Overview - The USD was lifted by a strong US non-farm payroll. Middle East worries persisted.
April 02, 2026
North American Summary and Highlights 2 Apr
April 2, 2026 7:01 PM UTC
Overview - The USD remained firmer after Trump’s Wednesday speech but edged off its highs in part due to Iranian claims that it was working with Oman to allow traffic through the Strait of Hormuz.
Asia Summary and Highlights 2 Apr
April 2, 2026 5:33 AM UTC
Nothing new from Trump's speech
April 01, 2026
North American Summary and Highlights 1 Apr
April 1, 2026 7:46 PM UTC
Overview - The USD slipped on Middle East peace hopes, but corrected late ahead of an address from Trump.
Asia Summary and Highlights 1 April
April 1, 2026 4:26 AM UTC
Risk mood improves on Wednesday
March 31, 2026
Asia Open
March 31, 2026 10:56 PM UTC
Trump signals a rapid U.S. exit from Iran within 2–3 weeks
North American Summary and Highlights 31 Mar
March 31, 2026 7:42 PM UTC
Overview - The USD slipped, particularly versus EUR and JPY, on reduced fears of escalation in the Middle East conflict.
Asia Summary and Highlights 31 Mar
March 31, 2026 4:58 AM UTC
Risk remain undecided on the lack of geopolitical clarity Trump open to ending war without Hormuz opening Japan Tokyo Core & Core-Core CPI 1.7% y/y, Headline 1.4%
March 30, 2026
North American Summary and Highlights 30 Mar
March 30, 2026 7:29 PM UTC
Overview - Middle East worries persisted keeping the USD mostly bid, though USD/JPY saw some slippage.
Asia Summary and Highlights 30 Mar
March 30, 2026 4:33 AM UTC
Japan’s FX chief Atsushi Mimura warns authorities are ready to take “decisive” action if speculative moves persist
Asia Open
March 30, 2026 12:03 AM UTC
Sentiment Worsens
March 27, 2026
North American Summary and Highlights 27 Mar
March 27, 2026 7:28 PM UTC
Overview - Middle East worries persisted with the main FX development being USD/JPY breaking above 160.
This week's five highlights
March 27, 2026 11:00 AM UTC
Iran War Scenarios Updated Norges Bank Unsurprisingly Too Hawkish Goodbye to the Good Old Days for UK CPI? DXY Edging higher USD/JPY Pressuring 159.75/90 highs
Asia Summary and Highlights 27 Mar
March 27, 2026 5:01 AM UTC
Japan’s Finance Minister Katayama signaled a stepped-up policy response to rising market volatility Trump pauses Iran energy strikes for 10 days Cyclone Narelle disrupts 8% of global LNG supply from Australia
Asia Open
March 27, 2026 12:36 AM UTC
Iran didn’t request strike pause, mediators say, casting doubt on good faith talks
March 26, 2026
North American Summary and Highlights 26 Mar
March 26, 2026 7:51 PM UTC
Overview - The USD was modestly stronger with Middle East tensions increasing.
Asia Summary and Highlights 26 Mar
March 26, 2026 5:34 AM UTC
Trump says Iran is negotiating and want a deal
March 25, 2026
North American Summary and Highlights 25 Mar
March 25, 2026 7:39 PM UTC
Overview - The USD picked up with the US and Iran clearly remaining far apart regarding any potential peace deal.
Asia Summary and Highlights 25 Mar
March 25, 2026 4:28 AM UTC
Australian February CPI 3.7% y/y BoJ minutes reinforce gradual but ongoing rate hike bias Iran proposes regional military alliance excluding US and Israel
Asia Open
March 25, 2026 12:21 AM UTC
Canada discusses Keystone XL revival with US amid rising energy security risks Iran allows conditional Hormuz transit as thousands of ships remain stalled
March 24, 2026
North American Summary and Highlights 24 Mar
March 24, 2026 7:37 PM UTC
Overview - FX movements were modest though the USD and oil rose on a report of US troops being sent to the Gulf.
Asia Summary and Highlights 24 Mar
March 24, 2026 5:32 AM UTC
Gulf states edge toward war with Iran as Saudi signals imminent entry
March 23, 2026
North American Summary and Highlights 23 Mar
March 23, 2026 7:52 PM UTC
Overview - The USD slipped after Trump postponed an assault on Iranian power plants, claiming progress was being made in talks with Iran, though Iran talks were taking place.
