THEME TIMELINE
Economic & Monetary Policy
Brazil's central bank cut rates for the fourth consecutive time, lowering the Selic rate to 14%, the lowest since March 2025. The bank emphasized external uncertainty and inflation risks, citing oil and commodity price volatility and fiscal policy impacts on inflation. (Valor Econômico Politics) Key events: Brazil's central bank cuts rates for fourth time, Selic to 14% (Valor Econômico Politics)
SOURCE COVERAGE
Source Coverage
Latest Update: 2026-08-06
Sources
77
Mainland
5
HK/Macau/Taiwan
0
Overseas
72
Official
7
Non-official
70
Aggregators
2
Original-reporting Preferred
75
Chinese
5
English
38
Reference Links
200
Countries / Regions: Australia / Brazil / Canada / China / EU / France / Germany / India / Indonesia / International / Iran / Israel / Japan / Qatar / Russia / South Korea / Turkey / UK / USA / Ukraine
Sample Sources
Xinhua World · Mainland / OfficialValor Econômico Politics · Overseas / MediaAnadolu Agency Politics · Overseas / MediaThe Korea Times · Overseas / MediaNeue Osnabrücker Zeitung - Politik · Overseas / MediaThe Irish News · Overseas / MediaGoogle News - World · Overseas / AggregatorBBC News (Top) · Overseas / MediaEuronews · Overseas / MediaAl Jazeera Middle East · Overseas / MediaFocus Taiwan Politics · Overseas / MediaECNS Politics News · Mainland / Media
Source samples reflect configured metadata and references in this report. They are for traceability, not endorsement or investment advice.
COVERAGE GAPS
Coverage Gaps
Rule-based observations derived from source mix only.
Coverage leans overseas
WARNIn this window, overseas sources = 72, mainland sources = 5.
English coverage exceeds Chinese
WARNIn this window, English-language sources = 38, Chinese-language sources = 5.
RESEARCH PROJECTION
Research Projection
Linked products: AU Gold / SC Crude Oil / EC Europe Container Shipping / PS Polysilicon / BU Bitumen / PG LPG
Tracking status: active 40 / review due 56
Lifecycle review: continued · reporting remains dense
Latest checkpoints
- SC 2y · active · scheduled_long_horizon_checkpoint
- SC 1y · active · scheduled_long_horizon_checkpoint
- SC 6m · active · scheduled_long_horizon_checkpoint
- SC 3m · review due · entry_bar_missing_backfill_required
2026-08-06
2026-08-06
Updates
- Brazil's central bank cut rates for the fourth consecutive time, lowering the Selic rate to 14%, the lowest since March 2025. The bank emphasized external uncertainty and inflation risks, citing oil and commodity price volatility and fiscal policy impacts on inflation. (Valor Econômico Politics)
Key Events
- Brazil's central bank cuts rates for fourth time, Selic to 14% (Valor Econômico Politics)
Linkage
Rate cut / Brazilian real depreciation / higher import costs for commodities
Sources
Xinhua World / Valor Econômico Politics / Anadolu Agency Politics / The Korea Times / Neue Osnabrücker Zeitung - Politik / The Irish News / Google News - World / BBC News (Top) / Euronews / Al Jazeera Middle East / Focus Taiwan Politics / ECNS Politics News / RT News / BBC News (Business) / SIC Notícias
Reference Links
- [1] https://valor.globo.com/financas/noticia/2026/08/05/bc-faz-quarto-corte-seguido-na-selic-e-taxa-vai-a-14percent-ao-ano.ghtml
- [2] https://www.aa.com.tr/en/middle-east/houthis-claim-they-hit-2nd-saudi-oil-tanker-in-a-day/4019517
- [3] https://www.koreatimes.co.kr/world/20260806/iran-threatens-to-hit-gulf-states-if-us-launches-new-strikes?utm_source=rss
- [4] https://www.noz.de/deutschland-welt/politik/artikel/bericht-usa-und-iran-vor-ubergangsdeal-in-strasse-von-hormus-51027876
- [5] https://www.irishnews.com/news/world/trump-says-deal-to-reopen-strait-of-hormuz-could-come-as-early-as-wednesday-DSLT27FMCFI4DOWAOXYUUX3HTM
- [6] https://news.google.com/rss/articles/CBMikgFBVV95cUxNRFhWUm13bDV5N1k3cTRza0RwN2JJSlB2bldrYWU5ZVBNcEpEY2k5NDJHejRMVDRWTVNCV19CY19JTk85bEtUUVVxTlBqOUVmZXN4NG5TVnNZV1JHRDNwVmpDQU5CM2ZCdDZ2dFQtZzZvdWtKZnJVa2ZYSE5MQS1WWFBqdGdNWGpNWDhpbmxUMHk0QQ?oc=5
- [7] https://www.bbc.co.uk/news/articles/c1e14zn0pxeo?at_medium=RSS&at_campaign=rss
- [8] https://www.euronews.com/rss?level=program&name=europe-news
- [9] https://www.aljazeera.com/news/2026/8/5/iran-says-hormuz-talks-with-oman-in-final-stages-as-route-approved?traffic_source=rss
- [10] https://www.news.cn/world/20260805/90df553c9925475abc39093068f5d2b7/c.html
- [11] https://focustaiwan.tw/politics/202608040017
- [12] http://www.ecns.cn/cns-wire/2026-08-05/detail-ihfhziqh0062455.shtml
- [13] https://www.rt.com/news/643913-us-pentagon-nuclear-russia-china/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.bbc.co.uk/news/articles/cwyewn5wexvo?at_medium=RSS&at_campaign=rss
- [15] https://sicnoticias.pt/especiais/tensao-eua-irao/2026-08-05-irao-e-oma-chegam-a-acordo-sobre-nova-rota-maritima-no-estreito-de-ormuz-f9864da9
- [16] https://www.koreatimes.co.kr/world/20260806/iran-says-close-to-hormuz-plan-with-oman-but-reopening-depends-on-us?utm_source=rss
- [17] https://news.google.com/rss/articles/CBMigwFBVV95cUxNMVdVODNiYzNHUXdESW9Hb0NPMExXVFJseWhOdHIzZ1VfRG9mUzFYNWRoZjdzRV8xdnA0YWFQajJzTGpyYmxjTlN1SDEtUDEzR0s5cWFwckNsN3VTWFhmekxnd2xsdDM0RGlsMVF6YTVkSHpoWEN1ZmlYTi10cU9QQUNKNNIBiAFBVV95cUxNQVNZNURhYmhuYWNhRl81dVY2WHRNRlFjeHdZc1pseGY1bnJDTzctWE55SmJNclhrME5vQmVRbElKWkdyX0RscGNOUDVZVmQtRGZfajUzeHNwVTJGLTczdmUxTTJZcVQyU3c4YTNJcGp2X2hESDlON2VqVEU0TlM4LU92V1NPZmd6?oc=5
- [18] https://news.google.com/rss/articles/CBMigwFBVV95cUxOZ3luLUxvekFtWFdpQU9vSnJ2RzRwdndUZ205VmYwcEl2WDNPSmZ1YUNteThESjB4LW5SdHlXX3pyZkdqNGtQd0JDQU5oeER4U21BY1AtMUpiSEdDWHZacnV5SGdQOXpzdllRU1lTLUtFZlFlU25JWGgtMnRSaE9sdVNOWQ?oc=5
- [19] https://www.aa.com.tr/en/middle-east/us-military-says-it-redirected-48-vessels-while-enforcing-iran-blockade/4019496
- [20] https://www.aa.com.tr/en/middle-east/israels-netanyahu-hints-at-unilateral-military-action-against-iran-amid-regional-de-escalation-efforts/4019514
- [21] https://www.koreatimes.co.kr/world/20260806/mideast-deal-hopes-lift-dow-sp-to-records-spacex-amd-drag-nasdaq?utm_source=rss
- [22] https://www.noz.de/deutschland-welt/nahost-krieg/artikel/krieg-in-nahost-einigung-auf-neue-route-durch-strasse-von-hormus-50530859
- [23] https://www.aljazeera.com/video/newsfeed/2026/8/5/war-on-iran-us-iran-deal-edges-closer?traffic_source=rss
- [24] https://www.aljazeera.com/video/inside-story/2026/8/5/is-the-conflict-between-russia-and-ukraine-deepening?traffic_source=rss
- [25] https://sicnoticias.pt/programas/confronto/2026-08-05-video-pode-haver-acordo-eua-irao-em-48-horas--616cb3e7
2026-08-04
2026-08-04
Updates
- The US Treasury joined Japan's intervention to stop the yen's continued depreciation against the dollar, highlighting broader risks from Japanese market turmoil. (The New York Times)
- The Indian government announced an increase in windfall export taxes on gasoline, diesel, and aviation turbine fuel effective August 3 for two weeks, while domestic fuel taxes remain unchanged. This aims to address the impact of global conflicts on supply chains. (Times of India)
Key Events
- US assists Japan in FX intervention to support yen (The New York Times)
- India raises windfall export taxes on gasoline, diesel, and jet fuel (Times of India)
Linkage
Yen intervention / FX volatility / Risk-off sentiment
India raises export taxes / curbs exports / tighter global refined product supply
Sources
Xinhua Finance / China News Service / France 24 #2 / Yonhap News TV / The Hindu / Al Jazeera Middle East / DW (Deutsche Welle) / Google News - World / Die Zeit Politics / The New York Times / Times of India / BBC News (Top) / RT News / Sky News / Der Spiegel International / ORF.at News / France 24 #3
Reference Links
- [1] https://www.france24.com/en/middle-east/20260803-trump-says-us-iran-talks-continue-warns-tehran-faces-last-chance
- [2] https://www.yonhapnewstv.co.kr/news/MYH2026080406040419c
- [3] https://www.xinhuanet.com/fortune/20260804/0c3e11cc29fd4351868b454b0a393bb9/c.html
- [4] https://www.thehindu.com/news/international/new-talks-last-chance-for-iran-to-forge-deal-avoid-escalation-of-us-strikes-trump/article71302832.ece
- [5] https://www.aljazeera.com/news/2026/8/3/trump-blasts-duplicitous-iran-after-tehran-denies-it-is-in-talks-with-the-us?traffic_source=rss
- [6] https://www.dw.com/en/iran-war-trump-tells-iranians-to-make-deal-or-surrender/live-78210315?maca=en-rss-en-all-1573-rdf
- [7] https://news.google.com/rss/articles/CBMisAFBVV95cUxPRVh3V1FLVExDcEN6Sm80UnlINWYxYlAtSUZtYWtRZDJ2R0RqTnl4RFp4MWp3Z1J0VHZ1M25UUGk3LTZlV1o2Q3F0bHg0VGg0QVpzS1hPVjJFLTVpZXhobjZRdVhldnBpajlLOGM1ZUcwZldWT2RqUTdqSVlHSnBZa2dhYVU2RFVXUGc5YWxzMG9FOG5wME5zRlNDdHEwM3Bsb2JoR0hYZTk0cGsyUUJpMA?oc=5
- [8] https://www.zeit.de/news/2026-08/03/neue-hitzebelastung-und-rekordtief-des-rheins
- [9] https://www.nytimes.com/2026/08/03/business/us-japan-yen-intervention.html
- [10] https://timesofindia.indiatimes.com/business/india-business/centre-raises-windfall-tax-on-petrol-diesel-and-atf-exports-from-august-3/articleshow/132835740.cms
- [11] https://www.bbc.co.uk/news/articles/c78gn8zvrx4o?at_medium=RSS&at_campaign=rss
- [12] https://www.rt.com/russia/643796-qeshm-iran-american-airstrike/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [13] https://news.sky.com/story/eastern-and-central-europe-on-brink-of-energy-emergency-amid-record-low-water-and-heatwaves-13569304
- [14] https://www.spiegel.de/ausland/neue-zoelle-von-donald-trump-25-demokratische-bundesstaaten-klagen-dagegen-a-83290b12-453d-4133-aa8d-91be7696d66e
- [15] https://www.chinanews.com.cn/gj/2026/08-04/10671498.shtml
- [16] https://orf.at/stories/3438109
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260804060458ilO
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260804034515bgC
- [19] https://news.google.com/rss/articles/CBMiqwFBVV95cUxOQ1dLLUtEN1BOZURoRGtpQ1JYaDRibllHa25fRHBpNXlrSUdLV1N3NzVETUFZN3FXTFZlUTB2dmJWd1hSWUNRdDdVcUNnTmNfTTgtVXd1eTJ3WmNoRWxrY2FhcFdlX1d4bUxQdzVIcWM5RHNHNDBsOEN0TjFVTGN5ZHMtZkJ2SW5JTVJLWC04YzJmRG9CTlM5MGRVdzFTNVNYcVVOcGlzeFlSamc?oc=5
- [20] https://news.google.com/rss/articles/CBMiWkFVX3lxTE5TSnN1U21sR0JiWU5yZno0cmQzUUo1NGFPMGFiYzlmV1VrRnZEaFR5c0V4NmFkWTJ6MC1EN09wSU9jS2loS0s3YklOV21hUlctUlRlXzVrX2hTdw?oc=5
- [21] https://www.france24.com/fr/%C3%A9co-tech/20260803-aux-%C3%A9tats-unis-25-%C3%A9tats-contestent-en-justice-les-nouveaux-droits-de-douane-de-donald-trump
- [22] https://www.zeit.de/politik/ausland/2026-08/us-zoelle-donald-trump-bundesstaaten-klage
- [23] https://www.aljazeera.com/video/newsfeed/2026/8/3/trump-says-talks-with-iran-are-last-chance-to-forge-a-deal?traffic_source=rss
- [24] https://www.spiegel.de/ausland/irankrieg-donald-trump-droht-teheran-mit-letzter-chance-wieder-einmal-a-e0755007-43cf-4199-95c5-b9453dca4011
2026-08-03
2026-08-03
Updates
- Japan and the U.S. conducted their first joint forex intervention since 2011 on Friday to address excessive yen volatility. The move aims to stabilize the currency market. (Nikkei Asia)
Key Events
- Japan-U.S. joint forex intervention, first since 2011 (Nikkei Asia)
Linkage
FX intervention / JPY / USD volatility / risk sentiment & safe-haven flows
Sources
Google News - World / The New York Times / The Independent / Yonhap News TV / Yahoo News - World / Al Jazeera Middle East / France 24 #3 / Nikkei Asia / El Mundo - International News / elDiario.es Internacional / Die Zeit Politics / ORF.at News / Times of India / BBC News (Top) / The Hindu BusinessLine / El País Internacional / France 24 #2
Reference Links
- [1] https://news.google.com/rss/articles/CBMisgFBVV95cUxPSDBJUW9hNDF0UEVzelo4M3N0c1JyWHZWVjhxa1hEanZzMHQ0YzNUbnJPUDRDbTBuSFJFaXBJMjB4TFVaMV9IQVZ3dDRaUEJlYUhnRk1PSk85djZyRWljM3oyaEJ3STR3Ny1rTlB1RFR1anYydmt6X1c4bG9JQ2cyWmJDVzRhd2pVVFFBSURPWDVOcDFZb2RLcXRhbnFKUjFqQ1BtdEQzRE93emNRVnZvM0dR?oc=5
- [2] https://www.nytimes.com/2026/08/02/business/oil-prices-plummet-iran-war.html
- [3] https://www.independent.co.uk/news/world/middle-east/iran-trump-us-war-live-hormuz-attack-israel-saudi-b3025947.html
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260803070710TKB
- [5] https://finance.yahoo.com/energy/articles/chevron-ceo-warns-iran-conflict-171601296.html
- [6] https://www.aljazeera.com/news/2026/8/2/iran-says-negotiations-with-oman-over-strait-of-hormuz-in-final-stages?traffic_source=rss
- [7] https://www.france24.com/fr/vid%C3%A9o/20260802-trump-suspend-les-frappes-contre-l-iran-sous-condition-d-un-accord-rapide
- [8] https://asia.nikkei.com/business/markets/currencies/japan-us-carried-out-joint-forex-intervention-friday-for-1st-time-since-2011
- [9] https://www.elmundo.es/internacional/2026/08/02/6a6ed77cfdddffca358b458b.html
- [10] https://www.eldiario.es/internacional/trump-asegura-paraliza-ataques-iran-espera-concretar-acuerdo-ponga-guerra_1_13423329.html
- [11] https://www.zeit.de/wirtschaft/2026-08/opec-oel-foerderung-produktionsmenge-obergrenze
- [12] https://orf.at/stories/3438010
- [13] https://timesofindia.indiatimes.com/world/europe/hungary-shut-its-only-nuclear-plant-for-the-first-time-in-44-years-after-the-danube-fell-too-low-to-cool-its-reactors-nearly-half-its-electricity-supply-is-now-affected/articleshow/132809525.cms
- [14] https://www.bbc.co.uk/news/articles/c998gg5pe09o?at_medium=RSS&at_campaign=rss
- [15] https://www.thehindubusinessline.com/news/world/trump-holds-off-iran-strikes-on-pledge-a-hormuz-deal-is-close/article71298637.ece
- [16] https://elpais.com/internacional/2026-08-02/donald-trump-dice-que-suspende-los-ataques-contra-iran-a-la-espera-de-un-acuerdo-rapido.html
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260803051905NxS
- [18] https://news.google.com/rss/articles/CBMioAFBVV95cUxNSVY4RGctRkYyaklJaDlVN0RvWUZTcWdrUjJnM0ZubGI2bENzQ1lSU1NtNGZIX0NBTEJFU1pvMnlwemhnSnVwRl9uTU9Rc3pNUS1GcEpSMWhaX1VtdU9vdUpkRk1tZFNjZjIwLXlJdWtzcTBkVFJEY01ocXNNSUxzN3lIOGlvakt3T3VSNXRFanRicXd4dFBDVHBVU2dNR1VL?oc=5
- [19] https://news.google.com/rss/articles/CBMiWkFVX3lxTE1oYUZ6VWhYbnNlNndSMVlVdmtXeU0wWEFJek51QUtTNm1Taks0ODMwTzdhV3hnbkQtVUc0Sy01S1p1akNpY2lqeTl2RkRyTWhJMTlNdEMxQ2lXQQ?oc=5
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260802233335tUN
- [21] https://www.aljazeera.com/news/2026/8/2/no-breakthrough-on-strait-of-hormuz-as-trump-halts-attack-on-iran?traffic_source=rss
- [22] https://www.yahoo.com/news/politics/articles/trump-says-order-halt-iran-040913054.html
- [23] https://www.aljazeera.com/video/newsfeed/2026/8/2/ukrainian-farmers-use-temporary-storage-to-revive-grain-exports?traffic_source=rss
- [24] https://www.france24.com/en/us-israel-to-hold-off-on-iran-strikes
2026-08-01
2026-08-01
Updates
- The Federal Reserve is showing early divisions under Chair Kevin Warsh, with some officials dissenting from the decision to hold rates due to inflation concerns. (The New York Times)
- The US Treasury signaled to banks that it may intervene further in the yen, causing the yen to appreciate sharply. (Nikkei Asia)
Key Events
- Inflation concerns trigger Fed dissents on holding rates (The New York Times)
- US Treasury hints at possible yen intervention; yen surges (Nikkei Asia)
Linkage
Fed dissent / rate expectations / USD & risk assets
USD / JPY intervention / FX volatility / risk sentiment
Sources
Xinhua Finance / Google News - World / The New York Times / RT News / Nikkei Asia / ABC News / Yonhap News TV Politics Feed / Yonhap News TV / France 24 #2 / Al Jazeera Middle East / ANTARA News Agency / The Hindu / DW (Deutsche Welle)
Reference Links
- [1] https://news.google.com/rss/articles/CBMimwFBVV95cUxPTExVbGpfeGpwRzZoYzd1SlBvaWhnZVJoUXc3ekdDWWZ6alQ2ckh2dzhSV3B5VWVJLWZlSkp4bDltM3pQaXN1MHJBUWQ2NnV1UnFQeG05SWQ3akZJczRxd0lmaDVvd2R4R2VXQWZ2T2pLWXQydGowVDMtUWhYUTBNMzd0emxJUldOcHJ3SVF6UjcxUU5Tdm9SdDNkUQ?oc=5
- [2] https://www.nytimes.com/2026/07/31/business/economy/inflation-fed-dissent-interest-rates.html
- [3] https://www.rt.com/news/643719-heatwave-europe-nuclear-powerdown/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [4] https://asia.nikkei.com/business/markets/currencies/us-treasury-tells-banks-further-yen-intervention-possible-yen-surges
- [5] https://www.xinhuanet.com/fortune/20260801/9495dd232be9459f95e2139a606ec4b1/c.html
- [6] https://abcnews.com/Politics/dhs-blocks-43-chinese-companies-conducting-business-united/story?id=135262293
- [7] https://www.yonhapnewstv.co.kr/news/AKR20260801032933sVb
- [8] https://www.yonhapnewstv.co.kr/news/AKR20260801013436pZU
- [9] https://www.france24.com/en/middle-east/20260731-why-has-riyadh-joined-the-us-in-striking-tehran
- [10] https://www.aljazeera.com/news/2026/7/31/russia-and-ukraine-report-casualties-as-they-continue-to-trade-attacks?traffic_source=rss
- [11] https://www.antaranews.com/berita/5674867/china-nyatakan-keprihatinan-serius-atas-pembatasan-dagang-as
- [12] https://www.thehindu.com/news/national/jaishankar-calls-araghchi-as-maritime-risks-persist-in-the-strait-of-hormuz-and-the-black-sea/article71291761.ece
- [13] https://www.dw.com/en/middle-east-germany-welcomes-hamas-disarmament-plan/live-78183794?maca=en-rss-en-all-1573-rdf
- [14] https://news.google.com/rss/articles/CBMisgFBVV95cUxQa0Nlc3FFeTZIM0dHUG8wYm9yaXhpOFBRSzJNQ09nZW9aUHlCWU5hU1ZZOE1XVXdhcXVmZnJiZzgtaGdSbkU2Y2FsZXlWOXp1LXdGT2t3MHhGZGlwS095dURvODFaSUlSRER3aHl1Z3ZMbVlPWThNUExqTnZuZ2ZwZmxOUmJ2bXo4d1RwX3VILXpiLW1fTEgxMm5NQ0RrZjQ3cUlGZG5DY2FGRmQwdHkwcjJn?oc=5
- [15] https://news.google.com/rss/articles/CBMigwFBVV95cUxPWlZrblhRajBMcWNtSEd2ZmhsUmN0ZmFpTVFoZWlsS2Q4c0VQbWhlUV92YU1vdTNoVEMyd0t4bjJWaERIQ2VKeWdYUnVxQ2JlUTQ1dkRLY3Z2ZlpOM0hHMkVfdXd5alpUMWk5R1ZGUjN3V240dXQzTnk2Yjk0b1QwYVBjSQ?oc=5
- [16] https://www.xinhuanet.com/fortune/20260731/b2152b10db1d4570a078ecfcda4db3f5/c.html
- [17] https://www.nytimes.com/2026/07/31/us/politics/iran-ukraine-war.html
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260801004355TGU
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260801065115qvi
- [20] https://www.thehindu.com/news/national/imd-forecasts-below-normal-rainfall-in-august/article71291310.ece
2026-07-31
2026-07-31
Updates
- The Bank of Japan conducted yen-buying intervention, while the US conducted a foreign exchange review. (Nikkei Asia)
- US Q2 GDP annualized growth rate fell to 1.5% from 2.1% in Q1, below market expectations, indicating an unexpected slowdown. (BBC News (Business))
Key Events
- Japan implements yen-buying intervention, US conducts FX review (Nikkei Asia)
- US Q2 GDP growth unexpectedly slows to 1.5% (BBC News (Business))
Linkage
Japan FX intervention / Yen strength / Risk-off in global markets
US GDP slowdown / Fed rate cut expectations / USD weakness & risk-off
Sources
Google News - World / Al Jazeera Middle East / Nikkei Asia / BBC News (Top) / The New York Times / The Hindu / Der Spiegel International / Yahoo News - World / ANTARA News / BBC News (Business) / France 24 #2 / RT News
Reference Links
- [1] https://news.google.com/rss/articles/CBMihgFBVV95cUxPNDNZZ1IzbDlvbkRLRjJWbXNlYVI1cUh2eUVZUmxPUzJON2hDV2xiYVFyRTR2TWcyQ05YM0hRaGdrUzRBcFN1Ti1YV3I5WG5tdG0takNaMEp6WER1TzFXNEpQR2NFeHN4WFNnTFMwZDhUVkE1dGpWVnpDdG1FVG15c0wwa2I3UQ?oc=5
- [2] https://www.aljazeera.com/video/newsfeed/2026/7/30/security-camera-shows-russian-missile-exploding-in-poland?traffic_source=rss
- [3] https://asia.nikkei.com/business/markets/currencies/japan-carries-out-yen-buying-intervention-as-us-executes-rate-check
- [4] https://www.bbc.co.uk/news/articles/cn0nqv05g0do?at_medium=RSS&at_campaign=rss
- [5] https://www.nytimes.com/2026/07/30/business/economy/trump-tariffs-exemptions.html
- [6] https://www.thehindu.com/news/international/russian-strikes-across-ukraine-kill-9-and-nato-scrambles-jets-after-a-missile-falls-in-poland/article71287476.ece
- [7] https://www.spiegel.de/ausland/iran-krieg-saudi-arabien-greift-ziele-im-irak-an-konflikt-wird-zum-flaechenbrand-a-61018b7f-1b04-4163-bba0-7dfde8204547
- [8] https://www.yahoo.com/news/politics/articles/trump-retaliates-iran-attack-expert-100029783.html
- [9] https://www.antaranews.com/video/5672887/pasukan-as-lancarkan-serangan-baru-ke-iran-seiring-meluasnya-konflik
- [10] https://www.bbc.co.uk/news/articles/cd0xvrmlx2eo?at_medium=RSS&at_campaign=rss
- [11] https://www.france24.com/en/middle-east/20260730-pakistan-says-us-iran-talks-still-alive-despite-fresh-wave-of-us-strikes
- [12] https://www.rt.com/news/643656-iraq-us-saudi-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [13] https://news.google.com/rss/articles/CBMiswFBVV95cUxQdDQ4dzN5S3FNdkY1MHF5RnNqdk4wMkNxM04tTU1RWXBhT01qQTFCZUtRdzltUTVXOW1KTG05ajZpWkdEX3BRcDhkbjdrZnhwbWtCS25QU3lheWRLVFFhSV83WGQ4dEpOampaRWZNX1dOSEdwUkdmRXJsekNELW9VUm1LTjdDNXljQk16SXpkVmstYlFocWFuR0s4enVMX3FaTnJKV1V4YU9rajIwd1MwcWw5OA?oc=5
- [14] https://news.google.com/rss/articles/CBMipgFBVV95cUxPVnV5VmFlVUF0bkZUbjdIeHZqZUFXM3Npd0NlN1p6SDlJTGlLd0F1dWhUSjFnRUozNlc1MUx2eUw5d3BMSFJvX3pLYUpYNkkyaHNWWUVETV91Um5tbG5fOXpWS0h4cWV6MkZvN1o0UEd3b3FXbkpfaVVDbER4MTlidXVaM2FSY0hGYV91ekN6aW9mWmdZREt2ckVFOU9vMU41UlpHSVRB?oc=5
- [15] https://www.bbc.co.uk/news/articles/c74gwdzywmeo?at_medium=RSS&at_campaign=rss
- [16] https://www.aljazeera.com/news/2026/7/30/nato-jets-scramble-as-russian-missile-detonates-in-poland?traffic_source=rss
- [17] https://www.aljazeera.com/video/newsfeed/2026/7/30/irgc-video-of-retaliatory-strikes-on-us-targets-in-jordan?traffic_source=rss
- [18] https://www.yahoo.com/news/world/articles/nato-says-russian-missile-crashed-122019554.html
- [19] https://asia.nikkei.com/politics/international-relations/us-china-tensions/us-urges-china-to-fully-meet-rare-earths-pledge-in-virtual-meeting-bessent-says
- [20] https://asia.nikkei.com/business/agriculture/thai-rice-indian-sugarcane-show-signs-of-early-el-nino-impact
2026-07-30
2026-07-30
Updates
- After the Fed held rates steady, international gold prices rose over 1%, with spot gold at $4,076.41/oz. (Yonhap News TV)
- Fed Chair Warsh hinted at tolerance for rising long-term rates, causing US Treasury yields to surge and the three major US stock indices to fall sharply, with semiconductor stocks leading the decline. (Yonhap News TV)
- The Fed voted to keep interest rates unchanged, in line with market expectations. (Yahoo News - World)
Key Events
- International gold prices rise over 1% on Fed rate decision (Yonhap News TV)
- Fed Chair hints at tolerance for rising rates; New York stocks plunge (Yonhap News TV)
- Fed holds interest rates steady (Yahoo News - World)
Linkage
Fed rate hold / USD weakness / gold rally
Fed hawkish signal / US rates surge / global equities sell-off
Sources
Xinhua Finance / France 24 #2 / ANTARA News / Yonhap News TV / Google News - World / Yahoo News - World / Al Jazeera Middle East / ABC News / Der Spiegel International / The Hindu / The New York Times
Reference Links
- [1] https://www.france24.com/en/us-and-saudi-araba-jointly-strike-iraq-widening-the-conflict
- [2] https://www.antaranews.com/berita/5671951/harga-minyak-as-melonjak-5-persen-setelah-sukses-cegat-serangan-iran
- [3] https://www.yonhapnewstv.co.kr/news/MYH20260730073836m4T
