Japan's Finance Katayam: Ready to take decisive action on forex.The USDJPY has dipped on the latest news, but the pair remains above the day's low near 158.64. That keeps sellers from taking full control for now, but the downside levels are clearly defined.

British Pound slides as US yields spike, UK jobs market cracks.British Pound slides as US yields spike, UK jobs market cracks

Canada: Energy-driven CPI rise supports BoC hold – RBC.Canada: Energy-driven CPI rise supports BoC hold – RBC

US President Trump: 'We may have to give Iran another hit, but I'm not sure'.US President Trump: 'We may have to give Iran another hit, but I'm not sure'

Germany: Industrial pivot supports recovery – BNP Paribas.Germany: Industrial pivot supports recovery – BNP Paribas

Trump: We may have to give Iran another hit. I am not sure.The President and war staff were presumably a day away from bombing Iran again yesterday, but Saudi Arabia, UAE, and Qatar asked for a delay on hopes for continued peace talks.

USD Technical Outlook: DXY Surge Builds as Traders Reprice Fed Policy.Michael Boutros, Senior Market Analyst at StoneX, examines the latest breakout attempt in the U.S. Dollar Index as traders rapidly reprice Federal Reserve policy expectations. With Fed fund futures increasingly reflecting the possibility of future rate hikes instead of cuts, Boutros explains why the 99.50 resistance zone could determine whether the U.S. Dollar enters a larger bullish reversal or resumes its broader downtrend.

Canadian Dollar: Soft CPI delays recovery – TD Securities.Canadian Dollar: Soft CPI delays recovery – TD Securities

British Pound: Political relief offsets rate expectations – Scotiabank.British Pound: Political relief offsets rate expectations – Scotiabank

Brazil's central bank warns sovereign debt structure weakens interest rate policy.Brazil's central bank governor Gabriel Galipolo said on Tuesday that the country's heavy reliance on sovereign debt ​linked to the benchmark interest rate Selic weakens monetary ‌policy transmission, as higher borrowing costs end up boosting disposable income for bondholders.

US Dollar Index: DXY eyes range break – BBH.US Dollar Index: DXY eyes range break – BBH

Dollar Making a Tactical Retreat.The US dollar has retreated following Donald Trump's statement that he was postponing the resumption of bombing Iran. According to the US president, he was asked to do so by Qatar, Saudi Arabia and the UAE because negotiations with Tehran are underway.

Aluminium: Inventories signal weak demand – Commerzbank.Aluminium: Inventories signal weak demand – Commerzbank

Bessent: Trump Admin. is not in a hurry to extend China trade truce due to expire in Nov.The comments suggest the U.S. and China are trying to build a more stable and structured trade relationship ahead of the November truce deadline. Markets are likely to view the headlines as modestly risk-positive because both sides appear focused on avoiding a sharp escalation in tariffs while selectively reducing duties on some non-critical goods.

New Zealand Dollar weakens as USD holds firm on Iran deal hopes, Fed outlook.New Zealand Dollar weakens as USD holds firm on Iran deal hopes, Fed outlook

Crude Oil Price Analysis – Oil Bo9unces After Gapping Lower.The oil markets continue to see a lot of noise, mainly in the form of guessing as to what the Americans and Iranians are going to be doing going forward.

Natural Gas Price Analysis – Natural Gas Rises Slightly in Early Tuesday Trading.The natural gas market continues to be very choppy to say the least, but we are seeing a little bit more in the way of upward momentum as of late. This is something that I will be watching very closely.

Oil: Supply risks and Russian waiver extension – ING.Oil: Supply risks and Russian waiver extension – ING

Brazil's central bank rules out forward guidance as Middle East risks cloud outlook.Brazil's central bank will not provide forward guidance on monetary policy decisions amid uncertainty stemming from the Middle East conflict, monetary policy ​director Nilton David said on Tuesday.

Eurozone: Structural shifts counter China pressure – BNP Paribas.Eurozone: Structural shifts counter China pressure – BNP Paribas

AUD/USD, NZD/USD and USD/JPY Forecasts – US Dollar Strong Against Asian FX.The Asian currency markets favor the US dollar in general, as the markets in Asia are trying to sort out the energy issues, and of course, interest rate moves.

S&P500 Forecast: SPX falls amid inflation worries and chip losses.Risk sentiment remained fragile as investors assessed the latest developments in the Middle East after President Trump canceled a planned strike on Iran at the request of Gulf allies and signaled that a nuclear deal may still be possible. Markets, however, remain skeptical over the prospects for a near-term resolution given the lack of tangible progress towards ending the conflict.

Canadian Dollar falls after inflation miss as safe-haven US Dollar demand persists.Canadian Dollar falls after inflation miss as safe-haven US Dollar demand persists

Canadian Inflation Heats up in April, But Core Inflation remains Cool.Headline CPI inflation jumped up to 2.8% year-on-year (y/y) in April, from 2.4% in March, slightly below consensus expectations. Higher gasoline prices were a big part of the story, with inflation ex-gasoline up a more modest 2.0% y/y.

Bond Market Faces Vicious Feedback Loop as Oil Shock Drives Treasury Liquidation.The sharp rise in US Treasury yields remains one of the dominant macro themes in global markets this week, with the 10-year yield climbing back to 4.62% after only a brief pullback yesterday, near its highest level in more than a year. While markets continue focusing on inflation concerns and expectations for prolonged restrictive Federal Reserve policy, a second and increasingly important driver is emerging beneath the surface: forced liquidation of Treasuries by foreign central banks facing mounting pressure from the global energy shock.

US Treasury Secretary Bessent. G7 finance meeting talks were constructive.initial reaction is for the USDJPY to move lower. The price had moved above the 159.00 midpoint of the trading range that confined the pair going back to early March to end of April between 158.00 to 160.00.The low from the North American session yesterday came in at 158.599.

AUD/JPY Is Sliding Again, And Here's What It Tells Us About Global Risk Sentiment.Despite testing 115 multiple times and gaining over 8% YTD, AUD/JPY has recently been declining, signaling caution in the global risk status.

Canada CPI Misses Forecasts at 2.8% in April, Core Inflation Pressures Ease.Canada's inflation rate accelerated in April as rising gasoline prices pushed headline CPI higher, but softer core inflation measures suggest underlying price pressures remain more contained than feared. CPI rose 0.4% mom in April, below expectations of 0.7% mom, while annual inflation increased from 2.4% yoy to 2.8% yoy, undershooting the expected 3.1% yoy.

Canada Consumer Price Index - Core (MoM) rose from previous 0% to 0.1% in April.Canada Consumer Price Index - Core (MoM) rose from previous 0% to 0.1% in April

Canada CPI inflation YoY for April 2.8% vs 3.1% estimate.Canada's CPI report includes several different inflation measures because the Bank of Canada wants to separate short-term noise from underlying inflation trends. Here's a breakdown of the major measures and why traders watch them.