BoJ: April hike expected after soft data – Danske Bank.BoJ: April hike expected after soft data – Danske Bank

Germany March flash manufacturing PMI 51.7 vs 49.5 expected.“March's flash data show the first impacts of the war in the Middle East on growth, demand, business confidence and, perhaps most notably, prices.

Germany HCOB Composite PMI came in at 51.9, above forecasts (51.8) in March.Germany HCOB Composite PMI came in at 51.9, above forecasts (51.8) in March

Soaring offshore FX swaps signal anxiety over Indian rupee outlook.The gap between offshore swaps used to wager on India's policy rates and those that reflect the cost of hedging against a weaker rupee is ​widening, hinting at worries over the currency's outlook as the Iran war threatens the ‌net energy importer.

Iran's Supreme Leader reportedly agreed to negotiate with the US and reach an agreement.Yedioth Ahronoth, Israel's largest paid newspaper, reports that Iran's foreign minister Araghchi secretely informed Netanyahu of Mojtaba Khamenei's approval for negotiations and that the Supreme Leader has agreed to negotiate with the US and reach an agreement, according to sources.

Brent: Volatile swings on Iran headlines – Deutsche Bank.Brent: Volatile swings on Iran headlines – Deutsche Bank

Oil Price Forecast: WTI Rebounds After 10% Drop as Iran Tensions Revive Supply Risks.Oil prices rebound as Iran rejects talks, bringing supply fears back into focus and keeping markets volatile amid ongoing risks around the Strait of Hormuz.

Markets Today: Oil surges as Iran denial sours market sentiment, Japan inflation near 4-year lows. FTSE eyes 10000 psychological level.Geopolitical tensions return after Iran denies US talks, sending oil up 4% and Asian markets tumbling. European shares eye a lower open as the dollar strengthens on safe-haven demand and diminished rate-cut hopes.

BoJ's Ueda: Inflation to rise moderately, food tax cut impact limited.BoJ Governor Kazuo Ueda said underlying inflation in Japan is expected to “accelerate moderately”, supported by a tight labor market and evolving corporate pricing behavior. He emphasized that firms are becoming more active in wage and price setting, sustaining a cycle in which wages and prices rise in tandem despite near-term distortions.

The market mood picks up again as we get into European morning trade.The dollar has seen gains ease while US futures have swung back into positive territory now. The latest reported rumour comes from Al Arabiya, in citing their sources to say that incumbent Iran leader Mojtaba Khamenei has agreed to negotiate with the US on an agreement.

What a Difference One Tweet Makes.What a difference one tweet makes. US President Trump claimed he had very good and productive talks with Iran and ordered a five-day pause in military strikes.

Natural Gas and Oil Forecast: WTI Plunges 10% – Will the Hormuz Risk Return?.WTI Crude nosedives 10% as geopolitical premiums vanish. Will the $90 support hold against record US production, or is a drop to $70 next?

AUD/JPY Price Forecast: Falls to near 111.00 near lower ascending channel boundary.AUD/JPY Price Forecast: Falls to near 111.00 near lower ascending channel boundary

GBP/JPY flat lines below 213.00; looks to UK PMIs for fresh impetus.GBP/JPY flat lines below 213.00; looks to UK PMIs for fresh impetus

US Dollar Index holds gains near 99.50 due to Iran conflict uncertainty.US Dollar Index holds gains near 99.50 due to Iran conflict uncertainty

Australian Dollar Forecast: Will the 0.6910 Floor Hold Amidst Risk-Off War Fears?.AUD/USD breaks below 0.7000 on March 24, 2026, as Middle East war risks and USD safe-haven demand override a hawkish 4.10% RBA rate. Discover if the 0.6910 support can hold the bearish trendline breakdown.

Oil: Higher conflict-driven baseline holds – TD Securities.Oil: Higher conflict-driven baseline holds – TD Securities

Fed: War fog clouds rate path – BNY.Fed: War fog clouds rate path – BNY

JPY: Disinflation tempers energy shock – Commerzbank.JPY: Disinflation tempers energy shock – Commerzbank

BoJ's Ueda says to expect underlying inflation to accelerate moderately.BoJ's Ueda says to expect underlying inflation to accelerate moderately

Goldman Sachs slashes India growth forecast, warns currency strain will force rate hike.Goldman Sachs has pared its growth estimate for India for 2026, while forecasting a 50 basis points hike in policy ​rates as the South Asian economy contends with sharp ‌depreciation in its currency.

Dollar Resilient as ‘Trust Gap' Offsets Peace Pivot.Dollar remained resilient as markets attempted to price in a tentative “peace pivot”, but with skepticism over its credibility limiting any sustained risk rally. Asian equities opened higher following the rebound in US markets overnight, but gains were modest, with major indexes recovering only about half of the previous day's losses.

Japan says to release about one-month supply of crude oil reserves next.This is scheduled to begin on 26 March, so the Japanese government is mainly offering confirmation on the total figure. As a reminder, Japan had already released about 15 days' worth of reserves from the private sector on 16 March.

India HSBC Composite PMI fell from previous 58.9 to 56.5 in March.India HSBC Composite PMI fell from previous 58.9 to 56.5 in March

India HSBC Services PMI: 57.2 (March) vs previous 58.1.India HSBC Services PMI: 57.2 (March) vs previous 58.1

India HSBC Manufacturing PMI down to 53.8 in March from previous 56.9.India HSBC Manufacturing PMI down to 53.8 in March from previous 56.9

USD/JPY Price Forecast: Rises to 158.75-158.80 area; 200-EMA on H4 holds the key for bulls.USD/JPY Price Forecast: Rises to 158.75-158.80 area; 200-EMA on H4 holds the key for bulls

EUR/JPY Price Forecast: Softens below 184.00 on Middle East tensions but holds above key 100-day EMA.EUR/JPY Price Forecast: Softens below 184.00 on Middle East tensions but holds above key 100-day EMA

investingLive Asia-Pacific FX news wrap: Oil rebounds after sharp drop.Oil prices clawed back part of the prior session's sharp losses, which had followed US President Donald Trump's decision to delay planned strikes on Iranian energy infrastructure after describing talks with Tehran as “productive.” However, Iran denied any negotiations had taken place, calling the reports false, while the rebound in crude was also supported by fresh headlines of strikes on gas-related facilities in Isfahan.

Australian Dollar underperforms as Iran pushes back hopes of peace talks.Australian Dollar underperforms as Iran pushes back hopes of peace talks