India: Tariff reset and sector winners – DBS.India: Tariff reset and sector winners – DBS

Sweden Industrial Production Value (MoM) dipped from previous 5.1% to -5.7% in January.Sweden Industrial Production Value (MoM) dipped from previous 5.1% to -5.7% in January

Sweden Industrial Production Value (YoY) fell from previous 4.2% to 1.9% in January.Sweden Industrial Production Value (YoY) fell from previous 4.2% to 1.9% in January

Pound Higher Against Euro and Dollar as Trump Signals War's End.The pound rallied against both the euro and dollar as Trump signalled the Iran conflict could end soon. File image.

Brent: Volatile war premium unwinds on Iran headlines – MUFG.Brent: Volatile war premium unwinds on Iran headlines – MUFG

Fed: Conflict complicates rate-cut path – BNY.Fed: Conflict complicates rate-cut path – BNY

Netherlands, The Consumer Price Index n.s.a (YoY) in line with forecasts (2.4%) in February.Netherlands, The Consumer Price Index n.s.a (YoY) in line with forecasts (2.4%) in February

Netherlands, The Manufacturing Output (MoM) declined to 0.4% in January from previous 0.5%.Netherlands, The Manufacturing Output (MoM) declined to 0.4% in January from previous 0.5%

Netherlands, The Consumer Spending Volume fell from previous 0.8% to 0% in January.Netherlands, The Consumer Spending Volume fell from previous 0.8% to 0% in January

EUR/JPY Price Forecast: Softens below 183.50 on safe-haven demand, but holds mildly bullish outlook.EUR/JPY Price Forecast: Softens below 183.50 on safe-haven demand, but holds mildly bullish outlook

Dollar Weakens as Oil Shock Repriced Into Managed Conflict.Global markets have begun to regain stability after Monday's oil-driven turmoil, with Asian equities rallying today following a rebound in US markets overnight. Investors appear to be shifting away from the extreme scenario of a catastrophic oil supply collapse toward a more contained outlook for the Iran conflict.

WTI Price Forecast: Retakes $88.00 as Strait of Hormuz closure fuel supply disruption fears.WTI Price Forecast: Retakes $88.00 as Strait of Hormuz closure fuel supply disruption fears

US Dollar Index gathers strength to near 99.00 on Middle East tensions, US CPI data looms.US Dollar Index gathers strength to near 99.00 on Middle East tensions, US CPI data looms

China trade surges as exports jump 21.8% and imports beat forecasts.China's trade activity accelerated sharply in the first two months of 2026, according to data released by the country's Customs agency. Exports surged 21.8% yoy, far exceeding expectations of a 7.1% increase.

Oil Price Analysis: Crude Drops Amid Russian Supply Talks and War Uncertainty.Oil markets remain volatile as the U.S.–Iran conflict, Middle East supply risks, and potential easing of Russian oil sanctions continue to shift global supply expectations.

USD/JPY forecast: shooting star forms after Japan GDP data.The USD/JPY exchange rate pulled back slightly, moving from this week's high of 158.85 to 157 as geopolitical tensions fell and after Japan published strong macro data. So, what next for the pair ahead of the upcoming US inflation report?

China exports surge 21.8% as trade surplus widens at start of 2026 - more detail.China's export engine accelerated sharply at the start of 2026, underscoring the country's continued reliance on overseas demand as a key driver of economic growth.

China Trade Balance CNY came in at 1.5B, below expectations (950B) in February.China Trade Balance CNY came in at 1.5B, below expectations (950B) in February

China's exports turbocharge into 2026 after record-breaking year.China's export growth quickened in the January-February period, customs data showed on Tuesday, keeping the world's second-largest economy on track to top its record $1.2 trillion trade ​surplus over the course of 2026.

Australian Dollar remains subdued following China's Trade Balance data.Australian Dollar remains subdued following China's Trade Balance data

China's trade data for January–February came in much stronger than expected.China's trade data for January–February came in much stronger than expected. Exports (USD terms) rose 21.8% y/y (expected 7.1%, previous 6.6%).

China Trade Balance CNY below expectations (950B) in February: Actual (637.5B).China Trade Balance CNY below expectations (950B) in February: Actual (637.5B)

Rupee set to recover after Trump comments calm oil market; risks linger.The Indian rupee is likely to recover on Tuesday, boosted by a pullback in oil prices after U.S. ​President Donald Trump said the Iran war would be over soon, ‌bringing relief to investors worried about prolonged disruptions to energy supplies.

WTI oil settles into 80–100 new normal as supply vacuum fears ease.WTI crude's rapid fall from near 120 yesterday to around the 85 area suggests that the oil market is beginning to reassess the scale of the supply shock triggered by the Middle East conflict.

Japan's Takaichi faces fresh scrutiny over BOJ policy stance.Japanese Prime Minister Sanae Takaichi's stance on monetary policy came under scrutiny on Tuesday when a lawmaker ​grilled her finance minister on whether she had pressured the central bank chief ‌to hold off on raising rates further.

Canadian Dollar weakens as Oil prices ease after Trump remarks.Canadian Dollar weakens as Oil prices ease after Trump remarks

Australia NAB business confidence turns negative after RBA hike.Australia's NAB Business confidence fell sharply by five points to -1 February, slipping into negative territory for the first time in eleven months. In contrast, business conditions held steady at +7, roughly in line with the long-run average.

Australia Westpac consumer sentiment edges Up, but war fears slam late responses.Australia's Westpac Consumer Sentiment index edged up 1.2% mom to 91.6 in March. While sentiment remains firmly in pessimistic territory, the survey indicates that consumers have responded less negatively than expected to the RBA's 25 bps increase in February.

Asia markets rebound, oil dives as Trump says Iran war could end soon.Asian stocks rallied and oil prices plunged at the start ​of trading on Tuesday, following a volatile session for markets overnight after U.S. President Donald Trump declared the Middle East war ‌could be "over soon."

Japanese Yen bulls seem hesitant as Oil supply concerns counter upward revision of Q4 GDP.Japanese Yen bulls seem hesitant as Oil supply concerns counter upward revision of Q4 GDP