Former Fed Chair Yellen sees one Fed cut possible as Iran-driven inflation clouds outlook. Iran clears missile base tunnels during ceasefire, signalling rearmament risk Heads up for NZD and CHF traders, RBNZ…
Blockade compliance and improved Hormuz flows support cautious optimism, as talks resume and ceasefire extension is discussed. Summary: US blockade of Iranian ports sees compliance, no interdictions in first 24h Tanker flows…
Westpac sees little immediate labour market impact from the Iran war, but expects a delayed slowdown as energy shocks filter through. Summary: March labour data unlikely to reflect Iran war impact yet…
In her teaser video Maria Bartiromo says Trump told her the war is over. Which is what he’s been saying for weeks. “He said, its over.” This article was written by Eamonn…
Japan’s manufacturers see the sharpest confidence drop in three years as oil shocks and supply disruptions bite, while domestic sectors remain more resilient. Summary: apan manufacturers’ sentiment posts biggest drop in over…
Summary: Bessent signals tariffs could return to prior levels by July Treasury still sees strong US growth, potentially above 3–3.5% Policy stance framed as “de-risking,” not full China decoupling Tariff threat adds…
Trump: Iran talks ‘could be happening over next two days’ in Pakistan IMF lowers 2026 global GDP growth forecast to 3.1% vs 3.3% prior US March PPI final demand 4.0% y/y vs…
It was another big day for stock markets as the market continues to price in peace. We have to be over 90% priced to a peace deal at this point and dangerously…
One of the big risks to a ceasefire in the Middle East is that Israel refuses to stop operations in Lebanon or that Iran makes a total ceasefire there a definite condition…
Yesterday, there was an Atlantic report that said talks were coming on Thursday, citing sources from Tehran. Now Trump says they’re more ‘inclined’ to go to Pakistan for Iran talks. There was…
When US tariffs were struck down by a 6-3 decision in the Supreme Court, the President announced a 10% global tariff under a different authority immediately. This was done under Section 122,…
IMF cuts 2026 global growth forecast to 3.1% vs 3.3% in January on Middle East conflict United States 2026 growth trimmed to 2.3% vs 2.4% prior; 2027 ticks up to 2.1% vs…
