WATCH TRACK
Market Watch
Brent crude: Supported by both Hormuz and Russian oil sanctions, short-term strength; watch Iran mechanism details.; Gold: Geopolitical safe-haven demand persists; potential to break previous highs.
SOURCE COVERAGE
Source Coverage
Latest Update: 2026-05-17
Sources
80
Mainland
3
HK/Macau/Taiwan
0
Overseas
77
Official
6
Non-official
74
Aggregators
2
Original-reporting Preferred
78
Chinese
3
English
37
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
Al Jazeera Middle East · Overseas / MediaLe Monde International · Overseas / MediaThe New York Times · Overseas / MediaNeue Osnabrücker Zeitung - Politik · Overseas / MediaYonhap News TV · Overseas / Median-tv Politik · Overseas / MediaGoogle News - World · Overseas / AggregatorDie Zeit Politics · Overseas / MediaThe New Indian Express · Overseas / MediaSOL · Overseas / MediaFrance 24 #3 · Overseas / Media9News Australia · Overseas / Media
COVERAGE GAPS
Coverage Gaps
Rule-based observations derived from source mix only.
Coverage leans overseas
WARNIn this window, overseas sources = 77, mainland sources = 3.
English coverage exceeds Chinese
WARNIn this window, English-language sources = 37, Chinese-language sources = 3.
RESEARCH PROJECTION
Research Projection
Linked products: SC Crude Oil / AU Gold / FU Fuel Oil
Tracking status: active 18 / review due 16 / reviewed 2 / extended 24
Lifecycle review: continued · reporting remains dense
Latest decision: reframed · manual_reframe_market_watch_anchor_refresh
Latest checkpoints
- AU 5y · active · scheduled_long_horizon_checkpoint
- AU 3y · active · scheduled_long_horizon_checkpoint
- AU 2y · active · scheduled_long_horizon_checkpoint
- AU 1y · active · scheduled_long_horizon_checkpoint
2026-05-17
2026-05-17
Updates
- Brent crude: Supported by both Hormuz and Russian oil sanctions, short-term strength; watch Iran mechanism details.
- Gold: Geopolitical safe-haven demand persists; potential to break previous highs.
- US dollar index: Safe-haven inflows keep dollar strong, especially against EM currencies.
- US equities: Risk sentiment under pressure, but House failure to pass war resolution reduces some political uncertainty.
- South Korean won: Follows KOSPI plunge; FX intervention risk rises.
- US Treasury yields: Safe-haven buying lowers long-end rates, but inflation expectations limit downside.
Linkage
Iran Strait fees / oil supply disruption risk / oil price surge / global inflation expectations rise
Taiwan independence remarks / US-China confrontation escalates / geopolitical risk premium / EM capital outflows
Russian oil sanctions reinstated / supply tightens / energy prices up / European economic pressure
Multiple conflicts / risk aversion / capital flows into gold and USD / equity and bond volatility
Sources
Al Jazeera Middle East / Le Monde International / The New York Times / Neue Osnabrücker Zeitung - Politik / Yonhap News TV / n-tv Politik / Google News - World / Die Zeit Politics / The New Indian Express / SOL / France 24 #3 / 9News Australia / ERTnews / BBC News (Top) / Politika / El Mundo - International News / Yonhap News Agency BIZ / Yonhap News Agency (Vietnamese) / La Croix / La Tribune
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/5/17/iran-war-live-tehran-eyes-tolls-in-hormuz-trump-warns-of-very-bad-time?traffic_source=rss
- [2] https://www.lemonde.fr/international/article/2026/05/16/taiwan-revendique-son-independance-apres-une-mise-en-garde-de-donald-trump_6689757_3210.html
- [3] https://www.nytimes.com/2026/05/16/business/economy/china-tariffs-trump-summit.html
