Monthly Archives: April 2026
MUFG’s Derek Halpenny says the US Hormuz blockade could spur global inflation as oil and inputs rise
Written on April 25, 2026 at 7:21 am, by davin
US blockade in Hormuz tightens; Trump authorizes fire on mine-layers; oil shocks threaten inflation, volatility, and faster ECB/BoE tightening.
WTI crude trades near $92.55, down 3.28%, after earlier highs as Iran-US talks, sentiment weaken
Written on April 25, 2026 at 7:20 am, by davin
WTI crude slid to $92.55 as Iran-US talks eased fears; weak US sentiment raised demand concerns.
TD Securities expects CAD to stay broadly steady short term, as the BoC adopts a more balanced tone
Written on April 25, 2026 at 6:51 am, by davin
TD sees BoC neutral tone steadying CAD; USD/CAD choppy through Q2 2026, drifting lower later.
DJIA futures hold near 49,100 after volatile trading, while Iran talks falter and UoM sentiment improves
Written on April 25, 2026 at 6:51 am, by davin
Dow futures steady above 49,100; Iran-related Pakistan talks loom; sentiment hits record low; inflation expectations mixed.
EUR/USD climbs, ending three-session decline, as hopes for renewed US-Iran talks boost risk appetite, weaken Dollar
Written on April 25, 2026 at 6:21 am, by davin
EUR/USD snapped three-day slide, rising to 1.1715 as US-Iran contact reports softened the US Dollar.
GBP/USD climbs as Iran talks prospects and Israel–Lebanon ceasefire extension boost risk appetite, weakening dollar
Written on April 25, 2026 at 6:21 am, by davin
GBP/USD climbed as risk appetite improved, US-Iran talks hopes grew, and UK retail sales boosted Pound.
Renewed Iran–US dialogue hopes and extended Israel–Lebanon ceasefire lift GBP/USD as Dollar safe-haven demand fades
Written on April 25, 2026 at 5:51 am, by davin
GBP/USD climbed as dollar demand eased on risk-on sentiment, renewed Iran talks hopes, and strong UK retail sales.
EUR/GBP stays range-bound, driven by UK data, while traders watch US–Iran tensions and upcoming central-bank meetings
Written on April 25, 2026 at 5:51 am, by davin
EUR/GBP held near 0.8671, Sterling boosted by retail sales; Euro weakened on IFO drop; Iran risks.
Nomura expects the Bank of England to keep rates at 3.75%, despite energy worries; Pill alone dissenting 8-1
Written on April 25, 2026 at 5:21 am, by davin
Nomura expects Bank Rate held at 3.75%, 8-1 vote, higher inflation forecasts, no changes through 2027.
AUD/USD rises towards 0.7140 as the US Dollar softens, Middle East tensions persist, boosting risk appetite
Written on April 25, 2026 at 5:20 am, by davin
AUD/USD climbs near 0.7140 as weaker Dollar and improved risk appetite offset Middle East tensions.
