Swedish central bank's Thedeen says inflation risks have increased, pointing to Middle East conflict .Swedish central ​bank Governor Erik Thedeen ‌said on Wednesday the risk has risen somewhat that inflation could ​be higher than the Riksbank ​expected a few weeks ago.

Oil: Supply shock revives stagflation worries – OCBC.Oil: Supply shock revives stagflation worries – OCBC

Canada New Housing Price Index (YoY) dipped from previous -2.1% to -2.3% in March.Canada New Housing Price Index (YoY) dipped from previous -2.1% to -2.3% in March

Canada New Housing Price Index (MoM) came in at -0.2% below forecasts (0.2%) in March.Canada New Housing Price Index (MoM) came in at -0.2% below forecasts (0.2%) in March

UK: BoE seen on hold as prices rise – ING.UK: BoE seen on hold as prices rise – ING

investingLive European markets wrap: Oil steady on tense mood, US futures also up though.Once again, it is another one of those days where trading conditions in Europe are gripped by the US-Iran conflict. This time, it was more of a case of nervous anticipation and some cautious optimism awaiting talks between the two sides.

USD: Geopolitics and Oil keep risks elevated – MUFG.USD: Geopolitics and Oil keep risks elevated – MUFG

USD/JPY steadies above 159.00 with the US-Iran ceasefire into pressure.USD/JPY steadies above 159.00 with the US-Iran ceasefire into pressure

Bulls Control Crude Oil.Don't expect things to return to normal. Before the conflict in the Middle East, the oil market was in the hands of the bears.

Fed: Warsh risks and delayed cuts – Commerzbank.Fed: Warsh risks and delayed cuts – Commerzbank

USD/JPY: Testing highs but momentum still muted – UOB.USD/JPY: Testing highs but momentum still muted – UOB

Rupee extends losing streak as Iran war jitters lift oil to $100.The Indian rupee fell for the third ​consecutive session on Wednesday, ​as optimism about an end to the Iran war ​remained muted despite the U.S. indefinitely extending a ceasefire.

Pound steady as Middle East uncertainty clouds inflation outlook. The British pound was little changed on Wednesday as markets continued to assess uncertainty surrounding the Middle East conflict. The muted movement came even after US President Donald Trump indefinitely extended a ceasefire with Iran.

Crude oil analysis: Brent could easily top $100 if Hormuz strait remains shut for much longer.Oil prices jumped yesterday afternoon after it became clear the Islamabad talks were not going to happen, with Tehran refusing to engage unless the US lifted its blockade in the Strait of Hormuz. That immediately raised supply concerns and pushed prices higher.

WTI Price Forecast: Recovers early losses and strives to return above 20-day EMA.WTI Price Forecast: Recovers early losses and strives to return above 20-day EMA

GBP/JPY Forecast: Pound Rallies Against the Japanese Yen on Tuesday - 22 April 2026.GBP/JPY remains in a bullish trend, with 214 holding as support and a break above 216 likely opening the way for a move toward 222.

Sterling steady with focus on inflation data, Iran ceasefire uncertainty.The British pound was little changed on Wednesday as markets grappled with continued uncertainty over the Middle East conflict, even after U.S. President ​Donald Trump indefinitely extended a ceasefire with Iran.

Iran seizes, attacks two cargo ships trying to cross Strait of Hormuz.Iran is clearly making a statement here that whatever ceasefire plans that Trump has, they are going to still want to do things their way. It might just be another show of force, just like their grandstanding.

Republicans are Indirectly Backing a Tougher Fed Policy.The US dollar has launched a counter-offensive thanks to the breakdown of US-Iran talks and a 1.7% month-on-month rise in retail sales in March. The economy is strong, oil prices are high and could rise even further, whilst the futures market is pricing in a 64% probability that the key rate will remain at 3.75% until the end of the year.

USD/JPY Pulls Higher: Yen Doubts Bank of Japan.USD/JPY climbed to 159.36 mid-week, with the Japanese yen losing ground for a second consecutive day. The market is pricing in the Bank of Japan's policy outlook ahead of next week's meeting.

EUR/JPY edges higher as ECB caution, Oil‑linked Yen dynamics shape trade.EUR/JPY edges higher as ECB caution, Oil‑linked Yen dynamics shape trade

Brent: Pullback phase and key levels – Societe Generale.Brent: Pullback phase and key levels – Societe Generale

Natural Gas and Oil Forecast: Middle East Risk Keeps Oil Near $90 – Breakout or Bust?.WTI oil struggles under $92 resistance as Middle East tensions balance against domestic supply. Will the downward channel break or send prices back toward $85?

INR: FX curbs eased as RBI balances hedging needs – DBS.INR: FX curbs eased as RBI balances hedging needs – DBS

India's FX curbs drove foreign bond exits, stoking selloff, Nuvama's Marwaha says.The Indian central bank's foreign exchange ‌curbs prompted overseas investors to take profits in the South Asian country's government bond market, sparking a selling cycle that sent borrowing costs to a two-year high, a top fixed-income official at the Nuvama Group said on Tuesday.

United Kingdom DCLG House Price Index (YoY) registered at 1.2% above expectations (0.9%) in February.United Kingdom DCLG House Price Index (YoY) registered at 1.2% above expectations (0.9%) in February

European Currencies Decline Amid Rising Geopolitical Risks.European currencies are moving into a corrective decline after recent attempts to hold above key levels, with the current move driven by escalating geopolitical tensions and stronger demand for safe-haven assets. The partial closure of the Strait of Hormuz and renewed escalation in the Middle East are weighing on risk assets, supporting the US dollar through capital flows into more liquid instruments and limiting upside potential for both the euro and the pound.

UK Inflation Hits 3-Month High as Energy & Food Pressures Mount.The UK's inflationary landscape saw a fresh uptick in March 2026, with the annual rate climbing to 3.3%. This print comes after two months of stability at 3%, and while the move was largely anticipated by markets, it marks the highest reading we've seen in three months.

South Africa Consumer Price Index (MoM) up to 0.6% in March from previous 0.4%.South Africa Consumer Price Index (MoM) up to 0.6% in March from previous 0.4%

AUD/JPY holds gains above 114.00 following news of easing US Strait blockade.AUD/JPY holds gains above 114.00 following news of easing US Strait blockade