- [4] https://news.google.com/rss/articles/CBMisgFBVV95cUxOUkR3aXh1M3FtS2lBcEJhaDBHQlpsbHBFY2FtbFVtYmJ0b0FqT1hQb2t3ZWVyNEI4eFJGLVB0VlVxMkxweWZoODN6dm9DU2s2dkRYbDFaV1RSV2o1c05JcHBleFNwaEVmd0NyZW55R08xWUIzZE11M3lsVHhSSE1mR1Rya29xV0paSXpOMzNNV3I0a1JZLW9Bbmpkc3B0X1pDNmtVTXB2akpzNkx2N1doclZB?oc=5
- [5] https://www.yahoo.com/news/politics/articles/trump-says-hit-iran-hard-200936535.html
- [6] https://www.aljazeera.com/video/newsfeed/2026/7/29/trump-threatens-iran-strikes-after-attack-on-us-base-in-jordan?traffic_source=rss
- [7] https://abcnews.com/Business/oil-prices-surge-after-trump-vows-retaliation-iranian/story?id=135185546
- [8] https://www.xinhuanet.com/fortune/20260730/0d53e6e6ffe541bcb71be7935c58741c/c.html
- [9] https://www.spiegel.de/ausland/aegypten-drohne-trifft-us-gastanker-a-40272353-f616-460f-87e0-4fabf34bbaea
- [10] https://www.thehindu.com/news/international/iran-resumes-missile-attacks-as-us-and-saudis-strike-tehran-backed-militias-in-iraq/article71283154.ece
- [11] https://www.nytimes.com/live/2026/07/28/world/iran-us-strikes-iraq-trump/saudi-arabia-makes-a-reluctant-entry-into-the-us-iran-war
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260730073926D1a
- [13] https://www.yonhapnewstv.co.kr/news/MYH202607300740579mm
- [14] https://news.google.com/rss/articles/CBMinAFBVV95cUxQU1BNRS1paV9lU2ZLTUljNjFSM3NlczBhaGNpRnFUQndLWnRpdzZyVHpTbG04Y3pqMFFXRHY5dmo4Z3FHMGZVLWJwaFkwRjg3M1VLTHRYQmp2ajNLY1pCekVHd1I2WFdiVDZQVEU4YmRvVzd6MlRQLU9CYnRUZl9mQ0VlUE5YektSQ1BNT1VsaGt5dXpzYmZhVFNpSmc?oc=5
- [15] https://www.antaranews.com/video/5671355/harga-minyak-as-melesat-lima-persen-setelah-gagalkan-serangan-iran
- [16] https://www.france24.com/en/drone-hits-storage-tanker-at-egyptian-port-in-major-middle-east-escalation-security-firm-says
- [17] https://www.yahoo.com/news/videos/federal-votes-keep-interest-rates-182750743.html
- [18] https://www.xinhuanet.com/fortune/20260730/abbcf307e6f14cf79cdb69fa3666b7a8/c.html
- [19] https://www.nytimes.com/2026/07/29/business/iran-war-hormuz-red-sea-shipping.html
- [20] https://www.xinhuanet.com/fortune/20260730/f48aef2b20ca49c88d6b11e00b0b866b/c.html
- [21] https://news.google.com/rss/articles/CBMifEFVX3lxTE9lUlNXWlBZaE01azJKdjNfb2hoM1FYYVdzdGRFZ1F0dlBQbU9PSzZLLXhEdWcxRE01VDluUEJKVFIxdU5RcU1kOHN2U2JVbE5WWFFxVjFYeHlxR19xbFpqczA5RnVpaGtWU1QyM09pS0hGb1BWRlcwcFRDVGE?oc=5
- [22] https://www.aljazeera.com/economy/2026/7/29/us-fed-holds-interest-rates-steady-citing-elevated-inflation?traffic_source=rss
- [23] https://www.aljazeera.com/news/2026/7/29/iran-pushes-back-against-us-as-regional-attacks-heat-up?traffic_source=rss
- [24] https://www.spiegel.de/ausland/irankrieg-dass-benjamin-netanyahu-wieder-in-washington-ist-erhoeht-das-risiko-a-3fe88b5e-4ee6-4c30-854d-953653988b8c
- [25] https://www.thehindu.com/news/international/yemen-government-says-houthis-planning-to-impose-fees-for-red-sea-transit/article71283059.ece
- [26] https://www.antaranews.com/berita/5671877/konflik-as-iran-bisa-berlanjut-berbulan-bulan-karena-isu-selat-hormuz
2026-07-28
2026-07-28
Updates
- Federal Reserve Chairman Kevin Warsh faces a decision on whether to push for a rate hike at the next meeting. (The New York Times)
Key Events
- New Fed chairman faces major rate decision test (The New York Times)
Linkage
Fed rate hike signal / USD strength / risk asset repricing
Sources
Xinhua Finance / China News Service / Google News - World / France 24 #2 / Nikkei Asia / Al Jazeera Middle East / The Hindu / The New York Times / ABC News / ANTARA News / Der Spiegel International / Global Issues News / Yahoo News - World
Reference Links
- [1] https://news.google.com/rss/articles/CBMilgFBVV95cUxPMFc4UGNrY3BXU25oZEd6MnZDRFlOVjRBalZDZWN1NHRNa0JhSVdDcmstZU9OSWVqLVFoNWp6TnVHLUg4MVpyMUxBaGoyNmF3U2ZLRFYxcXg1NHliR2pEaE9jQ01oNXhlTmhVVUtTdGtiS0FHT0pBMnZTQUJKQ3pSekFWZGdZd0dhWFRiMmVZOWUxSllCQmc?oc=5
- [2] https://www.france24.com/en/middle-east/20260727-yemen-says-ready-for-houthi-escalation-after-rebels-target-saudi-arabia
- [3] https://www.xinhuanet.com/fortune/20260728/3217eeff59a24ae79d06710398282353/c.html
- [4] https://asia.nikkei.com/business/markets/commodities/ukraine-russia-black-sea-attacks-push-wheat-prices-to-2-year-high
- [5] https://www.aljazeera.com/video/newsfeed/2026/7/27/war-on-iran-phase-ii-day-16?traffic_source=rss
- [6] https://www.thehindu.com/news/international/iran-says-it-still-controls-hormuz-not-involved-in-negotiations-with-the-us/article71274273.ece
- [7] https://www.chinanews.com.cn/gj/2026/07-27/10667570.shtml
- [8] https://www.nytimes.com/2026/07/27/world/middleeast/saudi-arabia-drone-attacks-iraq-iran.html
- [9] https://abcnews.com/Business/trumps-sweeping-new-tariffs-wallet/story?id=135050974
- [10] https://www.antaranews.com/berita/5668343/saudi-cegat-dan-hancurkan-drone-iran-yang-targetkan-fasilitas-minyak
- [11] https://www.spiegel.de/ausland/iran-krieg-saudi-arabien-meldet-drohnenattacken-a-e9047c16-0d1a-40bc-9254-f804d5164dab
- [12] https://www.globalissues.org/news/2026/07/27/43684
- [13] https://www.yahoo.com/news/videos/us-iran-strikes-ease-two-142541067.html
- [14] https://news.google.com/rss/articles/CBMirAFBVV95cUxPYmlyQkFMZnN6YUY2UzNCQ3ZPaGxiTjI4NWdkSUpYRmpsWmsyampCQjlLY1NZQ3lDbG1uX0YtMGhfMzNYNnNESEhyYlRIbUZGZDRsa2dYeWZDVlVEcWRYLWFHeDVpVFFtWl9wXzFDcUVqRE01MG9vSHRGejNHNjlJdVROLUFfbDZkY0U2NElnUXEzX0FFQ19sSHFaZXVUYjdOckRoYnk3cHVnNWtp?oc=5
- [15] https://news.google.com/rss/articles/CBMidkFVX3lxTE16SnRDZDYydVNWMnRSdHM3VldleXNaUUpzRTlhOXk2bjh2RTFuam9GTlE0bjZUYktsVlNtejhvWmV5Zm1ZUTBpdGJzVGtHalRGWlkwQXJ1M0FNOThHYk8zd0hvOUNOTEpSbDN2QlpJVC1xTFZ1Wmc?oc=5
- [16] https://www.france24.com/en/middle-east/20260727-saudi-arabia-says-it-intercepted-drones-from-iraq-as-houthis-target-oil-sites
- [17] https://www.spiegel.de/ausland/iran-krieg-was-hinter-der-ploetzlichen-kampfpause-stecken-koennte-a-f48adbe2-cb86-46c6-8901-08bd6750f452
- [18] https://www.nytimes.com/2026/07/27/business/the-feds-new-chairman-faces-his-biggest-test-yet.html
- [19] https://www.nytimes.com/2026/07/27/us/politics/iran-war-timeline.html
- [20] https://www.aljazeera.com/news/2026/7/27/hopes-of-return-to-diplomacy-as-us-iran-hold-fire-for-third-day?traffic_source=rss
- [21] https://www.thehindu.com/news/international/red-sea-shipping-slows-after-houthi-hits-on-saudi-arabia/article71274313.ece
- [22] https://www.antaranews.com/berita/5668467/airlangga-sebut-ri-masih-lobi-as-agar-tarif-sawit-dikecualikan
2026-07-27
2026-07-27
Updates
- The yen fell to multi-decade lows against the dollar, increasing market bets on an early rate hike by the Bank of Japan. (Nikkei Asia)
Key Events
- Yen falls to multi-decade low, BOJ early rate hike expectations rise (Nikkei Asia)
Linkage
BOJ rate hike expectations / Yen appreciation / Risk-off in Asian equities
Sources
China News Service / Yonhap News TV / Al Jazeera Middle East / Ukrainian National News (UNN) - Politics / POLITICO Europe / Nikkei Asia / Valor Econômico Politics / Google News - World / The Hindu / RT News / O Globo Politics / Yahoo News - World
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260727064751ZaW
- [2] https://www.aljazeera.com/news/2026/7/26/us-and-iran-hit-pause-on-strikes-for-second-day?traffic_source=rss
- [3] https://unn.ua/news/tramp-nakazav-pryzupynyty-udary-ssha-po-iranu-dlia-dyplomatychnykh-perehovoriv
- [4] https://www.politico.com/news/2026/07/25/iran-war-gulf-alliance-01012083?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication
- [5] https://asia.nikkei.com/business/markets/trading-asia/boj-early-rate-rise-bets-increase-as-yen-reaches-multidecade-low
- [6] https://valor.globo.com/mundo/noticia/2026/07/26/eua-e-ira-estendem-pausa-nos-ataques-enquanto-oma-realiza-negociacoes-sobre-ormuz.ghtml
- [7] https://news.google.com/rss/articles/CBMibkFVX3lxTE4yUGQyOU5oLVZvX0t4bWI3dVo0R3ZaSHNoS0t1SEl0bjZHLVNTejIyeEVXMnZraDhBUE5kanFxYkU0ZHR2c2JEVzc0ZUR0MV9GMkg0U0IyRHYxdEw1Wi1FYUkzMnU4c3N4T3JwbUNB?oc=5
- [8] https://www.thehindu.com/news/international/iran-halts-retaliatory-strikes-after-lull-in-us-attacks/article71270262.ece
- [9] https://www.rt.com/news/643490-iran-us-backers-targets/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [10] https://oglobo.globo.com/mundo/noticia/2026/07/26/eua-suspendem-bombardeios-ao-ira-que-tambem-freia-ataques.ghtml
- [11] https://www.chinanews.com.cn/gj/2026/07-27/10666977.shtml
- [12] https://www.yahoo.com/news/politics/articles/sen-kennedy-says-trump-likes-184524762.html
- [13] https://unn.ua/news/khusyty-atakuvaly-naftovi-obiekty-saudivskoi-aravii-ssha-vpershe-za-dva-tyzhni-ne-zavdaly-udariv-po-iranu
- [14] https://www.aljazeera.com/news/2026/7/26/what-lies-ahead-for-iran-as-scope-of-us-war-grows-beyond-hormuz?traffic_source=rss
- [15] https://news.google.com/rss/articles/CBMiswFBVV95cUxOcDY4MVdNa1ZJUDFsVkNzRDR6Y0oyZjQ0VW1wQVdaVXUxREJRejlSbC1NVTd3SGtxZkM3d1RpQ1VTbWFTRmJsQ1dZclhJQjU3R09NTjRsOWFDUkVjd1lRTVZaRHBfSlBtUEMybjVsVFhORVdzNnBNSFYxbnlDb2RwUzEtOHF5VDB6Qk9Nb1gwWV95eE4zOGcwbk90eFB2ZUc2WmJ4NEhPNExZUVVXWDJBNTlNTQ?oc=5
- [16] https://news.google.com/rss/articles/CBMickFVX3lxTFBzS0FfSkotRklRNDVHeW45TEFEM21nODZqUnctRkVUbm90dzR1eDk0M2RsWlV3SU5NRU9RNlYtdXNUbXJfZVJLVHNqRUkzRWF1NGUzTG5hVmxRVEpHaldlVzduTDhVcHNMcWtBdjhLakM1Zw?oc=5
- [17] https://www.aljazeera.com/news/2026/7/26/freeze-the-conflict-drones-slow-kazakh-oil-flow-amid-russia-ukraine-war?traffic_source=rss
- [18] https://www.rt.com/news/643489-pentagon-eyeing-megaraid-iran-uranium/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260726215511eLk
- [20] https://unn.ua/news/radbez-oon-zberetsia-na-ekstrene-zasidannia-cherez-obstrily-suden-u-chornomu-mori-na-zapyt-ukrainy
- [21] https://www.chinanews.com.cn/gj/2026/07-27/10666973.shtml
- [22] https://www.yonhapnewstv.co.kr/news/MYH20260727053411Zdg
2026-07-25
2026-07-25
Updates
- The US 10-year Treasury yield rises to its highest level of Trump's second term, which Treasury Secretary Bessent previously viewed as a metric for success in improving affordability. (The New York Times)
Key Events
- Key interest rate surges to highest level of Trump's second term (The New York Times)
Linkage
Rising 10Y yield / tighter financial conditions / risk-off across assets
Sources
Xinhua Finance / Google News - World / RT News / France 24 #3 / The New York Times / Al Jazeera Middle East / Yonhap News Agency / The Hindu / Global Issues News / DW (Deutsche Welle) / France 24 #2
Reference Links
- [1] https://news.google.com/rss/articles/CBMiWkFVX3lxTFBjUnVoSV82cTc3bXdyQWsybzFVMXl1SDZCaDUwU0NNaUw4TE85cnBGai1ycUxyUTlBM1c1YXpvNXA1bFczV2M3R2pJZjBYMTZ1Vm54LUNZb3BhQQ?oc=5
- [2] https://www.rt.com/news/643432-iran-strikes-us-bases-bahrain/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://www.xinhuanet.com/fortune/20260725/b3539910469346489a70ae316f6eacbc/c.html
- [4] https://www.france24.com/fr/moyen-orient/20260724-l-iran-revendique-des-attaques-de-drones-contre-le-bahre%C3%AFn-la-jordanie-et-le-kowe%C3%AFt
- [5] https://www.nytimes.com/2026/07/24/us/politics/iran-nuclear-weapon.html
- [6] https://www.aljazeera.com/news/2026/7/24/oman-talking-with-tehran-on-hormuz-as-us-and-iran-continue-strikes?traffic_source=rss
- [7] https://en.yna.co.kr/view/AEN20260725000200315
- [8] https://www.thehindu.com/videos/shows/watch-iran-chokes-hormuz-houthis-hold-the-red-sea-what-happens-to-oil-prices-business-matters/article71263015.ece
- [9] https://www.globalissues.org/news/2026/07/24/43668
- [10] https://www.dw.com/en/iran-war-yemen-s-houthis-deny-they-closed-bab-al-mandeb-strait/live-78093040?maca=en-rss-en-all-1573-rdf
- [11] https://news.google.com/rss/articles/CBMigAFBVV95cUxOLTE3MVJMNG1NX0poY3YyV2RqdmVlMU82US1NWGZ1cFBvQjF4V21IcU5lUXZ6RWNzcmdibGM2SmJMY010MGZOVXY3ZlN6anRHeU5uYlVrQ05SZjh5YXcyUExxTW5nY1ktMWM4WjNTMkRvOUpaOXRUWm1QQTdiUVp5RQ?oc=5
- [12] https://news.google.com/rss/articles/CBMijwFBVV95cUxQd2tBdjIzSWNNMXZMd0hFNjRqS2l6YUdXS1NuajQ4S2RKRS1FTnRSRDFjVXZtd1U3TWVwNjNBYnhncm13N19QX0F0YVBMVV9GUy1XZlR0c3c5a0Y1ZU1qaHJjeUg2TFVDLVFYR0MtRUExdFE1MHNTVUtQdkMwakR0dHpnQmJoSUlmMXZvRm43Zw?oc=5
- [13] https://www.france24.com/en/middle-east/20260724-us-pummels-iranian-sites-tehran-targets-regional-bases-stationing-us-forces
- [14] https://www.rt.com/news/643447-trump-threatens-eu-google/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [15] https://www.nytimes.com/2026/07/24/business/trump-interest-rates-bonds.html
- [16] https://www.nytimes.com/2026/07/24/business/iran-war-tariffs-economy.html
- [17] https://www.aljazeera.com/news/2026/7/24/extremely-disappointing-us-trade-partners-respond-to-trumps-new-tariffs?traffic_source=rss
- [18] https://www.france24.com/fr/vid%C3%A9o/20260724-moyen-orient-treizi%C3%A8me-nuit-cons%C3%A9cutive-de-frappes-am%C3%A9ricaines-contre-l-iran
- [19] https://www.rt.com/news/643427-us-forced-labor-tariffs/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [20] https://www.aljazeera.com/news/2026/7/24/saudis-strike-yemens-houthi-held-hodeida-rebel-media?traffic_source=rss
2026-07-15
2026-07-15
Updates
- Fed Chair Warsh stated in congressional testimony that the Fed has zero tolerance for persistently high inflation, hinting at possible further tightening of monetary policy. (China News Service)
- The US June Consumer Price Index (CPI) rose 3.5% year-on-year, with the largest monthly decline since 2020, as inflation slowed significantly during the Iran war pause. (The New York Times)
Key Events
- Fed Chair Warsh says zero tolerance for persistent high inflation (China News Service)
- Inflation slows during Iran war pause, CPI falls to 3.5% (The New York Times)
Linkage
Fed hawkish stance / USD strength / commodity price pressure
CPI slowdown / Fed rate cut expectations / Risk-On sentiment
Sources
Xinhua Finance / China News Service / Al Jazeera Middle East / RT News / Google News - World / DW (Deutsche Welle) / BBC News (Business) / BBC News (Top) / Yonhap News Agency / The New York Times / France 24 #2 / The Hindu / Times of India
Reference Links
- [1] https://www.aljazeera.com/news/2026/7/14/us-strikes-new-targets-in-iran-as-tehran-hits-gulf-states-hormuz?traffic_source=rss
- [2] https://www.rt.com/news/643033-us-iran-hormuz-state/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://news.google.com/rss/articles/CBMigAFBVV95cUxQMjlSZWpxTTRMSUNuTmRocnVjNlJBZHhCTG81Nktodm1LU2dGZWN5MWZtazRLdkZySE4yX2tnTk9tR3dkWFVZUmFjT0VibVluVDd5X040dDBoRlYxd3VBaHhLRXhyWm8xUENUcjRsUHg3QTktQWo5X0FWTXVnLXBSMQ?oc=5
- [4] https://www.dw.com/en/iran-war-strait-of-hormuz-tanker-strikes-raise-tensions/live-77942892?maca=en-rss-en-all-1573-rdf
- [5] https://www.xinhuanet.com/fortune/20260714/c8cb7a6da09b435ab8fa7f0d165a44ae/c.html
- [6] https://www.chinanews.com.cn/gj/2026/07-15/10659420.shtml
- [7] https://www.bbc.co.uk/news/articles/cy494yypnv3o?at_medium=RSS&at_campaign=rss
- [8] https://www.bbc.co.uk/news/articles/cy0608wy8pro?at_medium=RSS&at_campaign=rss
- [9] https://en.yna.co.kr/view/AEN20260715000352315
- [10] https://www.nytimes.com/2026/07/14/business/trump-strait-of-hormuz.html
- [11] https://www.france24.com/en/tv-shows/the-debate/20260714-war-talks-repeat-how-to-break-the-cycle-between-us-and-iran
- [12] https://www.thehindu.com/videos/watch-india-condemns-iranian-strikes-after-seafarer-killed-in-hormuz-above-the-fold-14072026/article71222583.ece
- [13] https://timesofindia.indiatimes.com/world/us/will-replace-20-hormuz-fee-with-trump-says-strait-open-for-all-but-iran/articleshow/132396009.cms
- [14] https://news.google.com/rss/articles/CBMitgFBVV95cUxNSzY1MU9sbHl3ajVsaWduRmJsMWdQRnRJZVZ1ZkZSaDJuemhYSUJiV0NUbS0zTmpLdjl4R1c2eTVTa280d1JqWG42aEZTcWQtRVJPMjk1SWVhU2lUUVp2NUY2elRPeUpvZVg2Y0xCZ2kySFVvZE9seFgyYlRiQklLMU9LcGpxZWhBaGtNZVpaLUQ4QTlDUEZENFQ4M1NWQ1k0c09wdjg2NTBRX01IZmxhQ19yUkdndw?oc=5
- [15] https://news.google.com/rss/articles/CBMidkFVX3lxTE1RRVN1RzdYYVg1UXNhYzNqYmdGNEM1MzBjYW5UQkxBTGlRZUl3LS1fQ29jeGNxNHAtbUNZaHNzaWVNR05XYlNzLVV2SmQ3djBZaFFFZmFMTjF6b0ZwV0pheWc1VUZXUWRJQXZUTWtrMmNyNG5mNXc?oc=5
- [16] https://www.dw.com/en/iran-war-us-launches-new-round-of-strikes/live-77942892?maca=en-rss-en-all-1573-rdf
- [17] https://www.chinanews.com.cn/gj/2026/07-15/10659418.shtml
- [18] https://www.chinanews.com.cn/gj/2026/07-15/10659404.shtml
- [19] https://www.aljazeera.com/video/newsfeed/2026/7/14/sirens-blare-in-bahrain-as-iran-launches-barrage-of-missiles-drones?traffic_source=rss
- [20] https://www.bbc.co.uk/news/articles/cwy0ydn033yo?at_medium=RSS&at_campaign=rss
- [21] https://en.yna.co.kr/view/AEN20260715000351315
- [22] https://www.aljazeera.com/news/2026/7/14/trump-pivots-from-20-percent-strait-of-hormuz-fee-amid-iran-war-escalation?traffic_source=rss
- [23] https://www.nytimes.com/2026/07/14/business/economy/inflation-cpi.html
- [24] https://www.nytimes.com/2026/07/14/business/economy/inflation-data-iran-war-price-surge.html
2026-07-10
2026-07-10
Updates
- Bank of England chief economist says rate hike may be needed this year due to slowing growth and inflationary pressures. (BBC News (Business))
Key Events
- Bank of England chief economist: rate hike may be needed this year to tackle inflation (BBC News (Business))
Linkage
BoE hawkish guidance / GBP appreciation / UK equities sell-off
Sources
China News Service / Der Spiegel International / Google News - World / Al Jazeera Middle East / BBC News (Business) / BBC News (Top) / Yahoo News - World / France 24 #2 / Nikkei Asia / Prime Minister of Canada - News
Reference Links
- [1] https://www.spiegel.de/ausland/iran-krieg-in-der-strasse-von-hormus-faehrt-schon-wieder-fast-nichts-mehr-a-2d1d09c2-0512-461e-a4ef-deeddac13e10
- [2] https://news.google.com/rss/articles/CBMiuwFBVV95cUxPLXg5T2JPTTAwZUtYN0Z6TDNURjVQQ0dIQkZNdHJTX3JzM3dldHg5aEdKbGtmU2tpd01IajlCMjkxX0RvaVZ4d28tR1YtbXROMUNuY1JVRDE0N3U5ZXpGNGE4czNWbWdfOTlZdUxVclRGRHRaWmVpTkJtcGhmcVJ5UnJvNjJUQlgtS2xLZVlxdk5aeUhQb0haWDVDNlBGMEYtdVk2LVQzdDVUVkxSVmJ5SWJQZFJ6Uk1iTkpJ0gHAAUFVX3lxTE9oaDRrbklIamJFU00zR3dtbFlqMWdReXV0SVFxcXRuTFk5UU5RbGEzWGxWMTlYSUtSb0JQTlZNZm9rT2t4U0YtNjRpLUN4Y3R6OVVuQkdCSjg4a0lEV2UxMnFzdlN6d1NERGU3ZWFQRGhEbW04SExnb2NxVUkwNzBWazBBakd2bGJZcFVJM3U4RGlWazAxYjd
- [3] https://www.aljazeera.com/news/2026/7/9/how-strait-of-hormuz-dispute-led-to-latest-us-iran-cycle-of-fighting?traffic_source=rss
- [4] https://www.bbc.co.uk/news/articles/c932ed8nv75o?at_medium=RSS&at_campaign=rss
- [5] https://www.bbc.co.uk/news/articles/c621k5r8764o?at_medium=RSS&at_campaign=rss
- [6] https://www.yahoo.com/news/politics/articles/us-unleashing-attacks-iranian-official-132635907.html
- [7] https://www.chinanews.com.cn/gj/2026/07-09/10656391.shtml
- [8] https://www.france24.com/en/iran-claims-us-strike-hit-near-nuclear-powerplant
- [9] https://asia.nikkei.com/business/energy/indonesia-launches-b50-biodiesel-to-curb-fuel-imports
- [10] https://www.pm.gc.ca/en/news/statements/2026/07/09/prime-minister-canada-mark-carney-and-crown-prince-and-prime-minister
- [11] https://news.google.com/rss/articles/CBMiyAFBVV95cUxPYWUtOFlPYmpMTHRWUjQ5ZTNjOFRaaVNCV0Z1aWZJY2E1UkcxV0t5M1dUYjExWWljV0lEbTd2ZE9semxVZjZQXzlYQnlQWjY0dWx0YUMyTXUtWnJsa3hYUlJGY3MxSWpuQmRUNmJxU19YZU41S0l5WDBLWlY1aTZHQVROdzNIcE1GYjlfTXJka3NNbGNTV2hvRFlxRllZd1AzOHlYRVJwSUtFUURha0NtbWdtWXBxb0MwaEEwNkFpaW9sQzlfajAwSQ?oc=5
- [12] https://www.aljazeera.com/news/2026/7/9/explosions-heard-in-iran-as-us-military-denies-involvement?traffic_source=rss
- [13] https://news.google.com/rss/articles/CBMihwFBVV95cUxPMTluaGZLSkREMHJXUUgwVko5MXRPQ0l0cGhFUFEtZTJkT3BzTGZDdURQZElaMkpocnFkUmtmNXpVWHkzSE9CSUdPWnlHaGpqV2NNSVE5cFY5dWJwblA3Q2Y3ZU1PQ252bUV1NVl1cF9pbDVMam9PNEhWRlo2MXdld3R6VlJMbkE?oc=5
- [14] https://www.aljazeera.com/economy/2026/7/9/why-the-us-strategic-petroleum-reserve-matters-amid-us-iran-tensions?traffic_source=rss
- [15] https://www.spiegel.de/ausland/nahost-iran-beschiesst-jordanien-und-bahrain-und-wird-selbst-massiv-angegriffen-a-21eff440-2bcf-447e-8146-243650d51132
- [16] https://www.chinanews.com.cn/gj/2026/07-09/10656183.shtml
- [17] https://news.google.com/rss/articles/CBMilgFBVV95cUxQb1FJY0ZsOU5VeHpXeFdyNXJfSWhsUDdMLWViM0FnLTVqUTJYWWxUbENwd3JQcnlMcENuMFIyTHFEQTU2emlIUWxRajlVclJPaTE4VnhQQkxhWHg3OG9Tb3pGUFRUTExqVXlVWDZZTC1rSU5hY2VqOXJteUxGZ2FaY3dodnE4WjUtN3NPREZibUI0a1lBWFE?oc=5
- [18] https://news.google.com/rss/articles/CBMixwFBVV95cUxPWDRJcW1wUllxQmpHN0tycGF5SERVMEtKQ0p0QXhXMmpnaWRFUlJJN3c4SXh1S3Z1alpXSGdiN2VoeENReDh1Q0o1d2ZBdlUyUkQ2RDZNNVVSUDA5M3NreVRhVzR6bklmbnRvUVN6M2JHOWtCZTczcm9pOGFfV1Y1ekY1TjRHMkNMYWtYVVBibGE0LU9wbWJ3M2l0YXNQb3c2cll6OENacnpiYk96dUlld0FvSVZBZlExVFZ1M1JGZDc0WUZnN2lV?oc=5
- [19] https://www.aljazeera.com/video/newsfeed/2026/7/9/us-expands-iran-strikes-iran-hitting-fishing-piers-near-nuclear-plant?traffic_source=rss
- [20] https://news.google.com/rss/articles/CBMixgFBVV95cUxOcjJ3MFQwQ3VucnA5X2wzVVA4S2M2dm54OExheU41WFVMQWZXd2hKNzQzaktCUGFGTWdFNS02WEttdlhaU1R2WHY3ZDBBbE9zdW9CeVlhWEx2OUtOVkU2cnRqZkVPMWMzUE5ZbW1nSDVqb2hrd0M0aHdFRVE2SFpfVlY4OFZ2cWV0TWhCcWE1NVRxQVRZRkJxaWVCR005ZkRnRU9xdjV1Ty01NlIyZEZKbUVmN3pLdXc5bDFZcDRTUXZFdC1zM3c?oc=5
- [21] https://www.aljazeera.com/video/inside-story/2026/7/9/will-nato-get-involved-in-securing-strait-of-hormuz?traffic_source=rss
- [22] https://news.google.com/rss/articles/CBMihAFBVV95cUxNLWRoOE9KTTRPTGtUN0R0Z1VzUUhyOU5UVmQ5Z3dGY0otTTNOYnhfQXZhb0FDM1FnT0V1T3QxM05zVWV2UE5BLS1QUHNRbVFSZ0ExdlQyeXk3dE5UTFdnRFlPaVk4dkJ5QThvSVV6S1dkZ0FnMWlGUW10eWo3VHdOTmpNaTQ?oc=5
- [23] https://www.aljazeera.com/news/2026/7/9/strait-of-hormuz-what-has-happened-since-the-us-iran-mou-on-june-17?traffic_source=rss
- [24] https://news.google.com/rss/articles/CBMicEFVX3lxTE5zR2FVTHZrcGRpMzdzaU11YWZTMU9GN2ZWbTFtNkM2YkNRWGh6cEoxdlhQa0Vvd2FpbHVuXzZiWHJRTVBWNU5VU2Y2ZkRVOVNvYjhzMWJMSUs2d0ItV3hoRjFfT2NpUmlGYzBsSHVGRGY?oc=5
- [25] https://news.google.com/rss/articles/CBMijgFBVV95cUxQMFdRNlpaV0ZCRU1vbThIVlFSQy11anNlcDc5RUxFbmhraHU2SWptSXVNdFBjX0FmM3hTRlFpa2V2QUlaMGVpZGtJNEY4MzNmMGNwR2RmNm9MaXdqbnBldzRnbnpZUHR3Z2NMbUNBTHpIS2ZRaHIzUWxGQmgwSlUtUllCVmpaVkVRUm9SSi1R0gGTAUFVX3lxTE00X3NPUnQ1dzlkZVBwMGpuYzd1RFJVdlhINXVUTlBRMkdidGpiQ0ZoUVdJYmFZdGRHUkgxcGlSeVJCVTlaUzNNWHNRX2UzZC1QTWs0RU10MjZhcVRHSzVhWUl3alo0WThDY3l4YkpCTTM5WUdQSFNPWFdoNjU5Zl85aTNMMzBCQTZHVjVhWkdvRVZ1bw?oc=5
- [26] https://news.google.com/rss/articles/CBMiwwFBVV95cUxOSzYzNzBjcjFnUWdFWUV3UzBsZzVhcnVVX0ZHOUlXN2lfQWdBWlB6d0RCOGJOd3JKdHpBVkVWd0ViZnd0UndyQ3owUjFhei1BNlQ5WTJZR29WTkowMHd6ZGgwczdrUXlHNjZuSnZSdmZZWXFndTNBbUpyQTVLZXQyMFJYZmZSNjJ5WS1wMF82UnY3dmNRZE56UlVGX2Y1bTY4SDRBTjVPRDVYSUxYN19hX28yLU9wNU1uUmowcm41T0lodU3SAcgBQVVfeXFMT1hZZkt5OTdLdDVMODZSNXJkNE5GU1BLemRqaFlxWlUxbFlCVGJyQmhvMTVzVTRvMWp1VmZONHZ4NVVqUmFwRlpoUE05UHBFczJKSTdrcFFHUi1rX2I4WHkwS1dWUERvM2FFSjZ0T3d6U3VvMFhLWGlfSmdXUUc1aGRaeVhfdkhSNXNyaGJIZFp
- [27] https://news.google.com/rss/articles/CBMimwFBVV95cUxPYmQyTXJRVFgtVE1uM1MtLUhNb0dLaUNLMUxyYUpLcUhHWmowR2JhZGZtamJZaWJNNG13TkI5RFU4N19sZHl3czZkblU1Mi1tcDVCUjlRTGdXWDRLc3Y4bkc3ai1ObmVwQV9oYXdvN3lwVEdhX0F1bk5aUm05WktoZ2FrVm9JQnpfeUQxZF9tRmoxdXF6VWlnYXVKbw?oc=5
2026-07-04
2026-07-04
Updates
- Trajectory (Shift): US employment growth slows, further weakening from June nonfarm payrolls of 57,000; market expectations for Fed rate hikes significantly cool.
