The First War Inflation Tests – Markets Weekly Outlook.What a rollercoaster week. It began with soaring optimism and ended with a brutal geopolitical reality check, capped off by a blockbuster jobs report dropped into an empty market.

EUR/JPY remains below 184.00 as traders price in BoJ rate hike odds.EUR/JPY remains below 184.00 as traders price in BoJ rate hike odds

AUD/JPY Price Forecast: Gains ground above 110.00 as mild bullish bias persists.AUD/JPY Price Forecast: Gains ground above 110.00 as mild bullish bias persists

US Dollar Index strengthens above 100.00 on upbeat US NFP, geopolitical risks.US Dollar Index strengthens above 100.00 on upbeat US NFP, geopolitical risks

WTI Price Forecast: Retreats from four-week high, slips below 104.00 despite supply risks.WTI Price Forecast: Retreats from four-week high, slips below 104.00 despite supply risks

Indian rupee, bonds await RBI verdict; guidance on liquidity, currency moves eyed.India's rupee and government bond markets this week will take cues from the Iran conflict and the Reserve Bank of India's monetary policy commentary, as investors gauge the impact of energy supply disruptions on the country's economy.

Asia markets brace for Trump's promised assault on Iranian infrastructure.Oil prices rose, bonds fell and stocks were ​mixed at the start of trading in Asia on Monday.

Dollar steady as traders fret about escalating Iran war.The dollar was steady on Monday, while the yen flirted with the crucial 160 per dollar level as nervous investors took ​stock of the escalating Iran war, with all eyes on the latest deadline from U.S. President Donald Trump to reopen Strait of Hormuz.

Australian Dollar softens on strong US jobs data, Middle East tensions.Australian Dollar softens on strong US jobs data, Middle East tensions

Japanese Yen holds steady amid US-Iran tensions.Japanese Yen holds steady amid US-Iran tensions

OPEC+ agrees to boost oil output in May amid global energy crisis.OPEC+ agrees to boost oil output in May amid global energy crisis

WTI rises to near $105.00 as Trump threatens to hit Iran infrastructure.WTI rises to near $105.00 as Trump threatens to hit Iran infrastructure

HUF Forecast: Hungary Election Seen Driving Forint Rally, Says Goldman.The Euro to Forint (EUR/HUF) exchange rate closed Friday near 384.72, little changed on the day but still well below last week's highs above 389.00 as the forint recovered ground into the weekend. Goldman Sachs says the April 12 Hungarian election could be a major turning point for the currency, with the key issue whether improved.

Week Ahead: Critical Inflation Test for Fed as Oil Price Shock Moves from Fear to Data.Markets enter the week facing a critical transition—from pricing geopolitical risk to measuring its economic impact—with US CPI set to test the Federal Reserve's policy path. With Brent crude holding above $100 through most of March following escalation in Iran conflict, upcoming data will act as a litmus test for second-round inflation effects.

Turkish policymakers defend steps; investors see rate hike possible.Turkey's central bank chief and finance minister have told investors they are confident in the ​steps taken to address the fallout from the Iran war, according to three meeting participants, who were left with the impression ‌that an interest rate hike was an option.

WTI Crude Oil Price Forecast as Trump's Ultimatum to Iran Nears - 05 April 2026.WTI crude reflects rising geopolitical risk and supply concerns. Price action shows strong momentum with signs of technical pressure.

Natural Gas News: Market Stays Bearish Despite LNG Supply Risks Abroad.Natural gas futures hit a five-week low as bearish market pressure builds. Rising inventory and record supply outweigh global LNG disruptions.

Week Ahead: Its Still Mostly about the War.The Middle East war remains the dominant fundamental condition. There continues to be some indication that market participants are hopeful of a resolution soon.

IMF urges BOJ to keep raising rates even as Iran war poses new risks.The International Monetary Fund urged the ‌Bank of Japan to continue raising interest rates, even as the Middle East war posed "significant new risks" to the country's economic outlook.

United Kingdom CFTC GBP NC Net Positions up to £-52.7K from previous £-58.4K.United Kingdom CFTC GBP NC Net Positions up to £-52.7K from previous £-58.4K

United States CFTC Oil NC Net Positions fell from previous 233.6K to 213.5K.United States CFTC Oil NC Net Positions fell from previous 233.6K to 213.5K

Eurozone CFTC EUR NC Net Positions down to €0.5K from previous €9.3K.Eurozone CFTC EUR NC Net Positions down to €0.5K from previous €9.3K

USD/JPY under pressure as markets price in a BoJ rate hike.The Bank of Japan's communication is becoming a key driver for USD/JPY as markets increasingly price in a possible rate hike. Investors are watching whether the BoJ signals a broader tightening cycle, which could strengthen the yen and push the pair lower.

Pound Sterling Price News and Forecast: Slips after blockbuster NFP revives Fed hold outlook bets.Pound Sterling Price News and Forecast: Slips after blockbuster NFP revives Fed hold outlook bets

USD/JPY weakens despite strong US NFP as intervention risks cap gains.USD/JPY weakens despite strong US NFP as intervention risks cap gains

Natural Gas Price Analysis – Natural Gas Continues to Drag Along Bottom.Natural gas continues to see a lot of downward pressure, as the demand for heating is almost nonexistent in the US.

Crude Oil Price Analysis – Oil Continues to Wait for Headlines.The oil market will remain one of the most important markets to follow and watch for clues about risk appetite.

US S&P Global Services PMI posts first contraction since 2023.US S&P Global Services PMI posts first contraction since 2023

United States S&P Global Composite PMI came in at 50.3, below expectations (51.4) in March.United States S&P Global Composite PMI came in at 50.3, below expectations (51.4) in March

United States S&P Global Services PMI came in at 49.8 below forecasts (51.1) in March.United States S&P Global Services PMI came in at 49.8 below forecasts (51.1) in March