WTI retests $100 as the winning streak extends alongside Middle East war.WTI retests $100 as the winning streak extends alongside Middle East war

Bond managers warn markets underestimate growth risks from Iran war.Some of Wall Street's largest bond investors are increasingly warning that financial markets are focusing too heavily on inflation risks from the U.S.–Iran war, while underestimating the growing threat to economic growth, according to reporting by Bloomberg (gated).

Pound Sterling declines against US Dollar as US ground invasion plans underpin risk-off mood.Pound Sterling declines against US Dollar as US ground invasion plans underpin risk-off mood

Japanese Yen keeps falling as the Middle East war enters fifth week.Japanese Yen keeps falling as the Middle East war enters fifth week

Middle East War Updates: Iran-backed Houthis strike Israel as the conflict expands.Middle East War Updates: Iran-backed Houthis strike Israel as the conflict expands

Pakistan says it will host US-Iran talks in coming days as more US Marines head to region.Pakistan has opened a possible diplomatic lane between Washington and Tehran, but the military build-up around Hormuz means markets will want proof before pricing out the war premium.

Pound Sterling Outlook 2026: Softer UK Economy Points to BoE Shift.The Pound Sterling has traded in narrow ranges recently, with gains limited as investors weigh softer UK growth signals against still-elevated inflation pressures. Pantheon Macroeconomics notes that UK economic momentum is cooling, with weaker activity and a gradual easing in labour market conditions.

Monday open indicative forex prices, 30 March 2026.As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online ... prices are liable to swing around, so take care out there.

Rabobank Dollar to Yen Forecast: USD/JPY Seen Lower to 152 on BoJ Tightening.The Dollar to Yen (USD/JPY) exchange rate pushed above 160 and is currently trading near 160.30, with the yen remaining under pressure despite expectations for further Bank of Japan tightening. Rabobank notes that, unlike other major central banks, there has been limited repricing of Bank of Japan policy expectations since the Middle East.

Dollar Iran War Forecast: De-Dollarisation Debate Grows, But USD Holds Firm.The US dollar has remained firm through March as investors sought liquidity and protection amid the Iran war and the disruption to energy markets. Latest — Exchange Rates:Pound to Dollar (GBP/USD): 1.32602Euro to Dollar (EUR/USD): 1.15079Dollar to Japanese Yen (USD/JPY): 160.2905 Recent market moves suggest the currency's.

Banks ask India's RBI for 3 months to comply with FX position caps, sources say.Lenders have urged the Indian central bank to grant three months for compliance with new foreign exchange ​position limits, noting that a quick implementation could trigger disorderly unwinding ‌of positions and potential losses, six bankers told Reuters.

US Dollar: 10-Day Iran Deadline Fails to Calm Markets.The US dollar held firm while risk-sensitive currencies struggled as President Trump extended the Iran ultimatum, offering only temporary relief to markets amid ongoing geopolitical uncertainty. Latest — Exchange Rates:Pound to Euro (GBP/EUR): 1.15227Pound to Dollar (GBP/USD): 1.32602Euro to Dollar (EUR/USD): 1.15079 President Trump.

Crude Oil Q2 2026 Outlook: Hormuz Risks Dominate WTI Price Forecasts.Crude oil prices are entering Q2 2026 at a critical inflection point, with Brent and WTI forecasts increasingly driven by US–Middle East tensions and risks to the Strait of Hormuz. As of March 27, 2026, oil prices remain elevated near the $100 range, reflecting persistent supply disruption fears, rising geopolitical risk premiums, and tightening global energy markets.

WTI Crude Oil Weekly Forecast: Speculative Emotion and Choppiness Still Roar - 29 March 2026.The price of WTI Crude Oil remains a speculative landscape, the value of the commodity finished near 98.700 going into this weekend and this coming Monday morning promises to deliver dynamic results again.

USD/JPY Weekly Outlook: Yen Slides, JGB Yields Rise as Policy Dilemma Deepens.USD/JPY continues to grind higher despite elevated intervention risk, pressuring both the yen and Japanese bonds given elevated economic and fiscal risks. Markets are pushing for a larger adjustment in yields, otherwise the yen needs to weaken further, leaving Japanese policymakers stuck in a bind where acting on one side risks destabilising the other.

Euro Weekly Forecast: EUR/USD, EUR/JPY, EUR/GBP.If we go back to late-January there wasn't exactly a positive economic backdrop around the Eurozone, and it wasn't even all that bearish around the US and the USD. But a stunning sell-off in USD/JPY drove the US Dollar to its most oversold in five years and, in-turn, EUR/USD to deep overbought level as the pair tested above the 1.2000 handle.

India central bank rupee curbs to force unwinding of arbitrage bets, traders say.The Reserve Bank of India's restrictions on rupee positions are set to force an unwinding of arbitrage trades between the non-deliverable forward (NDF) and onshore markets, exposing banks to potential losses, six traders said.

April 2026 Monthly.Wars rarely stay where they start. The Israeli and American military campaign against Iran—the most direct confrontation with Tehran in decades—has sent shockwaves well beyond the Middle East.

Pound Sterling: UK Retail Sales Beat Forecasts but Outlook Weakens.The British Pound held broadly steady against the Euro and US Dollar after UK retail sales data came in stronger than expected, offering some support to the near-term growth outlook. Latest — Exchange Rates (Markets Closed):Pound to Euro (GBP/EUR): 1.15227br>Pound to Dollar (GBP/USD): 1.32602Euro to Dollar (EUR/USD): 1.15079 February.

Thai Baht: War-driven pressures challenge BOT stance – DBS.Thai Baht: War-driven pressures challenge BOT stance – DBS

Philippines: Extended pause view after BSP off-cycle move – UOB.Philippines: Extended pause view after BSP off-cycle move – UOB

Natural Gas Price Forecast: Bears Hold Below Key Trendline.Natural gas remains under pressure below a key long-term trendline, facing resistance at multiple moving averages, with downside continuation likely unless bullish breakouts occur.

CNY: PBoC seen resisting strong appreciation – Commerzbank.CNY: PBoC seen resisting strong appreciation – Commerzbank

United Kingdom CFTC GBP NC Net Positions climbed from previous £-65.5K to £-58.4K.United Kingdom CFTC GBP NC Net Positions climbed from previous £-65.5K to £-58.4K

Japan CFTC JPY NC Net Positions: ¥-62.8K vs ¥-67.8K.Japan CFTC JPY NC Net Positions: ¥-62.8K vs ¥-67.8K

United States CFTC Oil NC Net Positions rose from previous 218.7K to 233.6K.United States CFTC Oil NC Net Positions rose from previous 218.7K to 233.6K

Indonesia: Inflation pressures from Oil and festivals – DBS.Indonesia: Inflation pressures from Oil and festivals – DBS

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rallies 5% As Traders Bet On A Long War In The Middle East.Oil traders do not believe that U.S. and Iran could reach a deal in the near term.

India: Energy shock risks and policy playbook – Societe Generale.India: Energy shock risks and policy playbook – Societe Generale

USD/JPY Breaks 160, USD Ascending Triangle and EUR/USD 1.1500 Support Test.USD/JPY has broken above the 160 handle for the first time since 2024 and this sets up for a volatile Sunday open. Meanwhile, the US Dollar retains breakout potential given the ascending triangle formation and for those looking to fade DXY, EUR/USD is grasping at the 1.1500 level.