U.S. to delay weapons deliveries to Europe as Iran war strains stockpiles.The U.S. is warning European allies of likely weapons delivery delays as the Iran war strains already stretched defence stockpiles, with competing demands from Ukraine, Israel, and Gulf missile defence adding pressure.

China: Growth beat overshadowed by weak demand – TD Securities.China: Growth beat overshadowed by weak demand – TD Securities

Economic and event calendar in Asia Friday, April 17, 2026 - New Zealand data.The data from New Zealand is all that is on the calendar. These are unlikely to move the kiwi too much upon release.

South Korea: Trade shock risks for Won – BNY.South Korea: Trade shock risks for Won – BNY

WTI and Brent Oil bounce with US-Iran news still awaited – What's next? Intraday Analysis.WTI and Brent Oil update: Energy markets navigate complex supply dynamics as the ongoing pricing of a US-Iran peace deal fuels a frantic equity rally. While stock markets surge, crude oil faces a massive disconnect between real-world physical demand and futures pricing, marked by steep backwardation and regional supply shortages in Asia.

CNY: Chinese data support modest currency strength – Danske Bank.CNY: Chinese data support modest currency strength – Danske Bank

US Dollar Short-term Outlook: USD Snaps 5-Day Losing Streak—Recovery Test Ahead.The US Dollar is attempting to stabilize after a sharp multi-day decline, with price rebounding from a key support zone within a broader downtrend. The move marks an early attempt at recovery, but the underlying structure remains fragile as the index approaches initial resistance.

Carry trade: War-driven gains question durability – Commerzbank.Carry trade: War-driven gains question durability – Commerzbank

Trump says the US is close to a deal with Iran.Trump says the US is close to a deal with Iran

Japanese Yen Forecast: USD/JPY Consolidation Masks Rising Intervention Risks.With headlines out of the Middle East seemingly trending in the right direction (for today at least!), traders are refocusing on more traditional market drivers like economic data and policy decisions.

Germany: Recovery risks from energy shock – Deutsche Bank.Germany: Recovery risks from energy shock – Deutsche Bank

Pound Sterling Price News and Forecast: Slips as strong US jobs data offsets upbeat risk mood.Pound Sterling Price News and Forecast: Slips as strong US jobs data offsets upbeat risk mood

Exclusive: Kenya requests World Bank funds to cushion Iran war shock, central bank chief says.Kenya has requested rapid financial support ​from the World Bank to help ‌it manage the shocks from the eruption of war in Iran, its central bank governor ​told Reuters on Thursday.

World Bank plans up to $2 billion guarantee to help Argentina refinance debt.The World Bank Group said ​on Thursday it is working on ‌a guarantee of up to $2 billion to help refinance “a relevant portion of Argentina's debt.”

WTI Oil rebounds as Strait of Hormuz disruptions temper US-Iran peace optimism.WTI Oil rebounds as Strait of Hormuz disruptions temper US-Iran peace optimism

United States 4-Week Bill Auction climbed from previous 3.56% to 3.595%.United States 4-Week Bill Auction climbed from previous 3.56% to 3.595%

Natural Gas Price Forecast: Support Holds as Wedge Tightens.Natural gas holds key trendline support while forming a tightening wedge pattern, with price action approaching critical resistance and downside risk still present below $2.56.

USD/JPY edges higher as geopolitical risks and policy divergence support the US Dollar.USD/JPY edges higher as geopolitical risks and policy divergence support the US Dollar

Fed's Miran: I favor three, maybe four cuts this year.Fed's Miran: I favor three, maybe four cuts this year

Colombia Retail Sales (YoY) registered at 10.9% above expectations (9.8%) in February.Colombia Retail Sales (YoY) registered at 10.9% above expectations (9.8%) in February

India: Price pressures and rupee controls – DBS.India: Price pressures and rupee controls – DBS

Fed's Williams: War shock is about prices, but also unavailable commodities.Fed's Williams: War shock is about prices, but also unavailable commodities

Fed's Williams: Energy Shock Inflation and Growth Risks “Have Begun to Play Out Already”.New York Fed President John Williams warned that rising energy prices are already feeding into inflation, as the Iran War pushed up costs across the economy. He noted that “developments in the Middle East are driving significant increases in energy prices,” with effects now visible not only in fuel but also in airfares, groceries, and other consumer goods.

Exclusive: India's RBI asks state oil refiners to curb spot dollar buying, sources say.India's ​central bank has urged state-run oil refiners to curb spot dollar purchases and tap a special ‌credit line for their foreign exchange needs, three sources said, reviving measures used earlier in the Ukraine war to ease pressure on the rupee.

Latin America: Diverging central bank paths – BNP Paribas.Latin America: Diverging central bank paths – BNP Paribas

The US Dollar is stalls as the world awaits Ceasefire news – DXY Outlook.US Dollar (DXY) update: The Dollar Index edges higher as Crude Oil halts its downside move, keeping broader markets in anticipation. Even as stock markets push higher independently of Black Gold, oil remains the ultimate barometer for currency traders navigating the potential for a historic Middle East peace resolution.

United Kingdom NIESR GDP Estimate (3M) climbed from previous 0.3% to 0.6% in March.United Kingdom NIESR GDP Estimate (3M) climbed from previous 0.3% to 0.6% in March

USD Index: Bears Take a Breather Above New Multi-Week Low.The dollar edged higher on Thursday as traders booked profits from the recent fall, which accelerated in past three sessions and hit the lowest since late February.

USD/JPY: Intervention risk versus hedge overhang – BNY.USD/JPY: Intervention risk versus hedge overhang – BNY

Risk Appetite Holds Firm Near Highs as ECB Pushback Caps Euro, Aussie Outperforms.Risk sentiment remains firm, but momentum is no longer accelerating. Markets are holding near recent highs as optimism over Middle East de-escalation continues to underpin sentiment, with US futures pointing to another strong open and the potential for fresh record highs in the S&P 500.