Analýza

U.S. CPI in Focus as U.S.-Iran Talks Add Volatility

U.S. CPI in Focus as U.S.-Iran Talks Add Volatility

Today’s focus is whether there will be any progress from the U.S.-Iran talks, while attention also remains on U.S. inflation. U.S. March CPI year-on-year is expected to accelerate sharply to 3.3% from 2.4%, suggesting inflation has re-accelerated amid a surge in energy prices. Markets will watch closely whether the reading beats expectations, as that could further delay Federal Reserve rate
ATFX | Před 55 dny
Commodities and the US Inflation: A Growing Disconnect

Commodities and the US Inflation: A Growing Disconnect

The traditionally robust relationship between commodity prices and the US inflation has weakened noticeably, complicating the policy outlook. While input costs remain volatile, pass-through into consumer prices appears more muted, raising uncertainty around the inflation trajectory and increasing the risk of policy mis-judgement by the Federal Reserve.
Headway | Před 55 dny
Ceasefire Revives Risk Appetite as U.S. Inflation Data Takes Focus

Ceasefire Revives Risk Appetite as U.S. Inflation Data Takes Focus

Against the backdrop of the ceasefire agreement, the U.S. will release its latest inflation reports on Thursday and Friday. Tonight’s February Core PCE Price Index YoY is expected at 3.0%, down slightly from the previous 3.1%. The data may partly reflect the inflation shock from higher oil prices driven by the Middle East conflict, though the pass-through to core inflation is still in its early st
ATFX | Před 55 dny
Gold risks repeating the 1980s demise

Gold risks repeating the 1980s demise

High rates and Fed passivity may push central banks to sell gold, risking a repeat of the 1980s collapse if Middle East tensions and inflation persist.
FxPro | Před 55 dny
Risk-on momentum fades as US-Iran ceasefire wobbles

Risk-on momentum fades as US-Iran ceasefire wobbles

Two-week truce is already under threat as Israel continues its operations in Lebanon; Iran demands payment to open the Strait of Hormuz; Trump threatens new attacks; Risk-on sentiment evaporates; oil remains near $100 and gold fails to climb to $4,900; Key US data ahead, with March CPI being the highlight tomorrow;
XM Group | Před 55 dny
Oil prices are falling, but not giving up

Oil prices are falling, but not giving up

Donald Trump has declared himself the outright victor in the war, whilst Iran has pledged to reopen the Strait of Hormuz. However, many shipowners will remain extremely cautious, fearing a sudden resumption of hostilities.
FxPro | Před 56 dny