Oil: Blockade keeps upside inflation risks elevated – MUFG.Oil: Blockade keeps upside inflation risks elevated – MUFG

USD/JPY slips as US-Iran talks bolster risk appetite, BoJ stance limits upside.USD/JPY slips as US-Iran talks bolster risk appetite, BoJ stance limits upside

NOK: Re‑rating seen largely complete after strong run – BNY.NOK: Re‑rating seen largely complete after strong run – BNY

Dollar Eases as US–Iran Talk Hopes Rise, Markets on Guard for Weekend Risk.Dollar is paring back some of this week's gains as tentative optimism emerges around a possible revival in US–Iran peace talks. The shift in sentiment is modest but notable, with traders dialing down some defensive positioning built earlier in the week.

Russia's Nabiullina on central bank rate cut and economic outlook.Russian Central Bank Governor Elvira Nabiullina addressed a press conference on Friday after the central bank cut its key rate by 50 basis points to 14.5%.

Canada Retail Sales Rise 0.7% in February, Miss Expectations Despite Broad Gains.Canada's retail sales rose 0.7% mom to CAD 72.1B in February, falling short of expectations for a 0.9% increase but still marking a solid gain after recent softness. The advance was relatively broad-based, with sales increasing in seven of nine subsectors.

Polish PM not satisfied with EU talks on energy prices.Polish Prime Minister Donald ​Tusk said he ‌was not satisfied with European Union ​talks on ​energy prices which have ⁠risen sharply due ​to the conflict ​in the Middle East.

AUD/JPY Forecast: Aussie Dollar Pressures Yen - 24 April 2026.AUD/JPY remains bullish as carry trade demand and RBA strength support the pair, with 114.50 as the key breakout level and 112 as major support.

GBP: Retail surprise tempers Pound outlook – TD Securities.GBP: Retail surprise tempers Pound outlook – TD Securities

Mexico Jobless Rate s.a climbed from previous 2.7% to 2.8% in March.Mexico Jobless Rate s.a climbed from previous 2.7% to 2.8% in March

Mexico Jobless Rate came in at 2.4%, below expectations (2.5%) in March.Mexico Jobless Rate came in at 2.4%, below expectations (2.5%) in March

USD/JPY Forecast: US Dollar Finds a Ceiling - 24 April 2026.USD/JPY remains capped near 160, but the broader bias still favors buying dips while 158 support holds and yield differentials favor the dollar.

USD/JPY: BoJ stance risks renewed Yen slide – MUFG.USD/JPY: BoJ stance risks renewed Yen slide – MUFG

Oil: Tight gas outlook and conflict risks support prices – BNY.Oil: Tight gas outlook and conflict risks support prices – BNY

Weekly Recap: Dollar, Crude Oil and S&P500 Continues Their Growth.The US dollar has continued its advance amid a reduced likelihood of de-escalation in the Middle East conflict. The US has ruled out military action and intends to deprive Iran of oil revenues by blocking the Strait of Hormuz.

investingLive European FX news wrap: Risk sentiment improves on expected US-Iran talks.As it's been the case since Trump took office, the European session has been mostly rangebound with limited news flow. On the economic data side, the UK retail sales report beat estimates, although the bulk of it came from higher fuel sales.

Dollar Gaining Ground, Mirroring the 2022 Pattern.The US dollar has strengthened over five of the last six sessions, driven by increased demand for safe-haven assets and investor confidence that the US economy will fare better than the rest of the world. Purchasing Managers' Indexes showed clear signs of stagflation, with price indices rising, while overall business activity is slowing.

Pound edges higher but set for weekly loss amid Middle East tensions.The British pound rose marginally against the US dollar on Friday but remained on track for a weekly loss, as geopolitical uncertainty and cautious market sentiment continued to weigh on currency movements. Sterling was up 0.1% at $1.348, as broader foreign exchange markets remained largely range-bound.

ECB's Kazimir: A slight ECB rate increase might be necessary.ECB's Kazimir: A slight ECB rate increase might be necessary

US Dollar Index (DXY) holds gains near 99.00 as geopolitical tensions grow.US Dollar Index (DXY) holds gains near 99.00 as geopolitical tensions grow

Rupee logs steepest weekly drop in over three years as Iran war worries resurface.The Indian rupee ​declined in all five trading ​sessions to log its steepest week-on-week loss since September 2022, ​as worries over the fragility of a U.S.-Iran ceasefire and disrupted energy flows sparked a renewed surge in oil prices.

Sterling edges up but heads for weekly loss as Iran tensions overshadow UK data.The British pound rose slightly against the dollar on Friday but was headed for a weekly loss, as traders kept an eye on stalled peace ​negotiations between the U.S. and Iran while some strong UK retail data ‌barely moved the needle.

USD/JPY: Higher range capped below 160.05 – UOB.USD/JPY: Higher range capped below 160.05 – UOB

EUR/JPY edges higher as policy caution, Middle East war temper Yen strength.EUR/JPY edges higher as policy caution, Middle East war temper Yen strength

DXY: Fed repricing supports US currency – Deutsche Bank.DXY: Fed repricing supports US currency – Deutsche Bank

Risk sentiment stays on edge as US-Iran stalemate drags on.Oil prices may be holding firmer in pushing higher this week but overall risk sentiment is keeping on edge as investors are still holding out hope that there will be some positive news to come. Considering that oil prices are up about 17% on the week, the S&P 500 is down only 0.3% and Nasdaq down by just 0.1%.

Take Five: Lots of talk, lots of tech.Next week combines the big three obsessions for investors right now - the war in Iran, the path of interest rates and the AI boom.

USD: Cautious tone into weekend – ING.USD: Cautious tone into weekend – ING

ECB: Hawkish hold and June options – Nordea.ECB: Hawkish hold and June options – Nordea

China FDI - Foreign Direct Investment (YTD) (YoY) declined to -7.3% in March from previous -5.7%.China FDI - Foreign Direct Investment (YTD) (YoY) declined to -7.3% in March from previous -5.7%