- [4] https://www.noz.de/deutschland-welt/politik/artikel/trump-zu-waffenverkauf-an-taiwan-gutes-druckmittel-fuer-usa-50646913
- [5] https://www.yonhapnewstv.co.kr/news/MYH20260517081519Kel
- [6] https://www.n-tv.de/politik/US-Sanktionen-gegen-russisches-Oel-greifen-wieder-id30828365.html
- [7] https://news.google.com/rss/articles/CBMi0gFBVV95cUxOaTducmtkWk5TSUMzWHdKTmNsRkU3RnFDanVwaVUzTWVXY1d6YVhLYmpURjQ4MmZlVFJFTTRveEFvVnhlYUtVOFlCYVJDWFozX0VfTGtZSWlKanAwVU5uWUwzUXVOUXJZRGVza2hHdDF3VE5uT09KM0stcmFxWHhpbE5jOElXcUI2WjZOcndSUl9WdHVxMWF6YllFZF9JYlZyVUVjRjJXYWVwQlJvTWJYRFdJT2l4N0s3bV9lWTF0S2JEakJhWjJrc0QwMnpaWXVyanc?oc=5
- [8] https://www.zeit.de/politik/ausland/2026-05/israel-angriffe-libanon-sueden
- [9] https://www.newindianexpress.com/world/2026/May/16/uss-ford-returns-home-after-11-month-deployment-supporting-iran-war-and-maduros-capture
- [10] https://sol.iol.pt/opiniao/noticias/marco-serronha-a-guerra-do-golfo-de-2026-algumas-observacoes-estrategicas-e-geopoliticas-tempos-de-preocupacao-e-algumas-muitas-ilusoes-parte-1/20260516/6a0760770cf2d0ed34b846a1
- [11] https://www.france24.com/fr/moyen-orient/20260516-mort-chef-branche-arm%C3%A9e-hamas-tu%C3%A9-par-frappe-isra%C3%A9lienne-ezzedine-al-haddad
- [12] https://www.9news.com.au/world/iran-war-vote-congress-house-of-representatives-senate-usa-politics-news/a816e23a-d2e8-479d-8bf0-a4076caf9588
- [13] https://www.ertnews.gr/eidiseis/diethni/live-to-iran-tha-perasei-poly-dyskola-an-den-yparksei-symfonia-proeidopoiei-o-tramp
- [14] https://www.bbc.com/news/articles/cx2132w81jqo?at_medium=RSS&at_campaign=rss
- [15] https://www.politika.rs/scc/clanak/755676/sad-nisu-produzile-uredbu-o-izuzecu-za-kupovinu-ruske-nafte
- [16] https://www.elmundo.es/internacional/2026/05/16/6a086573e4d4d885558b4580.html
- [17] https://en.yna.co.kr/k-biz/news
- [18] https://vi.yna.co.kr/view/AVI20260515000200880
- [19] https://www.la-croix.com/international/sommet-a-pekin-donald-trump-met-en-garde-taiwan-contre-toute-proclamation-d-independance-20260515
- [20] https://www.latribune.fr/article/transports/1686023441399214/liran-fait-etat-de-discussions-avec-des-pays-europeens-pour-franchir-le-detroit-dormuz
- [21] https://www.20minutes.fr/monde/taiwan/4223757-20260516-chine-taiwan-affirme-etre-nation-independante-subordonnee-malgre-critiques-trump?at_medium=display&at_campaign=149
- [22] https://www.aljazeera.com/video/newsfeed/2026/5/16/taiwan-says-it-is-an-independent-nation-after-trump-arms-sale-remarks?traffic_source=rss
- [23] https://www.france24.com/fr/vid%C3%A9o/20260516-apr%C3%A8s-la-mise-en-garde-de-trump-ta%C3%AFwan-rappelle-washington-%C3%A0-son-engagement-sur-les-ventes-d-armes
- [24] https://www.france24.com/fr/vid%C3%A9o/20260516-le-chef-de-la-branche-arm%C3%A9e-du-hamas-tu%C3%A9-%C3%A0-gaza
- [25] https://www.aljazeera.com/news/2026/5/16/in-response-to-trump-taiwan-says-it-is-sovereign-and-independent?traffic_source=rss
- [26] https://news.google.com/rss/articles/CBMicEFVX3lxTE82V2RmaV9VT005Qk15ZWVIZ25yVmRHUXVFWS0weUVoSHZJc2pfQjZwT1N0R283VzU2SjZKY2pvNExRVmNxT3R3ZWtXcGxzMW1MQ2FtbFczdEQ4UWQyQnRKaXB6a25RWTR2M3hTaV94Y1Y?oc=5
- [27] https://www.la-croix.com/international/direct-guerre-iran-israel-usa-jour-78-moyen-orient-bilan-resume-aujourdhui-20260516
- [28] https://sol.iol.pt/internacional/noticias/medio-oriente-estreito-de-ormuz-sob-tensao-enquanto-paises-europeus-tentam-negociar-com-o-irao/20260516/6a08a0bc0cf27f6588a6a9d7
2026-05-16
2026-05-16
Updates
- USD: Supported by safe-haven demand, but Fed policy expectations remain a variable.
- Gold: Middle East and Russia-Ukraine risks overlap; gold prices remain high.