- China's central bank conducts 1 trillion yuan in outright reverse repos (3-month) to maintain reasonable liquidity.
- US employment data vs. inflation expectations; probability of rate cuts rises but geopolitical risks suppress risk appetite.
Key Events
- US employment growth slows; market expects lower likelihood of Fed rate hikes (Yahoo News - World)
- China's central bank conducts 1 trillion yuan outright reverse repo operation (China Government English News)
Watch / Outlook
Focus on Fed officials' speeches this week and subsequent employment data; if economic slowdown continues, rate cut expectations will further strengthen.
Linkage
Weaker employment data / Cooling rate hike expectations / USD under pressure, US Treasury yields decline
China reverse repo / Liquidity easing / RMB rates decline, supporting risk assets
Sources
Yahoo News - World / Al Jazeera Middle East / Die Zeit Politics / Google News - World / The Independent / n-tv Politik / Ukrinform / Tagesschau / Le Monde International / RT News / China Government English News
Reference Links
- [1] https://finance.yahoo.com/economy/policy/articles/fed-seen-less-likely-raise-130759582.html
- [2] https://www.aljazeera.com/news/liveblog/2026/7/4/iran-war-live-millions-expected-in-tehran-for-funeral-of-ali-khamenei?traffic_source=rss
- [3] https://www.zeit.de/news/2026-07/04/paris-und-london-wollen-strasse-von-hormus-mit-oman-absichern
- [4] https://news.google.com/rss/articles/CBMie0FVX3lxTE1IRmJkU3lmYi1xelNicG5hWFJ5QmJOc2U5dlJxN09Jc2EzM3J4dG5RSDZxNEE1akRYR3JkTEpjQ1VkQmZBVC1xMjdLaWhuVzhSTUhTTGRNZWhhcHN1dkJ6VmpCamxUOG9mZmlrRjdwQ0NsX3U3VGY5UzRxSdIBgAFBVV95cUxQS3FWdEt4UHMtMEM0Rmt0RENXTnJKTC04c3hsVlcxb2hYT2xJelk2SUJndHgwTk56ZnBnSGpiOFBOLW02QlgwcjhzanpIelB1b3otaW51czJPTnJTM0RERWlmdHRFSEJpNVVJcmRwMVdsNU14VUpfTkVaX2g5aGpFRg?oc=5
- [5] https://www.independent.co.uk/bulletin/news/ayatollah-ali-khamenei-funeral-iran-b3008364.html
- [6] https://www.n-tv.de/politik/Russland-sucht-Benzin-im-Ausland-id31045531.html
- [7] https://www.ukrinform.ua/rubric-world/4140474-suputnik-pokazav-stupin-poskodzenna-vijskovih-i-adernih-obektiv-iranu-zmi.html
- [8] https://www.tagesschau.de/ausland/ukraine-russland-krieg-142.html
- [9] https://www.lemonde.fr/international/article/2026/07/03/seisme-au-venezuela-un-dernier-bilan-fait-etat-de-2-645-morts-et-12-666-blesses_6720488_3210.html
- [10] https://www.rt.com/news/642546-iran-us-israel-ghalibaf/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://english.www.gov.cn/news
- [12] https://www.aljazeera.com/news/2026/7/3/iran-begins-week-of-funeral-ceremonies-for-slain-supreme-leader-khamenei?traffic_source=rss
- [13] https://news.google.com/rss/articles/CBMiuwFBVV95cUxPanlfMW1EMnFya2ZMNmFLVjBtT3ctNzZIdmVvVlVsYlNYNTJMRXJaTXlRU3BET0dncnF1UDlTMFdmVy14ZnkwdVdjWjNrS203OExQQjBjTUJHRTRBVUdYYkRSVUVLVGszZjF2ZWRMU2VvY0RhWGhVTFpPV0VkTmE1cTVHVnZueU9OOHBnT0xCcmNZdVVmeS1WZzdyS050NUVNcm1BQVlGZmV6N0NySlFJa3NIRG9YNDk2QUhR?oc=5
- [14] https://www.aljazeera.com/news/2026/7/3/yemens-houthis-threaten-saudi-arabia-after-alleged-airspace-intrusion?traffic_source=rss
- [15] https://www.independent.co.uk/news/vladimir-putin-ukraine-russia-crimea-moscow-b3008512.html
- [16] https://news.google.com/rss/articles/CBMirAFBVV95cUxNZkg1ZzBwMDZqYVhHLUwtUWhNbWd2eVJkOGdFcDJHZUxKWTRFc3MyZTdoWHpKczlmVTgwR2R5QjQwU0lhUmJNOVYydlppNHR3emVMaEVuQW9GY1RHU1pHVFhYcDRBeWZHcG1sVjFFYWp2blNseUZjVjRHampXU3BPeHVsWDZBMGhOUVJaaWF5dzN1bWdocWR5eFA1MU90ZlQ5cUhvTHEySXJ6LUsw?oc=5
- [17] https://www.zeit.de/politik/ausland/2026-07/rohstofffonds-bundesregierung-johann-wadephul-seltene-erden-brasilien
- [18] https://www.yahoo.com/news/articles/largest-us-power-grid-pjm-190819959.html
- [19] https://www.zeit.de/politik/ausland/2026-07/carl-skau-welternaehrungsprogramm-vereinten-nationen-hunger-iran
- [20] https://www.yahoo.com/news/articles/cossacks-volunteers-help-keep-order-043430489.html
- [21] https://www.lemonde.fr/international/live/2026/07/03/en-direct-guerre-en-ukraine-dans-la-ville-de-kiev-au-lendemain-de-l-attaque-la-plus-meurtriere-depuis-le-debut-de-la-guerre-les-recherche-se-poursuivent-dans-les-decombres_6716525_3210.html
- [22] https://www.n-tv.de/politik/Bildet-China-russische-Soldaten-aus-Berlin-bittet-Botschafter-zum-Gespraech-id31046589.html
- [23] https://www.rt.com/news/642553-us-wants-access-cook-islands-critical-minerals-ambassador/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-07-03
2026-07-03
Updates
- Trajectory (Shift): U.S. June nonfarm payrolls increased by only 57,000, far below expectations, but unemployment rate fell to 4.2% (Anadolu Agency Politics).
- Gold price jumps 2.5%, silver up 4.6%, as employment data weakens Fed rate hike expectations (Anadolu Agency Politics).
- Wall Street rises on rate cut expectations (La Tribune), but companies hold back hiring due to AI costs.
- Yen strengthens past 160 against dollar; market fears Japanese authorities may intervene (Nikkei Asia).
Key Events
- U.S. June nonfarm payrolls add 57,000, far below expectations - Anadolu Agency Politics
- Gold surges 2.5%, silver up 4.6% - Anadolu Agency Politics
- Yen rises to 160 range, intervention fears intensify - Nikkei Asia
Watch / Outlook
Focus on next week's Fed meeting minutes and official speeches; market pricing for a September rate cut may accelerate; whether the Bank of Japan actually intervenes in the currency market.
Linkage
Weak nonfarm payrolls / Fed rate cut expectations rise / Dollar weakens, gold / Treasuries rise
Yen appreciation pressure / Intervention risk / Asian exchange rate volatility
Sources
Xinhua World / Politika / Google News - World / The New Indian Express / Al Jazeera Middle East / Anadolu Agency Politics / La Tribune / Meduza / n-tv Politik / Ukrinform / Nikkei Asia / DW (Deutsche Welle) / ANTARA News / Yahoo News - World
Reference Links
- [1] https://www.politika.rs/scc/clanak/767802/izrael-spreman-za-samostalni-vojni-udar-protiv-irana-ako-bude-potrebno
- [2] https://news.google.com/rss/articles/CBMikwFBVV95cUxOLVdjbGMxNzNIN0lpak9kdDNFQ2djWmhSYmh6Y2Y4SHpCbXdYWkRNMGlkSFBOOWtxSUNrSDFCTDM2N1VwTEt3ZnBJUmVaaUY1YXF1YjFacWg3UWNRUFlZSUhDTkN3Y3Z0Nm53QVY2T2xYUFJGbElEZHMteUMtYm9IY1JUTGZPUDRyWXpqYkpVZ2lTY0E?oc=5
- [3] https://www.newindianexpress.com/world/2026/Jul/02/iran-warns-oil-tankers-to-use-approved-routes-in-strait-of-hormuz-or-face-forceful-response
- [4] https://www.aljazeera.com/news/2026/7/2/german-prosecutors-allege-ukraine-ordered-nord-stream-pipeline-attack?traffic_source=rss
- [5] https://www.aa.com.tr/en/economy/gold-prices-jump-25-as-weak-us-jobs-data-cools-fed-hike-bets/3984510
- [6] https://www.news.cn/world/20260703/a77dd64ae6ea4783832e416f5c77d0d2/c.html
- [7] https://www.latribune.fr/article/economie/international/22415974798200/etats-unis-le-marche-de-l-emploi-ralentit-les-marches-jubilent
- [8] https://meduza.io/news/2026/07/02/v-zabaykalskom-krae-snyali-na-video-chetyrehkilometrovuyu-ochered-na-zapravku-rosnefti-v-ney-stoit-600-800-avtomobiley
- [9] https://www.n-tv.de/politik/Besitzer-von-russischem-Tanker-zahlt-Millionenstrafe-an-Frankreich-id31040935.html
- [10] https://www.ukrinform.ua/rubric-world/4140186-es-nacilivsa-na-tankeri-rosijskogo-tinovogo-flotu-aki-nezakonno-vikoristovuut-prapor-kamerunu-reuters.html
- [11] https://asia.nikkei.com/business/markets/currencies/yen-jumps-into-160-range-for-1st-time-in-2-weeks-on-intervention-fears
- [12] https://www.dw.com/en/eu-targets-chinese-imports-amid-trade-talks/a-77800366?maca=en-rss-en-world-4025-rdf
- [13] https://www.antaranews.com/berita/5633043/ekspor-minyak-saudi-via-hormuz-capai-level-tertinggi-sejak-perang-iran
- [14] https://finance.yahoo.com/news/oil-falls-us-iran-talks-013010346.html
- [15] https://www.politika.rs/scc/clanak/767793/kovceg-sa-telom-hamneija-stigao-u-huseiniju-imama-homeinija-uoci-pocetka-oprostaja
- [16] https://news.google.com/rss/articles/CBMiS0FVX3lxTFBpc3EzUGNBbk4wMk9vQi1ZcmgyTnJtSnE2NDZocXd6RFZaUXRieXhDa21yQ3lXLV9ia2tuMFFEVlMzTmpTNllZMHlUbw?oc=5
- [17] https://news.google.com/rss/articles/CBMiuAFBVV95cUxPRlNwaTgzVm82dHE0SUZjMERWTHZEQWtERXVIaG1wbEJnSU80UFVJS1J6ZVAxOHpIQmE0QzhDalNCTFV6SmNhbW4wUlV4YmRvRUcwQlc2eDFpNnM4UUJZRlZIQnFqampTRDFjdUVkNHNiN1BuLW9tNVdZMzlsdzhrX1RNTXBVbkFCMm8zTGdub2xkZUpUZWNXSGFtZEkwZkxhWGVfRXlybGp2Z0cxMmtJY0FZNXkwblBk?oc=5
- [18] https://www.aljazeera.com/news/2026/7/2/with-hormuz-reopened-has-the-oil-shortage-turned-into-a-glut?traffic_source=rss
- [19] https://www.aa.com.tr/en/economy/saudi-crude-exports-from-gulf-hit-highest-since-iran-war-truce-report/3984278
- [20] https://www.aa.com.tr/en/economy/us-economy-adds-fewer-than-expected-57-000-jobs-in-june/3984359
- [21] https://www.aljazeera.com/news/2026/7/2/why-has-trump-refused-to-renew-the-usmca-and-what-will-that-mean?traffic_source=rss
- [22] https://www.politika.rs/scc/clanak/767783/medvedev-finska-ce-biti-medu-ciljevima-ruskog-nuklearnog-naoruzanja
- [23] https://meduza.io/news/2026/07/02/kyrgyzstan-poprosil-sosednie-gosudarstva-i-belarus-pomoch-s-postavkami-topliva-90-benzina-strana-poluchala-iz-rossii
- [24] https://www.n-tv.de/politik/Ukraine-gelingt-weiterer-Schlag-gegen-russische-Oelindustrie-id31038777.html
2026-07-02
2026-07-02
Updates
- Fed Chair Warsh says at ECB forum that inflation risks have decreased compared to a few weeks ago. (The New York Times)
Key Events
- Fed Chair Warsh says inflation risks have decreased compared to a few weeks ago (The New York Times)
Linkage
Fed inflation view / rate expectations / risk appetite
Sources
China News Service / Xinhua World / Google News - World / Yonhap News TV / BBC News (Top) / DW (Deutsche Welle) / Times of India / Al Jazeera Middle East / ANTARA News Jawa Timur / The New York Times / Deutsche Welle German News / The Hindu
Reference Links
- [1] https://news.google.com/rss/articles/CBMid0FVX3lxTE5DclJhM0xOZmJZWWVhemhJdmpBOWZzb0EtM1NiUEJtS2c3MGdsX2tqR3lpWjBPazg5QWE0LXR0X01VNVdqNk9kUDhIenB6NXRWR1RpeVVRTTBWc19fUjdTV0prSW53UWtJNnVKTXR3U2NGU3djR3Jv?oc=5
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260702090822jwc
- [3] https://www.chinanews.com.cn/gj/2026/07-02/10651050.shtml
- [4] https://www.bbc.co.uk/news/articles/c20zgjzz0e4o?at_medium=RSS&at_campaign=rss
- [5] https://www.dw.com/en/us-declines-to-renew-usmca-trade-pact-with-mexico-canada/a-77793686?maca=en-rss-en-all-1573-rdf
- [6] https://timesofindia.indiatimes.com/world/europe/ukraine-takes-the-war-to-moscow-why-kyiv-unleashed-its-biggest-attacks-after-g7-summit/articleshow/132114028.cms
- [7] https://www.aljazeera.com/economy/2026/7/1/how-war-on-iran-changed-the-global-energy-sector-forever?traffic_source=rss
- [8] https://jatim.antaranews.com/berita/1078404/selat-hormuz-masih-dipenuhi-ranjau-pembersihan-perlu-2-bulan
- [9] https://www.nytimes.com/2026/07/01/us/politics/trump-saudi-crown-prince-iran.html
- [10] https://www.news.cn/world/20260702/172a0a8c075a4de388ee2f69eb4649a2/c.html
- [11] https://www.dw.com/de/benzinkrise-in-russland-ukraine-setzt-putin-unter-druck/a-77776237?maca=de-rss-de-all-1119-rdf
- [12] https://www.thehindu.com/news/international/israel-defence-minister-says-troops-to-stay-indefinitely-in-lebanon-syria-gaza/article71171573.ece
- [13] https://www.chinanews.com.cn/gj/2026/07-02/10651036.shtml
- [14] https://www.yonhapnewstv.co.kr/news/MYH20260702063728bit
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260702053914jcI
- [16] https://news.google.com/rss/articles/CBMiqwFBVV95cUxPWFRJMk44c05WbExLd0NkcUJOQ05NUWI0U1N6YzBkSmNQVFlRMl9MLVIzaHRMY25hZE5PQUNuWktOMTJQUFdOODR5N0xYN3dIVUhpMUtzTzFIdk1WMFJ3MVptY3RsREM5QjRQRzZxZ3JTU3NscEdPUlRPeVFHaHRoZ05xN2dsZDZtLUVRNXNVZHlrVU1JU3FKSG5xSWN0UVdjN3hZaVRTbWhHYVk?oc=5
- [17] https://news.google.com/rss/articles/CBMiqAFBVV95cUxNWkZYV0pQcGtwWU8xYlNxQVJKNmxyc05LWWd3RnQ2M21VNTIta21JQ2puNF9EdXlqWTRPMHZqT3hOVE5Sa3o2NExGaGtxcmJHbGdCVzVEblVJeWpITGpRQkFxU0J0eTN0c2RuY04zYm1wZVNCX0c4NkJrVXZXR3IyVDBRUW5faXNiRnZPd2lmcmxOWkNPeHhDQzhQeU9xWVR3THRaaTY0OVM?oc=5
- [18] https://www.aljazeera.com/economy/2026/7/1/us-says-it-wont-agree-to-renew-usmca?traffic_source=rss
- [19] https://www.thehindu.com/videos/watch-drop-in-prices-of-commercial-lpg-cylinders-aviation-turbine-fuel-as-west-asia-conflict-eases/article71171543.ece
- [20] https://www.thehindu.com/news/international/shipping-companies-unions-still-consider-hormuz-a-warzone/article71171371.ece
- [21] https://www.aljazeera.com/opinions/2026/7/1/is-ukraines-campaign-of-targeting-russian-refineries-working?traffic_source=rss
- [22] https://www.nytimes.com/2026/07/01/business/kevin-warsh-inflation-ecb.html
- [23] https://timesofindia.indiatimes.com/business/india-business/india-japan-to-sign-lng-security-pact-during-pm-modi-takaichi-bilateral/articleshow/132117357.cms
2026-07-01
2026-07-01
Updates
- The dollar continues to strengthen; the yen falls to a 40-year low against the dollar, reflecting market expectations of policy divergence between the Fed and the Bank of Japan. (Yahoo News - World)
Key Events
- Dollar strengthens, yen falls to 40-year low (Yahoo News - World)
Linkage
Fed hawkish vs BOJ dovish / USD / JPY surge / risk-off across EM and commodities
Sources
China News Service / Yonhap News TV / Times of India / Google News - World / Al Jazeera Middle East / The New York Times / Global Issues News / The Hindu / Yahoo News - World / ANTARA News / Yonhap News Agency / Der Spiegel International
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH202607010850442qy
- [2] https://www.chinanews.com.cn/gj/2026/07-01/10650307.shtml
- [3] https://timesofindia.indiatimes.com/world/middle-east/ready-for-war-iran-draws-red-line-for-us-says-no-final-talks-until-mou-terms-are-met/articleshow/132101599.cms
- [4] https://news.google.com/rss/articles/CBMijgFBVV95cUxNZEdXXzVMUmJGZERrSXRVNF9LOTdhOUxtZXVtaDFsem1BWlVFRFp5cXc4bTh2NzdPaE5tczBLeEVwNmNjNHRIS1pLYUpNWjRldFpxRl9HaU9EUndraFZMSDlYOHJxbm1lWUx2ckxBR3F6MGgxSEc2NlQ5U3p3LUh3ZVVFOWtSWkU4ZXZrakdR?oc=5
- [5] https://www.aljazeera.com/video/newsfeed/2026/6/30/russias-fuel-crisis-deepens-following-ukrainian-drone-strikes?traffic_source=rss
- [6] https://www.nytimes.com/2026/06/30/world/middleeast/iran-war-oman-strait-hormuz-fee-ships.html
- [7] https://www.globalissues.org/news/2026/06/30/43450
- [8] https://www.thehindu.com/business/surge-in-ship-traffic-across-strait-of-hormuz-as-iran-oman-talk/article71166788.ece
- [9] https://finance.yahoo.com/news/yen-hits-40-low-clock-010137784.html
- [10] https://www.antaranews.com/berita/5629572/menkeu-as-klaim-iran-belum-bisa-jual-minyak-ke-pembeli-selain-china
- [11] https://en.yna.co.kr/view/AEN20260701001700320
- [12] https://www.spiegel.de/wirtschaft/temu-shein-co-auf-billiglieferungen-aus-asien-wird-jetzt-zoll-faellig-a-1d7879a6-f2a6-4a55-b808-5be665d0b3c2
- [13] https://timesofindia.indiatimes.com/india/free-navigation-in-hormuz-essential-pm-modi-to-iran-president-masoud-pezeshkian/articleshow/132101358.cms
- [14] https://news.google.com/rss/articles/CBMikAFBVV95cUxQb2p2djNjY0JQWEFJd3pmRGNkdXlMU1lWRzZsdnpNS0lveUZkTXMtSVpySmtKOFQ2NjZmaXNodWxHcjNlY2dINTROcnQ3elVCbUoyMkc0TTdEWGhjWm4wNEwycm54ZnllVkhSSEt2NHlYeVpxVTFMN1RVV0ZNcVJWVUNLZWNkeG5RSDh0M293dUs?oc=5
- [15] https://news.google.com/rss/articles/CBMimgFBVV95cUxQWU5DMS1mNG9RNm8yTTkzclFNMWVNRmtCNmI0M1kxdEF4RkdrTlJBV1lCeTFpUGVFcDVRRzdoSDZBYkJYbWRKaEJOWTBwREZUS3ZEMFlCYWU3N2F3eGREWHJBM0l4Q09lLWItS3VvenpzUjlJbTAyc0pzNi1zaVNKS1FwTTF3MUkxX2FTX1k0LUcyTm4xMkxscmd3?oc=5
- [16] https://www.yonhapnewstv.co.kr/news/AKR20260701062203CdI
- [17] https://www.thehindu.com/business/Industry/export-duty-on-diesel-atf-reduced-petrol-increased/article71167106.ece
- [18] https://www.aljazeera.com/news/2026/6/30/how-severe-is-russias-energy-shortage-because-of-ukrainian-strikes?traffic_source=rss
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260630222930ztm
- [20] https://timesofindia.indiatimes.com/world/middle-east/hands-off-strait-of-hormuz-iran-says-foreign-intervention-will-only-complicate-issues/articleshow/132093679.cms
- [21] https://www.aljazeera.com/news/liveblog/2026/7/1/iran-war-live-qatars-pm-meets-us-envoys-tehran-holds-firm-on-conditions?traffic_source=rss
- [22] https://www.chinanews.com.cn/gj/2026/07-01/10650316.shtml
2026-06-30
2026-06-30
Updates
- The yen fell to 161.97 against the US dollar in New York forex trading, the lowest since December 1986, breaking the record set in July 2024. (China News Service)
Key Events
- Yen falls to near 40-year low against US dollar (China News Service)
Linkage
JPY depreciation / USD strength / risk-off in EM currencies
Sources
China News Service / Google News - World / Yonhap News TV / DW (Deutsche Welle) / France 24 #2 / ANTARA News / Der Spiegel International / Global Issues News / The New York Times / Times of India / BBC News (Top) / ABC News / France 24 #3
Reference Links
- [1] https://news.google.com/rss/articles/CBMijAFBVV95cUxQMVpLSXJnM0gxVVF5Um5raVAzNVVkdGdTRVRqallDVjBXYlhMWGZiTWdhTUdHWWY0enFRcHYwbkRjLXBTQV8zdEdVTjFUTGU1LWdJZTZjd3RNSko4NDAxdWFHVkZqZDlETGF6RjZSM21ITWs5akYwZU5XelYzSklIYXliRW5IN1JZVWdZeg?oc=5
- [2] https://www.yonhapnewstv.co.kr/news/MYH202606300651257SU
- [3] https://www.dw.com/en/us-iran-deliver-conflicting-reports-on-fresh-peace-talks/live-77746775?maca=en-rss-en-all-1573-rdf
- [4] https://www.france24.com/en/strait-of-hormuz-iran-has-made-it-very-clear-that-there-are-new-rules-analyst-says
- [5] https://www.antaranews.com/berita/5628112/iran-menolak-rencana-prancis-bersihkan-ranjau-di-selat-hormuz
- [6] https://www.spiegel.de/ausland/strasse-von-hormus-die-iraner-verteidigen-ihr-bestes-druckmittel-a-9d50f451-10b2-4e68-99f6-a2118a92ede5
- [7] https://www.chinanews.com.cn/gj/2026/06-30/10649607.shtml
- [8] https://www.globalissues.org/news/2026/06/29/43441
- [9] https://www.nytimes.com/2026/06/29/us/politics/trump-fire-fed-governor-cook.html
- [10] https://timesofindia.indiatimes.com/india/42-rain-deficit-this-june-is-set-to-be-indias-3rd-driest-in-100-years/articleshow/132079606.cms
- [11] https://www.bbc.co.uk/news/articles/clyw31zvpgmo?at_medium=RSS&at_campaign=rss
- [12] https://abcnews.com/Politics/supreme-court-blocks-trump-now-firing-fed-board/story?id=134256258
- [13] https://news.google.com/rss/articles/CBMiVkFVX3lxTE5Vdlc0SjRVXzVDN2NWNDhNQUM4c3RIY1F1T084VjRSbXBFdTB6QkRHcFNpSno1T2Z3djh5eUtWNC11NmtQcUJRWWRRX1BPZ2VrRDZCaXJR?oc=5
- [14] https://news.google.com/rss/articles/CBMivwFBVV95cUxQOGNKTl9zUll6dG5Td3ZkWGtWRW5ZYXVGR2ZudGZUeWR5dVdLcWt3bzB6eS1VQ1hMMjBreEpmc1ZMR0VOeVZubjBPUXBlUEZOZ2lCWnFvcENZMkRyeXh6SzNHRGJVYWxtazAtSXotQ2lhUkJraUhfblppM1RXZUY5YTlsUU9yMkptdGYtZVc3VzgzZGZ5M1FHOE5lTm9hZFlnS2lGeFlRZ0hSNFVtVm1YdlZMcU1PaFF1RGNHc1lpYw?oc=5
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260630033107CD0
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260630004449cpD
- [17] https://www.france24.com/en/video/20260629-why-oman-has-become-a-key-diplomatic-player-in-mideast-war
- [18] https://www.france24.com/fr/vid%C3%A9o/20260629-hostilit%C3%A9s-en-pause-entre-t%C3%A9h%C3%A9ran-et-washington-premi%C3%A8re-rencontre-irano-omanaise-sur-ormuz
- [19] https://www.chinanews.com.cn/gj/2026/06-30/10649623.shtml
- [20] https://timesofindia.indiatimes.com/world/middle-east/no-negotiation-at-any-level-iran-refutes-donald-trumps-claim-of-planned-us-talks-in-doha/articleshow/132079125.cms
2026-06-25
2026-06-25
Updates
- On June 24, 2026, gold prices fell below $4,000/ounce for the first time since November last year, mainly due to a stronger US dollar and expectations of US interest rate hikes. (Ukrinform)
Key Events
- Gold prices fall below $4,000/ounce, hitting multi-month low (Ukrinform)
Linkage
USD strength / rate hike expectations / gold price decline
Sources
Xinhua World / Xinhua Finance / China News Service / The Korea Times / Google News - World / Anadolu Agency Politics / Al Jazeera Middle East / Nikkei Asia / Ukrinform / RT News / BBC News (Top) / Ukrainian National News (UNN) - Politics
Reference Links
- [1] https://www.news.cn/world/20260624/faf92e11b67d4988acd7063698ca873e/c.html
- [2] https://www.koreatimes.co.kr/world/20260625/rubio-says-tolls-on-strait-of-hormuz-will-not-happen?utm_source=rss
- [3] https://news.google.com/rss/articles/CBMiuAFBVV95cUxOcUNoNDdBVEJHd28tNzQ1aHNNRERxZE9Rd0pUX2NON3kyOXhaSmkyV0pNdXVlZlZSUnp0bmppSTVHT1VXakxXODc3eERiUEJVNElnTUd1QW5MZUVmemVnTlF1MUVpbzV1NmdrSTFKRjVSMTNJYzFhdmtXOGg5azRvSmotQktTVkZIX3hNbDdWdk42WFh0QVk3MUV6b1pzMllNVWJmUS1JVmhZNVNPZmxRVmVwTkQtbF9W?oc=5
- [4] https://www.xinhuanet.com/fortune/20260625/0fb0dd02789b41ac88e962f882310d1a/c.html
- [5] https://www.chinanews.com.cn/cj/2026/06-24/10646728.shtml
- [6] https://www.aa.com.tr/en/world/us-energy-secretary-says-20m-barrels-of-oil-exited-hormuz-in-last-24-hours/3977057
- [7] https://www.aljazeera.com/video/counting-the-cost/2026/6/24/has-the-worst-of-the-hormuz-crisis-passed?traffic_source=rss
- [8] https://asia.nikkei.com/business/energy/iran-scrambles-to-move-estimated-8.5bn-in-oil-as-us-eases-sanctions
- [9] https://www.ukrinform.ua/rubric-economy/4137223-cini-na-zoloto-vperse-za-dovgij-cas-vpali-nizce-4000-za-unciu.html
- [10] https://www.rt.com/news/642051-no-war-no-peace-hormuz/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.bbc.co.uk/news/articles/c1eydwldzdjo?at_medium=RSS&at_campaign=rss
- [12] https://unn.ua/news/zelenskyi-doruchyv-zsu-byty-na-vyperedzhennia-po-obiektakh-yaki-rf-vykorystovuie-dlia-masshtabuvannia-viiny
- [13] https://news.google.com/rss/articles/CBMimAFBVV95cUxPeUpTSE5UMUdXb1pOaEc0QUxMS0R4R21sdXRudXJMQTRRQUhia0hpczY5Y2gxUzR4djlpQkNlUTBqcC1ZT0VZUDV5UFBnY2YzRC1vMDZNbXpVdFozRHk2X0tpRTJteTJHbkIxN3FCUUxLQ1lETXg3UF9Td0FKWmo0OHJJRlMtUk1VdEl3LWdzWXJVaXFwZVpWag?oc=5
