分析

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 | 54日前
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 | 55日前
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 | 55日前
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 | 55日前
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 | 56日前