- Crude Oil: Strait of Hormuz crisis and Iran supply risk; oil prices likely to rise easily and fall with difficulty.
- US Stocks: Geopolitical risks suppress risk appetite; under pressure in short term.
- Emerging Market Currencies: Asian emerging currencies may face pressure from Taiwan risk.
- European Stocks: Russia-Ukraine situation and German economic slowdown expectations are bearish.
Linkage
US-China tension / safe-haven demand / USD / Gold up, equities down
US-Iran conflict / Oil supply risk / risk-off flows
Russia-Ukraine escalation / safe-haven demand / Gold / rates rally
Strait crisis / energy disruption / global recession fears
Sources
China News Service / Yonhap News TV / The New York Times / Google News - World / France 24 #2 / UK Government News and Communications / RT News / Yahoo News - World / Al Jazeera Middle East / The Hindu / DW Germany News / Yonhap News Agency / The Hindu BusinessLine / Times of India / France 24 #3
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260516083028hzn
- [2] https://www.chinanews.com.cn/gj/2026/05-16/10622124.shtml
- [3] https://www.nytimes.com/2026/05/15/world/middleeast/israel-gaza-haddad-hamas.html
- [4] https://news.google.com/rss/articles/CBMiVkFVX3lxTE5HRjZxVTlZdTJNaGpKMWtMREpUeUtlWmVyYmQ4d0pEREdJN3pOdjdMZmJoT29SdWc2ZmowekRlVDlmaGpfRWlHZFdkc1hkX3BjYXBnelZn?oc=5
- [5] https://www.france24.com/en/tv-shows/the-world-this-week/20260515-trump-xi-carry-on-westminster-the-french-pivot
- [6] https://www.gov.uk/government/speeches/the-crisis-in-the-strait-of-hormuz-has-triggered-challenges-across-the-world-uk-statement-at-the-un-economic-and-social-council
- [7] https://www.rt.com/news/640055-xi-trump-results-summit/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] https://www.yahoo.com/news/articles/trump-says-made-no-commitment-141341009.html
- [9] https://www.aljazeera.com/video/inside-story/2026/5/15/is-the-us-dialling-down-its-support-for-taiwan?traffic_source=rss
- [10] https://www.thehindu.com/news/international/death-toll-in-attack-on-kyiv-apartment-building-rises-may-15-2026/article70984671.ece
- [11] https://www.dw.com/en/germany-news-iran-war-set-to-halve-growth-in-second-quarter/live-77168830?maca=en-rss-en-ger-1023-rdf
- [12] https://en.yna.co.kr/view/AEN20260515009551315
- [13] https://www.thehindubusinessline.com/news/world/will-make-decision-on-lifting-sanctions-on-chinese-firms-buying-iran-oil-trump/article70984451.ece
- [14] https://timesofindia.indiatimes.com/world/china/xi-to-visit-us-on-september-24-at-trumps-invitation-china-says/articleshow/131121278.cms
- [15] https://www.yonhapnewstv.co.kr/news/MYH202605160830433MA
- [16] https://news.google.com/rss/articles/CBMib0FVX3lxTFBzRmtDckNTcWFyTER5RmVXWUd4TFdXLVBLLU00NnYyZFByNTgwcGVCcjFfS2ZSRDBOR2tpeFBpM2ljaUlTdGtNNnMzRE4xSHFzdjBrbGgtTDZKTzFuOWRfaEpkYnkzdXRwZjFKRy1ZMA?oc=5
- [17] https://news.google.com/rss/articles/CBMitgFBVV95cUxNTGNXUWxwbG5FZ0kzQkdWTE9mQlNIaG1EckxUOVFfeVhkbkhXR09HdFFDNU9FTlNtT194emVtWUhQWTB4MVJMQ1RGcXRVTFRKRFNZZmtJTjFlQnBQZnFUR3VPZmhqdTRyanJQYnRweDYwUk1laHVCbXRnUjl0UUlqbmM5UzEtYkpwWTlJZFk5Y0ExQS15V0ZzUUdaMXZsYlBnc3Jrbkx5bEVYTWFzSVp2bWtnOVZZQQ?oc=5
- [18] https://www.france24.com/fr/asie-pacifique/20260515-chine-apr%C3%A8s-rencontre-avec-xi-trump-met-en-garde-ta%C3%AFwan-contre-toute-proclamation-ind%C3%A9pendance
- [19] https://www.aljazeera.com/news/2026/5/15/zelenskyy-vows-response-after-russian-strike-kills-24-in-kyiv?traffic_source=rss
- [20] https://www.aljazeera.com/news/2026/5/15/russia-pounds-kyiv-as-its-war-machine-grinds-to-a-near-standstill?traffic_source=rss
- [21] https://www.nytimes.com/2026/05/15/world/asia/trump-china-arms-sales.html
- [22] https://www.nytimes.com/2026/05/15/world/europe/trump-xi-china-summit.html
2026-05-15
2026-05-15
Updates
- Dollar index strengthens on safe-haven support; watch Fed policy signals.
