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Analýza
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
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Pred 115 dňami
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
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Pred 115 dňami
EBC Markets Briefing | China stocks higher; Aussie dollar near 3-week high
Asian stocks rose with Wall Street as China's A50 hovered near 15,000, despite heavy capital outflows and geopolitical risks weighing on the outlook.
EBC Financial Group
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Pred 115 dňami
Morgan Stanley’s MSBT Launch Signals a Tougher Bitcoin ETF Market
The MSBT launch shows bitcoin moving deeper into mainstream finance, but it also raises the pressure on rival ETF issuers to compete on price.
VT Markets
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Pred 115 dňami
Markets on Edge Ahead of US CPI as Risk Sentiment Shifts; Dollar Firms, Oil Holds Near Highs | 10th April, 2026
Markets are cautious ahead of US CPI, with a firm USD pressuring currencies. Oil holds above $92 on supply risks but momentum slows. GBP/USD and NZD/USD remain bearish, while USD/JPY stays bullish. AUD/JPY consolidates. Overall, CPI data is the key catalyst for next market direction.
Moneta Markets
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Pred 115 dňami
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
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Pred 115 dňami
Yen Finds Relief, but BOJ Uncertainty Keeps USDJPY Elevated
USDJPY has steadied as lower oil prices ease pressure on Japan, but BOJ uncertainty is still limiting a stronger yen recovery.
VT Markets
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Pred 115 dňami
Dollar Pullback Faces a Bigger Test in CPI
The dollar has softened after the ceasefire and lower oil prices reduced some of its recent support. However, sticky inflation is still preventing a sharper decline.
VT Markets
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Pred 115 dňami
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
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Pred 115 dňami
EBC Markets Briefing | Are bonds and small-caps near infection point?
US-Iran ceasefire eases tensions but uncertainty lingers, while high oil prices, inflation risks and slowing growth keep markets volatile.
EBC Financial Group
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Pred 116 dňami
Today Technical Analysis: US Dollar Index Holds Above 100 as Uptrend Remains Intact
The Dow is trading near 46,607, and the chart shows a short term bullish recovery after a sharp sell off, but momentum is now fading. The market rebounded strongly from the 45,900–46,000 support zone, forming a sequence of higher lows, which initially suggested a potential trend reversal.
STARTRADER
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Pred 116 dňami
Today Fundamental Analysis: Stocks Close Higher on Ceasefire Optimism as Markets Seek Further Confirmation
US stocks celebrated the announcement of the ceasefire between the United States and Iran yesterday. On Wednesday, Dow Jones gained more than 1,200 points, closing 2.8% higher. Nasdaq was up 2.6% and the S&P 500 rose 2.4% ending the day above the 6,700 level.
STARTRADER
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Pred 116 dňami
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
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Pred 116 dňami
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
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Pred 116 dňami
Can ExxonMobil Balance Oil Profits and Transition Pressure?
ExxonMobil remains tied to oil, but investors are increasingly focused on how it handles the energy transition.
VT Markets
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Pred 116 dňami
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
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Pred 116 dňami
EUR/USD on the Plus Side: Middle East Truce Proves Fragile
EUR/USD rose to 1.1667 on Thursday. The US dollar partially recouped its losses from the previous session, as market sentiment remains cautious amid a fragile truce between the US and Iran.
RoboForex
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Pred 116 dňami
EBC Markets Briefing | Crude prices whipsaw; Intel joins hands with Tesla
Oil steadied amid tariffs and a fragile Iran ceasefire, while rising US inventories and risks keep Brent capped with downside toward $100.
EBC Financial Group
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Pred 116 dňami
WTI Surges Past $92.50 on Fragile US–Iran Ceasefire Hopes | 9th April, 2026
WTI surges above $92.50 on a fragile US–Iran ceasefire, boosting oil amid supply concerns. USD stays strong on safe-haven demand, supporting USD/CAD. Gold and silver struggle, showing weak momentum. USD/CNY remains stable under PBOC guidance. Overall, geopolitics and inflation data drive elevated market volatility.
Moneta Markets
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Pred 116 dňami
Oil Rebounds as Hormuz Keeps Ceasefire Fragile
Oil moved higher again as markets looked beyond the ceasefire and focused on the slower return of normal shipping conditions through the Strait of Hormuz.
VT Markets
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Pred 116 dňami