- [14] https://www.aa.com.tr/en/us-israel-iran-war/iran-exported-40m-barrels-of-crude-since-june-15-tankertrackers-says/3976997
- [15] https://www.aa.com.tr/en/economy/oil-prices-extend-losses-as-brent-hits-pre-conflict-low-on-easing-hormuz-concerns/3976930
- [16] https://www.xinhuanet.com/fortune/20260624/6981cb5f350545cd89e1f5de72a93b18/c.html
- [17] https://www.aljazeera.com/news/2026/6/24/rubio-says-iran-cannot-charge-tolls-in-hormuz-what-we-know?traffic_source=rss
- [18] https://www.ukrinform.ua/rubric-world/4137206-iran-zapevniv-ssa-so-ne-stague-platu-za-prohid-cerez-ormuzku-protoku-tramp.html
- [19] https://www.koreatimes.co.kr/world/20260624/trump-says-assured-by-iran-no-tolls-to-be-charged-at-hormuz?utm_source=rss
- [20] https://news.google.com/rss/articles/CBMisAFBVV95cUxPaXU3bmV4YUtuUEZYbDMyYjB6dG9ZQ1NIRjB2bHhqQ3RtbkJFTjl0M3UwVTViSExsN05KT2tiV0tZd0VJNnhKbzVpdGJtWkpzSjdfQU1nNGdpVHlMYkdkM3l1MzVQeksyWEJzdEhSMFE5N3hLamVKUzI4aEYwMEhKbkFLeE4tSFlEMjlTNmtwUlA0eHBVNU9kaktENmU0YnU3ZU5WLVZPd2g5MVJqU0llUw?oc=5
- [21] https://www.xinhuanet.com/fortune/20260624/4aaf85f712de49798d50cfa96ba21583/c.html
- [22] https://www.aljazeera.com/video/newsfeed/2026/6/24/japan-weighs-deploying-forces-to-demine-the-strait-of-hormuz?traffic_source=rss
- [23] https://www.chinanews.com.cn/gj/2026/06-25/10646731.shtml
- [24] https://www.ukrinform.ua/rubric-world/4137263-katar-planue-vidnoviti-virobnictvo-spg-protagom-kilkoh-tizniv.html
- [25] https://asia.nikkei.com/politics/international-relations/japan-china-tensions/china-detains-2-japanese-over-alleged-rare-earth-export-control-breach
2026-06-19
2026-06-19
Updates
- The Federal Reserve held interest rates at 3.5%-3.75% at Kevin Warsh's first meeting as chair; Warsh will assess the Fed's operations. (BBC News (Business))
Key Events
- Warsh's first Fed meeting holds rates steady, will assess operations (BBC News (Business))
Linkage
Fed rate hold / USD stability / global rate expectations
Sources
China News Service / RT News / Nikkei Asia / Al Jazeera Middle East / Yahoo News - World / Deutsche Welle German News / Prime Minister of Canada - News / The Hindu BusinessLine / DW Germany News / Google News - World / BBC News (Business) / Times of India / Der Spiegel International / France 24 #2 / BBC News (Top)
Reference Links
- [1] https://www.rt.com/news/641788-us-iran-war-toll/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.chinanews.com.cn/gj/2026/06-19/10643623.shtml
- [3] https://asia.nikkei.com/spotlight/iran-tensions/iran-war/at-least-6-oil-tankers-sail-through-hormuz-following-us-iran-deal
- [4] https://www.aljazeera.com/news/2026/6/18/us-military-says-it-has-lifted-naval-blockade-of-iranian-ports?traffic_source=rss
- [5] https://finance.yahoo.com/energy/articles/oil-slips-again-us-iran-005602163.html
- [6] https://www.dw.com/de/bundeswehr-bereitet-einsatz-in-der-straße-von-hormus-vor/a-77604603?maca=de-rss-de-all-1119-rdf
- [7] https://www.pm.gc.ca/en/news/statements/2026/06/17/g7-leaders-declaration-securing-supply-chains-critical-minerals
- [8] https://www.thehindubusinessline.com/news/world/trumps-iran-deal-extends-ceasefire-opens-hormuz/article71119147.ece
- [9] https://www.dw.com/en/strait-of-hormuz-german-military-prepares-for-possible-deployment/a-77613999?maca=en-rss-en-ger-1023-rdf
- [10] https://news.google.com/rss/articles/CBMigwFBVV95cUxPeFRjLUpWQkxqczhQeE1SVXZvMW1JYi15Q2lTMEJxVFg0enRjX0Z1SjIzNjVybWg2Vkx5dTNyYVVETVlMWFNRdkJ1aXVmV0pxZUJ5T0NWRUJQdVBRUUZtLXhId1V0bEFwUkNiY1ZDMEN2YVBmSkY4d1lUNEt2M1NDN1dyZw?oc=5
- [11] https://www.bbc.com/news/articles/cdjkl78vd7lo?at_medium=RSS&at_campaign=rss
- [12] https://timesofindia.indiatimes.com/world/middle-east/us-iran-ink-mou-real-test-begins-now-a-defiant-israel-can-still-derail-peace-efforts/articleshow/131831253.cms
- [13] https://www.spiegel.de/ausland/russland-drohnenangriff-setzt-raffinerie-bei-moskau-in-brand-a-ad2abc9f-5e62-4d10-a1b9-65c0dd5a0bc4
- [14] https://www.france24.com/en/middle-east/20260618-us-forces-lift-iran-ports-blockade-as-uncertainty-clouds-planned-switzerland-talks
- [15] https://www.bbc.com/news/articles/c98291g5rr1o?at_medium=RSS&at_campaign=rss
- [16] https://www.rt.com/news/641805-iran-stood-its-ground/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://www.pm.gc.ca/en/news/statements/2026/06/17/g7-leaders-statement-geopolitical-issues
- [18] https://www.rt.com/news/641759-iran-war-america-lost/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [19] https://www.chinanews.com.cn/cj/2026/06-18/10643467.shtml
- [20] https://www.aljazeera.com/video/newsfeed/2026/6/18/iran-says-it-will-charge-a-payment-for-services-in-the-strait-of-hormuz?traffic_source=rss
- [21] https://news.google.com/rss/articles/CBMimAFBVV95cUxPM3pfclk0WUtnVUZNOFY5ZG9hZjc4VUhTTFpEaTlobENoSVBYdmp3Z29YQjJMY1p4a0JmdFlkV0VwTHBBb25oTi02d2dpY2RlOTZRNkItVGFBUkVYcnlhODMxYmFmT2o0cEZhUTNuMEN0VlYyWm1OeDVjZjI2UWE4YkpqS1hQQ1Bic25IMjJSMVVTT0drdnlKVg?oc=5
- [22] https://news.google.com/rss/articles/CBMilAFBVV95cUxNZHFfTVVjT2JDRmh2elRxemtfQ1QzdU5vR3Jpb3ZydU55ZjFoaEJqUmNRZmZDYy1GZTRFaWpuWVY5WVE5OFZvbTJ5TERsdF9Wdk1QSDZmeU4xcUxQY3JTd184c0ZmRnVNRGZ6eWJDRzdPWTJLMDdLbGhJY05jaFpTcFhET29oUThzWHhfOEhfZXhlVU00?oc=5
- [23] https://www.spiegel.de/ausland/ukraine-krieg-eu-verlaengert-russland-sanktionen-erstmals-um-zwoelf-monate-a-a88b3c92-6692-41be-b02d-c4d030fe1504
- [24] https://www.yahoo.com/news/politics/articles/us-lifts-naval-blockade-iran-200444482.html
- [25] https://www.bbc.com/news/articles/c8r2eejdd35o?at_medium=RSS&at_campaign=rss
- [26] https://www.bbc.com/news/articles/c932yqz8lggo?at_medium=RSS&at_campaign=rss
- [27] https://www.aljazeera.com/news/2026/6/18/irans-supreme-leader-says-approved-us-deal-despite-having-different-view?traffic_source=rss
- [28] https://www.yahoo.com/news/world/articles/pure-hell-moscow-ukrainian-drones-161406314.html
2026-06-18
2026-06-18
Updates
- The Fed announced on June 17 that it would keep the federal funds rate target range unchanged at 3.5%-3.75%, the fourth hold this year, but the Summary of Economic Projections showed officials expect rate hikes this year. (Xinhua World)
- The Fed, under Chair Warsh, kept the key interest rate unchanged, but policymakers expect rate hikes this year. (Yonhap News Agency)
- The Fed announced on June 17, 2026, that it would keep the federal funds rate target range unchanged at 3.5% to 3.75%, in line with market expectations. (Xinhua Finance)
Key Events
- Fed holds rates steady for fourth time this year, expects rate hikes (Xinhua World)
- Fed under Warsh holds rates steady, policymakers expect rate hikes this year (Yonhap News Agency)
- Fed holds rates steady for fourth consecutive time (Xinhua Finance)
Linkage
Fed rate hold + hawkish dot plot / USD strength, risk-off / commodity demand pressure
Fed rate hold / USD strength / commodity price pressure
Sources
China News Service / Xinhua Finance / Xinhua World / KBS World News / Al Jazeera Middle East / DW (Deutsche Welle) / Yahoo News - World / France 24 #2 / Google News - World / The Hindu / Sky News / RT News / Yonhap News Agency / The New York Times / France 24 #3
Reference Links
- [1] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=202250
- [2] https://www.aljazeera.com/news/liveblog/2026/6/18/iran-war-live-trump-pezeshkian-sign-mou-to-end-fighting-reopen-hormuz?traffic_source=rss
- [3] https://www.chinanews.com.cn/gj/2026/06-18/10642747.shtml
- [4] https://www.dw.com/en/read-us-officials-release-14-point-initial-agreement-to-end-war-with-iran/a-77595563?maca=en-rss-en-all-1573-rdf
- [5] https://www.xinhuanet.com/fortune/20260618/d28e93fb4ee047b38fef1fd0ee5b19dd/c.html
- [6] https://www.news.cn/world/20260617/cdbbe7893b9146d1916ad79178e95bf8/c.html
- [7] https://www.yahoo.com/news/world/articles/protesters-block-copper-exports-china-090335412.html
- [8] https://www.france24.com/en/middle-east/20260617-middle-east-live-trump-iran-s-president-sign-deal-to-end-mideast-war
- [9] https://news.google.com/rss/articles/CBMiWkFVX3lxTE9MMnJvejl3QjRFcno3YnZMX1EtZGotcndHcmRrVEpPUDRQZ08wQmZhLWpHR3lkY3dLejdZSmVHdFFNWllvdGJ6bExfQ183OVkzMmdJYzlqeEtGdw?oc=5
- [10] https://www.thehindu.com/news/international/us-iran-confirm-deal-signed-to-end-west-asia-war/article71115548.ece
- [11] https://news.sky.com/story/the-14-point-us-iran-deal-what-is-in-it-13555121
- [12] https://www.rt.com/news/641756-us-iran-memorandum-signed/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [13] https://en.yna.co.kr/view/AEN20260618000600315
- [14] https://www.nytimes.com/2026/06/17/world/europe/trump-iran-school-us-strike-minab.html
- [15] https://www.aljazeera.com/video/newsfeed/2026/6/17/trump-eyes-us-iran-peace-deal-signing?traffic_source=rss
- [16] https://www.news.cn/world/20260618/99cc2a94226f4ec3aa9a880318ccc0d0/c.html
- [17] https://www.chinanews.com.cn/gj/2026/06-18/10642750.shtml
- [18] https://www.france24.com/en/live-news/20260617-trump-has-signed-iran-deal-says-us-official
- [19] https://news.google.com/rss/articles/CBMirAFBVV95cUxNMTk2dUxGSkc5YkZnMDk1VUo4b1A1WXJpV0RVZ1NJdG1uMFdrVHFoZ0dFOGY3eUNVa3lGSjMzZjQ1OEI5ZXQ0OVd3TFR1bGlXOFh5X2VRZl9ubl91T2hnbWJ3Qi12NFFfS19WVzNkOWk0cHVfdjZwOERBMkUxMVp4bDJkRV9UcWpQQlg2NG84TnZUZ0NqRVFaMkJMYm94czl5cEhUUU9RS19PUUdf?oc=5
- [20] https://www.france24.com/fr/moyen-orient/20260617-ce-que-contient-accord-n%C3%A9goci%C3%A9-entre-iran-%C3%A9tats-unis
- [21] https://www.aljazeera.com/news/2026/6/17/read-the-us-account-of-unreleased-14-point-iran-ceasefire-memorandum?traffic_source=rss
- [22] https://en.yna.co.kr/view/AEN20260618000552315
- [23] https://www.xinhuanet.com/fortune/20260618/aa5d53819de2443ebe73c57185490253/c.html
- [24] https://en.yna.co.kr/view/AEN20260618000500315
2026-06-17
2026-06-17
Updates
- The Bank of Japan decided at its June 16 monetary policy meeting to raise interest rates by 25 basis points, lifting the policy rate from 0.75% to 1%, the highest level in 31 years. (China News Service)
Key Events
- Bank of Japan raises rates by 25bp to 1%, highest in 31 years (China News Service)
Linkage
Japan rate hike / Yen carry trade unwind / Global risk-off
Sources
China News Service / Xinhua World / Xinhua Finance / ORF.at News / Google News - World / Die Zeit Politics / Deutsche Welle German News / RT News / Yonhap News TV Politics Feed / Yahoo News - World / The New York Times / El País Internacional
Reference Links
- [1] https://www.chinanews.com.cn/gj/2026/06-17/10641900.shtml
- [2] https://www.news.cn/world/20260616/49e46f072d934cff8d63c71699c4b397/c.html
- [3] https://orf.at/stories/3433473
- [4] https://www.xinhuanet.com/fortune/20260617/4ed4b0701b7c418a8f807acf31ecf158/c.html
- [5] https://news.google.com/rss/articles/CBMilAFBVV95cUxPVTd4aGxKa1FSOEk0QWZsM0djNkl3aEkxZ1FTRGwxOW5RTGF0cmU1RHBONV9vOExZcnVILThBZi1DWHFEWmstanNKR0ttN2djWGE1QUZpRGZWVmZnWXdiUy1ldmhhNl9pQVRvSVpWd0FHS0o3RHVUZVNaaFI0aFZjQS1rWUNfcGdZMXZvQVlTTVhlNDEt?oc=5
- [6] https://www.zeit.de/politik/ausland/2026-06/g7-gipfel-frankreich-sanktionen-russland-ukraine-donald-trump
- [7] https://www.dw.com/de/iran-krieg-bringt-image-der-usa-aus-gleichgewicht/a-77579855?maca=de-rss-de-all-1119-rdf
- [8] https://www.rt.com/news/641666-calm-in-hormuz-could-be-brief/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [9] https://www.yonhapnewstv.co.kr/news/MYH202606161924088mx
- [10] https://www.yahoo.com/news/politics/articles/trump-says-ll-send-iran-141017534.html
- [11] https://www.nytimes.com/2026/06/16/business/fertilizer-farming-iran.html
- [12] https://elpais.com/internacional/2026-06-16/ucrania-eleva-la-presion-sobre-el-sector-energetico-ruso-con-el-ataque-de-una-refineria-en-moscu.html
- [13] https://www.news.cn/world/20260617/9743e307f67340efacb43ea660355f1c/c.html
- [14] https://www.chinanews.com.cn/gj/2026/06-17/10641883.shtml
- [15] https://news.google.com/rss/articles/CBMigAFBVV95cUxOSm1Uay02QmVOZGdpQVZJQnJRNzdXLUdWSHJsMml5cnhlOWZSYmEzeUpaMERjQmV0ZW9ocHRwTjlFN1VHZnFXamlVUm00RXREMG9URU04U0Y2YWxJQkk4LXpQUTB5Z3lVRUoxVlZ6UXZCTWwwUkQyWDFScTE5Qmh3Xw?oc=5
- [16] https://orf.at/stories/3433536
- [17] https://news.google.com/rss/articles/CBMilAFBVV95cUxPNGdHUGplOVktX2t5SWFqSUJTVFFBWHQzMHk3R2tnTWlmN3JKUmN1RFozb0JiMjRpUVhlMDdFa3I0LXFTS3VsQVplSkpBNnRRTFAzV1RGTzItamRBQTkwQTFqM290YUphU1Q5R1h5ajhXb19NTndrZzRJRXdZXzhjblZuYy1RaVV0QmpaY21CQmdoWlZC?oc=5
- [18] https://www.xinhuanet.com/fortune/20260616/4e89dbcbd5e3441cabc973e9505b5595/c.html
- [19] https://www.chinanews.com.cn/gj/2026/06-16/10641673.shtml
- [20] https://www.zeit.de/news/2026-06/16/kommt-die-bundeswehr-in-der-strasse-von-hormus-zum-einsatz
- [21] https://www.zeit.de/news/2026-06/17/g7-staaten-kuendigen-neue-sanktionen-gegen-russland-an
- [22] https://www.rt.com/news/641683-trumps-iran-truce-marks-defeat/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [23] https://orf.at/stories/3433509
- [24] https://www.dw.com/de/iran-krieg-schädigt-image-der-usa-als-sicherheitsgarant/a-77579855?maca=de-rss-de-all-1119-rdf
2026-06-12
2026-06-12
Updates
- World Bank cuts 2026 global growth forecast from 2.9% to 2.5%, the lowest since COVID-19, mainly due to energy price surge from Middle East conflict. If energy supply disruptions intensify, growth could fall to 1.3%. (Yonhap News TV)
Key Events
- World Bank cuts 2026 global growth forecast to 2.5%, lowest since pandemic (Yonhap News TV)
Linkage
Middle East conflict / oil supply disruption / global growth downgrade
Sources
Xinhua World / China News Service / Yonhap News TV / Yahoo News - World / Al Jazeera Middle East / RT News / Global Issues News / Yonhap News Agency / DW (Deutsche Welle) / The Hindu
Reference Links
- [1] https://www.news.cn/world/20260611/9be8559013a241919a059f958c966859/c.html
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260612053433nL0
- [3] https://www.yahoo.com/news/politics/articles/u-denies-iran-closed-strait-121236200.html
- [4] https://www.aljazeera.com/news/2026/6/11/trump-says-us-will-be-taking-kharg-island-in-latest-iran-war-threat?traffic_source=rss
- [5] https://www.rt.com/news/641447-iran-no-final-deal-us/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.globalissues.org/news/2026/06/11/43269
- [7] https://www.chinanews.com.cn/gj/2026/06-12/10638773.shtml
- [8] https://en.yna.co.kr/view/AEN20260612000452315
- [9] https://www.dw.com/en/iran-war-trump-calls-off-threatened-strikes-says-deal-nearly-done/live-77498305?maca=en-rss-en-all-1573-rdf
- [10] https://www.thehindu.com/news/national/govt-alerts-maritime-stakeholders-after-missile-strike-on-tanker-kills-three-indians/article71090376.ece
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260612003008T13
- [12] https://www.aljazeera.com/news/2026/6/11/iran-shuts-hormuz-strait-but-wasnt-it-already-closed?traffic_source=rss
- [13] https://www.yonhapnewstv.co.kr/news/MYH20260612083357OnR
- [14] https://www.aljazeera.com/video/newsfeed/2026/6/11/trump-says-us-and-iran-have-reached-a-great?traffic_source=rss
- [15] https://www.yahoo.com/news/politics/articles/trump-says-great-settlement-iran-195219669.html
- [16] https://www.rt.com/news/641439-us-iran-war-escalation/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://en.yna.co.kr/view/AEN20260612000451315
- [18] https://en.yna.co.kr/view/AEN20260612000400315
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260612083224dwc
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260612075819ufq
- [21] https://www.yonhapnewstv.co.kr/news/MYH20260612072757xGF
- [22] https://www.yonhapnewstv.co.kr/news/AKR20260612064752PB2
- [23] https://www.yonhapnewstv.co.kr/news/MYH202606120656350XJ
- [24] https://www.yonhapnewstv.co.kr/news/AKR202606120630438Uf
- [25] https://www.yonhapnewstv.co.kr/news/AKR20260612061022aOi
- [26] https://www.yonhapnewstv.co.kr/news/MYH20260612060952ESe
- [27] https://www.yonhapnewstv.co.kr/news/MYH202606120611227Xu
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260612045638FUx
2026-06-11
2026-06-11
Updates
- U.S. inflation rate rose to 4.2%, a three-year high, driven mainly by rising fuel costs. This marks the third consecutive monthly increase, putting pressure on the Fed's interest rate decisions. (The Hindu BusinessLine)
- U.S. May CPI rose 4.2% year-on-year and 0.5% month-on-month, with inflationary pressures persisting. (China News Service)
Key Events
- U.S. inflation hits 4.2%, a three-year high, fueled by rising fuel costs (The Hindu BusinessLine)
- U.S. May CPI rises 4.2% year-on-year (China News Service)
Linkage
US inflation rise / Fed rate hike expectations / USD strength & risk-off
US CPI inflation / Fed rate hike expectations / Risk-off across assets
Sources
China News Service / Al Jazeera Middle East / Yonhap News TV / Der Spiegel International / RT News / The Hindu BusinessLine / Google News - World / The Hindu / The New York Times / DW (Deutsche Welle) / BBC News (Top)
Reference Links
- [1] https://www.chinanews.com.cn/gj/2026/06-11/10638043.shtml
- [2] https://www.aljazeera.com/news/liveblog/2026/6/11/iran-war-live-us-launches-attacks-on-multiple-iranian-targets?traffic_source=rss
- [3] https://www.yonhapnewstv.co.kr/news/AKR20260611084354pSC
- [4] https://www.spiegel.de/ausland/iran-erklaert-strasse-von-hormus-fuer-komplett-gesperrt-a-00d939ee-993a-4e9f-9537-2d21b352e7d0
- [5] https://www.rt.com/news/641370-we-will-be-hitting-iran-hard-us-israel-live/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.thehindubusinessline.com/news/world/us-inflation-climbs-to-42-and-hits-3-year-high-amid-rising-fuel-costs/article71087119.ece
- [7] https://news.google.com/rss/articles/CBMigwFBVV95cUxQMlVZcWtvYWxjTXM5VUY5bTNJeXJpZW1YYWlNMmZRckNEbXFWQ1pUWkwwcmVkd3RrZk92TkxDYnlMTENxUzkwUnVSLV9selNvcHNoTkV5LUFjVHJFcE96NlBfY19ZdTlLMHdkWlBCcEJaaDRGY0d2SFZoQjlmeHBJa2VCbw?oc=5
- [8] https://www.thehindu.com/news/international/us-iran-strikes-in-latest-escalation-after-trump-threat/article71086716.ece
- [9] https://www.nytimes.com/2026/06/10/briefing/inflation-rises-us-iran-strikes.html
- [10] https://www.dw.com/en/the-united-states-says-it-has-launched-new-attacks-on-iran/live-77482934?maca=en-rss-en-all-1573-rdf
- [11] https://www.bbc.com/news/articles/c4gyp9v0e93o?at_medium=RSS&at_campaign=rss
- [12] https://www.aljazeera.com/news/2026/6/10/us-bombs-iran-after-trump-threat-tehran-closes-hormuz-strait-to-all-ships?traffic_source=rss
- [13] https://www.yonhapnewstv.co.kr/news/MYH20260611083243ePh
- [14] https://www.yonhapnewstv.co.kr/news/AKR20260611074943nbX
- [15] https://www.aljazeera.com/video/quotable/2026/6/10/trumps-claim-of-escorting-oil-through-hormuz-wont-ease-crisis?traffic_source=rss
- [16] https://www.chinanews.com.cn/gj/2026/06-11/10638048.shtml
- [17] https://www.chinanews.com.cn/gj/2026/06-11/10638047.shtml
- [18] https://www.thehindubusinessline.com/news/world/us-military-launches-fresh-strikes-on-iran-as-trump-warns-of-further-escalation/article71086729.ece
- [19] https://news.google.com/rss/articles/CBMiswFBVV95cUxOeU9xcGJfcHRNQ3RydDNXbjc1NXFQbkdId2hlVnVYamxWWV9YRkdKc2lGby1mdEtNWV9INXJQNkUzcUladkRFaDJaZnBUdWM0blVIcW5PdVZDOFlNdXJrWlJxWDJLb0hxTjJ4WnhadThWOGpPU2JzYml4am0tdVNDWlJTQ29uaThhTUlmdDltSjNKVXk2Vm9LbFJTZDhXOHdRcTNxWjZjZUZaWkFGeHBRaXVrNNIBuAFBVV95cUxON1hwLVN2elBTdDJNVnZ2a0hrdVAzRFVpeThuVk9UUFIzbnVoZDFxLTJFaUFqZmJVUlM3Mm11YXBMU1lpQW9VUWQ0TUhFZEVqWll3WXFYSXRSLWJIUVQwUmJGd2FGMExmSXlOX3QtckFJNWtPb3FXTkZON2RxZ3FlR0VseGV6ZjVfTFRqdnA4US1ESWIwdGVpd0lPVFpEVkV
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260611074512DCp
- [21] https://www.yonhapnewstv.co.kr/news/AKR20260611055621CJT
- [22] https://www.yonhapnewstv.co.kr/news/AKR20260611083656yBs
- [23] https://www.yonhapnewstv.co.kr/news/MYH20260611083343fdH
- [24] https://www.yonhapnewstv.co.kr/news/AKR20260611080507D7r
- [25] https://www.yonhapnewstv.co.kr/news/MYH20260611075216ChH
- [26] https://www.yonhapnewstv.co.kr/news/MYH20260611075628bE7
- [27] https://www.chinanews.com.cn/gj/2026/06-11/10638040.shtml
- [28] https://www.yonhapnewstv.co.kr/news/MYH20260611072514X05
2026-06-06
2026-06-06
Updates
- 印度经济在FY26第四季度同比增长7.8%，全年增长7.7%，受投资、农业和建筑业推动。印度储备银行将本财年GDP增长预测下调至6.6%。
- 美国强劲就业数据引发加息预期，标普500指数单日下跌超2.6%，创年内最大跌幅，终结九周连涨。
- 印度储备银行（RBI）维持回购利率5.25%不变，因西亚冲突引发通胀风险，将FY27增长预测下调至6.6%，通胀预测上调至5.1%。
Key Events
- 印度FY26 GDP增长7.7%，Q4达7.8%；央行下调本年度预测至6.6%
- 强劲就业数据推升加息预期，美股大幅下挫
- 印度央行下调增长预期、上调通胀预测，因西亚危机影响
Linkage
India GDP beat / RBI rate path / EM risk appetite
Strong jobs data / rate hike expectations / equity sell-off
Sources
Xinhua World / Xinhua Finance / China News Service / Google News - World / BBC News (Top) / The New York Times / Yonhap News TV / Al Jazeera Middle East / Times of India / Yahoo News - World / Nikkei Asia / BBC News (Business) / RT News
Reference Links
- [1] https://news.google.com/rss/articles/CBMiigFBVV95cUxPY1h5Qk1UNmoyeVpUMGJlLVlteWk0TTlqd1pCSHNGX1h5Q1c2aW9PZ3NaY1BNM1NHdWs5bUFHRHdkX0ZPallOVFRMNmVBSkFMM1prWW9mUHVKSmpZa3MxSWZBQkh3aFNqNWpCRERmYzBUREN3MzVUcUgzRFpxNVdaX0pkMC1SazlvX2c?oc=5
- [2] https://www.bbc.com/news/articles/cvgzgyjk2weo?at_medium=RSS&at_campaign=rss
- [3] https://www.news.cn/world/20260606/912e6ead9b444be290f454777f877243/c.html
- [4] https://www.nytimes.com/2026/06/05/us/politics/iran-attack-drones-hormuz.html
- [5] https://www.yonhapnewstv.co.kr/news/AKR20260606081137QFK
- [6] https://www.xinhuanet.com/fortune/20260606/eae75f7046dc4589b87dc6d2ca6a350b/c.html
- [7] https://www.aljazeera.com/news/2026/6/5/how-the-us-naval-blockade-has-bled-iran-of-nearly-6bn-in-oil-revenues?traffic_source=rss
