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NZ business confidence fell sharply in Q1 as Hormuz disruptions lifted uncertainty. Activity held steady but hiring and investment weakened. Inflation

This is via the Wall Street Journal conveying Kevin Warsh's views. On inflation he clearly speaks with forked tongue. Inflation in

IEA chief backs a Basra-Ceyhan pipeline to bypass Hormuz, boost Iraq export resilience and strengthen Europe’s energy security, as Turkey pushes

Iran’s top negotiator (Iran’s Parliament Speaker Mohammad Bagher Ghalibaf) rejected negotiations conducted under threat, saying Trump is attempting to shift talks

Trump invoked the Defense Production Act to boost US oil production, refining and logistics, enabling federal funding and faster project approvals

Pakistan has reportedly urged both Washington and Tehran to prolong the ceasefire by a further two weeks, while local media suggest

Shuffling at Apple. Effective September 1, 2026Tim Cook to become Apple executive chairman, will assist with certain aspects of co, including

Trump: My deal will be better than JCPOATrump: I'm winning the war by a lotTrump says ceasefire will end Wednesday, won't

A couple of data points from New Zealand today. NZIER Survey of Business Opinion (Q1) Westpac notes the Q1 NZIER Survey

US stocks fell on Monday to halt a 13-day winning streak in the Nasdaq but the fall was hardly a retracement

More from Trump:I’m winning a War, BY A LOT, things are going very well, our Military has been amazing and, if

At some point the dust will settle on the Iran war and I expect the Canadian dollar to be a beneficiary.

Trump is out with a lengthy post on Truth Social:The DEAL that we are making with Iran will be FAR BETTER

The Senate Banking Committee gavels in at 10 am ET tomorrow for Kevin Warsh's confirmation hearing, and traders should set a

Here's a survey that's half good news, half outdated-on-arrival.The Bank of Canada's Q1 Business Outlook Survey landed this morning and the

Markets on Hold Pending US–Iran Talks, Warsh Fed Chair Hearing Next Catalyst

Markets are broadly steady today as traders hold back from taking directional positions, waiting for clarity on whether a second round

US-Iran Ceasefire Frays as Tensions Rise; Dollar Firms While Markets Hold Steady

Markets began the week with a measured response to intensifying US–Iran tensions, even as the ceasefire showed visible signs of strain.

Diplomacy or Return to Conflict? Hormuz Closes Again, Oil Signals Path Into Ceasefire Cliff

The market narrative has flipped again—and the stakes are rising. The abrupt shift in the Strait of Hormuz—from briefly “open” to

Markets Aggressively Price US-Iran Deal as Hormuz Reopens, Oil and Dollar Fall

Dollar tumbles again in early US session as oil prices dive on fresh geopolitical progress. A sharp selloff has pushed WTI

Markets Shift from Chasing to Waiting Ahead of Key US-Iran Talks Weekend

The market narrative is shifting from chasing the risk rally to waiting for confirmation. After a sustained push higher driven by

Risk Appetite Holds Firm Near Highs as ECB Pushback Caps Euro, Aussie Outperforms

Risk sentiment remains firm, but momentum is no longer accelerating. Markets are holding near recent highs as optimism over Middle East

Aussie Leads as Risk Optimism Builds, Strong Jobs Push AUD/USD Toward 0.72 Break

Aussie strength is telling the story of markets today. The currency has emerged as the top performer, driven by a combination

Risk Rally Stalls as Front-Running Peaks, Markets Await Deliverables from Second US-Iran Talks

Risk rally is pausing as anticipation gives way to verification. Equity gains are stalling near record levels as markets move from

Dollar Stays Weak as Trump Pivots from ‘Maximum Pressure’ to ‘Reconstruction Mode’ in Iran

The war premium is fading—and with it, the Dollar’s support. The greenback stayed under pressure in Asian session as oil prices

Dollar Selloff Intensifies as Soft PPI Eases Fed Pressure, US-Iran Optimism Builds

Dollar is being hit from both sides—soft inflation and warmer diplomacy. A cooler-than-expected PPI reading has eased pressure on the Federal

Dollar Selloff Resumes as Markets Price Second Round of US-Iran Talks, War Premium Unwinds

Dollar is under broad selling pressure today, giving back its war premium as markets pivot back to diplomacy. Yesterday’s pessimism is

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.

Markets Calm as Oil Price Holds Below Crisis Levels, Dollar Gains but Lacks Conviction

Markets stayed composed in early trading, with oil holding below crisis levels despite renewed tensions around the Strait of Hormuz. Brent

Dollar at Risk of Sharp Selloff if Markets Front-Run Islamabad Accord on Progress in US-Iran Talks

Attention is firmly on Islamabad as the United States and Iran begin their first high-level talks since the onset of war,

Dollar Slips as CPI Fails to Rattle Fed’s Transitory View, Islamabad Talks Awaited

Dollar is back under mild pressure as US trading gets underway, with markets reacting to a softer-than-feared inflation report from the

Data source: FXStreet, Finance Magnates, DailyFX, Investing.com, Forexlive and Action Forex
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