- Yen breaks below post-intervention lows; further depreciation may trigger new intervention.
- Oil prices fall on Iran's green light for China, but geopolitical risk premium remains high; Brent focus on $75-80 range.
- Gold holds high levels, with safe-haven demand and dollar strength offsetting each other.
- US stocks pressured by trade deal disappointment and geopolitical risks; tech stocks hit by export control concerns.
- Treasury yields mixed due to Fed leadership change and inflation expectations.
Linkage
Iran Strait of Hormuz blockade risk / oil price spike / global inflation expectations / central bank policy dilemma / risk-off
Trump-Xi summit no trade deal / risk sentiment down / dollar strengthens / emerging markets under pressure
Taiwan conflict warning / geopolitical premium / semiconductor supply chain disruption risk / tech stock sell-off
Fed leadership change / monetary policy path uncertainty / rate volatility / carry trade unwinding
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
- USD: Supported by hawkish Fed expectations and safe-haven demand, short-term bias strong.
- Treasury yields: Rising inflation and policy uncertainty may push yields higher.
- Gold: Torn between rate hike pressure and safe-haven demand; India tariff adds downside pressure.
- Crude oil: Ongoing Middle East conflict provides support; watch Strait of Hormuz situation.
- US equities: Summit outcome and Fed policy expectations are key drivers; short-term volatile.
- CNY: Summit optimism temporarily eases depreciation pressure, but may weaken if talks fail.
Linkage
Fed chair change / policy uncertainty / USD / Treasury volatility / global asset repricing
US-China summit outcome / trade outlook / risk appetite / equities / commodities
Middle East conflict escalation / oil supply risk / inflation expectations / central bank policy constraints
India gold tariff hike / global physical gold demand decline / gold price pressure
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
- Oil: Brent crude near $110; Strait of Hormuz blockade persists; upside risk remains high
- USD: Inflation and safe-haven demand support USD, but strong summit outcomes could trigger a pullback
- Gold: Safe-haven sentiment dominates; gold prices continue to rise; watch for breakout above previous highs
- Treasuries: Yields rise on inflation expectations, but safe-haven buying limits gains; watch key 10-year levels
- Global equities: Risk-off weighs on Asia-Pacific markets; focus on whether U.S.-China summit can boost sentiment
- JPY: Safe-haven properties emerge; yen strengthens against USD
Linkage
Strait of Hormuz blockade / oil supply shock / inflation rise / central bank tightening expectations / risk asset decline
U.S.-Iran ceasefire collapse / military escalation / oil price surge / global recession fears / safe-haven inflows
U.S.-China summit outcome / trade policy expectations / risk sentiment volatility / USD / EM FX two-way swings
Russian nuclear deterrence / European security tensions / capital flows to safe havens / gold / Treasuries benefit
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
2026-05-12
2026-05-12
Updates
- Crude oil: Brent breaks $104, WTI approaches $100; supply shock drives upside
- Gold: Safe-haven demand pushes gold prices higher; focus on China-US summit risk events
- USD: Safe-haven buying supports dollar index, but tariff uncertainty limits gains
- US stocks: Energy sector benefits, but consumer and tech under pressure; overall risk appetite declines
- Treasuries: Yield curve flattens; long-term inflation expectations rise
- Emerging markets: Energy-importing countries' currencies under pressure; Chinese stocks supported by trade negotiation expectations