- [8] https://timesofindia.indiatimes.com/business/india-business/gdp-rose-7-7-in-fy26-7-8-in-q4-rbi-trims-this-years-projection-to-6-6/articleshow/131540667.cms
- [9] https://www.yahoo.com/news/politics/articles/regional-tensions-grow-us-iran-140940634.html
- [10] https://asia.nikkei.com/spotlight/supply-chain/canadian-miner-taps-brazil-to-carve-china-out-of-rare-earth-supply-chain
- [11] https://www.chinanews.com.cn/cj/2026/06-06/10635218.shtml
- [12] https://www.bbc.com/news/articles/cwy2yq0dj58o?at_medium=RSS&at_campaign=rss
- [13] https://www.rt.com/news/641055-us-house-russia-sanctions-bill/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.nytimes.com/2026/06/05/business/stock-market-jobs-report.html
- [15] https://timesofindia.indiatimes.com/business/india-business/rbi-cuts-growth-hikes-inflation-forecast-as-west-asia-crisis-bites/articleshow/131540469.cms
- [16] https://www.aljazeera.com/video/newsfeed/2026/6/5/zelenskyy-putin-choosing-war-by-rejecting-offer-for-in-person-talks?traffic_source=rss
- [17] https://www.aljazeera.com/news/2026/6/5/are-us-and-iran-closer-to-war-or-to-a-deal?traffic_source=rss
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260605225934y2G
- [19] https://timesofindia.indiatimes.com/business/india-business/g-secs-rally-as-govt-and-rbi-ease-foreign-investing-rules/articleshow/131540533.cms
- [20] https://news.google.com/rss/articles/CBMiwgFBVV95cUxNd3lVaV9sbzJUbWphYmttd1hmZEpuVk1rdFhCLUdhQ3ZyMVJlRk0tQU1vUG85SExFb0hfR2M4RHZXZHRkZzlRMXpaUkVNQ2R6ZnVNUUs2QXNaMVFrb3hLemhKdFlUemVVRFN5VlFqU25nSXRGellhMERIRkhCOXBkc2FNXy1KY3p5bW9uLUJycGlJT2RsMnVZVWgycDZtWDdaZno0eERsRHowdmZ3OHNWMEJWbkpHdF91VEpuTEE2T1ZEZw?oc=5
- [21] https://www.yahoo.com/news/politics/articles/exclusive-iran-supreme-leader-adviser-162047145.html
- [22] https://news.google.com/rss/articles/CBMi1wFBVV95cUxQaF9IeHFIdjFvU25TUmF5TnpSMzgyc0V2cGVWbE5PTWJ6cUJOX0xCaTFCRUFvd0VJMFI1NFJybVQyanJCdnV5WldCZDFQdW5RdFFDNjRXOFdkblFPb1drd3N2QUl2c01ER3dsU2FxNDBMR1pqRHBXRHNvREZieWFPdmFxLTl5QlFhdUZhM0JiSmNlR0NtTXliTUpMTnM2dzRtbk1vc2xtUjlzMnpLa2NVMlRxQks4RGRkZUlnM3hkT2FIaU9tU2FUaHdMLW5HNG5FU1NDV1pNYw?oc=5
- [23] https://www.xinhuanet.com/fortune/20260606/39ea86c505ea4b46b236852f195dec1d/c.html
- [24] https://www.bbc.com/news/articles/cpqpqx5qe40o?at_medium=RSS&at_campaign=rss
2026-06-04
2026-06-04
Updates
- A European Central Bank report shows that as of end-2025, gold accounts for 27% of global official reserves, surpassing U.S. Treasuries as the largest reserve asset, mainly due to rising gold prices and continued central bank purchases. (Xinhua Finance)
Key Events
- Gold surpasses U.S. Treasuries as largest global official reserve asset (Xinhua Finance)
Linkage
Central banks increase gold holdings / gold price rises / risk aversion intensifies
Sources
Xinhua World / China News Service / Xinhua Finance / Yonhap News TV / Yahoo News - World / Al Jazeera Middle East / JETRO Business News / France 24 #2 / Global Issues News / The New York Times / Google News - World / RT News / ABC News / DW (Deutsche Welle) / Times of India
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/AKR202606040527043L3
- [2] https://www.yahoo.com/news/articles/iran-hits-kuwait-us-strikes-near-hormuz-in-gulf-flare-up-163028785.html
- [3] https://www.aljazeera.com/video/newsfeed/2026/6/3/kuwait-and-bahrain-attacked-as-iran-launches-missile-and-drone-barrage?traffic_source=rss
- [4] https://www.news.cn/world/20260604/5911e51f489f4127b93e816da4c3cb94/c.html
- [5] https://www.jetro.go.jp/biznews/2026/06/cd5a74e6bbd7f913.html
- [6] https://www.france24.com/en/middle-east/20260603-iran-says-no-tangible-progress-in-war-talks-trump-says-deal-close
- [7] https://www.globalissues.org/news/2026/06/03/43198
- [8] https://www.chinanews.com.cn/gj/2026/06-04/10633942.shtml
- [9] https://www.nytimes.com/2026/06/03/us/house-russia-ukraine-sanctions-aid.html
- [10] https://news.google.com/rss/articles/CBMitwFBVV95cUxPSlpZSWlVS1B3RlpKRm5DcjZDc0pKMnBLM2x6NG9UWlM5THVxaksyZ2o2MDRtQjFXcEl5SE1aaTNrZHhiNF9ibUp2WHItTkZmSVFDZW9USDMtTTIxREJoMXZhNVNMdFhocU9RT2ZYd3gtSlJ6RjRmc3Fway1nWDVxNlZNelBMYnlBcUVQaEtGc3pKNlh4SmU3WkM2VzBHRk5DdVJjNmg5TGZaZXZYLUZkVzZqWGIyQ28?oc=5
- [11] https://www.rt.com/news/640941-gulf-airport-devastate-patriot-us/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [12] https://abcnews.com/Politics/trump-admin-proposes-broad-new-tariffs-top-trading/story?id=133552819
- [13] https://www.xinhuanet.com/fortune/20260603/0c63de9689184545b5a5ad992cdd15de/c.html
- [14] https://www.dw.com/en/saudi-arabia-and-russia-draw-closer-amid-opec-upheaval/a-77387950?maca=en-rss-en-all-1573-rdf
- [15] https://timesofindia.indiatimes.com/business/india-business/us-moots-12-5-tariff-on-india-53-others-over-forced-labour/articleshow/131494315.cms
- [16] https://www.aljazeera.com/video/newsfeed/2026/6/3/kuwait-releases-cctv-footage-of-deadly-iranian-strike-on-airport?traffic_source=rss
- [17] https://www.aljazeera.com/video/newsfeed/2026/6/3/kuwait-labels-iran-attack-heinous?traffic_source=rss
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260604055025eGh
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260604054336IBQ
- [20] https://news.google.com/rss/articles/CBMitwFBVV95cUxPcV9YT3A5dzhhTjBwYTZtM0tQc1JGZkhSZl9JY0FFSWV3eUtxNU1oMHNHQ3piS1VxTnJMb1hwOWJDZ2gwc05BdHFJX1k4ZTI2OE5qUzhoRmJYVWZBZ3lpV3FhVnA2S0s2WklWa3dGczFnRXFmRFpGbUxFTTNlMjFuMlBSM0ljM3hNX21TdzI1SHRxUzJRUVEyM2RSQ054ZERXdWJCc25NXzU1VFpjWmpHSXpoRDZldlk?oc=5
- [21] https://news.google.com/rss/articles/CBMigAFBVV95cUxQZWtvZ043SmhSOWZFck94VFJscTREUzlfYzZWQUVnWGdDM0V4ZzVXeTZJOUk4ZzN1RWZRWWY1cm5JWkkzNC1lUVM4WEtDMWQ2aHVYNXI3Tk1nZDlGcTdvUHJ0alBGM01kT0xhQXoyNnpLM3loQllhQjJ3N0FaSzFEeg?oc=5
- [22] https://www.nytimes.com/2026/06/03/business/economy/trump-tariffs-forced-labor.html
- [23] https://www.france24.com/en/trump-denies-impasse-in-iran-talks-after-fresh-strikes-on-gulf-countries
- [24] https://www.france24.com/en/video/20260603-iranian-revolutionary-guards-claim-attacks-on-bahrain-and-kuwait
- [25] https://www.nytimes.com/2026/06/03/briefing/state-of-iran-war.html
- [26] https://www.jetro.go.jp/biznews/2026/06/f36904fae0a30fb3.html
2026-06-03
2026-06-03
Updates
- The yen fell to 160 against the dollar, erasing all gains from the Bank of Japan's intervention in the foreign exchange market. (Nikkei Asia)
- A European Central Bank report showed that as of the end of 2025, gold's share of global official reserve assets rose to 27%, surpassing US Treasury bonds at 22% to become the largest reserve asset. (Xinhua Finance)
Key Events
- Yen touches 160 against dollar, erasing intervention gains (Nikkei Asia)
- ECB: Gold surpasses dollar as world's largest official reserve asset (Xinhua Finance)
Linkage
Yen depreciation / USD strength / Risk-off sentiment
Central bank reserve structure change / increased gold demand / gold price rise
Sources
Xinhua World / China News Service / Xinhua Finance / Al Jazeera Middle East / Yonhap News TV / Nikkei Asia / The New York Times / BBC News (Top) / Times of India / Google News - World / Yonhap News Agency / The Hindu
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/6/3/iran-war-live-us-strikes-irans-qeshm-says-tehran-attacks-kuwait-bahrain?traffic_source=rss
- [2] https://www.yonhapnewstv.co.kr/news/AKR20260603085457liG
- [3] https://asia.nikkei.com/business/markets/currencies/yen-touches-160-against-dollar-erasing-intervention-gains
- [4] https://www.news.cn/world/20260603/c93fcadd37c747f8810b4ad6dfdd63e6/c.html
- [5] https://www.nytimes.com/2026/06/02/us/politics/trump-iran-strait-of-hormuz.html
- [6] https://www.bbc.com/news/articles/cy02rz27l32o?at_medium=RSS&at_campaign=rss
- [7] https://timesofindia.indiatimes.com/world/middle-east/iran-launches-strikes-on-us-bases-in-kuwait-air-defences-intercept-missiles-drones/articleshow/131473476.cms
- [8] https://www.chinanews.com.cn/gj/2026/06-03/10633255.shtml
- [9] https://www.xinhuanet.com/fortune/20260602/19640fb1fceb4718ba72049b59b728bc/c.html
- [10] https://news.google.com/rss/articles/CBMie0FVX3lxTE9xb2xWUEo3ZzZMWGdYTU55NjBlNXcteWV1VEptRGVONlN3RjMyRHcyT19tbmlDOWVJMm5saWdTMXhpRlFudnFxZ1NkUk14VzRxUnpZNHFpT3hobi16NVBRclpXYm9pSnE2Y2h1MEgxeFIyVnFDMTYtZ0pHRQ?oc=5
- [11] https://en.yna.co.kr/view/AEN20260603000300315
- [12] https://www.thehindu.com/business/Industry/extreme-heat-tests-indias-record-milk-production/article71054177.ece
- [13] https://www.news.cn/world/20260603/035fd44840cd4ee7acefc52fd6608c58/c.html
- [14] https://www.yonhapnewstv.co.kr/news/AKR20260603085712OKE
- [15] https://www.news.cn/world/20260603/2a5a9d998b994fa4b0025c8e95aa8fb3/c.html
- [16] https://timesofindia.indiatimes.com/india/hormuz-shut-shipping-services-through-other-routes-to-west-asia-up-2x/articleshow/131473482.cms
- [17] https://www.bbc.com/news/articles/c5yx135yg53o?at_medium=RSS&at_campaign=rss
- [18] https://www.yonhapnewstv.co.kr/news/MYH202606030657498CS
- [19] https://timesofindia.indiatimes.com/india/wmos-el-nino-alert-raises-odds-of-severe-impact-on-monsoon/articleshow/131471238.cms
- [20] https://en.yna.co.kr/view/AEN20260603000200315
- [21] https://www.aljazeera.com/economy/2026/6/2/us-targets-brazil-with-new-tariffs-over-trade-practices?traffic_source=rss
2026-05-30
2026-05-30
Updates
- Chicago Fed President says the Fed could raise rates again if inflation persists. (Nikkei Asia)
- Japan's Ministry of Finance reports that foreign exchange intervention from April 28 to May 27 totaled 11.73 trillion yen, a record high, aimed at curbing yen depreciation. (Xinhua Finance)
- US inflation data rises but meets expectations, while GDP growth slows. (Yahoo News - World)
Key Events
- Chicago Fed President: rate hike option remains if inflation persists (Nikkei Asia)
- Japan FX intervention scale hits record high (Xinhua Finance)
- Inflation rises but not above expectations, GDP growth slows (Yahoo News - World)
Linkage
Fed hawkish stance / USD strengthens / risk assets under pressure
Japan FX intervention / Yen strength / Risk-off in global markets
Sources
Xinhua Finance / Yonhap News TV / Al Jazeera Middle East / Google News - World / Yonhap News Agency / DW (Deutsche Welle) / BBC News (Top) / Nikkei Asia / Times of India / The New York Times / Der Spiegel International / Yahoo News - World
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260530084204GYK
- [2] https://www.aljazeera.com/video/newsfeed/2026/5/29/netanyahu-says-israeli-forces-have-crossed-lebanons-litani-river?traffic_source=rss
- [3] https://news.google.com/rss/articles/CBMitwFBVV95cUxQWV85YWg3MmVfOVloemFFRkN2eWhycXYtV0huendnME9XZ3ltRnJ1SXBNakVDcGo4OVFoZVNVbU9Fc19GTUNYTHRMeTA0Q3RicHB2TUZBRUJMV2JDb215QmM0LWlrMTRNeEN5dm1fSEE2RzZxdWpEUW9WMFZGNG83VVAxVGtrZjNVVFkxaHRVXzl3a2hiVmZuSUp5X0JaN0E1TWtxSjRMUVZNQlg3QUxlOUJSYzR3amM?oc=5
- [4] https://en.yna.co.kr/view/AEN20260530000251315
- [5] https://www.dw.com/en/iran-war-us-to-lift-naval-blockade-of-ports-trump-says/live-77338255?maca=en-rss-en-all-1573-rdf
- [6] https://www.bbc.com/news/articles/c0r2d40r91qo?at_medium=RSS&at_campaign=rss
- [7] https://asia.nikkei.com/editor-s-picks/interview/us-rate-hike-on-the-table-as-inflation-persists-chicago-fed-chief
- [8] https://www.xinhuanet.com/fortune/20260529/c8f2bd52fad54a01b6872e804fc07aec/c.html
- [9] https://timesofindia.indiatimes.com/world/us/trump-will-accept-only-iran-deal-that-meets-his-red-lines-white-house-official-after-2-hour-meeting/articleshow/131402044.cms
- [10] https://www.nytimes.com/2026/05/29/world/middleeast/irans-hard-liners-deal.html
- [11] https://www.spiegel.de/ausland/russland-wladimir-putin-droht-armenien-bei-weiterer-eu-annaeherung-a-25ac0ff2-909d-41b8-8974-7f55c7ff074e
- [12] https://finance.yahoo.com/economy/articles/inflation-rises-isnt-hotter-expected-134746577.html
- [13] https://www.yonhapnewstv.co.kr/news/AKR20260530042120YEX
- [14] https://www.aljazeera.com/video/newsfeed/2026/5/29/trump-heads-into-situation-room-to-potentially-finalise-iran-deal?traffic_source=rss
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260530000403PDN
- [16] https://news.google.com/rss/articles/CBMi0wFBVV95cUxNV3dWOVpUZldOcWpPTGI4aHlVUkNXdmVnaHN5TmVrNmhPTmNWWDhrM1RiZmtvTzQ3NGZnSklsUW9saWdQN0Jqb2NwTjVUOXJUS2toeFIzc3NhR0FCdXJQN3pnMVhMUHpTMW9Ub3VQc2xfVHIyS1RscDZZei1CeldDam1rbjJjZGhXUE1MS2lMN2FnMGJjMlZ5ellWdlpKWW1zZzRmSVpwZWNDUDU1VGVVdHVkUkJONklsZVdBY0NTUVIwZnQtaTRVVmVUMC1na3FQRHRv0gHTAUFVX3lxTE1ZdUg1dUdFdXpCbEx3Uk96R0hjUGs5d3RtRzdWcnNQQ0tnT1AybXcwY0piMGVYcGY4amw4M3NSZEZIc2ExeVY1azltaW14MW1IY3lZbEdwTEd1Ri1TZnBHVVR3UGFfS1FVNE1kRGVFMDN1YVUwdGc5c0MwSXlBRGl
- [17] https://en.yna.co.kr/view/AEN20260530000253315
- [18] https://en.yna.co.kr/view/AEN20260530000400315
- [19] https://news.google.com/rss/articles/CBMihwFBVV95cUxPTlZSS3ZkeXNFYnYzNVl6N1hkYWNMM3prZ0xDaTNsaFh4SThvdlE2TG1LYjM5QmhEay1pUzNWYldwVTVmOTlCaDVQMHhDS2J3SmlBd0FjZko4M0tqbWtaSzY0TEdnQ2hIV2N3ZW1BejJhWWlQem83Z3pkNHkwbG05NEZNRUluRTA?oc=5
- [20] https://timesofindia.indiatimes.com/india/60-chance-of-deficient-monsoon-as-imd-downgrades-rain-forecast/articleshow/131398673.cms
- [21] https://www.aljazeera.com/news/2026/5/29/trump-says-final-determination-to-be-made-on-possible-iran-deal?traffic_source=rss
- [22] https://timesofindia.indiatimes.com/world/middle-east/meeting-now-to-make-final-determination-trump-on-us-iran-draft-truce-deal-lists-conditions-for-tehran/articleshow/131394024.cms
2026-05-29
2026-05-29
Updates
- 美国通胀升至近三年最高水平，主要受伊朗战争推高汽油价格影响。
- 美国4月关键通胀指标加速至三年最高，汽油和食品价格上涨挤压居民财务。
Key Events
- 通胀升至近三年新高，美联储青睐指标显示
- 美国4月通胀指标恶化，汽油价格飙升
Linkage
Iran war / oil supply disruption / gasoline price rise / inflation spike / Fed policy tightening
Gasoline price surge / CPI acceleration / Fed hawkish repricing
Sources
China News Service / Yonhap News TV / The New York Times / Google News - World / Yahoo News - World / DW (Deutsche Welle) / Al Jazeera Middle East / Yonhap News Agency / Times of India / ABC News / The Hindu / BBC News (Business)
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/AKR202605290832212qG
- [2] https://www.chinanews.com.cn/gj/2026/05-29/10630554.shtml
- [3] https://www.nytimes.com/2026/05/28/world/middleeast/iran-us-blockade-strait-hormuz.html
- [4] https://news.google.com/rss/articles/CBMilAFBVV95cUxNVXZHUmc2Qk4zNGljejlrMi1VNWhiTVRJSXY2NjFCajdqNUx4STVoMmhJdGc1cmt2TndQQTQ0dWdtSlhJaUFFZHFGNTVobC00NUdCLWhSM1JHS0FNMjcydXIxNndJTG9MdzBKR2tXa0RTLWVWQlNPLXRQejhoaWU5RXdFTVVfQnVxdkROdFdjM193OEk10gGaAUFVX3lxTE00YXdFXzd0cmlXaTFpOTVzYTBnTzJ0X0VZcTVOUU01NXNkOEFka1BKS3dPMGx1TEoyVFo4aTVzaFQyS0ZKNTZrSHV1dllQcjlIRUxDazVPYTJhLUVwaWFRTHZiS203R0xqU055V0FUN2xDeS1sNE9Ib1VuSndybzdqY05na2V0M2Z0Qno5RjE4dldPNkNEWUpqTHc?oc=5
- [5] https://www.yahoo.com/news/politics/articles/us-imposes-fresh-sanctions-irans-202923688.html
- [6] https://www.dw.com/en/the-suez-and-panama-canals-charge-tolls-why-is-iran-s-hormuz-fee-triggering-global-outrage/a-77325707?maca=en-rss-en-all-1573-rdf
- [7] https://www.aljazeera.com/economy/2026/5/28/us-inflation-surges-to-three-year-high-amid-tensions-with-iran?traffic_source=rss
- [8] https://en.yna.co.kr/view/AEN20260529000200315
- [9] https://timesofindia.indiatimes.com/world/us/gulf-of-suspicion-us-and-iran-said-to-be-nearing-deal-even-as-missiles-fly/articleshow/131373522.cms
- [10] https://abcnews.com/Business/inflation-hits-highest-level-3-years-feds-preferred/story?id=133384351
- [11] https://www.thehindu.com/news/international/shaky-ceasefire-in-iran-war-challenged-again-as-kuwait-faces-a-missile-attack/article71033574.ece
- [12] https://www.bbc.com/news/articles/cp3p62xddq4o?at_medium=RSS&at_campaign=rss
- [13] https://www.yonhapnewstv.co.kr/news/MYH20260529080048teK
- [14] https://www.yonhapnewstv.co.kr/news/MYH202605290756043tl
- [15] https://www.dw.com/en/iran-us-reportedly-agree-to-deal-pending-trump-approval/live-77321432?maca=en-rss-en-all-1573-rdf
- [16] https://www.yahoo.com/news/articles/iran-us-trade-air-strikes-042536270.html
- [17] https://www.aljazeera.com/news/2026/5/28/us-treasury-threatens-oman-with-sanctions-over-hormuz-strait?traffic_source=rss
- [18] https://news.google.com/rss/articles/CBMivgFBVV95cUxNYzh5Yk1BT2VYanN4LU1UbjhTWjA5MHhMZ291azRNSDdIWDhfZFV1WlhTY195TWtLM2dYdnlIWWZMT1pRVGlRTjBEbG9ERTFKR1l4R2ROVG9nMjU2YkhIWG9oZTk1Q0U1SXdlYlNEbkJTR05mMkJ6T3p0ZEMtaGZnSTliT3F5SWF2Z0RKRkduXzRXV0JtSzFUcC16bjR2UjdEbkhObk5rVjU2RXdzT3RXbE1abHYzVVNTOHAtN1FB?oc=5
- [19] https://news.google.com/rss/articles/CBMicEFVX3lxTE1YMExSTEZDejBiVFI2UmR1ZklvOWdQMEU0Z2d1Q3FhQlo3VnhJZ0l1LW9tZUdUNXp3Njh5VElRWjk5RlZFd3poclJ4eEJhR2hZdFBqbWtyUXliSV9KVVJraFAwVkItbGR6RUhOOTVFYkU?oc=5
- [20] https://www.aljazeera.com/news/2026/5/28/us-attacks-bandar-abbas-again-why-is-the-port-so-important-for-iran?traffic_source=rss
- [21] https://abcnews.com/Business/wireStory/key-inflation-gauge-worsens-americans-shell-gasoline-133380626
- [22] https://www.nytimes.com/2026/05/28/business/inflation-pce-gauge.html
- [23] https://www.chinanews.com.cn/gj/2026/05-29/10630550.shtml
- [24] https://www.nytimes.com/2026/05/28/briefing/iran-inflation-spelling-bee.html
2026-05-23
2026-05-23
Updates
- Kevin Warsh sworn in as Federal Reserve Chair and member of the Board of Governors; the Federal Open Market Committee unanimously elected him as Chair. (Fed)
- Kevin Warsh sworn in as Fed Chair on May 22, 2026; markets expect the Fed may raise interest rates to combat inflation. (Xinhua Finance)
- Kevin Warsh officially sworn in as Fed Chair; President Trump explicitly demanded a change in monetary policy direction during the ceremony. (Der Spiegel International)
Key Events
- Warsh sworn in as Fed Chair (Fed)
- Warsh sworn in as Fed Chair, faces inflation challenge (Xinhua Finance)
- Kevin Warsh sworn in as Fed Chair (Der Spiegel International)
Linkage
Fed leadership change / monetary policy expectations / USD and rates volatility
Fed chair change / rate hike expectations / USD strength, risk-off
Sources
China News Service / Xinhua Finance / Yahoo News - World / France 24 #2 / Fed / Google News - World / Der Spiegel International / Al Jazeera Middle East / ABC News / Yonhap News TV / RT News / Times of India / Sky News / BBC News (Business) / The New York Times / France 24 #3
Reference Links
- [1] https://www.chinanews.com.cn/gj/2026/05-23/10626977.shtml
- [2] https://www.yahoo.com/news/articles/irans-intensified-closure-strait-hormuz-150534298.html
- [3] https://www.france24.com/en/middle-east/20260522-rubio-urges-more-support-from-nato-allies-help-end-iran-war-mediation-talks-begin
- [4] https://www.federalreserve.gov/newsevents/pressreleases/other20260522a.htm
- [5] https://news.google.com/rss/articles/CBMikwFBVV95cUxNenRXUWhkWi05T2JSVHQ4WTY0TTVLcmlWSXZ0cENoNEpTamhHcHRRZG1BVzJ2ZFJvYmhLTXEwZUhtdmJTN01CdDBwUnZqT1lMaGhrOUp2QncyZjhsTzhNWjJoMGVPaW5lYkRFQ1ZvSVVFLTdjRHJtZlFsbHd1SFM3N2JvekxPOGNJZHZURmFaNUNCeFU?oc=5
- [6] https://www.xinhuanet.com/fortune/20260523/4f110ca2c5c849be9f9bb086feab17ef/c.html
- [7] https://www.spiegel.de/wirtschaft/kevin-warsh-neuer-fed-chef-im-weissen-haus-vereidigt-a-268dae4a-6f36-452f-9e07-f8f1c3f9056c
- [8] https://www.aljazeera.com/economy/2026/5/22/kevin-warsh-sworn-in-as-new-us-fed-chair?traffic_source=rss
- [9] https://abcnews.com/US/gas-prices-highest-level-4-years-ahead-memorial/story?id=133219781
- [10] https://www.yonhapnewstv.co.kr/news/MYH20260523003218bkx
- [11] https://www.rt.com/news/640454-trump-plans-change-wedding-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [12] https://timesofindia.indiatimes.com/business/india-business/rbi-steps-up-dollar-sales-to-53-billion-to-defend-rupee-in-fy26/articleshow/131270439.cms
- [13] https://news.sky.com/story/china-four-killed-and-90-trapped-following-coal-mine-accident-13547200
- [14] https://www.bbc.com/news/articles/cvgz311dq3ko?at_medium=RSS&at_campaign=rss
- [15] https://www.nytimes.com/2026/05/22/world/middleeast/iran-ceasefire-us-qatar-pakistan.html
- [16] https://www.france24.com/fr/%C3%A9missions/la-semaine-de-l-%C3%A9co/20260522-choc-p%C3%A9trolier-vs-d%C3%A9ficit-l-impossible-%C3%A9quation
- [17] https://www.aljazeera.com/news/2026/5/22/economic-confidence-plummets-in-us-amid-iran-war-poll-shows?traffic_source=rss
- [18] https://www.yonhapnewstv.co.kr/news/MYH20260523085743BMb
- [19] https://abcnews.com/International/4-dead-90-trapped-coal-mine-accident-northern/story?id=133238116
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260523084301zk1
- [21] https://www.france24.com/fr/moyen-orient/20260522-guerre-au-moyen-orient-un-m%C3%A9diateur-pakistanais-%C3%A0-t%C3%A9h%C3%A9ran-des-n%C3%A9gociations-dans-l-impasse
- [22] https://news.google.com/rss/articles/CBMihgFBVV95cUxOdVlHX1dTNEdZNEY1N3VuRDVvR051UFpTem9kNlloY1NiOW9yRVBCUWtUUUJXcW12VWFWbGs5YzlyV2dWWE9FRkIwblhuZFBqaVhKNzhIVnk5R2VSaTRZZ2FjTXRaaWp5UEdhTGhEN3RvOVoyQ29HR29UeDJTWXk2MU83MDB4UQ?oc=5
- [23] https://www.aljazeera.com/news/2026/5/22/pakistans-army-chief-in-iran-as-uss-rubio-says-slight-progress-in-talks?traffic_source=rss
- [24] https://news.google.com/rss/articles/CBMiyAFBVV95cUxQQThBMGFCbXlrNFNIbHFpT2ZvTWNFMDFvMVI4ekMxTTBiZURGczRvR29KMWFiZVFmUWoxQ013ajNkZlNUYk9jYURmcHN1bnpqM0JheW9GQ3pubTYyWWtDdW1HWEFKYzE5bE5PMG9yZTJDd20tTVNQNXp4RlRXLU0yVVJodVo3VmRTVTN3TkhjWUxicnRqZVlSNVU1WDZhVFVwYzZSaGN0dnBjbDRSSmhRam9sb0VscWh5anljZXR3YVZYVHZmcXVyMw?oc=5
- [25] https://timesofindia.indiatimes.com/world/middle-east/warning-shot-from-iran-uae-nuclear-plant-attack-from-iraq-sparks-fears-of-wider-gulf-war-as-tehrans-proxies-step-in/articleshow/131264706.cms
2026-05-22
2026-05-22
Updates
- Trajectory (Pivoting): The EU downgrades its economic growth forecasts for 2026 and 2027 due to soaring energy prices and rising inflation (China News Service).
