investingLive European session wrap: Oil prices surge as market sentiment sours.If yesterday was all about the anticipation ahead of US president Trump's address on the Iran situation, today is all about the disappointment to that. While Trump tried to pave the way to declare victory soon, he still said the US needs 2-3 more weeks to clean up operations in Iran.

Brazil Industrial Output (YoY) registered at -0.7% above expectations (-1%) in February.Brazil Industrial Output (YoY) registered at -0.7% above expectations (-1%) in February

Brazil Industrial Output (MoM) came in at 0.9%, above forecasts (0.7%) in February.Brazil Industrial Output (MoM) came in at 0.9%, above forecasts (0.7%) in February

Canadian Dollar outperforms as Trump's address boils oil again.Canadian Dollar outperforms as Trump's address boils oil again

Iran claims to have targeted US-linked steel and aluminum facilities in the Gulf region.The comments are coming from the IRGC in saying that they have targeted US-linked steel and aluminum facilities in Gulf states. Adding that these strikes are just a "warning" for now.

USD/JPY – Yen Weakens Amid Geopolitical Uncertainty.USD/JPY rose to 159.39 on Thursday, as the yen weakened amid conflicting signals from Donald Trump on a possible de-escalation of the Middle East conflict. The situation continues to support the US dollar while weighing on the yen.

OPEC+ set to weigh further oil production increase on Sunday - report.The report says that OPEC+ is likely to weigh a further increase in oil production when the bloc convenes on Sunday. That so as to position themselves to add more barrels if and when the Strait of Hormuz reopens for business.

Indian rupee soars to best day in over a decade as RBI clamps down on speculation.The Indian rupee surged on Thursday after the central bank tightened the screws on speculative bets against the currency, with the Asian unit having its best day since 2013, when policymakers had ‌also resorted to extraordinary ⁠measures ⁠to stabilise markets.

French's Macron: Strait can only reopen in concertation with Iran.French's Macron: Strait can only reopen in concertation with Iran

Australian Dollar underperforms as revived Mideast risks drag risker assets.Australian Dollar underperforms as revived Mideast risks drag risker assets

 USD/JPY nears 160.00 again as markets brace for a protracted Iran war. USD/JPY nears 160.00 again as markets brace for a protracted Iran war

Indian clearing house raises margin requirements for dollar-rupee forwards.The Clearing Corporation of India has imposed an ​additional margin on dollar-rupee forward trades after witnessing ‌significant volatility in the market, it said on Thursday.

Dollar Has Regained Upper Hand.The US dollar quickly recouped its losses thanks to Donald Trump's comments. He threatened Iran with air strikes on its energy infrastructure if the Strait of Hormuz is not opened.

USD: Data focus shifts to payrolls – Societe Generale.USD: Data focus shifts to payrolls – Societe Generale

Italy Retail Sales n.s.a (YoY) dipped from previous 2.3% to 1.6% in February.Italy Retail Sales n.s.a (YoY) dipped from previous 2.3% to 1.6% in February

Italy Retail Sales s.a. (MoM) came in at 0% below forecasts (0.4%) in February.Italy Retail Sales s.a. (MoM) came in at 0% below forecasts (0.4%) in February

ECB's Panetta: Tensions in energy markets are a cause for concern for financial stability.ECB's Panetta: Tensions in energy markets are a cause for concern for financial stability

UK firms see faster price rises in March, Bank of England survey shows.British companies expect ​to raise prices ‌more quickly in the coming 12 months ​as they ​respond to a surge ⁠in energy ​prices due to ​the Iran war, a Bank of England survey ​showed on ​Thursday.

USD: Risk-off tone supports Dollar – ING.USD: Risk-off tone supports Dollar – ING

EUR/JPY trades flat around 184.00 as investors seek clarity on ECB-BoJ policy outlook.EUR/JPY trades flat around 184.00 as investors seek clarity on ECB-BoJ policy outlook

Dollar rises on safe-haven demand after Trump warns Iran still a risk.The dollar rose on Thursday after US President Donald Trump described Iran as acting "crazy," tempering expectations for a swift ceasefire that had briefly erased a two-day slide in the currency. The dollar index climbed to a session high of 99.925 before closing 0.3% stronger at 99.86, having earlier touched a three-week low as investors briefly priced in the prospect of a near-term end to the conflict.

Crude Oil –02.04.2026.  Prices advanced as war-end hopes fade. As mentioned before, the market advanced with targets still towards 102.50, 104.35 and 108.25.

USD/JPY –02.04.2026.  The pair hit a correction towards the target and support of 157.25-65 and managed to rebound again. The market is still holding a trading zone with resistances around 160.20 and 161.95 where each resistance could push for drop a toward the 157.25-65 zone.

First Light News: President Trump's Address Stokes War Risk Premium.It was a speech that the markets – and pretty much the entire world – were waiting for: Trump's prime-time televised address to the US, lasting approximately 20 minutes.

Brazil Fipe's IPC Inflation climbed from previous 0.25% to 0.59% in March.Brazil Fipe's IPC Inflation climbed from previous 0.25% to 0.59% in March

India rupee jumps 2%, rises above 93 for first time in nearly 2 weeks after RBI measures.The Indian rupee ​extended gains against ‌the U.S. dollar and rose above ​the 93 ​handle for the first ⁠time in ​nearly two weeks, ​as the central bank imposed curbs on ​speculative activity.

ECB Simkus: Too early to say what we'll need to do in April.ECB Simkus: Too early to say what we'll need to do in April

US: Inflation upturn with oil shock – Commerzbank.US: Inflation upturn with oil shock – Commerzbank

Rupee records sharpest rise in over 12 years after RBI's tough crackdown on forex speculation: What lies ahead?.The Indian rupee surged against the US dollar, marking its sharpest single-day gain in over 12 years, following the Reserve Bank of India's extended curbs on offshore derivatives. These measures aim to curb forex speculation and protect the currency from its recent free fall, disrupting a significant market.

Natural Gas and Oil Forecast: Oil Surges to $105 – Is a $120 Breakout Next?.Oil hits $105 as geopolitical risks threaten 20% of global supply. While WTI eyes a $111 breakout, Natural Gas remains pressured by high storage and mild weather.