Too Early to Price Out the War.The US sent a 15-point plan to Iran to end the war, which Iran publicly refused. They proposed alternative conditions instead and continued attacks in the region.

Norges Bank Expected to Hold Rate Steady Amid Middle East Uncertainty.In Norway, we expect Norges Bank (NB) to keep the policy rate unchanged at 4% at today's meeting, in line with market expectations. Due to the great uncertainty and fluctuations in financial factors related to the situation in the Middle East, we expect NB to signal an unchanged policy rate until there is more information about the development in energy prices and the consequences for inflation.

ECB's Nagel: April rate hike certainly an option.ECB's Nagel: April rate hike certainly an option

Natural Gas and Oil Forecast: Hormuz Risk Looms as Oil Seesaw Continues; Can Bulls Hold the Line $90?.Energy markets face “geopolitical whiplash” as WTI hovers near $92. Discover how the Strait of Hormuz crisis and US inventory shocks are driving oil volatility.

Aussie's Fertilizer Trap: Urea Price Explosion Squeezes AUD.The stalled US-Iran negotiations have shifted global “Fear Trade” focus toward the Strait of Hormuz's role as a critical fertilizer bottleneck. With 35% of global Urea exports at risk, benchmark prices have surged, creating a “pincer effect” for the Australian Dollar.

South Korea to raise fuel price cap but expand tax break to cushion blow from Iran conflict.South Korea will raise a cap on fuel prices effective Friday at midnight and expand fuel tax breaks to ease the burden on consumers dealing with the fallout from the U.S.-Israeli war on Iran, the government ​said on Thursday.

AUD/JPY stays near 111.00 as RBA Kent's comments support Australian Dollar.AUD/JPY stays near 111.00 as RBA Kent's comments support Australian Dollar

Netherlands, The Gross Domestic Product n.s.a (YoY) meets forecasts (1.8%) in 4Q.Netherlands, The Gross Domestic Product n.s.a (YoY) meets forecasts (1.8%) in 4Q

Hot Before the Iran Conflict: Why U.S. Inflation Was Already a Problem.Two data releases this week confirmed what traders feared: U.S. inflation was hot before Iran even happened.

WTI Price Forecast: Retakes $91.00 as bulls await breakout above 200-hour EMA.WTI Price Forecast: Retakes $91.00 as bulls await breakout above 200-hour EMA

Singapore Industrial Production (YoY) declined to -0.1% in February from previous 16.6%.Singapore Industrial Production (YoY) declined to -0.1% in February from previous 16.6%

Markets remain torn on what will become of the US-Iran conflict next.The market mood is not as bad as it was when we returned from the weekend. However, it is not as hyped up as what it was made out to be when US president Trump claimed "very productive" talks with Iran on Monday.

Japan shifts focus to oil in unorthodox scramble to talk up yen.Japan is weighing a controversial plan to arrest the yen's slide: stepping into oil futures markets, sources say, as long-standing policy tools lose traction ​against stubborn inflation pressures.

GBP/JPY holds above 213.00, eyes monthly high amid bearish JPY sentiment.GBP/JPY holds above 213.00, eyes monthly high amid bearish JPY sentiment

Australian Dollar moves little following RBA's Kent cautious remarks.Australian Dollar moves little following RBA's Kent cautious remarks

Crude Oil Prices Gain as Ceasefire Uncertainty Keeps Supply Risks in Focus.Oil prices rose on US-Iran tensions and supply risks at the Strait of Hormuz, while Iran's rejection of talks, disruptions to Russia's oil exports, and a surprise rise in US inventories kept the market volatile and uncertain.

investingLive Asia-Pacific FX news wrap: March towards a ground war continues.Oil prices continued to edge higher, with markets gradually rebuilding a geopolitical risk premium as tensions in the US-Iran conflict show signs of further escalation rather than resolution.

US small caps at key level as Iran, crude and rates converge.The Russell 2000 has rebounded in recent days on the back of declines in energy prices and Treasury yields, reinforcing that it remains a high-beta play on sentiment towards the US economic outlook, rather than simply a bet on AI like some of the larger cap US indices.

Japanese Yen hangs near YTD low vs. USD amid Middle East tensions, intervention fears.Japanese Yen hangs near YTD low vs. USD amid Middle East tensions, intervention fears

Pound Sterling moves little as uncertainty prevails over US-Iran peace talks.Pound Sterling moves little as uncertainty prevails over US-Iran peace talks

US President Trump: Iran is negotiating, wants to make a deal so badly.US President Trump: Iran is negotiating, wants to make a deal so badly

China EV exports jump 120% in February as global demand accelerates.China's vehicle exports surged at the start of 2026, driven by a sharp acceleration in electric vehicle shipments, reinforcing the country's growing dominance in global auto markets.

WTI consolidates around $90.50 as traders assess prospects of de-escalation in Middle East.WTI consolidates around $90.50 as traders assess prospects of de-escalation in Middle East

RBA Warns of ‘Restrictive' Shift: Why Rising Neutral Rates and Petrol Shocks Could Trigger More Hikes.RBA Assistant Governor Christopher Kent warned today that the prolonged Middle East conflict is pushing Australia's “neutral” interest rate higher, signaling a potentially more aggressive path for the cash rate. Despite global uncertainty usually cooling markets, Kent noted that persistent supply shocks in energy are forcing a “tighter stance of monetary policy” to prevent long-term inflation expectations from spiraling.

U.K. CPI Held Steady at 3.0% in February, War Inflation Risks Loom.The Office for National Statistics confirmed that the UK headline CPI remained unchanged at 3.0% in the twelve months to February, landing broadly in line with expectations. Core CPI edged higher to 3.2%, a signal that underlying domestic price pressures have not fully dissipated.

Japan Corporate Service Price Index (YoY) up to 2.7% in February from previous 2.6%.Japan Corporate Service Price Index (YoY) up to 2.7% in February from previous 2.6%

RBA's Kent: Middle East conflict poses inflation and economic risks.RBA's Kent: Middle East conflict poses inflation and economic risks

Trump-Xi meeting now set for May after delay tied to Iran conflict.The United States and China are set to resume high-level engagement next month, with President Donald Trump scheduled to meet Chinese President Xi Jinping in Beijing on May 14–15, marking a delayed but closely watched summit between the two leaders.

RBA warns prolonged Middle East war could hit growth, unmoor inflation expectations.A senior Australian central banker warned on Thursday that the longer the Middle East conflict drags on, the ​greater the economic damage will be and policymakers ‌need to ensure a surge in energy prices will not dislodge inflation expectations.

US Dollar Outlook: Bulls Resurface, Breakout on the Cards?.The US dollar is attempting to regain bullish momentum, supported by a sharp shift in futures positioning and improving technical structure on the daily chart. While near-term price action points to a potential breakout, longer-term charts continue to warn that any strength could prove corrective within a broader bearish cycle.