Analysis

The Strait of Hormuz kept markets on edge all week, but blowout US data, oil swings, and a hot NZD CPI made for no shortage of action.

The safe-haven signal appears broken this week, with yields and dollar strength pulling gold steadily lower instead.

ECB policymakers are publicly split on rate hikes amid the Iran war energy shock. Learn what hawk vs. dove central bank language means for EUR/USD traders.

With conflict skewing PMI data and the ECB staying cautious, Thursday’s PMIs test for stagflation risk, a temporary shock, or contraction.

Iran refused to negotiate, Vance canceled his flight, and WTI breached the $90.70 regime threshold. Here’s how the scenarios have shifted — and what Wednesday’s deadline means for every asset.

UK inflation is back in focus — but is Wednesday’s jump in prices the start of something stickier, or just an energy blip?

While wars and political crises grab the front page, the slow-burn trade war is still the dominant force behind commodity currency direction, quietly signaling something traders can’t afford to miss.

Australia’s jobs figures came in mostly in line with expectations, keeping the unemployment rate steady for March and RBA expectations well-anchored. Here’s our watchlist setup that made the cut.

The UK jobs data drops tomorrow! Will cooling wages clear the path for the BOE to cut, or does Sterling catch a bid?

Cooler inflation could dent RBNZ interest rate hike expectations this year. We’re watching AUD/NZD and NZD/CHF if CPI comes in weak!

New Zealand is gearing up to print its quarterly CPI, and hotter than expected price pressures could stoke expectations for a more hawkish RBNZ. Here’s what I’m looking at on NZD/JPY and EUR/NZD in this scenario.

New Zealand’s quarterly inflation report is lined up for release this week, likely influencing RBNZ policy expectations and NZD direction. Here’s what to look out for.

Iran re-closed the Strait of Hormuz over the weekend, setting up a pivotal week as Islamabad peace talks, Warsh’s testimony, and US retail sales collide simultaneously.

The framework assigned 25% to a diplomatic breakthrough. Iran’s Foreign Minister declared the Strait of Hormuz fully open on Friday. Here’s what the scenarios got right — and what they missed.

Geopolitics ran the show as US-Iran tensions, a Strait of Hormuz blockade, and late-week ceasefire optimism kept every major currency on edge.

The SEC eliminated the $25,000 Pattern Day Trader rule and replaced it with intraday margin standards. Learn what changed, who benefits, and what risks remain for retail traders.

With oil above $100 and tax cuts in place, Canada’s CPI tests inflation spread. Will it shift BOC policy and CAD direction?

GBP/USD’s climb looks strong on the surface, but upcoming U.K. GDP data could put the rally at risk. At the same time, the U.S. dollar is under broad pressure from a geopolitical backdrop that could flip quickly.

The U.S.-Iran truce was supposed to be gold’s exit cue. Instead, the metal pushed higher and quietly refused to leave.

If the AUD crowd goes mild at the March jobs results, then AUD/USD and GBP/AUD setups could start drawing more attention from traders.