Crude Oil Price Forecast – Crude Oil Plunges on Word of Talks.Crude oil gets hammered as traders are reacting to the idea that Americans and Iranians are speaking.

CEE FX: Resilience tested as real rates pressured – BNY.CEE FX: Resilience tested as real rates pressured – BNY

Fed's Goolsbee sees war as “wrench” in rate cut plans.Chicago Fed President Austan Goolsbee highlighted the growing uncertainty facing policymakers, warning that the evolving Middle East conflict is complicating the outlook for monetary policy. Speaking to CNBC, he said “the most important thing is to figure out the through-line of what is happening,” noting that the situation is “fraught” as no one can confidently assess how long the conflict will last or how it will unfold.

Fed's Miran sticks to cut call despite oil shock, cites labor market risks.Fed Governor Stephen Miran reiterated his dovish stance in remarks to Bloomberg TV, arguing that it is premature to reassess the policy outlook in response to surging oil prices. While acknowledging that inflation risks have become “a little more concerning,” Miran emphasized that policymakers should “wait for all the information to come in” before adjusting their baseline expectations.

AUD/JPY Down 1.3% In A Week as Safe Haven Inclination Pressures Carry Trade. What Next?.The Middle East war initially favoured AUD/JPY but the market sentiment is shifting as the war continues, with investors prioritising safety.

US President Trump: Strait of Hormuz will be opened very soon if there's a deal.US President Trump: Strait of Hormuz will be opened very soon if there's a deal

USD/JPY: Energy shock and flows point higher – MUFG.USD/JPY: Energy shock and flows point higher – MUFG

United States Construction Spending (MoM) below expectations (0.1%) in January: Actual (-0.3%).United States Construction Spending (MoM) below expectations (0.1%) in January: Actual (-0.3%)

ECB: Early insurance hike risks and data focus – Societe Generale.ECB: Early insurance hike risks and data focus – Societe Generale

USD/JPY falls sharply as geopolitical easing weighs on US Dollar.USD/JPY falls sharply as geopolitical easing weighs on US Dollar

BoC: Rates seen on extended hold – TD Securities.BoC: Rates seen on extended hold – TD Securities

USD: Gradual decline as growth slows – BNP Paribas.USD: Gradual decline as growth slows – BNP Paribas

US President Trump: Iran wants to make a deal badly, could be within five days or sooner.US President Trump: Iran wants to make a deal badly, could be within five days or sooner

Fed's Miran: Policy outook remains for rate cuts.Fed's Miran: Policy outook remains for rate cuts

CHF: Intervention risk tempers haven appeal – MUFG.CHF: Intervention risk tempers haven appeal – MUFG

Markets Shift to ‘Trust but Verify' Mode After Trump Pause Meets Iran Denial.Markets shifted into a “trust but verify” mode as sharp volatility unfolded following a sudden geopolitical pivot. Initial optimism surged after US President Donald Trump announced a pause in planned strikes against Iranian energy infrastructure, but gains were quickly tempered as Iran denied any direct or indirect talks, raising doubts over the credibility of the de-escalation narrative.

United States Chicago Fed National Activity Index declined to -0.11 in February from previous 0.18.United States Chicago Fed National Activity Index declined to -0.11 in February from previous 0.18

WTI Oil drops as US strike delay eases Middle East supply disruption fears.WTI Oil drops as US strike delay eases Middle East supply disruption fears

investingLive European session wrap: Big swings as Trump delays strikes, Iran denies talks.The start of the day is now but a thing of the past as everything else before the last hour does not matter anymore. In fact, anything since the weekend pretty much does not really matter.

Iran media continues to deny US talks, says Hormuz will not return to pre-war conditions.Iran's Tasnim news agency reaffirms that "there are no talks", adding that US president Trump's latest comments on the Middle East situation are all part of "psychological warfare". That as the outlet cites a senior Iranian security official.

India forex reserves adequate to cushion against external shocks, cenbank report says.India's foreign exchange reserves are adequate to cushion against external shocks, the Reserve Bank ​of India said in its monthly report, adding ‌that proactive measures will be needed to limit spillovers from ongoing global volatility.

EUR/JPY rebounds from lows as Trump signals easing tensions in the Middle East.EUR/JPY rebounds from lows as Trump signals easing tensions in the Middle East

Risk appetite returns with a bang as Trump trades missiles for peace talks.You have to wonder, what was the past three weeks all for then? US president Trump is now saying that they've had "very good and productive" talks with Iran to put an end to all hostilities in the Middle East.

Natural Gas News: Weekly Outlook Sees Futures Pressured by Storage Surplus, War Premium Holds.Natural gas futures face bearish pressure as inventory builds and mild weather cut demand, while war premium offers limited support in weekly market outlook.

USD/JPY: Verbal support and BoJ hike risk cap upside – MUFG.USD/JPY: Verbal support and BoJ hike risk cap upside – MUFG

Big turn in markets as Trump delivers another TACO moment."I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO DAYS, VERY GOOD AND PRODUCTIVE CONVERSATIONS REGARDING A COMPLETE AND TOTAL RESOLUTION OF OUR HOSTILITIES IN THE MIDDLE EAST. BASED ON THE TENOR AND TONE OF THESE IN DEPTH, DETAILED, AND CONSTRUCTIVE CONVERSATIONS, WITCH WILL CONTINUE THROUGHOUT THE WEEK, I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD, SUBJECT TO THE SUCCESS OF THE ONGOING MEETINGS AND DISCUSSIONS.

Pound Sterling extends decline against US Dollar in countdown to Hormuz deadline.Pound Sterling extends decline against US Dollar in countdown to Hormuz deadline

Rupee hits record low of 93.98 vs USD on worries of escalating Middle East war.The Indian rupee fell to a record low on Monday ​as Indian assets dropped on ​worries that the Middle East conflict could keep energy supplies disrupted ​for longer, raising risks for Asia's third-largest economy.

Rupee hits record low as Indian assets drop on worries of escalating Middle East war.The Indian rupee fell to ​a record low on Monday as Indian assets dropped on worries that the Middle ‌East conflict could keep energy supplies disrupted for longer, raising risks for Asia's third-largest economy.

Sterling drops along with bonds as Iran war shakes UK markets.The pound slid against the dollar on Monday as investors flocked to the U.S. currency amid a selloff in global stocks, even while bond yields jumped ​as traders priced in four interest rate hikes from the Bank of England this ‌year.