- Eurozone business activity contracts at the fastest pace in over two years in May, stoking stagflation concerns.
Key Events
- Soaring energy prices weigh on EU, prompting downgrade of economic growth forecasts (China News Service)
Watch / Outlook
The European Central Bank may face pressure to ease, but high inflation limits its scope; monitor subsequent PMI data and ECB signals.
Linkage
Energy price surge / Inflation rise / EU growth downgrade / Euro under pressure
Sources
China News Service / Yonhap News TV / Nikkei Asia / Ukrinform / Google News - World / Yonhap News Agency / RT News / Kremlin President News / Al Jazeera Middle East / France 24 #2 / BBC News (Top) / KBS World News / BBC News (Business) / Times of India
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260522083300AKw
- [2] https://asia.nikkei.com/business/markets/commodities/speculators-rush-into-copper-as-sulfur-supply-risk-ai-drive-up-prices
- [3] https://www.ukrinform.net/rubric-ato/4125902-putin-and-lukashenko-launch-joint-exercises-involving-nuclear-forces-of-russia-and-belarus.html
- [4] https://news.google.com/rss/articles/CBMisgFBVV95cUxQZXAyY0JKTEhXY3BzdFkxXy1wM1U3VzAzY1dTYTMyRVJxenBZWEIxa3RENjFnNHI0cy1YLXhmSFNBcUhraG9pOEM2elZia2xoRnRtTUlYNUpMNU9rRmxhNkhPT3ZwaWZOOVdaa1F3VkEzSjRvX0NQNGpidHhKWGtaWVEwMGtJa3FObXJaZzF5YVdSUm5jVUZqSGZ4Zzh5MlhFMnhiSTdmc05rWVVIU2o0LVJB?oc=5
- [5] https://en.yna.co.kr/view/AEN20260522000200315
- [6] https://www.chinanews.com.cn/gj/2026/05-22/10626220.shtml
- [7] https://www.rt.com/news/640347-rt-hormuz-gridlock-video/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] http://en.kremlin.ru/events/president/news/79802
- [9] https://www.aljazeera.com/video/newsfeed/2026/5/21/russia-rehearses-use-of-nuclear-forces-in-drills-with-belarus?traffic_source=rss
- [10] https://www.france24.com/en/europe/20260521-iran-war-squeezes-europe-economy-growth-slumps-prices-surge-energy-shock
- [11] https://www.bbc.com/news/articles/cq5py64gvwzo?at_medium=RSS&at_campaign=rss
- [12] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=201631
- [13] https://www.bbc.com/news/articles/cj9prkzwr8vo?at_medium=RSS&at_campaign=rss
- [14] https://timesofindia.indiatimes.com/india/bitumen-crisis-due-to-iran-war-to-hit-road-work/articleshow/131254256.cms
- [15] https://www.yonhapnewstv.co.kr/news/MYH202605220725520ki
- [16] https://www.yonhapnewstv.co.kr/news/AKR20260522054906qzT
- [17] https://news.google.com/rss/articles/CBMiakFVX3lxTFBqWC1XOU9TYW5sSUZuc3BIdHF5UjFrS1pXX1p4YVhTUGpHYnBRbUZGS2xQVUY1eVJaYTktNEJ2Q2dWMUttbjU0dmM4N2R2dDhjSmVKelQ4NkM2MmhIYmpYSHc5Sjg5azI2eGc?oc=5
- [18] https://www.chinanews.com.cn/gj/2026/05-22/10626219.shtml
- [19] https://news.google.com/rss/articles/CBMitAFBVV95cUxPckNRR0ZlV1BmZGFHSDUtMDhpMW80VnI1d2tFMmg0Zk5zUlNNemFBYmkwZDdaM3l0V0xrUnhiZ2JUZlFZTWloM1pPV1pEdjIwRzlhMHhZNF94RGlMRjNfZVFkdkpTdkVsVDdGSXhnVkxXS25mYjNfenpyQXBId3Q0LUM0anlTak9jS3VNcU9IT3QxX2lJU2U5ZkVUUnRMTHV1Z3NtMGM5VHE3cm5yNUo4a1BManrSAboBQVVfeXFMUFJhWl9QYmxMa3pXN1FZUWY0N1lpMUFibG1vZ2g4NUlodloxQktGR1FvU0FmNk5EOGxrWlk4b1NKWmxvcV8zODg5NU1lX3ZqclhtR0U5R1dyS2dBTXRRcmtoQnBORF9zSmR0dG9IWG0tV3paS3VieXV6UmFzSnVoUmlzdHJpMGxDQWJITFQwZHJ6REZoblRKV28wTmlScDF
- [20] https://www.chinanews.com.cn/gj/2026/05-21/10626210.shtml
- [21] https://www.aljazeera.com/features/2026/5/21/maths-behind-hormuz-toll-is-paying-iran-for-transit-cheaper-than-blockade?traffic_source=rss
2026-05-21
2026-05-21
Updates
- The Fed's April meeting minutes showed that most officials believed further rate hikes might be needed to combat inflation, marking Powell's last meeting as chair. (The New York Times)
- The Fed released minutes of the April 28-29 FOMC meeting, showing the committee held rates steady. (Fed)
- The Fed's April meeting minutes showed that most members believed rate hikes might be appropriate if inflation remains above 2%. Some members supported removing the dovish bias from the policy statement. (Yonhap News TV)
Key Events
- Most Fed officials support possibility of further rate hikes (The New York Times)
- Fed April meeting minutes released, rates unchanged (Fed)
- Fed majority: rate hikes appropriate if inflation persists above 2% (Yonhap News TV)
Linkage
Fed hawkish minutes / rate hike expectations / USD strengthens, equities fall
Fed holds rates / USD steady / rates / equities adjust
Sources
China News Service / Al Jazeera Middle East / Times of India / Yonhap News TV / Nikkei Asia / Google News - World / The New York Times / The Hindu / Fed / Global Issues News
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/5/21/iran-war-live-tehran-says-no-surrender-to-us-diplomacy-wiser-than-war?traffic_source=rss
- [2] https://www.chinanews.com.cn/gj/2026/05-21/10625478.shtml
- [3] https://timesofindia.indiatimes.com/world/middle-east/us-military-boards-iranian-oil-tanker-suspected-of-breaching-blockade/articleshow/131237565.cms
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260521075924OFd
- [5] https://asia.nikkei.com/business/tech/semiconductors/nvidia-reports-85-revenue-jump-but-still-excludes-china-in-outlook
- [6] https://news.google.com/rss/articles/CBMiwgFBVV95cUxORWpQYXVORlppVlY3QlBsMV9YNWo3UC1RM1lNV25wM0oxcTQyeDNkMHpRTXZPRDNGYXZCWkRtbDl3YWxvS0YzeTZ5SkFIX1JXOHN4ZnE1UXJFbXhjbERsOTFDR0hTNEdZaXF3ZmpwRTZfb2hBbllBekRKSWJhNjN5eUlfMFhkMUo4M1JkOENoSk5nNy02clZEdmFDWDJZajVqbEZhOGZNZzcyallNN05QRWVnV1N4b3V6TWV1SWFaTnJTQQ?oc=5
- [7] https://www.nytimes.com/2026/05/20/business/economy/fed-minutes-interest-rates.html
- [8] https://www.thehindu.com/news/international/war-would-spread-beyond-west-asia-say-iran-guards/article71003575.ece
- [9] https://www.federalreserve.gov/newsevents/pressreleases/monetary20260520a.htm
- [10] https://www.globalissues.org/news/2026/05/20/43089
- [11] https://www.yonhapnewstv.co.kr/news/MYH2026052107543066Q
- [12] https://www.yonhapnewstv.co.kr/news/MYH202605210736262b9
- [13] https://www.aljazeera.com/video/newsfeed/2026/5/20/china-and-russia-unite-after-trumps-beijing-visit?traffic_source=rss
- [14] https://timesofindia.indiatimes.com/knowledge-centre/us/donald-trump-warns-iran-of-nasty-us-action-as-negotiations-enter-final-stages/articleshow/131235009.cms
- [15] https://news.google.com/rss/articles/CBMiowFBVV95cUxOQ0ZFY25hdmpwMElXdkFNMzVTLWo2amc5bXlPTkN6M2diVFVtcVctYzNURlBVdUk1dTZpZGVhZTlDdHhTVEM3OFhnUWJWRU1iT3RVZk9lb1ZLalk1cmF5aFNycl9rR0IzNU1jN2UwN1k5SWdnaG9maGpfU2hRWnRKMlpjQTcwZnBfbjVFTW9mck93RElQaVpoVVVoUHFVWHhaWkZz0gGoAUFVX3lxTE1vOWF5M1ktZzlFTTZRNHkyY0ltUWRSOG5kRXpjd1dFWmUtRE9SczFuVHU0OTVjVkdLRzludlZqUVcwNllTZTdHZ0RYT0J5d1Fkd2w1dlJJVWxES1pzbTlDZ29uMXRybzdlYV9ocUZQLWNtR2Fwc0E4Z1A5M3J0NER3YmVEUlFnbjdJZkJZS0pYYTZkajZjTmtONE5kWDB5dUhWdmRIUzFJSg?oc=5
- [16] https://news.google.com/rss/articles/CBMikAFBVV95cUxPaS1tT1g1ek9Vd0J6N3hxTXRRajNNaUNjRGRWb2tma2pUeXlVSC1nZ2dMWkc3WlNLLTJmQlg2czB0RUpBUnFJOWtOZGJGVjZhVzVweEJDN29WRmFBMkszOG1Bblk0cGNsMkJXUDJaOXMzUmVCLWZERFlfTy02UDQtRWUzVVdKRGREZGF1QkdvNTg?oc=5
- [17] https://timesofindia.indiatimes.com/defence/42-aircraft-over-29-billion-what-trumps-iran-operation-cost-the-us-military/articleshow/131223225.cms
- [18] https://asia.nikkei.com/spotlight/iran-tensions/iran-war/over-160-oil-tankers-stuck-in-gulf-as-iran-tightens-grip-on-hormuz
- [19] https://www.aljazeera.com/news/2026/5/20/iran-says-it-coordinated-crossing-of-26-vessels-out-of-strait-of-hormuz?traffic_source=rss
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260521064359ngM
- [21] https://www.yonhapnewstv.co.kr/news/AKR20260521055115XiN
- [22] https://www.yonhapnewstv.co.kr/news/MYH20260521055710iM2
- [23] https://www.yonhapnewstv.co.kr/news/AKR20260521052403wBo
- [24] https://www.yonhapnewstv.co.kr/news/MYH202605210518568Yk
- [25] https://news.google.com/rss/articles/CBMiqwFBVV95cUxPUzJqdzZGSXA2c250V2k3RVJVRllBLXBYNHJEUGJaeGdmb1lWVmFpRlBHVEdaNmlVaC13bmhnZ3pMcDVDMTVnZ2RJWVFZQnNYaERRVXlVVWQ2dEQyQjVuQWJKTFI1Z0J0NWl3OXgweFYxRDJGeGE5ZTlyeXByN3hNZndXYmpQUENyQnZUMWQwaFpIT2Q0ZnAzZFdsTDRGemVRNUt0VHZrVE9LSGM?oc=5
- [26] https://www.aljazeera.com/news/2026/5/20/at-least-eight-killed-in-israels-air-attacks-on-southern-lebanon?traffic_source=rss
- [27] https://timesofindia.indiatimes.com/world/us/im-in-no-hurry-donald-trump-says-us-will-give-one-shot-to-peace-talks-with-iran-after-threatening-to-attack/articleshow/131228839.cms
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260520235425ydt
2026-05-20
2026-05-20
Updates
- New York stock indices fell across the board as long-term US Treasury yields surged, with the 30-year yield hitting 5.19%, the highest since 2007, and the 10-year yield rising to 4.687%, the highest since January last year. Markets fear accelerating inflation and... (Yonhap News TV)
Key Events
- US Treasury yields surge, New York stocks fall across the board (Yonhap News TV)
Linkage
US Treasury yield surge / risk assets under pressure / risk aversion rises
Sources
China News Service / RT News / Google News - World / Al Jazeera Middle East / The New York Times / Yonhap News TV / France 24 #2 / Yonhap News Agency / Yahoo News - World
Reference Links
- [1] https://www.rt.com/news/640200-us-nato-troop-commitments/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://news.google.com/rss/articles/CBMijAFBVV95cUxQM0dIXzRtQmFEWVh6Wkp6a1dmaW9ZT0dtc2ZEVkpfdUZOekJrMkpkWlh3a3lfYnlEVVhkV21xSHJ0UW1lbFJ0bVptS3BfYzlxa0NKc29rM204Sk1mc094b3VvcU9UOFNkNnY0T0lOV3dBV0Y5X2JSNVBpUW1mZVcwRjY4dnpobUpOdzlXbw?oc=5
- [3] https://www.aljazeera.com/news/liveblog/2026/5/20/iran-war-live-tehran-warns-of-many-more-surprises-if-conflict-resumes?traffic_source=rss
- [4] https://www.chinanews.com.cn/gj/2026/05-20/10624660.shtml
- [5] https://www.nytimes.com/2026/05/19/us/politics/iran-israel-us-leader-ahmadinejad.html
- [6] https://www.yonhapnewstv.co.kr/news/MYH202605200830408wz
- [7] https://www.france24.com/en/us-iran-trade-threats-as-tehran-stages-mass-weddings-for-couples-ready-for-sacrifice
- [8] https://en.yna.co.kr/view/AEN20260520000300315
- [9] https://www.yahoo.com/news/articles/trump-says-us-may-attack-iran-again-but-that-tehran-wants-deal-154216868.html
- [10] https://news.google.com/rss/articles/CBMilwFBVV95cUxNWXZfbWNiRkpRS0wxTW9VOE9UdXg0NXF1V0RoQTN5OHp2Y01JeTBUY1pSQWh0UGxNVy03Tno0Tnh2dDVhd3AwTVU2dzJQc19JVWVaQWxBZHFBWHdQb011WUpJdnB6U3FGWXRiZFNfdkU5bDBQWEw1VER0SkpkcF9ITDZzRm5nTnVwejd3NkpPUFA1YlJhSGh3?oc=5
- [11] https://www.aljazeera.com/news/2026/5/19/putin-meets-xi-why-russia-and-china-need-each-other?traffic_source=rss
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260520075358kcF
- [13] https://www.yonhapnewstv.co.kr/news/MYH20260520075556zwz
- [14] https://www.chinanews.com.cn/gj/2026/05-20/10624644.shtml
- [15] https://news.google.com/rss/articles/CBMi1wFBVV95cUxPYWR0eUtXLTJQTW1zdkROclZ0UzNTcFN5UXZ2UnFnSlJqSUtCbW5udWdkZXdCWWlaY3V6VkxsaWcyNEVSbkI3bVo1TDlwaFlVRElpcXN5cUtmWVR0Qk1uNFRkSHlBSHIzeEI5c3B4bEtmaEUyVW9Kd1owV1l0MzBsSGdmdlAzM3hKYks0UVhUUzJyNFlFWWg5aFpBcm91ek5nZXNwdDdiNDlOZjl3WTdsRjlDa2ZUaEJ6RFREMUt2b25Uc0dHWnFqWW5mNlplTWRJcjhnTVU1NA?oc=5
- [16] https://www.nytimes.com/2026/05/19/us/politics/senate-iran-war-authorization.html
- [17] https://www.nytimes.com/2026/05/19/business/bond-market-iran-war-inflation.html
- [18] https://www.yonhapnewstv.co.kr/news/MYH2026052007274788E
- [19] https://www.yonhapnewstv.co.kr/news/MYH202605200646164Hq
- [20] https://www.yonhapnewstv.co.kr/news/AKR202605200659052fd
- [21] https://news.google.com/rss/articles/CBMid0FVX3lxTE53eGZ5QVM2QVJiTXFmd2tWdDR4dGs4NExPdTRtRFhXSUdJU21ZWVZBLW9NM2hISndmbWF6bHBEMldmQ1BHel9KLTBrazdIUElONnFNeVM3ZFhFbW8zLTI5U2RpSkM1bWR4QlV3YkpQUzdXTUhqYVlz0gF8QVVfeXFMTkpEa0w1aUN1UFBuNWh3aDVsWnFvVjFxak1iUFdkN21ZYlo0UGJkeUh4b3FFMXd6alFsRnBYMjZlVFhaR1FkSTZ1N2VIUWxPV1laYVlIRFpKc1dQVVk0S3J2bXVLNHM2T3RsdDcxZ2dBTVVJUVQ2c19CMGMxaA?oc=5
- [22] https://www.yonhapnewstv.co.kr/news/AKR202605200609143fy
- [23] https://news.google.com/rss/articles/CBMieEFVX3lxTE1nSTg2NG41U1hteDhTeWpPVXZMTzg1UUlUc3dRbDlZVzJ2VmUxN3cxMGVNaUhBTGVfS283bFdrb1FHRFFhVi1rWXgwcFlEODJ2cW5BSlBnTTVIc3pzcFFfTWR6ZWJ2Smdvd2V2VEpMTmdIZVhJLThtZg?oc=5
- [24] https://www.yonhapnewstv.co.kr/news/MYH20260520055900A3d
- [25] https://www.yonhapnewstv.co.kr/news/MYH20260520051649dwW
- [26] https://www.yonhapnewstv.co.kr/news/MYH20260520051428irg
- [27] https://news.google.com/rss/articles/CBMiiwFBVV95cUxNcWpCMXl5RHNwRFkzYnR2NVIyaDNHZXh3MHdIS3RjTnIzWWRfaFlUY3dzbEE1QXl2amRKUjY3Qy1kWjlUU0Y5bDBKSlFMMUNERkVQNHlra1JNOGNXcUxFdmZreU1pNkhFMWxDek1Hcm9YVWVGaUZjU05HYmFIakRSbVA0TFk1NDJJa1Zn?oc=5
- [28] https://news.google.com/rss/articles/CBMihgFBVV95cUxQRW1nQjNiSUd4bkRfSEJreUZfcTJvZ0pySWlucWpObkhNT1BNdFd5V2lXVkdfc3ZDTXpXc1FlVWlfclh1c19QaWVnMmF6eDNoWWRZMHIwX1g2bm5PYmRVbWhnUGxLUTlDRVlSVHdPc0JrYlRsLUxDajRmc0hhT1hsNkxfU1R2d9IBiwFBVV95cUxON0pZcmV6OFlLQlJUZ1Jkb2FKeFdtSk1RTnZHaGRISnVBSkJZcW00aEtkV2VseEMwLWZ4VUFkZmh1dlFGWVA4cWltb2JpZUJxM2tLcGZBS0Z3NEZfUWd5eUFHN2RocXR1YldpQUgzRVVWMXBhOTJGYXoxT1Ric2pEUC02TkdtdVpvenFR?oc=5
2026-05-15
2026-05-15
Updates
- US Senate confirms Kevin Warsh as Fed chair for a four-year term. His main challenge is maintaining Fed independence against pressure from President Trump to cut rates. (France 24 #3)
Key Events
- Kevin Warsh confirmed by Senate as Fed chair (France 24 #3)
Linkage
Fed leadership change / monetary policy expectations / USD and rates volatility
Sources
Al Jazeera Middle East / Times of India / Yonhap News Agency / France 24 #3 / BBC News (Business) / Nikkei Asia / Google News - World / UK Ministry of Defence / The New York Times / Yahoo News - World / France 24 #2
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/5/15/iran-war-live-trumps-visit-to-china-shadowed-by-conflict-with-tehran?traffic_source=rss
- [2] https://timesofindia.indiatimes.com/world/middle-east/iran-permits-30-vessels-to-pass-through-strait-of-hormuz-overnight-lebanon-strikes-israel-top-developments/articleshow/131105399.cms
- [3] https://en.yna.co.kr/view/AEN20260515000800315
- [4] https://www.france24.com/fr/%C3%A9missions/info-%C3%A9co/20260514-kevin-warsh-confirm%C3%A9-%C3%A0-la-t%C3%AAte-de-la-fed
- [5] https://www.bbc.com/news/articles/clypj01189lo?at_medium=RSS&at_campaign=rss
- [6] https://asia.nikkei.com/spotlight/trump-xi-summit/trump-xi-summit-live-xi-promises-not-to-give-iran-arms-trump-says
- [7] https://news.google.com/rss/articles/CBMixgFBVV95cUxPVXJSWmJiMV9CLUM2SURhbHFRVm1DeVE4NjBCY0E5azNhSDNSZXh6RnJORFVNbWpSOUdhdlhVSGNqM0s4a3F6SGFWWkR2aDZRd0ozTXBYYzZYODhVWnNyRGo0c09YTE81OVpUNHQ4cHFNNUFSTkV1ZmJlaGh2MnE3TzZwWlFvX3A1dndjVWNCMEd2YU9lSmV4eTlsSDFIYTcwUm8xOVl2VE9zRTNNTE02RkVzTmlmUlM3bVNQQUlubGFaa0RJc2c?oc=5
- [8] https://www.gov.uk/government/news/joint-statement-on-the-multinational-military-mission-for-the-strait-of-hormuz-12-may-2026
- [9] https://www.nytimes.com/2026/05/14/world/middleeast/iran-strait-hormuz-china-ships.html
- [10] https://www.yahoo.com/news/articles/as--china-trump-000017487.html
- [11] https://www.france24.com/fr/%C3%A9missions/le-d%C3%A9bat/20260514-trump-xi-d-%C3%A9gal-%C3%A0-%C3%A9gal
- [12] https://timesofindia.indiatimes.com/technology/tech-news/during-trumps-china-visit-anthropic-just-reminded-america-why-it-should-not-sell-top-end-nvidia-chips-to-china-since-most-/articleshow/131102724.cms
- [13] https://asia.nikkei.com/business/markets/currencies/yen-tests-post-intervention-low-as-iran-war-us-rate-uncertainty-lift-dollar
- [14] https://www.aljazeera.com/video/the-take-2/2026/5/14/aje-onl-chn_trumpvisit2026_av_v2-140526?traffic_source=rss
- [15] https://www.france24.com/en/trump-says-xi-offered-help-to-open-hormuz-vowed-not-to-arm-iran
- [16] https://news.google.com/rss/articles/CBMikAFBVV95cUxPOEZTX2ZkbVUwMGszck1IeUFkSE9VMmh3RXBoRzdjeG9HSTYwdGZidWYyQVlYTDJsTWdXd0xfLTNSdFVOekdwZW5ZZmdBWmlRWkJINTM5MjdUZ19SOGhMSUxHWVRESC1taUVqWDFhZlBnbk1SN0J6aF9UbEJydVVTM3R3bFplS1Nvc0sxMlBvMjQ?oc=5
- [17] https://www.aljazeera.com/video/newsfeed/2026/5/14/israels-ben-gvir-storms-al-aqsa-during-jerusalem-day-march?traffic_source=rss
- [18] https://timesofindia.indiatimes.com/world/us/trump-says-xi-vowed-not-to-arm-iran-offered-help-to-open-hormuz/articleshow/131098611.cms
- [19] https://news.google.com/rss/articles/CBMinAFBVV95cUxPZ3F4RDFfMWRrb1RYQUZiNjRhSk9DZXc3MkFKSjRlck9XamJDYnZFREtrLWdtd21ReW9sckNvWThielVnYnAwbG5HUDlIRDNVRnJWT09zTHg2WDVLQTJxekowMWFSdEhvblluMHdub05CUzkzQnBROTZkZDMxVV9raHgzMWNqRjFCbEhiSC1zSDdkb0paN1paZTV0OFfSAaIBQVVfeXFMUFZ1ZEpKM19xclBhQjVTSmlJVlAyUG14c1ZrY3dVOXlFWWtRYkdxX3BGQlhsUjI0N1pDZUE1QnRGeE43WUthQWkzdExSNkVUakd1dUJ6dndMSGdVV2V3LTBRckx3WERFSHVmbVBGNF90dGE0WWVhU2FrTjdKX0M2S2Q1ZTE0UEVneklPWWZjbUU0eEFvdGNjLTcyZ0NBeWczZzVB?oc=5
- [20] https://www.nytimes.com/2026/05/14/us/politics/china-us-sanctions-ai-cybersecurity.html
- [21] https://www.nytimes.com/2026/05/14/world/middleeast/saudi-arabia-uae-iran-attacks.html
2026-05-14
2026-05-14
Updates
- The US Senate confirmed Kevin Warsh as Fed chair in the most partisan vote in history, succeeding the current chair. Warsh takes office as policymakers warn persistent price pressures could complicate Trump's efforts to lower borrowing costs. (France 24 #2)
- Trump ally Kevin Warsh was confirmed as the next Fed chair by a narrow Senate vote. (Times of India [timesofindia.indiatimes.com])
- The US Senate confirmed Kevin Warsh as Fed chair, who pledged 'institutional change' at the Fed. (The New York Times)
Key Events
- US Senate confirms Trump's nominee Warsh as Fed chair (France 24 #2)
- Trump ally Warsh confirmed by Senate as Fed chair (Times of India [timesofindia.indiatimes.com])
- Senate confirms Kevin Warsh as Fed chair (The New York Times)
Linkage
Fed chair change / policy uncertainty / market repricing
Fed chair change / policy expectations shift / asset repricing
Sources
France 24 #2 / Times of India / The New York Times / Nikkei Asia / Yonhap News Agency / RT News / Google News - World / BBC News (Business) / Yahoo News - World / Al Jazeera Middle East / France 24 #3
Reference Links
- [1] https://www.france24.com/en/americas/20260513-senate-confirms-trump-pick-kevin-warsh-as-federal-reserve-chair
- [2] https://timesofindia.indiatimes.com/world/us/trump-ally-kevin-warsh-confirmed-as-next-us-federal-reserve-chair-after-tight-senate-vote/articleshow/131076625.cms
- [3] https://www.nytimes.com/2026/05/13/us/politics/kevin-warsh-fed-chair-confirmed.html
- [4] https://asia.nikkei.com/spotlight/trump-xi-summit/trump-xi-summit-live-presidents-set-to-kick-off-crucial-meeting
- [5] https://en.yna.co.kr/view/AEN20260514000900315
- [6] https://www.rt.com/news/639955-pentagon-revises-iran-war-cost/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://news.google.com/rss/articles/CBMi2gFBVV95cUxPWkJfX2lCWUg1YjR3aktOUUU4ajlIa0xDbGxDMWlJbHh0ZzZjLW9RZUJMcXdNRFlTbEUxZVVWWjNHRHJxNkNFVEhPQmFTeFI3S2QzN3BGdTlPYWkwWW1ZWURuRjg5d2RQTEx0aDY5RG05OGdqTXNqV3ZEZkY1eklEbHJlb2pYTUkxdXp1aDdHQTNub2RBejU1UzF3SUhGSWlqUWR3TkEtWjZaM25vbVd2OWREM0NTeXh3OWlDZ291bWloSWpFN2ExTnRGZWxHZVczV2lMN2pLZW9sQQ?oc=5
- [8] https://www.bbc.com/news/articles/ce8p71p4nezo?at_medium=RSS&at_campaign=rss
- [9] https://finance.yahoo.com/news/gold-holds-decline-jump-us-060857543.html
- [10] https://www.aljazeera.com/news/2026/5/13/netanyahu-visited-uae-in-secret-during-us-israel-war-on-iran-office-says?traffic_source=rss
- [11] https://timesofindia.indiatimes.com/business/india-business/govt-hikes-duty-on-gold-silver-from-6-to-15-in-bid-to-lower-demand/articleshow/131079515.cms
