分析

US-Iran Talks Fail, Safe-Haven Demand Returns

US-Iran Talks Fail, Safe-Haven Demand Returns

U.S. stocks closed mixed on Friday as investors remained cautious ahead of the weekend, closely monitoring the ongoing Middle East peace talks. All three major indices posted their biggest weekly percentage gains since November. The U.S. dollar fell, recording its biggest weekly decline since January as investors sold safe-haven assets. EUR/USD stood at 1.172, up 1.8% on the week, while GBP/USD cl
ATFX | 112日前
Oil Is Not a Trend — It Is a Market of Swings

Oil Is Not a Trend — It Is a Market of Swings

The recent price action in crude oil reflects a market driven by geopolitics rather than fundamentals. The rapid collapse of the Middle East ceasefire and renewed tensions around the Strait of Hormuz have reinforced a regime of sharp, unpredictable swings. With no clear base case, pricing is increasingly dictated by shifting risk premia rather than stable trends.
Headway | 115日前
USD/JPY: Yen Fared Better, but Energy Rally Not Over

USD/JPY: Yen Fared Better, but Energy Rally Not Over

USD/JPY traded at 159.16 on Friday. The yen is retreating slightly but appears less weak than previously, amid a two-week truce between the US and Iran. The decline in oil prices following the announcement of the truce has partially reduced stagflationary risks and provided some support to the Japanese currency.
RoboForex | 115日前
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 | 115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 | 116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 | 116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 | 116日前