Asia Summary and Highlights 23 Mar
March 23, 2026 5:00 AM UTC
Trump and Iran Sending Threats
March 22, 2026
Asia Open
March 22, 2026 10:52 PM UTC
Trump's 48 hours ultimatum
March 20, 2026
North American Summary and Highlights 20 Mar
March 20, 2026 7:36 PM UTC
Overview - Rising Middle East concerns lifted the USD and UST yields while equities fell ahead of the weekend.
This week's five highlights
March 20, 2026 11:00 AM UTC
Slate of Central banks
Asia Summary and Highlights 20 Mar
March 20, 2026 4:47 AM UTC
Little change in the broader risk atmosphere
March 19, 2026
Asia Open
March 19, 2026 11:14 PM UTC
Qatar LNG exports dropped 17% after Iranian strikes on key gas facilities and will take years to repair
North American Summary and Highlights 19 Mar
March 19, 2026 7:50 PM UTC
Overview - The USD was softer despite Middle East risks which eased somewhat in late trade. GBP and a lesser extent EUR were supported by central bank meetings, though USD/JPY also fell substantially.
Asia Summary and Highlights 19 Mar
March 19, 2026 5:27 AM UTC
BoJ keep rates unchanged at 0.75% Japan warns on speculative FX moves Israel struck Iran’s South Pars gas field and the Asaluyeh oil facility
March 18, 2026
North American Summary and Highlights 18 Mar
March 18, 2026 7:50 PM UTC
Overview - The USD was firmer on a strong PPI, Middle East risks and post-FOMC comments from Fed’s Powell.
Asia Summary and Highlights 18 Mar
March 18, 2026 4:58 AM UTC
Japanese Trade Balance beats
March 17, 2026
Asia Open
March 17, 2026 11:29 PM UTC
US weighs easing Venezuela oil sanctions to boost supply amid global disruptions
North American Summary and Highlights 17 Mar
March 17, 2026 7:33 PM UTC
Overview - The USD was slightly softer in subdued trading with Wednesday’s FOMC decision awaited.
Asia Summary and Highlights 17 Mar
March 17, 2026 6:16 AM UTC
The RBA March meeting hike rates to 4.1% on a 5-4 vote BOJ’s Ueda says inflation rising toward 2% ahead of policy meeting
March 16, 2026
North American Summary and Highlights 16 Mar
March 16, 2026 7:38 PM UTC
Overview - The USD was generally softer as oil corrected from early highs above $100.
Asia Summary and Highlights 16 Mar
March 16, 2026 5:24 AM UTC
Japan warns ready to take decisive action on FX Trump demands allies to help on Strait of Hormuz The U.S. struck Iranian military targets on Kharg Island over the weekend
March 15, 2026
Asia Open
March 15, 2026 11:08 PM UTC
U.S. and China hold talks ahead of Trump–Xi talks French President Emmanuel Macron spoke direct with Iranian President Masoud Pezeshkian
March 13, 2026
North American Summary and Highlights 13 Mar
March 13, 2026 7:47 PM UTC
Overview - The USD was generally firm on Middle East risks. Economic data was weak in the US, UK and particularly Canada.
This week's five highlights
March 13, 2026 11:00 AM UTC
Iran War Scenarios U.S. February Core CPI has slowed, but inflation not yet defeated UK GDP More Gloom DXY Fresh year highs USD/JPY At intervention Level
Asia Summary and Highlights 13 Mar
March 13, 2026 6:05 AM UTC
Iran says it will not close Strait of Hormuz but asserts right to secure waterway
March 12, 2026
North American Summary and Highlights 12 Mar
March 12, 2026 7:35 PM UTC
Overview - Comments from Iran and Trump added to Middle East worries, lifting both oil and the USD.
Asia Summary and Highlights 12 Mar
March 12, 2026 5:46 AM UTC
Oil rises on Iran attacks China has reportedly called for immediate ban on fuel exports for March
March 11, 2026
North American Summary and Highlights 11 Mar
March 11, 2026 7:39 PM UTC
Overview - Concerns about the Middle East conflict persist, which lifted both oil and the USD.
Asia Summary and Highlights 11 Mar
March 11, 2026 4:53 AM UTC
The IEA is weighing a record oil reserve release to calm markets after Hormuz disruption
March 10, 2026
North American Summary and Highlights 10 Mar
March 10, 2026 7:48 PM UTC
Overview - Oil and the USD weakened through most of the session, but a late correction in oil saw the USD losses largely erased.
Asia Summary and Highlights 10 Mar
March 10, 2026 5:24 AM UTC
Japan Q4 annualized GDP revised higher to 1.3%
March 09, 2026
North American Summary and Highlights 9 Mar
March 9, 2026 8:11 PM UTC
Overview - The USD opened firmer but eventually fully erased its gains, in line with volatile moves in oil.
