Monthly Archives: April 2026
Rabobank strategists warn Iran conflict may raise Eurozone inflation while lowering GDP, increasing stagflation risk
Written on April 23, 2026 at 3:51 am, by davin
Iran war fuels Eurozone stagflation fears: higher energy-driven inflation through 2027, weaker growth, rising rates and risks.
S&P 500 stayed resilient at the open, as Kevin Warsh testimony and ceasefire expiry heightened tensions
Written on April 23, 2026 at 3:51 am, by davin
S&P 500 held steady early; ceasefire lapsed and Warsh hearing spurred risk-off, then Trump extended truce.
TD Securities says March UK CPI hit 3.3% annually, with fuel-driven post-conflict effects keeping BoE cautious
Written on April 23, 2026 at 3:21 am, by davin
UK March CPI held at 3.3%; energy lifted prices, services rose to 4.5%, core eased 3.1%.
Economists polled by Reuters expect the Fed to hold rates until September, then begin cautious cuts
Written on April 23, 2026 at 3:20 am, by davin
Reuters poll: economists shift to “higher for longer” Fed rates as PCE inflation forecasts rise.
Eurozone consumer confidence fell to -20.6 in April, worsening from the prior -16.3 reading
Written on April 23, 2026 at 2:51 am, by davin
Eurozone consumer confidence slid to -20.6 in April from -16.3, down 4.3 points, staying negative.
Trump and Pakistani sources suggest US–Iran talks could resume by Friday, according to the New York Post
Written on April 23, 2026 at 2:50 am, by davin
New York Post says US-Iran talks may resume Friday; Iran undecided as markets, dollar remain steady overall.
OCBC strategists say oil-led inflation fears boost yields, tightening conditions and supporting US dollar strength amid risk-off sentiment
Written on April 23, 2026 at 2:21 am, by davin
Oil-led inflation tightens financial conditions, lifting yields and dollar, weakening risk appetite amid stagflation concerns.
The Dollar Index stays near weekly highs as a US naval blockade weakens prospects for prolonging Iran ceasefire
Written on April 23, 2026 at 2:21 am, by davin
US Dollar Index steadies near one-week highs as Iran ceasefire extension and elevated oil prices support DXY.
Commerzbank’s Stamer finds euro-area inflation projections broadly match ECB staff forecasts under a mild Iran war scenario
Written on April 23, 2026 at 1:51 am, by davin
Commerzbank says its inflation outlook matches ECB forecasts; only renewed Middle East escalation could significantly lift prices.
GBP/USD edges up to 1.3515 as traders weigh UK inflation data and transatlantic monetary policy outlook
Written on April 23, 2026 at 1:51 am, by davin
GBP/USD rose to 1.3515 as UK CPI hit 3.3% and monthly inflation beat forecasts in March.
