Summary: Japan 10-year JGB yield hits 29-year high (2.49%) as oil shock builds US–Iran talks collapse and Hormuz blockade fears lift inflation expectations Energy-driven inflation risks push yields higher across the curve Highlights Japan’s sensitivity to imported energy shocks Reinforces BoJ policy dilemma amid rising global inflation pressures Japan’s government bond market came under renewed […]
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The services sector in New Zealand continued to contract in March, and at a faster rate, the latest survey from BusinessNZ revealed on Monday with a Performance of Services Index score of 46.0. That’s down from the downwardly revised 47.6 in February (originally 48.0) and it moves further beneath the boom-or-bust line of 50 that
WSJ (gated) report that Trump is weighing limited strikes alongside a Hormuz blockade after talks failed, keeping diplomacy alive but shifting toward pressure tactics. The policy path remains uncertain, with escalation and restraint both carrying significant risks. Summary: Trump weighing limited strikes alongside Hormuz blockade after talks collapse Full-scale war seen as less likely but
Hungary’s election delivered a decisive political shock, with Prime Minister Viktor Orbán conceding defeat after 16 years in power to the pro-EU, centre-right Tisza party led by Péter Magyar. Early projections point to a landslide outcome, potentially even a two-thirds parliamentary majority, underpinned by record turnout near 78%, a clear signal of voter demand for
Late yesterday it appeared that US-Iran negotiations were headed for catastrophe after Vice President JD Vance left Pakistan without a deal but not all hope is yet lost if you read between the lines from the latest statements. The most-recent one is from Trump, who said the US will clear mines in the Strait of
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Attention is firmly on Islamabad as the United States and Iran begin their first high-level talks since the onset of war, with markets looking for signs of a breakthrough that could evolve into a broader Islamabad Accord. The outcome would be as a defining moment for energy markets, inflation, and global risk sentiment, with delegations
The talks in Islamabad have beguin, according to reports from all sides. Notably, Iran has said it can’t open Hormuz because of mines in the water. The US seems to be calling that bluff as ‘several’ US navy ships passed through. Trump said “We’re now starting the process of clearing out Hormuz”. I wonder if
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Markets are now preparing for a rocky weekend, with high stakes geopolitical developments ahead. Despite recent back-and-forth rhetoric and Iran threatening to cancel the negotiations entirely, a group of Islamic republic diplomats—including Iran’s Foreign Minister Araghchi—is traveling to Islamabad, Pakistan, to move onto a potential peace deal between the US and Iran. These talks should
The markets had a brief respite from the headlines from the Middle East with the release of the CPI and the later the Michigan Consumer Confidence. The latest US CPI report showed a sharp headline acceleration driven primarily by energy, while underlying inflation trends remained relatively contained. Headline CPI rose 0.9% m/m, in line with
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Silver, Gold and the entire metals Market have been trading in confusion around US-Iran conflict and ceasefire news Struggling to find stable ground, Participants wonder if they are still true safe-havens Daily timeframe analysis for XAG/USD, XAU/USD and XCU/USD (Copper) Metals have been an essential store of value and currency since the dawn of humanity.
Prior month -$308 billion Federal budget deficit $164 billion versus $156.75 billion estimate. A year ago, the deficit was $161 billion Details: Fiscal 2026 year-to-date deficit $1.169 trillion versus $1.307 trillion in 2025. Down 11% YoY March Net customs receipts and $22.16 billion Budget outlays $549 billion versus $528 billion in March 2025 Receipt $385
The Ceasefire still stands, but Markets are seeking further confirmation as US-Iran talks are set to proceed this weekend. A significant barrier to the negotiations had been the ongoing Israeli attacks against Hezbollah in Lebanon, with the Islamic regime trying to hold onto its remaining strongholds in the Crescent. Israel-Lebanon direct talks will begin on
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