Linkage
Strait of Hormuz blockade / Global oil supply plummets / Oil prices surge / Inflation expectations rise / Risk asset sell-off
China-US summit outcome / Trade policy direction / Corporate confidence and exchange rate volatility
US-Iran ceasefire collapse / Full-scale Middle East war / Safe-haven flows into gold / dollar
US sanctions on Iran oil / China energy security risk / RMB depreciation pressure
Sources
Xinhua World / Yonhap News TV / El Mundo - International News / DW (Deutsche Welle) / The Independent / Die Zeit Politics / Yahoo News - World / Tagesschau / ORF.at News / Anadolu Agency Politics / France 24 #3 / El País Internacional / Google News - World / Evening Standard Politics / Global Issues News / Al Jazeera Middle East
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/AKR20260512044249qt7
- [2] https://www.news.cn/world/20260511/2f185f2c68764459ad6402eda8c3e354/c.html
- [3] https://www.elmundo.es/internacional/2026/05/12/6a01a4fefdddff9f478b4577.html
- [4] https://www.dw.com/en/iran-war-trump-says-ceasefire-on-life-support/live-77126070?maca=en-rss-en-all-1573-rdf
- [5] https://www.independent.co.uk/news/world/americas/us-politics/gas-prices-iran-war-midwest-ohio-trump-b2974499.html
- [6] https://www.zeit.de/politik/ausland/2026-05/usa-china-iran-sanktionen-scott-bessent
- [7] https://www.yahoo.com/news/world/article/iran-responds-to-us-peace-proposal-to-end-the-war-state-media-says-164241820.html
- [8] https://www.tagesschau.de/ausland/iran-krieg-verhandlungen-100.html
- [9] https://orf.at/stories/3429549
- [10] https://www.aa.com.tr/en/economy/us-gov-t-asks-court-to-keep-trump-s-10-global-tariffs-in-place-during-appeal/3934366
- [11] https://www.france24.com/fr/%C3%A9missions/le-d%C3%A9bat/20260511-xi-jinping-faiseur-de-paix-en-iran
- [12] https://elpais.com/internacional/2026-05-11/trump-el-alto-el-fuego-con-iran-esta-agonizando.html
- [13] https://news.google.com/rss/articles/CBMimgFBVV95cUxQV3Zja29WajNJeTJvT3FaSlZ6ZDZwcXkwakZMZTRHTVg3dEI4WU82UHhOWTkxNzAzc2puQ0dJZEl5XzJfUXdRWlFlai1vanEwUFYzQkdPRmNlUnZXLXBPRFFKUmJRM3dJMVJaZjl4RWk1VzQ1dlRDSXVyOS13ZUxXSUhwZWpaejQzTDlBbGgyOU1uTGd3UlFpMDN3?oc=5
- [14] https://www.standard.co.uk/news/politics/donald-trump-congress-iran-petrol-prices-b1281950.html
- [15] https://www.globalissues.org/news/2026/05/11/43001
- [16] https://www.aljazeera.com/news/2026/5/11/trump-says-he-will-discuss-arms-sales-to-taiwan-in-meeting-with-chinas-xi?traffic_source=rss
- [17] https://www.aa.com.tr/en/americas/us-sanctions-12-firms-individuals-over-alleged-role-in-iranian-oil-trade/3934363
- [18] https://www.aa.com.tr/en/americas/trump-to-travel-to-china-with-17-major-ceos-including-musk-and-cook-white-house/3934290
- [19] https://www.yahoo.com/news/articles/pentagon-reveals-location-nuclear-armed-171703119.html
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260512044730SbY
- [21] https://www.yonhapnewstv.co.kr/news/AKR20260512042140mfe
- [22] https://news.google.com/rss/articles/CBMimwJBVV95cUxOdkoyb2dvdHlJdmpIaDc3d0N2U1kxandSSmxCN3c5eWs0UHk1Q3F4YVpLNDhLR1ZJb2s1UG1mS1BFcXJWQmZBSU5WRFRKMlV0ek1qUGt2MDlnOGRrX0lwdW94UjEycHFyMGs3VlVCVElpdHlLU3FWSmh5V09mQkhLZVRtMktEejdSdzk4c0I2MTcyREpCcnJNOXVudUZDREw0TUJmUjFBbE1EYnFMYTVhMTBrOEJKT3ZtOFlxU1lmME5vTUFGVjcwZldZM3BSMDEyNjNpRER1QlFTVDlubUtVSmNxUXhjREFoTUJxWmhhdFE1YzBGRV9zdHY2bEdpZnktVXoyeGxWN2xKSjQwb3hsZDFWMmlwYXVwUjZN?oc=5
- [23] https://www.france24.com/fr/vid%C3%A9o/20260511-t%C3%A9h%C3%A9ran-exige-la-fin-de-la-guerre-et-le-d%C3%A9gel-des-avoirs-une-r%C3%A9ponse-inacceptable-pour-trump
