Bank of Korea governor nominee vows to respond to excessive won weakness.The Bank of Korea's governor nominee said it would be necessary to ​respond properly if the won fell excessively, in written remarks he ‌submitted on Monday to parliament ahead of a parliamentary confirmation hearing on Wednesday.

Hungarian forint jumps after Orban's election defeat.The Hungarian forint sharply extended recent gains on Monday, making an almost three-year peak on the euro, as investors bet on a ​boost for the economy from the stunning defeat of veteran nationalist Viktor ‌Orban at the ballot box.

Indian rupee back to tracking oil, flows; bond traders look to RBI.The Indian rupee's direction this week is likely to revert to being driven by oil prices and equity flows, with support from central bank rule-linked flows now having faded, ​while bonds will be driven by oil and the Reserve Bank of India's actions.

New Zealand PSI Drops to 46.0, BNZ Sees Economy Nearing Contraction.New Zealand's services sector extended its downturn in March, adding to signs that the economy may be heading toward contraction. The BusinessNZ Performance of Services Index declined from 47.6 to 46.0, a level firmly in contraction territory and well below its long-term average of 52.8.

Recap - Orbán ousted as Hungary shifts toward EU alignment in election shock.Recapping this ICYMI earlier. Hungary's election removes a key EU disruptor, signalling a shift toward greater integration, policy alignment, and potential economic support flows from Brussels.

US Dollar Index hovers around 99.00 after paring latest gains.US Dollar Index hovers around 99.00 after paring latest gains

Japan 10-year yield hits 29-year high as oil surge lifts inflation fears.Japan's government bond market came under renewed pressure, with the benchmark 10-year yield rising to its highest level in nearly three decades as geopolitical tensions in the Middle East intensified. The move followed the collapse of US–Iran negotiations and the announcement of a US naval blockade targeting Iranian-linked shipping through the Strait of Hormuz, developments that triggered a sharp rise in oil prices and reignited inflation concerns globally.

Japan Money Supply M2+CD (YoY) increased to 2% in March from previous 1.7%.Japan Money Supply M2+CD (YoY) increased to 2% in March from previous 1.7%

Dollar strengthens as peace talks falter, US blockade of Iran's ports to begin.The dollar strengthened to the highest level in a week in ​a broad rally against most of its ‌peers in early Asian trade on Monday as peace talks between the U.S. and Iran broke down and the U.S. ​Navy prepared a blockade of Iranian ports.

Canadian Dollar falls further as USD haven demand counters WTI surge.Canadian Dollar falls further as USD haven demand counters WTI surge

Pound Sterling declines as Hormuz blockade fears lift risk-off mood.Pound Sterling declines as Hormuz blockade fears lift risk-off mood

WTI jumps roughly 8% toward $100 as US blockades Strait of Hormuz.WTI jumps roughly 8% toward $100 as US blockades Strait of Hormuz

Japanese Yen falls as US Dollar rises after US–Iran talks collapse.Japanese Yen falls as US Dollar rises after US–Iran talks collapse

US President Trump considers limited strikes on Iran after talks collapse - WSJ.US President Trump considers limited strikes on Iran after talks collapse - WSJ

New Zealand services sector contracts further as confidence weakens.New Zealand's services sector is contracting more deeply, with broad-based weakness and falling confidence driven by geopolitical uncertainty. The data point to slowing growth and rising downside risks to the economic outlook.

Dollar jumps as failed US-Iran peace talks spark safe-haven push.US stock futures fell more than 1% in late Sunday U.S. trading.

Middle East War updates: US-Iran peace talks fail, Trump threatens to blockade Strait of Hormuz.Middle East War updates: US-Iran peace talks fail, Trump threatens to blockade Strait of Hormuz

Dollar jumps after US/Iran peace talks fail.The dollar jumped against other major currencies in early ​Asia-Pacific trading on Sunday, as investors ‌sought the relative safety of the U.S. currency after marathon talks between Washington ​and Tehran failed to yield ​a peace deal, plunging markets into ⁠a seventh week of uncertainty.

Crude Oil Weekly Outlook: Scenarios for US-Iran Negotiation Outcomes.Negotiation outcomes between the US and Iran remain central to market direction, especially for energy markets, as developments around the Strait of Hormuz continue to influence supply expectations and inflation dynamics.

WTI Crude Oil: Traders Should Brace For Additional Spikes - 12 April 2026.WTI Crude Oil went into the this weekend above the 90.000 USD mark, and by now speculators should be ready in their thinking for the opening of trading tomorrow which is certain to be an adventure as the week starts.

Oil News: Crude Oil Futures Could Face Pressure as Fear Premium Fades.Crude oil futures plunge after ceasefire removes fear premium, but tight supply keeps oil outlook uncertain with volatile trade expected next week.

BOJ policy to boost yen could be an option to curb inflation, Japanese minister says.Bank of Japan monetary policy could be an option to tame rising prices by boosting the yen, ​Japan's trade minister said on Sunday, as the central ‌bank weighs raising interest rates this month to counter inflation spurred by the Iran war.

Dollar at Risk of Sharp Selloff if Markets Front-Run Islamabad Accord on Progress in US-Iran Talks.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 led by US Vice President JD Vance already on the ground for what could shape the trajectory of the ceasefire and beyond.

Week Ahead: Hope Springs Eternal.Hope that the ceasefire will lead to the end of the Middle East war fanned risk appetites in recent days. Equities rallied broadly.

Natural Gas News: Bearish Market as Supply Crushes Demand Outlook.Natural gas futures fall to multi-month lows as strong supply, weak demand, and mild weather drive bearish market outlook and rising inventory levels.

US Dollar Forecast: DXY Breaks Lower as CPI Fails to Lift Fed Outlook.DXY drops 1.3% on the week as safe-haven flows unwind, soft core CPI limits Fed action, and euro, pound gain. Traders watch U.S.-Iran talks.

USD/JPY Weekly Outlook: Energy in Control as Intervention Risk Lingers.USD/JPY is being driven by energy prices, not rates, with BoJ intervention risk the only meaningful counterweight as pressure builds on Japan's bond curve. The economic calendar is largely irrelevant in this environment, leaving direction tied to developments in oil and geopolitics.

Markets Weekly Outlook – Markets Brace for US-Iran Talks Amid Post-Ceasefire Surge.The trading week was nothing short of a roller coaster, dominated by a dramatic shift in geopolitical sentiment that sent volatility through the energy and metals complexes. For much of the week, the primary narrative was the “unwinding of the fear trade” following the announcement of a tentative US-Iran ceasefire.

The Weekly Bottom Line: Oil Prices – To the Moon and… (May Be) Back.WTI prices surged another 20% this week to over $110/bbl amid fading hopes for a quick resolution to the U.S.-Iran war. In his speech last night, President Trump's hawkish remarks did little to ease markets, providing no timeline for a conflict resolution and warning of a possible escalation in coming weeks.

Canada's Auto Sector to Show Rebound Amid Mixed Home Resales.It's a relatively quiet week for Canadian data releases with attention focused on February's manufacturing and wholesale trade reports on Wednesday.