NZD: Hawkish pricing faces growth reality – OCBC.NZD: Hawkish pricing faces growth reality – OCBC

Oil: Supply shock risks and inflation focus – Standard Chartered.Oil: Supply shock risks and inflation focus – Standard Chartered

Crude Oil Price Analysis – Oil Jumps as Talks Fail to Produce Results.The oil markets continue to see a lot of pressures, as the talks over the weekend between the Iranians and Americans failed to produce any real results. With this, supply will continue to be a major issue.

Natural Gas Price Analysis – Natural Gas Jumps to Kick Off the Week.Natural gas continues to look weak overall, despite the jump that has started the week. With this, the natural gas market will continue to be very noisy in general.

USD: Safe haven flows and de-dollarisation debate – Rabobank.USD: Safe haven flows and de-dollarisation debate – Rabobank

DAX forecast: Downside risks increased on re-escalation of US-Iran war.Following the overnight gap-down, the major global indices managed to bounce off their lows, and in some cases quite impressively so. US markets even managed to turn positive momentarily as European indices clawed back further loss on the back of a NYP report that Iranian officials are studying abandoning uranium enrichment as a US condition for ending the war.

EUR/USD, GBP/USD and USD/JPY Forecasts – US Dollar Jumps on Risk Aversion.The risk situation in the Forex markets continues to be driven by headlines coming out of the Middle East.

ECB: Higher inflation and more rate hikes – Deutsche Bank.ECB: Higher inflation and more rate hikes – Deutsche Bank

Natural Gas News: Futures Try to Recover as Global Risk Meets Mild Weather.Natural gas futures rise today as Iran tensions boost global market sentiment, but strong supply, mild weather, and high inventory limit upside potential.

Why does HSBC expect the dollar to weaken despite gains?.The US dollar moved higher on Monday after weekend talks between Washington and Tehran failed to produce an agreement to end the ongoing conflict. According to CNBC, the greenback gained 0.3% against the euro, trading at $1.169, and rose 0.25% against the British pound to $1.342.

Global outlook: IMF set to cut growth forecasts – BBH.Global outlook: IMF set to cut growth forecasts – BBH

USD: Fed patience and Iran risks shape outlook – TD Securities.USD: Fed patience and Iran risks shape outlook – TD Securities

Markets in ‘Geopolitical Purgatory': Is Oil Price at $100 Expensive or Cheap?.Markets are strikingly calm despite the breakdown in Islamabad talks, not because risks are low—but because nothing has been decided yet. With the US-Iran ceasefire deadline on April 22 still more than a week away, markets are stuck in “geopolitical purgatory,” pricing uncertainty rather than a definitive outcome.

HUF: Political shift boosts forint and EU ties – MUFG.HUF: Political shift boosts forint and EU ties – MUFG

Russia Foreign Trade fell from previous $6.597B to $5.353B in February.Russia Foreign Trade fell from previous $6.597B to $5.353B in February

USD/JPY: Ueda caution and Oil risks in focus – BNY.USD/JPY: Ueda caution and Oil risks in focus – BNY

BoE: Seen on hold as data soften – Societe Generale.BoE: Seen on hold as data soften – Societe Generale

Canada Building Permits (MoM) registered at -8.4%, below expectations (-0.5%) in February.Canada Building Permits (MoM) registered at -8.4%, below expectations (-0.5%) in February

US naval blockade said to not impede neutral transit to or from non-Iranian destinations.As mentioned earlier in the day, it's a case now that the Strait of Hormuz will be contested as the US navy takes up presence. The headline remark might sound nice but it doesn't mean that Iran is still not in control.

investingLive European markets wrap: Oil jumps up, risk dips after US-Iran talks collapse.There was much optimism last week riding on US-Iran negotiations over the weekend but it all came crashing down as the talks in Islamabad fell apart. Still, the feeling and reaction in markets today is that it could've been much worse.

Oil: Prices surge on Hormuz blockade threat – ING.Oil: Prices surge on Hormuz blockade threat – ING

Crude Surges 8%, DXY Jumps as US Naval Blockade Targets Iranian Oil Exports.The “Fear Trade” is back on the menu this Monday. Geopolitical tensions have hit a fever pitch after peace talks between the US and Iran in Pakistan ended in a stalemate.

Hopes for the Talks dashed, but Tensions Have Eased.The US dollar opened the week with a gap higher after US-Iran talks failed to end the conflict. Tehran refused to abandon its nuclear ambitions, whilst the United States intends to block its tankers from passing through the Strait of Hormuz.

Canada: Carney majority prospects and fiscal outlook – TD Securities.Canada: Carney majority prospects and fiscal outlook – TD Securities

Rupee falls most in two weeks as oil spikes on US move to blockade Iran ports.The Indian rupee endured its ​steepest fall in two ​weeks on Monday, as oil prices climbed past $100 per ​barrel, while supportive dollar flows for the currency, spurred by banks' unwinding of arbitrage positions, dissipated.

Pound Sterling underperforms peers on renewed Middle East war.Pound Sterling underperforms peers on renewed Middle East war

Pound weakens amid geopolitical tensions and energy price surge.The British pound declined against a broadly stronger US dollar on Monday as escalating geopolitical tensions between the United States and Iran  heightened market uncertainty. The move followed the breakdown of talks between Washington and Tehran, with US President Donald Trump announcing that the US Navy would begin blockading the Strait of Hormuz.

Sterling dips as US-Iran peace talks stall; energy prices surge.The British pound fell against a broadly stronger dollar ​on Monday after talks between Iran and the U.S. broke down and the ‌U.S. Navy said it would blockade the Strait of Hormuz, sending energy prices surging.

A softer risk mood to start the new week but the feeling is that it could've been worse.US-Iran talks collapsed over the weekend with there being no deal as both sides could not see eye to eye on a nuclear agreement. Iran is not letting up on their control over the Strait of Hormuz.

NOK: Rate path stays uncertain – Danske Bank.NOK: Rate path stays uncertain – Danske Bank