- [12] https://www.france24.com/fr/am%C3%A9riques/20260513-%C3%A9tats-unis-s%C3%A9nat-valide-nomination-kevin-warsh-t%C3%AAte-fed-reserve-federale-trump
- [13] https://www.nytimes.com/2026/05/13/world/asia/xi-trump-china-us-taiwan-iran.html
- [14] https://www.france24.com/en/trade-tech-and-rare-earths-to-dominate-trump-s-china-trip
- [15] https://www.nytimes.com/2026/05/13/briefing/trump-china-meeting-fed-chair.html
- [16] https://www.rt.com/news/639954-netanyahu-secret-uae-visit/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://www.rt.com/news/639942-saudi-covert-strikes-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [18] https://www.aljazeera.com/economy/2026/5/13/kevin-warsh-confirmed-as-new-us-federal-reserve-chair-amid-controversy?traffic_source=rss
- [19] https://news.google.com/rss/articles/CBMiygFBVV95cUxPZHBka0lybnhwRXkzY1pwOWpFSnN5Njd0RnFpNlg0ZlRYN1lqY3FFZ1dFOXJQUTBKczZITllGdU1TU01iMGNIWnNfYXVBeFVNZnVlaE02Wkd6T2lFTUo2VXBzeDBZVVAxNVZKUC1OZG9LUFVaQmMyR1dhaTMxYi1KZ0owc3JpNkhXYkUyY2xQaUcyNmI5YlU4U3FCVU9aNFk5SzJueFAwd3VNU0xOTmtXWHlNNTdxUW0wMGFtRnBaMmRTc0haakpTd25B?oc=5
- [20] https://www.aljazeera.com/news/2026/5/13/trump-xi-summit-chinas-help-in-iran-may-require-us-concessions?traffic_source=rss
- [21] https://asia.nikkei.com/economy/trade-war/trump-xi-set-to-talk-trade-after-30-drop-during-tariff-war
- [22] https://news.google.com/rss/articles/CBMijAFBVV95cUxPLXI4dThVYmpObHQwS1B6bk9vNmFEX0dxbldUbWNqYUhxSUJzaTV5LTFvcFJGR1JuUm13dWJUZE0tZHVZOXY4VkMzUjZCNFA4OWx2UERXeldBNXNoWUktWUFLOUdpMzhja3JOZ0hhbVoyTzB0ZmZMQlV3MXBUc1UyUWJSdXN2UlNmRDZDMQ?oc=5
2026-05-13
2026-05-13
Updates
- The U.S. Senate confirmed Kevin Warsh as a Federal Reserve governor by a vote of 51 to 45, for a 14-year term. Warsh will also succeed Powell as Fed chair; the Senate may vote on his confirmation as early as the 13th. (Xinhua World)
Key Events
- U.S. Senate confirms Warsh as Fed governor (Xinhua World)
Linkage
Fed governor confirmation / monetary policy expectation adjustment / USD and rate volatility
Sources
Xinhua World / IRIS - Institut de relations internationales et stratégiques / BBC News (Business) / Al Jazeera Middle East / RT News / Der Spiegel International / France 24 #2 / The New York Times / Google News - World / Yahoo News - World / The Hindu / Yonhap News Agency / The Hindu BusinessLine / Kremlin President News / France 24 #3
Reference Links
- [1] https://www.iris-france.org/les-chaines-dapprovisionnement-petrolieres-asiatiques-perturbees-par-le-blocus-du-detroit-dormuz-perspectives-pour-linde-le-japon-et-la-coree-du-sud
- [2] https://www.bbc.com/news/articles/c202pgxx89lo?at_medium=RSS&at_campaign=rss
- [3] https://www.aljazeera.com/economy/2026/5/12/us-faces-rising-costs-with-iran-war-driving-energy-prices-inflation-higher?traffic_source=rss
- [4] https://www.news.cn/world/20260513/c04811ca4c6a4d49abe7cdffeca2c363/c.html
- [5] https://www.rt.com/news/639918-turning-point-in-post-cold-war-order/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.spiegel.de/ausland/us-berufungsgericht-laesst-donald-trumps-zehn-prozent-zoll-vorerst-bestehen-a-0e854705-6afa-4fbb-9f55-dfb8f923ef7f
- [7] https://www.france24.com/en/middle-east/20260512-iran-us-peace-plan-middle-east-truce-failure
- [8] https://www.nytimes.com/2026/05/12/briefing/iran-war-costs-inflation.html
- [9] https://news.google.com/rss/articles/CBMilwFBVV95cUxOVHIyMlF1Rk1fUk9rY3JiNVh0LUVBUlhlX0dtQk5OSjUwcVFPVXJUbWdSRkpwa25iZ1lRSVcxbFNraGM2RWFsdXJJVEhHeTBPU21WckJFOFdSWHVMZ21pdS1Sc1NiWHZ5TXExWnN2Vy16eUVwcUNsdnZpWUtveUg4eVBrMnNBcjg3QU5sbHY1b2tza21pQkg0?oc=5
- [10] https://finance.yahoo.com/sectors/energy/articles/iran-kharg-island-oil-shipments-174555890.html
- [11] https://www.thehindu.com/news/international/trump-china-visit-xi-jinping-meeting-us-china-trade-negotiations/article70971552.ece
- [12] https://en.yna.co.kr/view/AEN20260512011352315
- [13] https://www.thehindubusinessline.com/news/world/us-cpi-climbs-38-in-april-as-oil-prices-and-energy-costs-fuel-inflation/article70971393.ece
- [14] http://en.kremlin.ru/events/president/news/79724
- [15] https://www.news.cn/world/20260512/7dd5a996fb1a4b938d278e287586e4c7/c.html
- [16] https://www.news.cn/world/20260512/aa49121bccfb49a08819de9df26fb8d6/c.html
- [17] https://www.aljazeera.com/news/liveblog/2026/5/13/iran-war-live-trump-travels-to-china-as-conflict-with-tehran-looms-large?traffic_source=rss
- [18] https://www.aljazeera.com/economy/2026/5/12/us-court-pauses-decision-blocking-trumps-10-percent-global-tariff?traffic_source=rss
- [19] https://www.france24.com/fr/asie-pacifique/20260512-iran-tensions-commerciales-ta%C3%AFwan-donald-trump-chine-pour-visite-majeure
- [20] https://www.france24.com/en/tv-shows/business/20260512-japanese-crisp-bags-turn-black-and-white-due-to-iran-war
- [21] https://www.spiegel.de/wissenschaft/russland-testet-sarmat-interkontinentalrakete-laut-wladimir-putin-erfolgreich-a-129038fc-f885-400f-a2c4-d08eb689345d
- [22] https://www.nytimes.com/2026/05/12/us/politics/trump-xi-summit.html
- [23] https://www.nytimes.com/2026/05/12/us/politics/iran-war-cost-hegseth-congress.html
- [24] https://www.rt.com/news/639893-us-iran-could-renew-war/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [25] https://news.google.com/rss/articles/CBMirgFBVV95cUxObTF3M0FrTkx0dDl4bjA2QzFvZUNQV2JXdWVBNWduSG1nTmVMR2pPdE9wN2F3WnVWaTJtZzd4Nzg1ODN3RmZPSzhjaktQalhUY0l1S2tNSVdlVk5NRzh3M0pvT3Rjbnk3V0h1ZTFYbTdZaHkzakUzVHZfNFkyQWxmTnNSSjZLOHVSYmpCdXRMWGs2eFdTZE5PMmpWX0VsTDN4M0N2ZHZoUkxWd0dPOHc?oc=5
2026-05-11
2026-05-11
Updates
- Due to weakening cash flow, the US federal government needs to issue more debt than expected, and the bond market sends a strong signal. (Yahoo News - World)
Key Events
- US federal government forced to issue more debt due to worsening cash flow, bond market warns (Yahoo News - World)
Linkage
Increased debt supply / higher yields / risk-off
Sources
Xinhua World / China News Service / KBS World News / Yahoo News - World / NPR Politics / The Independent / Die Zeit Politics / RT News / ORF.at News / Al Jazeera Middle East / DW (Deutsche Welle) / Yonhap News TV / Nikkei Asia / Google News - World / Anadolu Agency Politics
Reference Links
- [1] https://www.news.cn/world/20260510/3960d5d503f7403dae5c143aeff01f80/c.html
- [2] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=201355
- [3] https://www.chinanews.com.cn/gj/2026/05-11/10618814.shtml
- [4] https://finance.yahoo.com/economy/policy/articles/federal-government-must-issue-more-223745145.html
- [5] https://www.npr.org/2026/05/10/nx-s1-5817605/trump-rejects-iran-ceasefire-proposal
- [6] https://www.independent.co.uk/news/business/britain-job-losses-iran-war-economy-crisis-b2973830.html
- [7] https://www.zeit.de/news/2026-05/11/iran-antwortet-auf-us-vorschlag-trump-voellig-inakzeptabel
- [8] https://www.rt.com/news/639845-trump-iran-totally-unacceptable/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [9] https://orf.at/stories/3429515
- [10] https://www.aljazeera.com/news/2026/5/10/trump-to-discuss-iran-with-xi-jinping-during-china-visit-officials?traffic_source=rss
- [11] https://www.dw.com/en/iran-war-trump-rejects-proposal-to-end-conflict/live-77102104?maca=en-rss-en-all-1573-rdf
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260511051808Mzs
- [13] https://asia.nikkei.com/editor-s-picks/interview/fiscal-policy-response-to-iran-war-risks-worsening-inflation-bis-chief
- [14] https://news.google.com/rss/articles/CBMingFBVV95cUxPS2F2bWQ1UlBLTExBNjRzTEZLN1Jtak40T2hSUmJaaHd0dG9BbEhwNnJLbGptN05Sem5SLVBvbktvZTFfYWotQjZ0WXl3MXcwOU5pZXI2TFZyYXQwdVBaWktHbWt4MktOQ3ZWblc3blItcFlPM1ZNaGdDbk1NT0J2V1huSFhvd3JrTjBqYzRmRFpOYmRlc0RhcnRXMlhmUdIBowFBVV95cUxNbUxZRDk5d2JGaHZwbFlBdTVCWWs2TDcyM3h6b0dKb1hYNTlUUk1QME5sNjl1VFpBbDNUUzdZXzdwVlFJVmZoYjRyaVlvaktVcUFRZTdsQmc3LXFaZXk1MUVPNFBzMGNsWE1XOHdnb2MyWkpHNnRSRnNoTlU0b25IS1Q5Y3EtSWNCZl9sZ2dWSzcxaHJLWTd1NlIyNzFMSlJXa29v?oc=5
- [15] https://www.aa.com.tr/en/us-israel-iran-war/war-with-iran-not-over-says-israeli-prime-minister/3933285
- [16] https://www.news.cn/world/20260510/c636cfac40044e89be902f2b154cf33a/c.html
- [17] https://www.news.cn/world/20260510/b44050ab14924c3fa89df06b58ee15c0/c.html
- [18] https://www.chinanews.com.cn/gj/2026/05-11/10618801.shtml
- [19] https://www.yahoo.com/news/videos/us-awaits-iranian-response-proposal-125003898.html
- [20] https://www.zeit.de/politik/ausland/2026-05/donald-trump-usa-iran-krieg-antwort-frieden-verhandlungen
- [21] https://www.rt.com/news/639844-trump-vows-iran-enriched-uranium/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [22] https://www.yonhapnewstv.co.kr/news/AKR20260511051652Xbq
- [23] https://www.yonhapnewstv.co.kr/news/MYH20260511051343oue
2026-05-09
2026-05-09
Updates
- The latest U.S. employment report shows hiring slowed but job gains still exceeded market expectations. (Yahoo News - World)
Key Events
- U.S. employment report shows hiring slowed but beat expectations (Yahoo News - World)
Linkage
Strong jobs data / Fed rate hike expectations / USD / Equities rally
Sources
China News Service / The Korea Times / El País Internacional / Al Jazeera Middle East / Google News - World / Yahoo News - World / Sky News / Detik Pemilu / Metro News Politics / RT News / Ukrinform / DW (Deutsche Welle) / Neue Osnabrücker Zeitung - Politik / BBC News (Business)
Reference Links
- [1] https://www.koreatimes.co.kr/world/20260509/us-fires-on-2-more-iranian-tankers-as-tensions-rise-in-strait-of-hormuz?utm_source=rss
- [2] https://elpais.com/internacional/2026-05-07/ultima-hora-de-la-guerra-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [3] https://www.aljazeera.com/video/newsfeed/2026/5/8/pentagon-releases-video-of-strikes-on-iranian-oil-tankers?traffic_source=rss
- [4] https://www.chinanews.com.cn/gj/2026/05-09/10617849.shtml
- [5] https://news.google.com/rss/articles/CBMipwFBVV95cUxQVWVDc01rQW5teU9vRkZ6eGY5TkkwT2tWekM0VVBrRjFHMVZjNGhDRUI3ZEhqdy1MamR2QVhWODlMTHNuQUhVbkViWUpIdmcySEJlcU9WdVpvU1VJSmRabXBhckhnUHJyb29jMXZHTkRoUF9mUjJXZVdMMFpFM0k2bmRENGc5ZzNFNTN1SGhlVFdQYjFvdldIQkk5S1VnTGlzQUhrMV9abw?oc=5
- [6] https://finance.yahoo.com/economy/policy/articles/ceo-maersk-ships-14-everything-170854545.html
- [7] https://news.sky.com/story/three-day-ceasefire-between-russia-and-ukraine-announced-13541685
- [8] https://news.detik.com/internasional/d-8481206/trump-umumkan-rusia-dan-ukraina-sepakat-gencatan-senjata-3-hari
- [9] https://metro.co.uk/2026/05/08/donald-trump-announces-three-day-ceasefire-russia-ukraine-28292148
- [10] https://www.rt.com/news/639696-trump-russia-ukraine-ceasefire/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.ukrinform.net/rubric-polytics/4121333-trump-says-threeday-ceasefire-between-russia-and-ukraine-agreed.html
- [12] https://www.dw.com/en/trump-announces-3-day-ceasefire-between-ukraine-and-russia/live-77091251?maca=en-rss-en-all-1573-rdf
- [13] https://www.noz.de/deutschland-welt/ukraine-krieg/artikel/ukraine-krieg-trump-verkuendet-waffenruhe-so-lange-ist-geplant-48342649
- [14] https://www.bbc.com/news/articles/c86dp85g59xo?at_medium=RSS&at_campaign=rss
- [15] https://www.aljazeera.com/news/liveblog/2026/5/9/iran-war-live-tehrans-reply-to-us-deal-expected-amid-clashes-in-hormuz?traffic_source=rss
- [16] https://www.chinanews.com.cn/gj/2026/05-09/10617843.shtml
- [17] https://www.chinanews.com.cn/gj/2026/05-09/10617837.shtml
- [18] https://elpais.com/internacional/2026-05-07/la-guerra-se-asoma-a-un-nuevo-vencimiento-pendiente-del-acuerdo-entre-estados-unidos-e-iran.html
- [19] https://elpais.com/internacional/2026-05-08/ultima-hora-de-la-guerra-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [20] https://news.google.com/rss/articles/CBMicEFVX3lxTE0zQmxqdHQ0cTdBOHJtcEx1ajdXR0RhRkthS0tvOS0wM2IwMzUtdk1vUVB4VFBabXNySUdaX19OaV8zME56SmhOQ1BIZTZad0pfdTJBSWlPVDlzeUU2RHpvS24tLWN5emhXWE1ReFItUDI?oc=5
- [21] https://www.aljazeera.com/news/2026/5/8/libyas-largest-oil-refinery-halts-operations-during-fighting?traffic_source=rss
- [22] https://finance.yahoo.com/economy/articles/jobs-report-set-show-hiring-090728306.html
- [23] https://www.rt.com/news/639659-trump-punish-germany-appeasement/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-05-03
2026-05-03
Updates
- Japan may have spent approximately $34.5 billion on foreign exchange intervention to support the yen. (Yahoo News - World)
Key Events
- Japan may spend $34.5 billion to intervene in yen exchange rate (Yahoo News - World)
Linkage
Yen intervention / USD / JPY volatility / Risk-off in FX
Sources
China News Service / TF1 Info Politique / Yonhap News TV / Times of India / The Hindu / Al Jazeera Middle East / Google News - World / France 24 #2 / IRNA / The New Indian Express / Yahoo News - World / Der Spiegel International / Anadolu Agency Politics / France 24 #3
Reference Links
- [1] https://www.tf1info.fr/replay-lci/videos/video-un-oeil-sur-le-monde-du-samedi-2-mai-2026-2439438.html
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260503085353W9D
- [3] https://timesofindia.indiatimes.com/world/us/not-yet-paid-a-big-enough-price-donald-trump-sceptical-as-iran-submits-14-point-plan-to-end-war/articleshow/130726204.cms
- [4] https://www.thehindu.com/news/international/israel-usa-iran-war-donald-trump-strait-of-hormuz/article70933317.ece
- [5] https://www.aljazeera.com/news/liveblog/2026/5/3/iran-war-live-trump-says-reviewing-14-point-plan-israel-pounds-lebanon?traffic_source=rss
- [6] https://www.chinanews.com.cn/gj/2026/05-03/10614972.shtml
- [7] https://news.google.com/rss/articles/CBMimgFBVV95cUxPSGJjck82amFhWlA2S0IwcDhxMExFRS04WGVfRUJUNHpUMDBkcGF1YzlZc0hzcm5DRl95WmpNamkzTVF2TGFBY01mQWRzTDFoY1JtOFlYMV9EaFZNVWJiRUFGdXhoSHEtZzNGd2VYWTc3Sk9WOExFdUZsa1hOTHZJdXpfZkN0TmU5cm16R0RPZGFqR1JsaEFGcjVR0gGfAUFVX3lxTE43empuR1NlMGN4UG4xQmMtNHdfSTdWdlMtbzdvV0VqbG9GTHlBakpWRFMzWVV1ak5rOW90WDNKT3p3MlNMMjR4Xzh2TUZFWDZ2blJfUFRBdDlQVmRONDI0Rk5qTzMtQ3FJenk2TDVXbmctN0hFUGE1YzExQ2l1TzQ1MVhTNnM2Mkg5end0SXhNVE5NOUNXbUZaVVJtV1E4VQ?oc=5
- [8] https://www.france24.com/en/middle-east/20260502-senior-iranian-officer-says-renewed-war-with-us-likely
- [9] https://www.irna.ir/news/86143782/%D8%B5%D8%A7%D8%AF%D8%B1%D8%A7%D8%AA-%D9%86%D9%81%D8%AA-%D8%AE%D8%A7%D9%85-%DA%A9%D9%88%DB%8C%D8%AA-%D8%A8%D9%87-%D8%B5%D9%81%D8%B1-%D8%B1%D8%B3%DB%8C%D8%AF
- [10] https://www.newindianexpress.com/opinion/columns/shankkar-aiyar/2026/May/02/trumps-war-sends-prices-up-rupee-down-and-budgets-into-a-spin
- [11] https://www.yahoo.com/news/articles/chinas-commerce-ministry-blocks-us-122430312.html
- [12] https://www.spiegel.de/ausland/iran-krieg-dubai-emirate-oeffnen-nach-waffenruhe-ihren-luftraum-schrittweise-a-b453de7b-bb9d-46de-a75c-63a90bacd806
- [13] https://www.aa.com.tr/en/americas/us-says-it-redirected-48th-vessel-from-iranian-ports/3925070
- [14] https://timesofindia.indiatimes.com/defence/news/on-sindoor-eve-army-releases-list-satellite-images-of-7-pakistan-terror-camps-destroyed-rajnath-commends-valour-of-soldiers/articleshow/130726143.cms
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260503084648QDd
- [16] https://www.yonhapnewstv.co.kr/news/MYH2026050308551598f
- [17] https://www.aljazeera.com/video/newsfeed/2026/5/2/spirit-airlines-collapses-amid-rising-fuel-costs-from-war-on-iran?traffic_source=rss
- [18] https://finance.yahoo.com/markets/currencies/articles/japan-likely-spent-34-5-091653225.html
- [19] https://www.aljazeera.com/video/newsfeed/2026/5/2/syria-becomes-alternative-energy-corridor-for-oil-as-hormuz-effectively-blo?traffic_source=rss
- [20] https://www.tf1info.fr/replay-lci/videos/video-lci-direct-du-samedi-2-mai-2026-2439398.html
- [21] https://www.france24.com/fr/vid%C3%A9o/20260502-le-prix-des-carburants-provoque-la-col%C3%A8re-des-am%C3%A9ricains-le-d%C3%A9troit-d-ormuz-toujours-bloqu%C3%A9
- [22] https://www.france24.com/fr/vid%C3%A9o/20260502-la-guerre-de-donald-trump-en-iran-a-t-il-renforc%C3%A9-le-r%C3%A9gime-des-mollahs
- [23] https://www.aa.com.tr/en/middle-east/iran-drafts-plan-to-regulate-strait-of-hormuz-transit-deputy-parliament-speaker/3925209
- [24] https://www.aa.com.tr/en/middle-east/iran-strikes-damaged-16-us-military-sites-in-middle-east-report-claims/3925162
2026-05-01
2026-05-01
Updates
- The Japanese government conducted FX intervention, causing the yen to briefly strengthen from 160 to 155 against the dollar. (Nikkei Asia)
- The Fed held policy rates unchanged for the third consecutive meeting, but the 'dovish bias' in the statement faced opposition from several governors, indicating widening internal divisions. (JETRO Business News)
Key Events
- Japan launches FX intervention, yen spikes from 160 to 155 (Nikkei Asia)
- Fed holds rates for third consecutive meeting; several governors oppose dovish bias in statement (JETRO Business News)
Linkage
Japan FX intervention / Yen strengthens / Risk-off in FX markets
Fed hold rates / dissent on dovish bias / USD / Rates volatility
Sources
China News Service / Global Issues News / Yonhap News TV / France 24 #3 / Nikkei Asia / Al Jazeera Middle East / JETRO Business News / BBC News (Business) / The Hindu / Yahoo News - World / Google News - World / BBC News (Top) / The New York Times / RT News
Reference Links
- [1] https://www.globalissues.org/news/2026/04/30/42914
- [2] https://www.yonhapnewstv.co.kr/news/AKR20260501090925pcX
- [3] https://www.france24.com/fr/vid%C3%A9o/20260430-guerre-au-moyen-orient-les-prix-du-p%C3%A9trole-au-plus-haut-depuis-2022
- [4] https://asia.nikkei.com/business/markets/currencies/japan-launches-fx-intervention-briefly-pushing-yen-to-155-from-160
- [5] https://www.aljazeera.com/news/liveblog/2026/5/1/iran-war-live-tehran-says-us-ports-siege-intolerable-trump-mulls-action?traffic_source=rss
- [6] https://www.jetro.go.jp/biznews/2026/04/a88369f137c10336.html
- [7] https://www.bbc.com/news/articles/cx21m88rd14o?at_medium=RSS&at_campaign=rss
- [8] https://www.chinanews.com.cn/gj/2026/05-01/10614135.shtml
- [9] https://www.thehindu.com/opinion/op-ed/gulf-within-on-the-uae-leaving-opec/article70925606.ece
- [10] https://www.yahoo.com/news/articles/us-seeks-international-help-reopen-103203927.html
- [11] https://news.google.com/rss/articles/CBMiVkFVX3lxTE9hTWF6eEpfcXlEcnlrNEZENTVLMEo5VzI1ajl0QUgtc0hjZF9ZVHE5b1FBaENzTkttSHpTUThnNEFReG9zVzJLenhEZFZVRnd1djVQWmRB?oc=5
- [12] https://www.nytimes.com/2026/04/30/world/middleeast/iran-war-supreme-leader-mojtaba-khamenei-strait-hormuz.html
- [13] https://www.rt.com/news/639306-uae-opec-power-play/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.jetro.go.jp/biznews/2026/04/7ee2fe1fc9621f70.html
- [15] https://www.aljazeera.com/news/2026/4/30/us-gas-reaches-4-30-per-gallon-trump-says-prices-will-drop-after-iran-war?traffic_source=rss
- [16] https://www.france24.com/fr/moyen-orient/20260430-mojtaba-khamenei-d%C3%A9fie-les-%C3%A9tats-unis-le-cours-du-p%C3%A9trole-reste-volatile
- [17] https://news.google.com/rss/articles/CBMipgFBVV95cUxNbHEzUkJqd3VxMWZrZVlWNGpTUlE4ak4wbjlSeDAtS2pELUUwWWtyMVpfQWJNVnRybDFJajU1ZVIyQUVQN0ZzR3hkb2hCOHNfdjdXd0hrd19MMWhMd3pQQUZPbHk3ZUR2Q1BYZzZtTWoyWHFKN0g2V2pNbXV4eUZRZEtZb0dLOWtjWHI4cEpobXUxemVZcHpnLUI2dXg2TW05b3NmeFd30gGrAUFVX3lxTFBLNW5ZVG5TU0l0ZjhuWVVCMmMzRzU3NG1wLUJadE95cmdabkQyakhPMlh2bzRGLTBkSVczVWR1MVJpTndlTGdJajJ0VGJPd2ROal9qNXFhMEhFanB2dmhZS1otdnotU3c2YnRuRmppU2x1S0hLRTlzMUZxUXJJbUp4anJub1YwNHczNnVNZ1hwTi1tclNsLVhmMlBMWWQtRENJSHhJTDhneUkwVQ?
