B, in line with forecasts, pointing to continued consumption strength despite weaker income dynamics.

US GDP expands at annual rate of 0.5% in Q4 vs 0.7% expected.US GDP expands at annual rate of 0.5% in Q4 vs 0.7% expected

US Initial Jobless Claims Rise but Continuing Claims Signal Labor Market Resilience.US initial jobless claims rose from 203k to 219k in the week ending April 3, coming in above expectations of 210k and pointing to a modest pickup in layoffs. The four-week moving average also edged higher by 1.5k to 209.5k, suggesting some softening at the margin in labor market conditions.

US initial jobless claims 219K vs 210K estimate.Initial jobless claims area a weekly report of the US Department of the number of individuals filing for unemployment insurance for the first time. As a key leading indicator, this data signals changes in the labor market, impacting financial markets and helping forecast unemployment rates

NZD: RBNZ warns on upside inflation risks – BNY.NZD: RBNZ warns on upside inflation risks – BNY

investingLive European markets wrap: Oil prices bounce on fragile US-Iran truce.The US camp is eyeing some positive news from talks tomorrow but Iran is continuing to reaffirm that negotiations are not quite in good faith as the ceasefire agreement has already been violated. Only time will tell if we will see any positive developments ahead of the weekend now.

Mexico Headline Inflation below forecasts (0.88%) in March: Actual (0.86%).Mexico Headline Inflation below forecasts (0.88%) in March: Actual (0.86%)

JPY: Investor flows signal shifting bond appetite – MUFG.JPY: Investor flows signal shifting bond appetite – MUFG