Chile's peso leads LatAm FX losses as Mideast tensions pressure regional assets.Chile's peso, the worst-performing Latin American currency since the Middle East conflict began, led losses among regional ​currencies on Tuesday despite the country posting a wider-than-expected trade surplus in March.

World Bank says Nigerian economy to grow in 2026 but Iran war lifts inflation.Nigeria's economy is resilient and set to grow in the first half of 2026 despite the Iran war, the World Bank said on Tuesday, ​adding that rising fuel costs and persistently high inflation risk squeezing incomes and ‌slowing poverty reduction.

US: Oil shock complicates Fed path – MUFG.US: Oil shock complicates Fed path – MUFG

10 Hours to $150 Oil? The looming deadline threatening the Strait of Hormuz.Geopolitical tensions between the US and Iran have peaked with a deadline to reopen the Strait of Hormuz. Reports of strikes on Kharg Island and a threat to close the Bab al-Mandeb Strait risk a massive oil supply shock, potentially driving crude prices toward $150/bbl.

Oil: Supply shock supports $90–100 well into 2027 – TD Securities.Oil: Supply shock supports $90–100 well into 2027 – TD Securities

Iran cuts off direct communications with US – WSJ.Iran cuts off direct communications with US – WSJ

SEK: Growth outlook limits downside – Societe Generale.SEK: Growth outlook limits downside – Societe Generale

New Zealand GDT Price Index fell from previous 0.1% to -3.4%.New Zealand GDT Price Index fell from previous 0.1% to -3.4%

NZD: RBNZ seen on hold with dovish tone – ING.NZD: RBNZ seen on hold with dovish tone – ING

Natural Gas Price Analysis – Natural Gas Continues to Struggle at Lows.Natural gas continues to look weak in general, as the season for demand is past us. Remember, this is an American contract, so disruptions in the Middle East will have limited influence.

Hot money increasingly dominates emerging markets financing, raising risks, IMF says.Emerging market ‌nations now get the bulk of their foreign financing from the likes of hedge funds, pension funds and insurers, leaving them vulnerable to rapid outflows during crises, the International Monetary Fund said in a report.

United States RealClearMarkets/TIPP Economic Optimism (MoM) registered at 42.8, below expectations (48.1) in April.United States RealClearMarkets/TIPP Economic Optimism (MoM) registered at 42.8, below expectations (48.1) in April

Crude Oil Price Analysis – Oil Continues to Jump on Headlines.Crude oil continues to rally on the latest headlines, as the attacks on Kharg Island have traders nervous.

Fed's Williams Sees No Policy Shift Despite Oil-Driven Inflation Risks.New York Fed President John Williams signaled that the Fed could remain in a wait-and-see stance, even as higher energy prices from the Iran conflict are expected to push headline inflation higher. Speaking to Bloomberg TV, Williams said “the story hasn't changed very much,” emphasizing that underlying inflation dynamics remain broadly stable despite the oil-driven headline surge.

GBP/JPY edges higher as rising Oil prices weigh on Japan's economic outlook.GBP/JPY edges higher as rising Oil prices weigh on Japan's economic outlook

Central Banks Risk Making a Mistake.The US dollar has been fluctuating within a 0.5% range since the end of last week amid conflicting signals regarding the situation in the Middle East. On the one hand, Iran has rejected mediators' proposal for a 45-day ceasefire with the US, which marked a clear escalation and triggered a rise in Brent prices and a strengthening of the greenback.

ECB: Front-loaded hikes on the horizon - Nordea.ECB: Front-loaded hikes on the horizon - Nordea

SEK: Softer inflation may delay Riksbank hikes – TD Securities.SEK: Softer inflation may delay Riksbank hikes – TD Securities

Hormuz Deadline Looms as IMF Warns Oil Shock Drives All Roads to Stagflation.The global financial markets are treading water as the Hormuz reopening deadline looms, with U.S. Donald Trump warning of severe escalation if Iran does not comply. The mood across financial markets is one of “calculated dread,” as investors await a decisive signal while avoiding aggressive positioning.

United States Redbook Index (YoY) climbed from previous 6.9% to 7.6% in April 3.United States Redbook Index (YoY) climbed from previous 6.9% to 7.6% in April 3

AUD/JPY Forecast: Why The Aussie Is Now Winning Carry Trade.The AUD/JPY forex pair experienced a gradual decline from mid- to late March 2026 but has since regained momentum in April, rising approximately 0.7% over the past five trading sessions. This rebound prompts an examination of the factors behind the shift from earlier weakness.

ADP Employment Change 4-week average increases to 26K.ADP Employment Change 4-week average increases to 26K

United States ADP Employment Change 4-week average climbed from previous 10K to 26K in March 14.United States ADP Employment Change 4-week average climbed from previous 10K to 26K in March 14

USD: Dovish Fed risks and ceasefire repricing – Societe Generale.USD: Dovish Fed risks and ceasefire repricing – Societe Generale

Pound Sterling gives back gains against US Dollar as Iran denies ceasefire proposal.Pound Sterling gives back gains against US Dollar as Iran denies ceasefire proposal

Natural Gas and Oil Forecast: WTI Hits $115 Resistance – Will Supply Shocks Spark $120?.WTI Crude stalls at $115.40 resistance as the RSI enters overbought territory. Will Middle East tensions push prices to $120 or is a correction to $111 looming?

Oil: War risk and supply headlines support prices – Commerzbank.Oil: War risk and supply headlines support prices – Commerzbank

investingLive European FX news wrap: Tehran rejects ceasefire, Iran's infrastructure hit.It's been a light session in terms of data releases as we just got the final PMIs for the major Eurozone economies and the UK. The data was mixed but mostly pointing towards further weakness amid surging prices and a slowdown in economic activity due to the US-Iran conflict and the disruption in the Strait of Hormuz.

Rupee ends higher; traders eye Trump's Iran deadline, RBI policy decision.The Indian rupee closed stronger on Tuesday, supported ​by the unwinding of residual ​arbitrage positions, while traders braced for a U.S. deadline ​to reach a deal with Iran and the Reserve Bank of India's monetary policy decision.

Sterling not far from early March levels against the euro.Sterling edged higher on Tuesday but remained near early-March levels against the euro and close to a more than four‑month low versus ​the dollar.