- [18] https://www.nytimes.com/2026/04/30/us/politics/trump-china-iran.html
- [19] https://www.rt.com/news/639308-pentagon-underreporting-iran-war-cost/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-04-30
2026-04-30
Updates
- The Federal Reserve decided to keep interest rates unchanged, and Chair Powell said he will remain as a governor after his term ends, to address legal pressures and institutional concerns. (The Hindu BusinessLine)
- In his final rate decision press conference, Fed Chair Powell discussed key issues including the US-Israel-Iran conflict, inflation, legal attacks, and Fed independence. (BBC News (Business))
- In his final meeting, Fed Chair Powell broke with central bank tradition, sending a clear signal to Trump, drawing market attention. (Der Spiegel International)
Key Events
- Fed holds rates unchanged, Powell to stay as governor after term ends (The Hindu BusinessLine)
- Four key points from Powell's final rate decision: US-Israel-Iran conflict, inflation, legal attacks, and Fed independence (BBC News (Business))
- Fed Chair Powell breaks tradition, sends clear signal to Trump (Der Spiegel International)
Linkage
Fed holds rates / USD stable / rates unchanged
Fed holds rates / inflation outlook / USD & rates volatility
Sources
China News Service / Xinhua Finance / Yonhap News TV / RT News / Der Spiegel International / The Hindu BusinessLine / Google News - World / Al Jazeera Middle East / BBC News (Business) / Ukrinform
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/AKR20260430062349378
- [2] https://www.rt.com/news/639259-iran-war-60-days/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://www.spiegel.de/wirtschaft/iran-krieg-brent-oelpreis-schiesst-nach-drohungen-von-donald-trump-in-die-hoehe-a-c6abe27e-8f4f-4aea-b3d3-03577bd2bcce
- [4] https://www.thehindubusinessline.com/news/world/fed-keeps-rates-unchanged-powell-to-stay-on-after-chair-term/article70922354.ece
- [5] https://www.chinanews.com.cn/gj/2026/04-30/10613439.shtml
- [6] https://news.google.com/rss/articles/CBMiugFBVV95cUxQOWMyU0ZNQ0M1YklBdzNpTmFlc0xyRGh5MllkbUtGRUMwS0FyaVlJVlh4c3JXNjlDVWpQSTdfOTVROXl3WHBOV3MteFBlZ1ZxZTdFYmVQMzJpLXpocklLUm9nYTRHa3pEbzZxYlN5M1duUktiOXY3dVc4RU9yNXlneWNsOW9qaFd3TlZDV1RrVXY4clpVY1pJazdfbTZ3bk5oWXAwZDJaRklSeGNnZ3diU3ppUkZCcTBUNXc?oc=5
- [7] https://www.aljazeera.com/video/newsfeed/2026/4/29/uae-quits-opec?traffic_source=rss
- [8] https://www.bbc.com/news/articles/c62rm4zk3kgo?at_medium=RSS&at_campaign=rss
- [9] https://www.xinhuanet.com/fortune/20260430/b6793c9c730a4df7b1476b9cadc8dde6/c.html
- [10] https://www.ukrinform.net/rubric-ato/4118026-putin-announces-his-readiness-to-declare-ceasefire-on-may-9.html
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260430090250cDZ
- [12] https://www.thehindubusinessline.com/news/world/us-keeps-iran-blockade-trump-links-move-to-nuclear-deal-as-oil-nears-120/article70922353.ece
- [13] https://www.spiegel.de/wirtschaft/fed-chef-jerome-powell-er-bleibt-a-1f5db838-3887-49a4-8788-36fcaef16b6d
- [14] https://www.chinanews.com.cn/gj/2026/04-30/10613435.shtml
- [15] https://www.aljazeera.com/video/inside-story/2026/4/29/why-is-the-uae-quitting-opec-and-whats-the-impact?traffic_source=rss
- [16] https://www.yonhapnewstv.co.kr/news/MYH202604300833473Qc
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260430080150X59
- [18] https://www.yonhapnewstv.co.kr/news/MYH20260430080002e2g
- [19] https://www.yonhapnewstv.co.kr/news/MYH202604300732533nE
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260430072101IHb
2026-04-25
2026-04-25
Updates
- The US consumer confidence index fell to 49.8 in April, the lowest since mid-2022, impacted by war, high oil prices, and inflation. (Xinhua Finance)
- Fed Chair nominee Kevin Warsh says reducing the balance sheet will take time, hinting at a gradual reduction of the Fed's footprint in financial markets. (The New York Times)
Key Events
- US consumer confidence index falls to mid-2022 low (Xinhua Finance)
- Kevin Warsh may reduce Fed's financial market footprint (The New York Times)
Linkage
Consumer confidence collapse / Risk aversion / Safe-haven demand
Fed tightening expectations / higher rates / risk-off
Sources
Xinhua Finance / China News Service / RT News / The New York Times / El País Internacional / Yonhap News TV / The New Indian Express / DW (Deutsche Welle) / Google News - World / Al Jazeera Middle East / The Hindu / Yahoo News - World / France 24 #2
Reference Links
- [1] https://www.rt.com/news/639021-trump-hormuz-iranian-boats-warning/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.nytimes.com/2026/04/24/world/middleeast/iran-us-strait-of-hormuz-blockade.html
- [3] https://elpais.com/internacional/2026-04-23/trump-ordena-disparar-a-matar-a-los-barcos-que-minen-ormuz-y-dice-que-iran-no-sabe-quien-es-su-lider.html
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260425090048v87
- [5] https://www.newindianexpress.com/world/2026/Apr/24/us-imposes-sanctions-on-a-china-based-oil-refinery-40-shippers-over-iranian-oil
- [6] https://www.dw.com/en/us-justice-department-drops-investigation-into-fed-chair-powell/a-76929212?maca=en-rss-en-world-4025-rdf
- [7] https://news.google.com/rss/articles/CBMirwFBVV95cUxOeUFpRTI4WDZhekJUTm1KdGVjNzZiQ3BkR0FySWMzNHlyd1N4SnZTMGpXV2pWRjdQZnYxRUJpM0REUmZxbXFFakRFbG9ZRDJVeWVqM25LcmV3ZURPbWZlXzkxOUhEN0NnOVpwWVdNcU5vakJhazZOVmN5VG5GLVZ0WFAxQ0RXd2pwc1JTYlFOam1raV9CS25lTXQweXhYcUNjWlIzajJzQ013RjgxQS1F0gG0AUFVX3lxTE1UZmFPY2IyMnZvd0lDRmFFVk9HdDhsVnA2RmlfZW52Mkk1allGS0M4RmZ3RHRva01lQmhMZjhCdTFfdnJtNUlBekx5MUJfa09HTE56WURvdGNheDN3Y1Y5SlVVU19SUnFwUWFnYTlUNEZaVDVZQ01DUElDTENMZE9lUnZ1WkYxbFRoTUJxU3dITlFJa014a3liMnkzcFBSNWdwR1R
- [8] https://www.xinhuanet.com/fortune/20260425/0c21b585a3b042a0a07f61a95419c370/c.html
- [9] https://www.aljazeera.com/features/2026/4/24/russian-oil-exports-slump-as-ukraine-hammers-ports-and-refineries?traffic_source=rss
- [10] https://www.thehindu.com/news/international/china-slaps-export-curbs-on-european-firms-over-taiwan-arms-sales/article70901919.ece
- [11] https://www.chinanews.com.cn/cj/2026/04-25/10610558.shtml
- [12] https://www.yahoo.com/news/articles/china-bans-dual-items-exports-083335858.html
- [13] https://www.france24.com/en/us-defense-secretary-hegseth-us-blockade-has-gone-global
- [14] https://www.yonhapnewstv.co.kr/news/AKR202604250844155JP
- [15] https://news.google.com/rss/articles/CBMiswFBVV95cUxNbHZtdmRvTVVHbUdLSXRqam5mSEsxZTUxdHFwaENuVktwWVR1NVp6UUVEWnpVbHNxampEMngtRVpad1M0emxUZUhRcThVTTFnbWZrYnFSNHJrVWZXNHR4SHhwQlBHOURMbm8zR04zcmhkdTFYRUlRY0VoVnItdVhsRnhTU1lEZnVyeUc0a0Zqb2xNNGhDeDR4VmtqVUJ2UC1jRF9LY0FLR1B6RWU1WVhreU5uVdIBuAFBVV95cUxPWkVSdXFvTDYyaDhkcFRHRUYxWjM0amJrZGxXSElSb2Q5bnlwREhPbkZ6T0JFQ3U2Ml9QSjJPQW5UYTRmaWEzcDN0RDJ4RkV6akJpWVZfWjJGd3FKQW9pN3Z3UmJQZU1EeE82bzRhUVJQbWJwR0Rxa1hzSFR1TWJIdURzWEJCMjM1b0lKM2UtRjl3YUdySkFXVzlwd1U1U0E
- [16] https://www.nytimes.com/2026/04/24/us/politics/kevin-warsh-fed-rates-balance-sheet.html
- [17] https://www.aljazeera.com/economy/2026/4/24/us-justice-department-drops-criminal-probe-of-fed-chair-jerome-powell?traffic_source=rss
- [18] https://www.rt.com/news/639029-israel-threatens-iran-stone-age/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [19] https://www.chinanews.com.cn/gj/2026/04-24/10610537.shtml
- [20] https://elpais.com/internacional/2026-04-24/el-cerco-maritimo-estadounidense-agrava-la-fragil-situacion-economica-de-iran.html
2026-04-22
2026-04-22
Updates
- Trump's nominee for Federal Reserve Chair denied making a deal with Trump on interest rates during the confirmation hearing and expressed willingness to pursue institutional reforms at the central bank. (BBC News (Top))
- Federal Reserve nominee Kevin Warsh stated at a Senate hearing that the Fed needs a new policy framework to address inflation challenges. (O Globo Politics)
Key Events
- Trump's Federal Reserve Chair nominee hearing: denies interest rate deal, advocates central bank reform (BBC News (Top))
- Federal Reserve nominee Kevin Warsh calls for new framework to tackle inflation (O Globo Politics)
Linkage
Fed chair nomination / monetary policy expectations / global asset repricing
Fed nominee inflation stance / tighter policy expectations / USD up, rates up
Sources
Xinhua World / China News Service / UK Ministry of Defence / O Globo Politics / Al Jazeera Middle East / Valor Econômico Politics / Nikkei Asia / Evening Standard Politics / BBC News (Top) / Times of India / RT News / Google News - World / The Independent / ECB Press Releases / The New York Times / Ukrinform
Reference Links
- [1] https://www.news.cn/world/20260422/82f87a374e194c6eaba6c6c350563634/c.html
- [2] https://www.gov.uk/government/news/uk-and-france-to-lead-multinational-strait-of-hormuz-military-planning-conference
- [3] https://oglobo.globo.com/mundo/noticia/2026/04/21/trump-estende-indefinidamente-o-cessar-fogo-com-o-ira-horas-antes-de-fim-de-prazo.ghtml
- [4] https://www.aljazeera.com/news/2026/4/21/eu-eyes-options-as-iran-conflict-threatens-jet-fuel-shortages?traffic_source=rss
- [5] https://valor.globo.com/financas/noticia/2026/04/21/petroleo-sobe-com-impasse-nas-negociacoes-entre-eua-e-ira.ghtml
- [6] https://asia.nikkei.com/politics/international-relations/japan-china-tensions/china-dials-up-pressure-after-japanese-destroyer-transits-taiwan-strait
- [7] https://www.standard.co.uk/business/business-news/donald-trump-primark-rollsroyce-jd-vance-tim-cook-b1279515.html
- [8] https://www.bbc.com/news/articles/c8dl3ez4mpno?at_medium=RSS&at_campaign=rss
- [9] https://timesofindia.indiatimes.com/world/us/thought-i-had-understanding-with-xi-trump-says-ship-seized-by-us-had-gift-from-china-for-iran/articleshow/130421362.cms
- [10] https://www.rt.com/news/638850-japan-pacifict-policy-shift/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.chinanews.com.cn/cj/2026/04-22/10608177.shtml
- [12] https://news.google.com/rss/articles/CBMisAFBVV95cUxPX05YQks4SXZnMmVqN1Zxb1l5VDVvQkpzUlJKWHNhNjZFSVhsVEczYV9nTTluTHlROHl4b3FkeHY3MG83a21DVkVWQ2MwSzBmRmVNWHByd19DNGdIRzR0MTN0X3Q3LV9SRWFTOWxObm9raE11MkJOeXB2b2RMS3d4VHlSSERCNngwdEx1X0hESUtNTWpaS0F6dXljbDN4bS1NSXVTNU50RllVWXprMXhaSg?oc=5
- [13] https://www.independent.co.uk/news/world/middle-east/peace-deal-trump-bombing-ceasefire-deadline-b2961967.html
- [14] https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260420~cdf674023e.en.html
- [15] https://www.nytimes.com/2026/04/21/business/energy-environment/strait-hormuz-oil-natural-gas.html
- [16] https://www.ukrinform.net/rubric-ato/4114995-zelensky-approves-list-of-ukraines-next-military-operations.html
- [17] https://www.news.cn/world/20260421/d76e6830831749beb548e9357889dd1c/c.html
- [18] https://www.aljazeera.com/news/2026/4/21/trump-announces-extending-iran-ceasefire-but-says-blockade-remains?traffic_source=rss
- [19] https://valor.globo.com/mundo/noticia/2026/04/21/ir-diz-que-bloqueio-naval-dos-eua-ato-de-guerra.ghtml
- [20] https://oglobo.globo.com/economia/noticia/2026/04/21/kevin-warsh-diz-que-fed-precisa-de-novo-arcabouco-para-enfrentar-a-inflacao.ghtml
2026-04-21
2026-04-21
Updates
- Trajectory (Stable): Federal Reserve nomination event introduces new variable, but policy tone unchanged so far, markets focus on potential independence risks.
- Trump nominates Kevin M. Warsh to lead the Federal Reserve, Warsh will defend central bank's ability to set interest rates independently (The New York Times).
- Nomination occurs amid geopolitical tensions, could affect balance between monetary policy and inflation management.
Key Events
- Trump nominates new Federal Reserve chair (The New York Times)
- Warsh to attend Senate hearing to defend central bank independence
Watch / Outlook
Monitor Senate hearing progress and impact on Federal Reserve policy independence; if independence compromised, could exacerbate dollar and interest rate volatility.
Linkage
Federal Reserve independence concerns / Monetary policy uncertainty / Dollar and interest rate volatility
Geopolitical risks push up inflation / Central bank policy dilemma / Market expectation divergence
Sources
Xinhua World / Xinhua Finance / China News Service / BBC News (Top) / Al Jazeera Middle East / The Independent / The New York Times / Google News - World / ABC News / RT News / Yonhap News TV
Reference Links
- [1] https://www.news.cn/world/20260421/65dcf44dad444df1af920586d6915969/c.html
- [2] https://www.bbc.com/news/articles/cdxd88r2wjzo?at_medium=RSS&at_campaign=rss
- [3] https://www.aljazeera.com/video/inside-story/2026/4/20/how-is-the-iran-war-affecting-the-russia-ukraine-conflict?traffic_source=rss
- [4] https://www.xinhuanet.com/fortune/20260421/e881f10543754b00b9e5db0a154542e5/c.html
- [5] https://www.independent.co.uk/bulletin/news/trump-iran-war-ceasefire-strait-of-hormuz-blockade-b2961365.html
- [6] https://www.nytimes.com/2026/04/20/us/politics/military-blockade-iran-strait-hormuz.html
- [7] https://news.google.com/rss/articles/CBMipwFBVV95cUxORXd1REM4UGE3TGNlNUo3SENlLVVKU0c5a0pYSE9tUGxVSXZ4TTR5UDhNdjMtMzMyUGxSaXdMZFRaajVvZkl4X01FOER2QWFHTExmdUppX0N2UlpLdW5BOFp6R1dCQkpESGh0TDRLZU5ORlB3OXo2aFhMVTA1V1EyNmlkNndvMGU4MEl5WVB5eVVXUW1NY3p3aThMNjE3VVYtMTlybGpIMA?oc=5
- [8] https://abcnews.com/International/live-updates/iran-live-updates-marines-uss-tripoli-seized-iranian/?id=132196152
- [9] https://www.rt.com/news/638762-israel-blood-feud-us-iran-james-webb/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [10] https://www.yonhapnewstv.co.kr/news/AKR20260420221202mpn
- [11] https://www.chinanews.com.cn/dxw/2026/04-20/10607342.shtml
- [12] https://www.news.cn/world/20260421/4c7f703fb14b4f41ad1af9f68fb3055c/c.html
- [13] https://www.bbc.com/news/articles/c75kg0vdxyro?at_medium=RSS&at_campaign=rss
- [14] https://www.nytimes.com/2026/04/20/us/politics/kevin-warsh-fed-senate-banking-committee-hearing.html
- [15] https://www.rt.com/news/638768-trump-iran-threats-acceptable/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [16] https://news.google.com/rss/articles/CBMiwAFBVV95cUxQZklJTEJXMTV5c3o3REtYRTJCTmFRRVFWZEYzY2p2OEtGSTc2S3BnUVBLcmVDanltVGpvUVR1OWUydnJONTdETElIampPT1pCeXpiaVM0bXl4Tnk4YWtLQTdGM04tekZDUlg2SHdXX0lCNHBGSjlteUpJR05HbXRCV0NXNFZVNkpTay1sTGxoZXJ3ckhVRG5ZOVM0NWNTTDlybUdsbnlJTE1nMHdIZmpJbXJvbHF5VmNZZ1NwUEppOG8?oc=5
- [17] https://www.aljazeera.com/news/2026/4/20/israel-never-talked-me-into-the-war-with-iran-trump-says?traffic_source=rss
- [18] https://www.independent.co.uk/news/world/americas/us-politics/trump-israel-iran-war-october-7-b2961183.html
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260420214421sFT
2026-04-17
2026-04-17
Updates
- Trajectory (Stable): China's economy maintains steady growth, with Q1 data supporting global macro confidence.
- China's Q1 2026 GDP grew 5.0% year-on-year, with major macro indicators showing accelerated growth (Xinhua Finance).
Key Events
- China's Q1 GDP grows 5.0% (Xinhua Finance)
Watch / Outlook
Monitor China's subsequent economic policies and domestic demand data; strong growth may alleviate global recession concerns.
Linkage
Strong China GDP growth / Improved global risk sentiment / Rising risk assets
Sources
Xinhua Finance / Xinhua World / Australian Prime Minister's Office - Media / The Korea Times / Yahoo News - World / Google News - World / RT News / Al Jazeera Middle East
Reference Links
- [1] https://www.pm.gov.au/media/press-conference-putrajaya-malaysia
- [2] https://www.koreatimes.co.kr/world/20260417/trump-says-iran-has-agreed-to-no-nuclear-weapons-negotiations-may-resume-this-weekend?utm_source=rss
- [3] https://www.yahoo.com/news/articles/france-finance-minister-says-hormuz-204128014.html
- [4] https://news.google.com/rss/articles/CBMiiAFBVV95cUxQRmlydkxwa0Vfd1Fvc0JaYjdqWjhfLU13OExTZ3oxdWRIYU5Tak1TY2I2UUNXVC0tZXhNME43T1I5aTllYUpDTHNYVGZvNks1ZThvbUExb1lIWTFJRWhuNmNORjRKdlZ6OUdqS2ZJampPd3JIcGttTlZtRmhEZklfOTJWVFp5c2hj0gGOAUFVX3lxTFB4UnY2ZHZJbFBPNDdwUVFiczQ1dW1NaWxCak0xMHpxb1gtcnVHaWY2QTFDcVZoclJiNjNrbVVtVHBGOTNlczRRXzZQeTJoWS0xUWJSZnFRZG9rN0dRV3UwWGtYTjZpYWMzbFpIOGVNMkdDZS1YaTRBWmRRblI1dlZ3WkI3c3JKZ2lOZDh3ZHc?oc=5
- [5] https://www.rt.com/news/638507-iran-war-fertilizers-famine/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.aljazeera.com/video/newsfeed/2026/4/16/10-day-lebanon-israel-ceasefire-announced-by-trump?traffic_source=rss
- [7] https://www.xinhuanet.com/fortune/20260416/f13262ef761049358c15786f1e02ef5f/c.html
- [8] https://www.news.cn/world/20260416/08b82853835e4380a67c6de63981ce96/c.html
- [9] https://news.google.com/rss/articles/CBMiuAFBVV95cUxNWHpSTjlBOFZyYUZXaEdfNGNaM2NkZ0VvRktZT2paVnpJbkdWbk5PdVRkU1VUREJRbFRPVlNNRnlObEJ6Y2phV1dxVkZ3aVZ6TlRvUl9mZmQwT2haYXo2Q3UtTng1WHBBTnh6SS05UDJFVEZqdDgxOWtScWRDZENQYVBTYWxYMTVUWmZHV0FPNUVBbWczVnpTdWhfRHJmWHNLMkJGUTQ0QnRLeFpHREh4cFh2ZmUwRWR50gG-AUFVX3lxTE4ybmRKM0txaHgtcmEyZmhCZVdHcjEtTXM2bnBMdHBXSmZZY2hrLUxlaGw4bXYzbTNsTWVRRnNyeVZDYmhVZ0tnSUxTZGxPMFRTZlU3SUNkNGthUEs1UkhjbXhGWS1iMmlfUzRRNlA0YzZZN1NhSjJNdkRjd0h1RDRQd2pSNjVNZ1JmRXI0NjBuTHZ4VF9BSENBeDU
- [10] https://www.koreatimes.co.kr/world/20260417/us-to-target-iran-linked-ships-worldwide-beyond-blockade?utm_source=rss
- [11] https://www.yahoo.com/news/articles/latest-us-blockade-iranian-ports-053249833.html
- [12] https://www.aljazeera.com/video/newsfeed/2026/4/16/us-general-clarifies-iranian-ports-under-blockade-not-strait-of-hormuz?traffic_source=rss
- [13] https://www.rt.com/news/638501-pentagon-us-carmakers-weapons-production/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.xinhuanet.com/fortune/20260416/105f7d3562064f4e99b35cc5fdd9723a/c.html
- [15] https://www.news.cn/world/20260416/cca4a32d56a74796a5da62065ceadc15/c.html
- [16] https://news.google.com/rss/articles/CBMifkFVX3lxTE10Q0lhRXhMX2hjajFNX1BFeVFWcVhlY1FjelE0b2tnUHBmUmtwMHBHeEJGdWhVQWlKcXRrZl9HOHlQUWVFd1dHSDJCa3NldEQ2dm1HZU5oeVRKaTlyRmI2a3JVbXBta3N3VmZTQ0NRWlp4LVpVZ2tNUFRRTndDUQ?oc=5
- [17] https://news.google.com/rss/articles/CBMilwFBVV95cUxQMHRMcmlCcHJaRmxTSTU3M2syUkZmZUNpWlhuNU5hMDFtV1FDbHZVaWJ6SnhVcnc2a0RxUDBaQWpBcTNQWmZHd0JEUzZnREZWYVlHdmxYWGRXWTBMRkJIby1jbXpIOVhvZFV0LTlDenNSMWZvdzdBWTZHX2Zvd180OHlCeWFyd0VDQVJKN2tkQklyM204ZFNj0gGcAUFVX3lxTFBlMkdFLUVmNXlCa3QwOVRyZHZCUWo0enpQV2RWYkxWWjd1a1A4QXdqQjFhOTJxZWJGaFNVMDgwQmdjZ21Ccy00UHhMMVluZTVtTEdHdzlZR09vdXA3OXNiNWd6ajVyUnQ1MjFQOW5WVkZGeW8ySzdFdlNhcGNXaXdlWjUxVS1qY2dFUnBqZXZ6UHpWU1BXbWtNaTNrVQ?oc=5
- [18] https://www.koreatimes.co.kr/world/20260417/hegseth-calls-on-iran-to-choose-wisely-says-us-military-locked-and-loaded?utm_source=rss
- [19] https://www.aljazeera.com/news/2026/4/16/trump-says-israel-and-lebanon-agree-to-temporary-ceasefire?traffic_source=rss
- [20] https://news.google.com/rss/articles/CBMikwFBVV95cUxNOS1zX0NqaTM5Qmg3YmpLX2h0MVBNUXNGTzl5bEdtVFR5NWNzcXJveG1JLU5YS2t5QVhVd2ZZTnQtdWlvSWhIdjd5aGVnMjcxSG96Y2h5VTY4ZkNJWG0wUFlnaXFJLUVSMmVqeHdLT1RNQU1oRDNlRzl4eV9tcWxtZC1GM0xKYUoxTy1KQUttWmZUMm8?oc=5
2026-04-14
2026-04-14
Updates
- The People's Bank of China released first-quarter financial data, showing aggregate financing to the real economy increased by 14.83 trillion yuan, indicating the financial system is front-loading efforts to support a stable economic start, with low lending rates aiding enterprises and households. (Xinhua Finance)
Key Events
- Q1 aggregate financing to the real economy reaches nearly 15 trillion yuan, financial front-loading supports stable growth (Xinhua Finance)
Linkage
Accommodative monetary policy / Credit growth / Improved economic expectations
Sources
Xinhua World / Xinhua Finance / The Korea Times / Yonhap News TV / Google News - World / Al Jazeera Middle East / RT News / Yahoo News - World / DW (Deutsche Welle)
Reference Links
- [1] https://www.koreatimes.co.kr/world/20260414/trump-says-us-military-has-blockaded-iranian-ports-to-pressure-tehran?utm_source=rss
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260414075312mTn
- [3] https://news.google.com/rss/articles/CBMic0FVX3lxTE9lTGVSaGRfSFNsX1ByeERMLWoxdWREdGtBVXNaQy1EeUdZeU9RSVZYY1UxcVh6NzRadndia294eTlGbUtLOVl3N2wySTZ6aVZlMWtjRmlWNF9rVG81NDltb2ZJTU9QWVRGS1JaUUlPaHNZdjA?oc=5
- [4] https://www.aljazeera.com/news/2026/4/13/trump-says-iranian-ships-will-be-eliminated-as-us-naval-blockade-begins?traffic_source=rss
- [5] https://www.news.cn/world/20260413/9b39653c127e47d3aa204c72aa1d20fb/c.html
- [6] https://www.rt.com/news/638355-us-israeli-war-poverty-un/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://www.yahoo.com/news/articles/us-military-enforce-blockade-gulf-115534084.html
- [8] https://www.dw.com/en/us-maritime-restrictions-increase-economic-pressure-on-iran/a-76760110?maca=en-rss-en-world-4025-rdf
- [9] https://www.xinhuanet.com/fortune/20260413/42286c72c63d41fba01b7147f7cb9dd5/c.html
- [10] https://www.koreatimes.co.kr/world/20260414/physical-oil-hits-fresh-record-high-near-150-a-barrel-as-hormuz-crisis-worsens?utm_source=rss
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260413235728qQL
- [12] https://www.aljazeera.com/economy/2026/4/13/energy-prices-rise-despite-jones-act-suspension-by-trump?traffic_source=rss
- [13] https://www.rt.com/news/638318-iran-israel-us-war-hormuz/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.yahoo.com/news/articles/iranian-passenger-plane-destroyed-us-154212642.html
- [15] https://www.dw.com/en/iran-war-trump-warns-iran-ships-to-steer-clear-of-blockade/live-76758809?maca=en-rss-en-all-1573-rdf
- [16] https://news.google.com/rss/articles/CBMif0FVX3lxTE90S1NYeU1HLWdoVmJNRXQtb2t2cUxuc1JObDV0bmlLbXVTZTM5Qko0YmVJZk1hZUxoeG5hUmNpZzVPdzdFS1JEdTNHSWFiNUFOZnQzQ1dxd2hQVzFCamdEb0tmTWtSUE9ZZ0U3TEJkdFNXWTQwaEtUTm90MnhvYVU?oc=5
2026-04-09
2026-04-09
Updates
- The US dollar index fell sharply by 0.72% on April 8, 2026, closing at 99.142, with corresponding movements in major currency pairs against the dollar. (Xinhua Finance)
- The minutes of the Federal Reserve's March monetary policy meeting show that officials believe the Iran war could pose two-way risks to the US economy, potentially both raising inflation and suppressing growth. (China News Service)
Key Events
- US dollar index fell sharply by 0.72% on the 8th (Xinhua Finance)
- Fed meeting minutes: Iran war poses two-way risks to US economy (China News Service)
Linkage
US dollar decline / risk asset rise / improved global market sentiment
Iran war risks / Fed policy concerns / market risk aversion
Sources
Xinhua World / China News Service / Xinhua Finance / RT News / Google News - World / Yonhap News TV / Al Jazeera Middle East
Reference Links
- [1] https://www.news.cn/world/20260409/c45d7601476d458ea57a85851efbc952/c.html
- [2] https://www.chinanews.com.cn/gj/2026/04-09/10600672.shtml
- [3] https://www.rt.com/news/637771-us-isral-iran-ceasefire-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [4] https://news.google.com/rss/articles/CBMiowFBVV95cUxQM0M4QVNLMzRVZGI1YTVINHdJUWZFYU5DbEs5NjBxNVNkXzU2YUw0VDNlMXE3NTg2ZTRucjRaLXVBc19aaTF5RTA5Q1ZFOTlpZ2NYVUpqUFhMMERzRW5SdVV5dzUyajZLaVowRFR6WTM0Sks5MFFsb3NlYnRyR1lsTUdLaVBsejlaamtFcEUtODZHcjk4cjBIa2tnekhrZWpFTDlj?oc=5
- [5] https://www.yonhapnewstv.co.kr/news/AKR20260409070324dDx
- [6] https://www.aljazeera.com/news/2026/4/8/trump-administration-says-it-is-mulling-nato-withdrawal-after-iran-war?traffic_source=rss
- [7] https://www.xinhuanet.com/fortune/20260409/4294f804a81c42af86e0af9172b98888/c.html
- [8] https://www.chinanews.com.cn/sh/2026/04-09/10600695.shtml
- [9] https://www.news.cn/world/20260409/65e4ed07bbbd4ed4a2d01a8c03640431/c.html
- [10] https://www.rt.com/news/637763-why-iran-looks-winner/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://news.google.com/rss/articles/CBMipgFBVV95cUxQUllNR1JLdmFuV2FFOTVNQVc0UEFwWkhtbXVxTEJFcVA0bWVKenJJYWlRSElYaDU1WDg4VkVJajZiQ1hNd0d5VWFPNE40YlZYYWhPN0Z5TnZsbksydlplVmU1VWc0Ulc5cEd6MTk0MzhCSWZPX0ViQWc5eldQTUNiMlFmbWRpbC1hWDBRallTeFNsTUpHOWh6Wk0yT0FxOEcta1Y2WWl3?oc=5
- [12] https://www.aljazeera.com/video/inside-story/2026/4/8/trump-has-found-his-iran-off-ramp-but-at-what-cost?traffic_source=rss
- [13] https://www.xinhuanet.com/fortune/20260409/fae39f2b949e4afd9c1d92b275cbc5f2/c.html
- [14] https://www.chinanews.com.cn/cj/2026/04-09/10600691.shtml
- [15] https://www.chinanews.com.cn/gj/2026/04-09/10600689.shtml
- [16] https://www.chinanews.com.cn/gj/2026/04-09/10600685.shtml
- [17] https://www.news.cn/world/20260409/560122b87c614361b1028d6d3d7c9d1d/c.html
- [18] https://www.news.cn/world/20260408/c1abc49b173845e99a5c8994d1391518/c.html
- [19] https://www.news.cn/world/20260408/e435b5af7fff443c85477fa3acb93775/c.html
- [20] https://www.news.cn/world/20260408/c7c27550cf9147f6845906a92171ec14/c.html
2026-04-04
2026-04-04
Updates
- Trajectory (Stable): Strong US March non-farm payroll data, with unemployment rate falling to 4.3%, exceeding market expectations.
- Employment growth supports Federal Reserve interest rate hike expectations, strengthening the US dollar.
Key Events
- US March non-farm payrolls increase by 178,000, unemployment rate falls to 4.3% (China News Service)
Watch / Outlook
Observe the Federal Reserve's response to employment data and subsequent inflation figures to gauge monetary policy direction and market risks.
Linkage
Strong employment / Rising interest rate hike expectations / Strengthening US dollar and stock market gains
Sources
China News Service / RT News / Global News / Valor Econômico Politics / Google News - World / El Mundo - International News / Al Jazeera Middle East / Ukrinform
Reference Links
- [1] https://www.rt.com/news/637187-iran-war-us-oil-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://globalnews.ca/news/11758305/iran-gulf-targets-us-israel-strike-war
- [3] https://valor.globo.com/mundo/noticia/2026/04/03/inteligncia-dos-eua-alerta-que-improvvel-que-ir-reduza-bloqueio-de-ormuz-em-breve-dizem-fontes.ghtml
- [4] https://news.google.com/rss/articles/CBMilAFBVV95cUxNTXZ4cTczUHBOZUIxaEcyYTBrOEF3bm1YZ2RyLVVRNGl6N2pKdElTWHZQN1Zyd3FyS2E4Ym9fZTBTUzYtSnRvaC00ZzRYcWVkRHV4T0lRUml0cndLeFZYanN5N3ZveXJweXFMZXVsN2VvZkJWQUJGeWxIa3JXbWZEd3hqYmJNXzN4MWdISm9qcGNsZGtf?oc=5
- [5] https://www.chinanews.com.cn/gj/2026/04-04/10598639.shtml
- [6] https://www.elmundo.es/internacional/2026/04/03/69cff685e9cf4a23268b4578.html
- [7] https://www.aljazeera.com/video/inside-story/2026/4/3/will-force-be-used-to-reopen-strait-of-hormuz?traffic_source=rss
- [8] https://www.ukrinform.ua/rubric-world/4108963-vdalosa-vratuvati-odnogo-z-pilotiv-amerikanskogo-vinisuvaca-zbitogo-nad-iranom-zmi.html
- [9] https://www.yonhapnewstv.co.kr/news/AKR20260404015744gyX
- [10] https://www.bbc.com/news/videos/cly68eg7px6o?at_medium=RSS&at_campaign=rss
- [11] https://www.standard.co.uk/news/world/us-fighter-jet-iran-raf-b1277613.html
- [12] https://www.dw.com/en/iran-war-one-downed-us-fighter-jet-pilot-rescued/live-76649854?maca=en-rss-en-all-1573-rdf
- [13] https://elpais.com/mexico/2026-04-03/estados-unidos-suma-inesperadamente-178000-puestos-de-trabajo-en-marzo.html
- [14] https://www.aljazeera.com/video/newsfeed/2026/4/3/survivors-of-iran-bridge-attack-recall-terror-of-us-israeli-strike?traffic_source=rss
- [15] https://news.google.com/rss/articles/CBMijAFBVV95cUxNV2k3RzVva0hYbF9UM20yYzBfaVlBOHRVQ1BSQ3NWUU54MlJFM0M4WHRoUm1zSThjUVlxZTNKSnEwNzNlZklDT0RhSVJzanlJdDNoLXNDcGdYT2RxMVZsVTIyUVRJZUZ2Z2xSdm9WVEtvM1dfSkJuV19uQ25HTGNRZ3JaSDVWb1ljQ0EyNg?oc=5
- [16] https://www.chinanews.com.cn/gj/2026/04-03/10598635.shtml
- [17] https://globalnews.ca/news/11758492/iran-us-fighter-jet
- [18] https://www.ukrinform.ua/rubric-ato/4108911-polsa-pidijmala-vinisuvaci-cerez-rosijskij-masovanij-obstril-ukraini.html
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260403235949ayF