Russia Consumer Price Index (MoM) above expectations (0.5%) in March: Actual (0.6%).Russia Consumer Price Index (MoM) above expectations (0.5%) in March: Actual (0.6%)

Ceasefire sends dollar toward weekly drop with US-Iran talks in focus.Investors are shifting their focus as the dollar declines, buoyed by the resumption of oil shipping after a ceasefire in the Gulf alleviates war anxieties with Iran. This shift has sparked a sell-off in safe-haven assets, with the euro and sterling enjoying gains.

USD/JPY Weekly Price Analysis – US Dollar Continues to See Dip Buying.The US dollar started off the week on the soft side, only to turn around yet again.

CNN. Trump had a "tense" call with Netanyahu on Lebanon.The geopolitical tension continues with reports that Trump had a tense call with Israel Netanyahu on Lebanon. Trump wants Israel to slow down its bombings on Lebanon while negotiations for a cease-fire continue with Iran.

Canada: Wage strength tempers BoC cut hopes – TD Securities.Canada: Wage strength tempers BoC cut hopes – TD Securities

Weekly Focus – Markets Remain on Edge with Fragile Ceasefire in Force.Risk markets recovered and markets repriced central bank action this week, after President Trump announced a two-week ceasefire in the Middle East. Attacks initially continued after the announcement but paused in the early hours of Thursday, except for Lebanon, where Israel continues its forceful military incursion.

JPY: Neutral rate debate supports gradual gains – Commerzbank.JPY: Neutral rate debate supports gradual gains – Commerzbank

Crude Oil Price Analysis – Oil Continues to Watch Headlines.The crude oil markets are currently watching to see how the ceasefire talks go over the weekend.

Fed: Patience maintained with two cuts still projected – TD Securities.Fed: Patience maintained with two cuts still projected – TD Securities

BoK: Data driven path to possible July hike – ING.BoK: Data driven path to possible July hike – ING

US Inflation Expectations Surge to 4.8% as Michigan Sentiment Slumps to 47.6.The University of Michigan Consumer survey showed a sharp surge in inflation expectations in April, with one-year expectations jumping from 3.8% to 4.8%, the largest monthly increase since April 2025. Long-run expectations also rose from 3.2% to 3.4%, marking the highest level since November 2025 and signaling that inflation concerns are becoming more persistent.

US: Energy shock complicates Fed path – Commerzbank.US: Energy shock complicates Fed path – Commerzbank

UMich preliminary April consumer sentiment 47.6 versus 52.0 expected.Prior month 53.3 Consumer Sentiment 47.6 vs 52.0 estimate Current conditions 50.1 versus 55.8 last month. Expectations and 46.1 versus 51.7 last month 1 year inflation expectations 4.8% versus 3.8% last month 5 year inflation expectations 3.4% versus 3.2% last month Needless to say, the war in Iran is having its impact on the survey data.

Crude Oil – 10.04.2026.Prices managed to hit a low around 86.88 while the market still holds chances for a trading zone. As we see over the chart, the market is facing a support zone at 86.10-84.20 which could give the chance for a trading zone towards the 93.00-60 resistance.

USD/JPY – 10.04.2026.The pair managed again to hit another correction while still facing the support zone of 157.25-65, which could hold prices inside this trading zone toward resistances 160.20 or 161.95. Above 161.95 the market could enter a new uptrend wave with first target toward 163.80.

US: Inflation Jumps to a Near Two-Year High in March.The Consumer Price Index (CPI) shot higher by 0.9% month-on-month (m/m) in March, meeting the Bloomberg consensus forecast. On a twelve-month basis, CPI jumped to a near two-year high of 3.3% (from 2.4% in February).

Canada's Unemployment Rate Holds Steady Amid Weak Hiring.Canada's economy added 14k jobs in March (+0.1% m/m), more-or-less in line consensus expectations for a 15k gain. Employment was essentially flat across job types, with full-time employment edging down slightly (-1k) while private-sector employment rose by 15k on the month.

Dollar Slips as CPI Fails to Rattle Fed's Transitory View, Islamabad Talks Awaited.Dollar is back under mild pressure as US trading gets underway, with markets reacting to a softer-than-feared inflation report from the US. While headline CPI surged in March, the print missed expectations, easing fears of a more aggressive inflation shock.

USD/JPY: Rebound capped by 159.60 with downside risk to 157.50 – UOB.USD/JPY: Rebound capped by 159.60 with downside risk to 157.50 – UOB

Euro: Hungary vote seen modestly supportive – Rabobank.Euro: Hungary vote seen modestly supportive – Rabobank

NZD: Hawkish pricing seen as demanding – OCBC.NZD: Hawkish pricing seen as demanding – OCBC

Poland: Neutral NBP stance supports stable Zloty – ING.Poland: Neutral NBP stance supports stable Zloty – ING

GBP/JPY Price Forecast: Bulls eye breakout above 214.00-215.00 resistance.GBP/JPY Price Forecast: Bulls eye breakout above 214.00-215.00 resistance

Breaking News: US inflation surges to 2-year high of 3.3%, Dollar Index (DXY) slips as US-Iran talks in focus.US inflation hits a 2-year high of 3.3% due to a massive energy "war premium" from geopolitical conflict. Core CPI remains contained at 2.6%, creating a "sticky" situation for the Fed.

Canada Employment Rebound 14.1k in March, Wage Growth Picks Up.Canada's employment rose by 14.1k in March, slightly above expectations of 12.6k, offering a modest rebound after a cumulative decline of -109k over the first two months of the year. Despite the headline gain, both full-time and part-time employment showed little variation, suggesting underlying momentum remains limited.

Hungary: Election seen pivotal for EU trajectory – Danske Bank.Hungary: Election seen pivotal for EU trajectory – Danske Bank

US CPI at 3.3% Misses Expectations, Second-Round Effects Still Limited.US inflation surged in March, with CPI rising 0.9% mom and lifting the annual rate from 2.4% yoy to 3.3% yoy. While the jump was significant, both figures came in slightly below expectations of 1.0% mom and 3.4% yoy respectively, suggesting the energy-driven spike was largely anticipated.

Canada: Unemployment Rate held steady at 6.7% in March.Canada: Unemployment Rate held steady at 6.7% in March

Canada March employment report 14.1K versus 15K estimate.For background, the Labour Force Survey, published monthly by Statistics Canada, provides comprehensive data on employment, unemployment, and labour force participation across Canada. Released on the first or second Friday of each month at 8:30 a.m.

EUR/JPY extends gains on Ukraine peace hopes, nears YTD highs at 186.88 .EUR/JPY extends gains on Ukraine peace hopes, nears YTD highs at 186.88