- [24] https://news.google.com/rss/articles/CBMiS0FVX3lxTE1CR1Nfc2JxRHM4N0NjWVViWXh2czVFblA1akE3dFhjUmctQVlBLUpwSW1KUF9ETUpJV2tlRW4wcDM3RW1VYURWQ2pKWQ?oc=5
- [25] https://www.aljazeera.com/video/newsfeed/2026/5/11/trump-says-ceasefire-is-on-life-support-after-rejecting-irans-proposal?traffic_source=rss
- [26] https://www.independent.co.uk/news/iran-new-york-israel-consumers-wall-street-b2974516.html
- [27] https://www.elmundo.es/internacional/2026/05/11/6a02182721efa03c0b8b4577.html
2026-05-11
2026-05-11
Updates
- Crude oil: US-Iran blockade and attacks push Brent above $110, short-term risk premium hard to fade
- Gold: Safe-haven buying surges, gold breaks above $3,200, focus on central bank purchases
- USD: Risk sentiment supports dollar strength, but rising Treasury yields may create contradiction
- US Treasuries: Issuance expectations push long-term yields higher, 10-year yield nears 5% psychological level
- US stocks: Geopolitical risk and rising rates weigh, S&P 500 under pressure, energy stocks rebound
- FX: Yen, Swiss franc as funding currencies boosted by safe-haven buying, EM currencies under pressure
Linkage
US warships blockade Iran / Strait of Hormuz obstruction / oil supply disruption fears / oil price surge / inflation expectations rise
Trump rejects Iran ceasefire / risk aversion surges / funds flow into gold / USD / risk asset sell-off
US issues more debt / bond supply shock / yields rise / tech stock valuations pressured / stock market decline
Iran war / UK recession signal / global growth concerns / risk appetite deteriorates
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
2026-05-10
2026-05-10
Updates
- Oil: Brent could test $90 if it breaks $85; focus on actual blockade of Strait of Hormuz
- Gold: Safe-haven demand supports; could surge to $2400 if full-scale US-Iran war breaks out
- USD: Safe-haven buying pushes dollar index higher, but tariff news favors euro
- US stocks: Energy sector benefits, but overall risk appetite is suppressed
- US Treasuries: Short-term safe-haven buying lowers yields; watch long-term inflation expectations
Linkage
US-Iran clashes / Strait of Hormuz blockade / Oil / Safe-haven assets / Global equities
US sanctions on Chinese companies / US-China tensions / Trade agreement risk / Risk appetite
Russia-Ukraine ceasefire hopes / Brief risk appetite improvement / Risk-off if hopes fade
Israel-Lebanon conflict / Middle East instability / Oil risk premium
Sources
NPR Politics / Tempo.co Internasional / Al Jazeera Middle East / NBC News Politics / Ukrainian National News (UNN) - Politics / Google News - World / DW (Deutsche Welle) / Anadolu Agency Politics / POLITICO Europe / Kremlin Presidential Office (English) / Yonhap News Agency (Vietnamese) / Sky News / il Giornale / Die Zeit Politics / Le Monde International / Kremlin President News / BILD Politik RSS / Geopolitical Futures
Reference Links
- [1] https://www.npr.org/2026/05/08/g-s1-121061/iran-war-updates
- [2] https://www.tempo.co/internasional/selat-hormuz-memanas-as-iran-saling-serang-lagi-2134463
- [3] https://www.aljazeera.com/news/liveblog/2026/5/10/iran-war-live-irgc-warns-us-against-attacks-on-ships-israel-bombs-lebanon?traffic_source=rss
- [4] https://www.nbcnews.com/video/shorts/u-s-iran-exchange-strikes-as-trump-says-ceasefire-holds-263035973659
- [5] https://unn.ua/news/putin-zaiavyv-shcho-viina-rf-proty-ukrainy-dobihaie-kintsia
- [6] https://news.google.com/rss/articles/CBMijgFBVV95cUxPOFBRV2l2TGJ6d1FsY2doampXNEJyODZFZmp6VDBVNWVYUHdoRDhUMC0ydDBuaU9oZGpITWFUNjZ1TVlUNWQybV85TDlxNXl4aVlwZVViZmdRVV9wNzB2NkhPUUdpdjMxTnVXT01KWmRHZFJtNkY3d2dTMl8zdWdXb0M0X2l2c1R4VDdNeFB3?oc=5
- [7] https://www.dw.com/en/putin-says-he-thinks-ukraine-war-is-coming-to-an-end/a-77106772?maca=en-rss-en-world-4025-rdf
