Natural Gas and Oil Forecast: Oil Volatility Roars as Strait of Hormuz Risks Persist – Can Bulls Break the $105 Barrier?.WTI Crude rebounds from $91 support as buyers defend the long-term ascending trendline. Discover why a higher-low structure could signal a recovery toward $105.

First Light News: Markets on Edge Ahead of Weekend Peace Talks.The US March CPI report makes the airwaves today at 12:30 pm GMT and will be widely watched.

Pound dips but set for biggest weekly rise since January on Iran hopes.The pound fell slightly on Friday but was still set for its biggest weekly increase in three months after the U.S.-Iran ceasefire raised hopes ​for an end to a conflict that has sent energy prices soaring ‌and threatened global growth.

BRL: Hawkish tilt and supported real – Commerzbank.BRL: Hawkish tilt and supported real – Commerzbank

Natural Gas News: Futures Test 7-Month Low as Weather, Inventory Weigh.Natural gas futures hit a 7-month low as a bearish EIA storage report, rising inventory, and warm weather weaken demand and keep market pressure intact.

Italy Industrial Output s.a. (MoM) below forecasts (0.5%) in February: Actual (0.1%).Italy Industrial Output s.a. (MoM) below forecasts (0.5%) in February: Actual (0.1%)

Commodity Currencies on the Rise: Market Focus Shifts to US and Canadian Data.Commodity-linked currencies continue to strengthen, while the US dollar remains under pressure amid easing geopolitical tensions and a shift in investor preference towards riskier assets. Reports of a temporary ceasefire between the US and Iran have helped stabilise sentiment and reduced demand for safe-haven assets, supporting currencies sensitive to the global economic cycle, including the Australian and Canadian dollars.

Intraday Analysis 10.04.2026.Our intraday forex analysis includes USDJPY analysis, EURGBP, and NAS 100, highlighting key support and resistance levels for each pair. EURGBP stuck sideways Our EURGBP analysis shows The Euro looks poised to halt its slide as price action continues to consolidate.

AUD/JPY remains subdued near 112.50 due to risk-off mood.AUD/JPY remains subdued near 112.50 due to risk-off mood

GBP/JPY advances to fresh two-month high, eyes 214.00 as Middle East risks hit JPY.GBP/JPY advances to fresh two-month high, eyes 214.00 as Middle East risks hit JPY

Brent: Supported near 96 as Hormuz traffic stalls – Danske Bank.Brent: Supported near 96 as Hormuz traffic stalls – Danske Bank

Here's why the Nigerian naira is gaining against the US dollar.The Nigerian naira has done relatively well this year, despite the recent sell-off in emerging markets currencies amid the US war against Iran. The USD/NGN exchange rate dropped to 1,358 on April 10, down by 20% from its highest point in 2024.

US Inflation Data Provides First ‘Hard' Evidence on Economic Fall-out from the Conflict.Markets yesterday were looking for a new short-term equilibrium/new starting point as a next phase in the Middle East conflict had started. Earlier this week markets were pushed back and forth by consecutive U-turns as the war between the US and Iran unfolded.

CAD: Jobs data and BoC stance guide Loonie – ING.CAD: Jobs data and BoC stance guide Loonie – ING

Austria Industrial Production (YoY) increased to 1.1% in February from previous 0.3%.Austria Industrial Production (YoY) increased to 1.1% in February from previous 0.3%

Middle East Tensions Weigh on Markets as Inflation Data Takes Focus.The most important US data release of the week will be the March flash CPI this afternoon. We expect headline inflation to pick up to +0.9% m/m SA and 3.3% y/y (Feb: +0.3% m/m SA & 2.4% y/y) due to higher energy prices.

USD: Oil shock, inflation risks and Fed path – Commerzbank.USD: Oil shock, inflation risks and Fed path – Commerzbank

Sweden Industrial Production Value (YoY) increased to 7% in February from previous 1.9%.Sweden Industrial Production Value (YoY) increased to 7% in February from previous 1.9%

US CPI Surge Expected, but Pass-Through Speed and Inflation Expectations Key for Fed.A sharp rise in US CPI is all but certain, with March inflation expected to accelerate from 2.4% yoy to 3.4% yoy on the back of a oil-driven energy shock. But markets are already looking beyond the headline number today.

US Dollar Index holds gains near 99.00 ahead of CPI data.US Dollar Index holds gains near 99.00 ahead of CPI data

Netherlands, The Manufacturing Output (MoM) dipped from previous 0.4% to -1.3% in February.Netherlands, The Manufacturing Output (MoM) dipped from previous 0.4% to -1.3% in February

EUR/JPY Price Forecast: Eyes upper ascending channel boundary near 186.50.EUR/JPY Price Forecast: Eyes upper ascending channel boundary near 186.50

US CPI inflation set to jump sharply in March, driven by higher energy prices.US CPI inflation set to jump sharply in March, driven by higher energy prices

Indonesia Consumer Confidence down to 122.9 in March from previous 125.2.Indonesia Consumer Confidence down to 122.9 in March from previous 125.2

Canadian Dollar declines as oil prices ease, US Dollar gains.Canadian Dollar declines as oil prices ease, US Dollar gains

China PPI Turns Positive for First Time Since 2022 as CPI Softens.China's producer prices rose from -0.9% yoy to 0.5% yoy in March, marking the first positive reading since September 2022 and ending a prolonged period of factory-gate deflation. The rebound was driven largely by energy-linked sectors, with non-ferrous metal mining surging 36.4% and smelting rising 22.4%, as higher oil prices pushed up input costs.

Australia seeks fuel security in Singapore as Hormuz disruption hits supply.Australia is intensifying efforts to secure fuel supplies as the disruption to global energy flows caused by the Middle East conflict exposes the country's heavy reliance on imported refined products.

Rupee to contend with fading RBI rule-linked flows, costly oil.The Indian rupee on Friday will have to contend with the likely drying up of flows that the central ​bank's directive had drawn in to support it, and ‌with oil prices remaining high.

BoJ's Himino Sees No Stagflation Yet, Warns of Oil-Driven Policy Dilemma.Bank of Japan Deputy Governor Ryozo Himino said Japan is not currently facing stagflation, noting that inflation is moving around the 2% target while the economy continues to grow above potential. His remarks reinforce the view that underlying conditions remain broadly stable despite rising global uncertainties.

Japan wholesale inflation jumps as BOJ flags stagflation risk from oil shock.Japan's wholesale inflation surge highlights rising cost pressures, with the BoJ warning of potential stagflation risks amid the Iran-driven energy shock.