Hot Before the Iran Conflict: Why U.S. Inflation Was Already a Problem.Two data releases this week confirmed what traders feared: U.S. inflation was hot before Iran even happened.

WTI Price Forecast: Retakes $91.00 as bulls await breakout above 200-hour EMA.WTI Price Forecast: Retakes $91.00 as bulls await breakout above 200-hour EMA

Singapore Industrial Production (YoY) declined to -0.1% in February from previous 16.6%.Singapore Industrial Production (YoY) declined to -0.1% in February from previous 16.6%

Markets remain torn on what will become of the US-Iran conflict next.The market mood is not as bad as it was when we returned from the weekend. However, it is not as hyped up as what it was made out to be when US president Trump claimed "very productive" talks with Iran on Monday.

Japan shifts focus to oil in unorthodox scramble to talk up yen.Japan is weighing a controversial plan to arrest the yen's slide: stepping into oil futures markets, sources say, as long-standing policy tools lose traction ​against stubborn inflation pressures.

GBP/JPY holds above 213.00, eyes monthly high amid bearish JPY sentiment.GBP/JPY holds above 213.00, eyes monthly high amid bearish JPY sentiment

Australian Dollar moves little following RBA's Kent cautious remarks.Australian Dollar moves little following RBA's Kent cautious remarks

Crude Oil Prices Gain as Ceasefire Uncertainty Keeps Supply Risks in Focus.Oil prices rose on US-Iran tensions and supply risks at the Strait of Hormuz, while Iran's rejection of talks, disruptions to Russia's oil exports, and a surprise rise in US inventories kept the market volatile and uncertain.

investingLive Asia-Pacific FX news wrap: March towards a ground war continues.Oil prices continued to edge higher, with markets gradually rebuilding a geopolitical risk premium as tensions in the US-Iran conflict show signs of further escalation rather than resolution.

US small caps at key level as Iran, crude and rates converge.The Russell 2000 has rebounded in recent days on the back of declines in energy prices and Treasury yields, reinforcing that it remains a high-beta play on sentiment towards the US economic outlook, rather than simply a bet on AI like some of the larger cap US indices.

Japanese Yen hangs near YTD low vs. USD amid Middle East tensions, intervention fears.Japanese Yen hangs near YTD low vs. USD amid Middle East tensions, intervention fears

Pound Sterling moves little as uncertainty prevails over US-Iran peace talks.Pound Sterling moves little as uncertainty prevails over US-Iran peace talks

US President Trump: Iran is negotiating, wants to make a deal so badly.US President Trump: Iran is negotiating, wants to make a deal so badly

China EV exports jump 120% in February as global demand accelerates.China's vehicle exports surged at the start of 2026, driven by a sharp acceleration in electric vehicle shipments, reinforcing the country's growing dominance in global auto markets.

WTI consolidates around $90.50 as traders assess prospects of de-escalation in Middle East.WTI consolidates around $90.50 as traders assess prospects of de-escalation in Middle East

RBA Warns of ‘Restrictive' Shift: Why Rising Neutral Rates and Petrol Shocks Could Trigger More Hikes.RBA Assistant Governor Christopher Kent warned today that the prolonged Middle East conflict is pushing Australia's “neutral” interest rate higher, signaling a potentially more aggressive path for the cash rate. Despite global uncertainty usually cooling markets, Kent noted that persistent supply shocks in energy are forcing a “tighter stance of monetary policy” to prevent long-term inflation expectations from spiraling.

U.K. CPI Held Steady at 3.0% in February, War Inflation Risks Loom.The Office for National Statistics confirmed that the UK headline CPI remained unchanged at 3.0% in the twelve months to February, landing broadly in line with expectations. Core CPI edged higher to 3.2%, a signal that underlying domestic price pressures have not fully dissipated.

Japan Corporate Service Price Index (YoY) up to 2.7% in February from previous 2.6%.Japan Corporate Service Price Index (YoY) up to 2.7% in February from previous 2.6%

RBA's Kent: Middle East conflict poses inflation and economic risks.RBA's Kent: Middle East conflict poses inflation and economic risks

Trump-Xi meeting now set for May after delay tied to Iran conflict.The United States and China are set to resume high-level engagement next month, with President Donald Trump scheduled to meet Chinese President Xi Jinping in Beijing on May 14–15, marking a delayed but closely watched summit between the two leaders.

RBA warns prolonged Middle East war could hit growth, unmoor inflation expectations.A senior Australian central banker warned on Thursday that the longer the Middle East conflict drags on, the ​greater the economic damage will be and policymakers ‌need to ensure a surge in energy prices will not dislodge inflation expectations.

US Dollar Outlook: Bulls Resurface, Breakout on the Cards?.The US dollar is attempting to regain bullish momentum, supported by a sharp shift in futures positioning and improving technical structure on the daily chart. While near-term price action points to a potential breakout, longer-term charts continue to warn that any strength could prove corrective within a broader bearish cycle.

China: Growth seen improving in 1Q – DBS.China: Growth seen improving in 1Q – DBS

Pound Sterling Today: Oil Shock Overshadows UK Inflation Data.The Pound Sterling held steady against the euro and US dollar after UK inflation came in at 3.0%, as markets looked past the data and focused on the looming impact of higher oil prices. UK Inflation Steady at 3.0%, but the Oil Shock is Yet to be Reflected UK headline CPI came in at 3.0%, in line with expectations.

Pound-to-Euro Forecast: GBP Steady as Inflation and ECB Signals Offset.The Pound to Euro exchange rate held steady as markets weighed inflation data and central bank signals amid ongoing geopolitical uncertainty. Latest — Exchange Rates:Pound to Euro (GBP/EUR): 1.15619 (+0.1%)Pound to Dollar (GBP/USD): 1.33669 (-0.36%)Euro to Dollar (EUR/USD): 1.15612 (-0.46%) DAILY RECAP: The Pound (GBP) stabilised.

Financial & Forex Market Recap: March 25, 2026.Geopolitical whiplash defined Wednesday as the dollar emerged as the top major currency, oil surged above $90, and conflicting US-Iran ceasefire signals drove broad market volatility higher.

Trading Day: Giving peace a chance.Stocks rose and oil prices and bond yields dropped on Wednesday, on hopes that the U.S. and Iran are progressing toward a peace deal. Investors' optimism was reflected in the MSCI All Country equity index clocking its biggest rise in six weeks.

APAC FX: Balance-of-payments strains shape flows – BNY.APAC FX: Balance-of-payments strains shape flows – BNY

Natural Gas Price Forecast: Bear Trend Pressures Key Support.Natural gas remains under pressure after forming a lower high, with key support levels at risk as bearish momentum builds and broader downside continuation remains likely.

investingLive Americas FX news wrap 25 Mar: Markets are hoping for peace, but not sure..The latest developments in the Iran–US–Israel conflict show a clear divide between public posturing and behind-the-scenes diplomacy, with both sides maneuvering for leverage rather than signaling a clean path to resolution. On the surface, Iran is taking a firm and defiant stance.