- [8] https://www.aa.com.tr/en/americas/trump-assured-netanyahu-of-no-compromise-on-iran-uranium-issue-israeli-media/3932758
- [9] https://www.politico.com/news/2026/05/09/state-escalates-trade-row-with-china-over-iran-war-ahead-of-trump-xi-summit-00913421?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication
- [10] http://en.kremlin.ru/events/president/news/79718
- [11] https://vi.yna.co.kr/view/AVI20260508000500880
- [12] https://news.sky.com/story/putin-says-ukraine-war-likely-to-end-soon-despite-ukrainian-battlefield-gains-13542111
- [13] https://www.ilgiornale.it/news/politica-estera/ucraina-putin-guerra-volge-termine-pronti-dialogo-ue-2662158.html
- [14] https://www.zeit.de/politik/ausland/2026-05/wladimir-putin-krieg-ukraine-pressekonferenz-ende-wolodymyr-selenskyj
- [15] https://www.lemonde.fr/international/live/2026/05/09/en-direct-guerre-en-ukraine-vladimir-poutine-assure-que-le-conflit-touche-a-sa-fin-kiev-et-moscou-s-accusent-de-violer-le-cessez-le-feu_6684995_3210.html
- [16] https://www.bild.de/politik/ausland-und-internationales/heftige-iran-drohung-hormus-schliessung-fuer-immer-69ff7fcbcd4a28c4700221b3
- [17] https://geopoliticalfutures.com/what-the-uaes-opec-exit-means-for-the-global-energy-market
- [18] https://www.politico.eu/article/us-forces-strike-iran-oil-tankers-while-waiting-tehran-peace-proposal/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication
- [19] https://news.google.com/rss/articles/CBMisgFBVV95cUxQVThGa0pUTkZBT2YzS3I2U29RT1MwNGdCNmdUSXdLY19ObVVSVVNkNmxWZ1k2RjNzQ09PYkhwVEl6dmlmQlpxcTVMX21WYktZdHNNUE04TTBTOUMzZjZWRHJkcC1pVUEtR0tEaUVaODVTc0JTMGV0MlVZSl9YSjF6NGFBLUFMYk5Udm5IUDdLbEE4M3pkeW1aRldLT25Xei1MTmZRWkl6TG1SQjJKVzg4YzB3?oc=5
- [20] https://www.nbcnews.com/nightly-news/video/u-s-and-iran-exchange-fire-as-trump-says-ceasefire-still-holds-263025733567
- [21] https://www.npr.org/2026/05/08/nx-s1-5814955/rep-adam-smith-d-wash-on-the-latest-round-of-strikes-between-the-u-s-and-iran
- [22] https://www.npr.org/2026/05/08/nx-s1-5815016/u-s-and-iran-trade-fire-amid-month-old-ceasefire
- [23] https://www.aljazeera.com/video/newsfeed/2026/5/9/for-the-first-time-putin-says-hes-open-to-meeting-zelensky-outside-russia?traffic_source=rss
2026-05-09
2026-05-09
Updates
- Crude oil: Brent may break $90; if Hormuz blockade persists, could reach $100
- Gold: Safe-haven support but Russia-Ukraine ceasefire may trigger pullback; range $2350-2400
- U.S. dollar index: Employment beat + safe-haven demand; DXY strong in short term
- U.S. stocks: Middle East conflict weighs on risk appetite, but Russia-Ukraine ceasefire provides brief rebound window
- U.S. Treasury yields: Rising on inflation expectations; short end up
- Shipping stocks: Maersk cost increase drags on profits, but freight rate hikes may benefit some shipping companies
Linkage
Hormuz conflict / Oil supply disruption / Global inflation / Central bank tightening expectations
Russia-Ukraine ceasefire / Risk sentiment eases / Brief risk asset rebound
U.S. employment beat / USD strengthens / Emerging market pressure
U.S.-Germany relations deteriorate / NATO uncertainty / European safe-haven flows into USD / gold
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
2026-05-08
2026-05-08
Updates
- Crude oil: Brent crude jumps; if the Strait of Hormuz remains disrupted, it could break $120.
- Gold: Safe-haven buying pushes gold prices up; high probability of breaking previous highs.
- U.S. dollar: Safe-haven inflows support the dollar, but the tariff ruling may limit gains.
- U.S. stocks: S&P 500 under pressure; energy sector surges; tech stocks dragged by trade uncertainty.
