ISM manufacturing beats forecast, prices jump to highest since 2022.US ISM Manufacturing PMI edged down from 52.6 in January to 52.4 in February, but the reading remained comfortably above expectations of 51.9 and firmly in expansion territory. The data point to continued resilience in the factory sector, with activity still consistent with moderate economic growth.

Canada S&P Global Manufacturing PMI increased to 51 in February from previous 50.4.Canada S&P Global Manufacturing PMI increased to 51 in February from previous 50.4

USD/JPY climbs on safe-haven Dollar demand, despite BoJ rate hike expectations.USD/JPY climbs on safe-haven Dollar demand, despite BoJ rate hike expectations

US: Trumpism, energy leverage and China – Rabobank.US: Trumpism, energy leverage and China – Rabobank

SNB Caps Franc as Dollar Takes Safe-Haven Crown.Global markets have entered a phase of heightened volatility as Middle East tensions transition into direct and widening regional conflict. Initial safe-haven flows rushed into Swiss Franc, pushing the currency to decade-highs against Euro.

Euro: Energy shock implications for ECB policy – ABN AMRO.Euro: Energy shock implications for ECB policy – ABN AMRO

Oil Remains Elevated after Hitting $75!.Gold and Oil jumped higher on the market open as the conflict with Iran continues to intensify. With no end in sight from the America's side, will the commodity market spiral out of control?

GBP/JPY Price Forecast: Technical structure turns constructive above 210.00.GBP/JPY Price Forecast: Technical structure turns constructive above 210.00

US Dollar Forecast: DXY Rises on Middle East Tensions, Oil Surge.DXY jumps on war-driven oil spike and safe-haven flows, testing major resistance as rising crude prices and geopolitical risk reshape dollar outlook.

investingLive European markets wrap: Oil stays bid, dollar firms on US-Iran conflict.Oil prices continue to stay elevated after surging at the open. WTI crude oil is up over 8% still to $72.70, bouncing back after some profit taking activity in Asia earlier in the day.

Natural Gas Price Analysis – Natural Gas Gets a Boost to Start the Week..On signs of exhaustion, I will be shorting natural gas, but the opening was fairly strong. However, it is likely to be short-lived.

Bank of England faces risk of "deficient demand," Taylor says.The Bank of England will soon find itself in a position where it will no longer face much of a trade-off between a slowing economy and inflationary pressures and there is a risk that demands falls too low, policymaker Alan Taylor said on Monday.

USD/JPY: Downward pressure seen easing in March – MUFG.USD/JPY: Downward pressure seen easing in March – MUFG

Dax faces key inflection point amid ongoing consolidation.Dax faces key inflection point amid ongoing consolidation

USD/CHF, USD/CAD and USD/JPY Forecast – US Dollar Mixed After War Starts.The U.S. dollar has been active in the early part of the Monday session, as we see differing moves across the board.

USD: Risk-off flows and data focus – BBH.USD: Risk-off flows and data focus – BBH

The Week Ahead – tensions, tensions and more tensions.(SPX500)The S&P takes a breather (SPX500)The S&P continues its choppy nature after last week's Nvidia earnings call failed to impress the market. The combination of shaky sentiment and the worry that the AI bubble could burst at any moment has prevented the index from testing another record.

Brent: War risk keeps upside in focus – Commerzbank.Brent: War risk keeps upside in focus – Commerzbank

Sterling hits 2-1/2-month low against dollar, edges down versus euro.Sterling hit a 2‑1/2‑month low against the dollar and edged down versus the euro on Monday, as the Iran conflict sent investors into safe‑haven assets while concerns over the Bank of England's policy path weighed on the British currency.

WTI Oil Trading Opens with a 10% Bullish Gap.On Friday, we warned that trading on Monday could be volatile — but not to this extent! The situation sharply escalated over the weekend following a large-scale strike by Israel and the US on targets in Iran, during which the supreme leader Ali Khamenei was reportedly killed.

Exclusive: Fintech Pine Labs to launch stablecoin payments outside India, CEO says.Pine Labs will launch a stablecoin-backed prepaid card across nine countries in the Middle East, Africa and Southeast Asia by the end of April, the fintech firm's chief executive told Reuters, marking the first attempt by an Indian payments major to tap the fast‑growing market.

WTI Forecast: Hormuz Risks, Aramco Impact, and OPEC Supply.I recorded this video on Friday, ahead of the escalation, comparing the 2025 12-Day Iran War and the possible 2026 setup. The updated analysis is in the final section of this article.

Rupee drops to one-month low as escalating Middle East war keeps traders on edge.The rupee fell to its weakest ​in a month, while the ​cost of hedging against further depreciation against the dollar rose, ​as the escalating military conflict in the Middle East kept financial markets across the globe on edge.

India Manufacturing Output down to 4.8% in January from previous 8.1%.India Manufacturing Output down to 4.8% in January from previous 8.1%

India Cumulative Industrial Output up to 4% in January from previous 3.9%.India Cumulative Industrial Output up to 4% in January from previous 3.9%

India Industrial Output came in at 4.8%, below expectations (6.5%) in January.India Industrial Output came in at 4.8%, below expectations (6.5%) in January

Crude Oil –02.03.2026.  Oil opened with a gap after U.S. and Israel's treacherous attack on Iran while the Iranian Revolutionary Guard announced the closing of Hormuz. Such disruptions could cause more spikes on Oil prices which could lead for a further advance.

USD/JPY –02.03.2026.  The pair retreated last week and managed to close from the first support at 152.00. The uptrend wave is still ongoing towards 160.20, as long as the market remains above 150.70-90.

EU reportedly says that there is no immediate impact to oil security from US-Iran conflict.The European Commission is said to have sent an email to EU governments, in noting that it sees no immediate impact on the bloc's security of oil supply from the situation in the Middle East. That according to Reuters, who has glanced over the email details with it stating that:

USD/JPY Support at 156.00 and the Pressures Of Dual Safe Haven Effect.The Middle East conflict is currently defining global financial markets performance and USD/JPY has a dual safe haven dilemma to deal with.