Israeli Security Cabinet to discuss possible ceasefire between Israel and Lebanon — Reuters.Israeli Security Cabinet to discuss possible ceasefire between Israel and Lebanon — Reuters

A very surprising run to all-time highs – North American Session Market Wrap for April 15.April 15th, 2026 North-American Session Recap – Markets reach all-time highs in a surprising explosion as Traders price in very optimistic results ahead of tomorrow's US-Iran negotiations. Check up the latest trends and developments, daily asset and FX performance, what changed fundamentally and what's coming up in the session ahead.

US ramps up Iran pressure as officials warn blockade impact could take months.US officials warn Iran may take months to yield under a naval blockade, despite Trump saying the war is near an end, with talks stalled and demands on uranium enrichment still far apart.

Australia unemployment rate expected to remain unchanged at 4.3% in March.Australia unemployment rate expected to remain unchanged at 4.3% in March

Economic calendar in Asia Thursday, April 16. Australian jobs, China GDP & eco activity.China's first-quarter GDP is expected to show a modest pickup in growth, supported by resilient exports, though the outlook for the remainder of 2026 is increasingly clouded by external risks and weak domestic demand.

Natural Gas Price Forecast: Bearish Momentum Builds Below Key Support.Natural gas confirms a bearish trend reversal below key support, with momentum favoring further downside, though a developing wedge pattern introduces potential for increased volatility.

United States Net Long-Term TIC Flows registered at $58.6B above expectations ($36.6B) in February.United States Net Long-Term TIC Flows registered at $58.6B above expectations ($36.6B) in February

China: Structural export strength and chip constraints – Standard Chartered.China: Structural export strength and chip constraints – Standard Chartered

Fed's Musalem: Easing tariff impact will help lower inflation.Fed's Musalem: Easing tariff impact will help lower inflation

IMF says Bank of Japan can see through inflationary shock from Iran war.The Bank of Japan can see through inflationary pressures from the war in the Middle East as any second-round effects on broader prices will be limited, Rahul Anand, the International Monetary Fund's mission chief for Japan, told Reuters on Wednesday.

SGD: Policy-induced appreciation to counter inflation – DBS.SGD: Policy-induced appreciation to counter inflation – DBS

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Prices Move Lower As Traders Focus On Ceasefire Extension.According to recent reports, U.S. and Iran may extend ceasefire by two weeks.

USD/JPY steady below 160.00 amid Japan intervention risks.USD/JPY steady below 160.00 amid Japan intervention risks

KRW: Tech cycle and NPS hedging shift back bullish case – MUFG.KRW: Tech cycle and NPS hedging shift back bullish case – MUFG

BoE's Bailey says progress on global stablecoin standards has slowed.Bank of England Governor Andrew Bailey said on Wednesday that progress on establishing ​international standards for so-called stablecoins, cryptoassets which ‌are pegged to a fiat currency such as the dollar, had slowed over the last year.

China: Import strength offsets export cooling – UOB.China: Import strength offsets export cooling – UOB

WTI Oil holds steady as US troop buildup, Iran talks keep prices in balance.WTI Oil holds steady as US troop buildup, Iran talks keep prices in balance

U.S. Dollar Moves Lower As Builder Sentiment Falls: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency moved lower as traders focused on the weak NAHB Housing Market Index report.

Crude Oil Analysis: WTI remains weak below the $90 level.Recent sessions have been challenging for WTI crude, which had shown strength just weeks ago. Over the last six trading sessions, the price has declined by more than 15%, not only falling below the $100 level, but also remaining below the key psychological level of $90 per barrel.

ECB's Nagel: As long as Hormuz is not resolved, the danger of higher inflation rises.ECB's Nagel: As long as Hormuz is not resolved, the danger of higher inflation rises

ECB to warn bankers about new Anthropic model risks, source says.European Central Bank supervisors are set to warn bankers ​about the risks posed by ‌Anthropic's new artificial intelligence model that might supercharge cyberattacks, one source familiar ​with the situation told Reuters.

Oil: Supply shock sustains inflation risks – Rabobank.Oil: Supply shock sustains inflation risks – Rabobank

ASEAN-6: Differentiated tightening paths after energy shock – DBS.ASEAN-6: Differentiated tightening paths after energy shock – DBS

Eurozone: Downside risks for industry grow after war shock – ING.Eurozone: Downside risks for industry grow after war shock – ING

Ceasefire Brings Some Relief To Crude Prices – But Diplomatic Setbacks Keep Risks Elevated.Hopes for a lasting U.S.–Iran de-escalation took a hit over the weekend after direct talks between Washington and Tehran ended without an agreement. The failure to secure a deal leaves the truce – initially announced as a two‑week ceasefire – on increasingly fragile footing.

Fed May Not Look Through Supply Shocks This Time, Hammack Signals.The Federal Reserve may not be able to treat supply shocks as temporary this time, according to Beth Hammack, as the US enters the latest energy shock with inflation already elevated. While she reiterated that her baseline is for policy to remain on hold “for a good while,” she stressed that the current backdrop is fundamentally different.

USD/JPY: Lagging recovery with upside risk on catch-up – Scotiabank.USD/JPY: Lagging recovery with upside risk on catch-up – Scotiabank

Rumours Drive Oil Markets and Ignore the Facts.Prices are high, but do not reflect the full severity of the problems arising in the market. According to IEA estimates, oil and petroleum product flows through the Strait of Hormuz have fallen from 20 million to 3.8 million barrels per day.

Asia FX: Strong exports support selective outperformance – MUFG.Asia FX: Strong exports support selective outperformance – MUFG

Natural Gas Price Analysis – Natural Gas Continues to Languish.As the heating demand in the United States remains very low, natural gas simply has no real momentum to it, as the time of year is typically very weak.