Linkage
U.S.-Iran exchange of fire / Risk of Strait of Hormuz disruption / Oil price surge / Global inflation expectations / Central bank policy dilemma
Tariff illegal / Trade uncertainty decreases / Business confidence recovers / Recession expectations ease
Military conflict / Risk-off sentiment / Gold / dollar strengthen / Risk asset sell-off
European aircraft carrier deployment / Risk of multinational intervention / Geopolitical linkage / Asset volatility rises
Sources
China News Service / Der Spiegel International / Yonhap News TV / Google News - World / DW (Deutsche Welle) / France 24 #2 / ANTARA News / Times of India / KBS World News / The Hindu / The New York Times / Yahoo News - World / Al Jazeera Middle East
Reference Links
- [1] https://www.spiegel.de/ausland/iran-krieg-usa-und-iran-beschiessen-sich-in-strasse-von-hormus-a-b0cb0e94-a59e-49b0-b574-af358c0ab39d
- [2] https://www.chinanews.com.cn/gj/2026/05-08/10617187.shtml
- [3] https://www.yonhapnewstv.co.kr/news/MYH20260508065335EuD
- [4] https://news.google.com/rss/articles/CBMid0FVX3lxTFBwQnR2X3ZtNDFrbkQwTTRjcnJtVW8zc2pMTXJxLTFZUDBDOTRGaXhueVVLekZaSVdpNGl3MkpqT29EekY2ejFXSU9PdkpNR1ZNamdBakI4ZUZob253YlIwanVpUndGQ1lETktXLVZtWV8tc1Q2VnVR?oc=5
- [5] https://www.dw.com/en/us-says-it-struck-targets-in-iran-after-attack-on-warships/live-77088159?maca=en-rss-en-all-1573-rdf
- [6] https://www.france24.com/en/middle-east/20260507-middle-east-war-live-us-and-iran-accuse-each-other-of-ceasefire-violations-in-strait-of-hormuz
- [7] https://www.antaranews.com/berita/5559083/selat-hormuz-memanas-iran-as-saling-serang-lagi
- [8] https://timesofindia.indiatimes.com/world/us/well-knock-them-out-harder-trump-warns-iran-of-harsher-military-action-after-3-us-ships-came-under-fire-in-hormuz/articleshow/130933318.cms
- [9] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=201309
- [10] https://www.thehindu.com/news/international/us-iran-trade-fire-west-asia-war-strait-of-hormuz/article70952891.ece
- [11] https://www.nytimes.com/2026/05/07/briefing/trade-court-trump-tariffs.html
- [12] https://www.yahoo.com/news/articles/us-says-targeted-iranian-military-214422794.html
- [13] https://www.aljazeera.com/video/newsfeed/2026/5/7/videos-show-interceptions-over-the-skies-of-tehran?traffic_source=rss
- [14] https://www.chinanews.com.cn/gj/2026/05-08/10617182.shtml
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260508090836LPE
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260508091222lYj
- [17] https://www.chinanews.com.cn/gj/2026/05-08/10617209.shtml
- [18] https://news.google.com/rss/articles/CBMif0FVX3lxTE9saEpROVFUXzB4QzBtT1Z2ZWlmODQydTdKdG9aRXFPb1BjQWV0LTFNdjAyZGlrTlVMX3Z4NmZTa2VGX0x1WlRrLWZyNUtRUlkwMTdVenNBTFcxR3I1MS1sYmxHRHFKMWtveVFXVUU5bEpOclhhcUl3OFRXVlJ2b1U?oc=5
- [19] https://www.nytimes.com/2026/05/07/business/economy/trump-global-tariff-ruled-illegal.html
- [20] https://news.google.com/rss/articles/CBMiVEFVX3lxTE95RHFJYjM2ZkFnRXRTMlVqSmFob0NKdld0Z0ZwMWVhU0FZYmN2VVZtNmZiaEJCTjAxRTg3X2pSMEJqT1VwTWhjam93eGFEdXktM1VJWA?oc=5
- [21] https://www.france24.com/en/tv-shows/a-propos/20260507-strait-of-hormuz-what-role-for-france
- [22] https://timesofindia.indiatimes.com/business/international-business/big-setback-for-trump-us-court-rules-10-global-tariffs-unlawful/articleshow/130930650.cms
2026-05-07
2026-05-07
Updates
- Oil: Brent $101.27/barrel, WTI $95.08/barrel, single-day drop over 7%, extremely high volatility.
- Gold: Safe-haven demand supported by Russia-Ukraine and Middle East events, but US-Iran deal expectations limit upside.
- USD: Risk sentiment swings, dollar index short-term strong; focus on Fed statements.
- US stocks: Geopolitical risks weigh on risk appetite, but falling oil prices benefit consumer and airline sectors.
Linkage
US-Iran deal progress / oil risk premium declines / global inflation expectations ease / stocks and bonds rise
Russia-Ukraine Victory Day escalation / safe-haven assets (gold / USD) strengthen / capital outflows from emerging markets
Israel-Lebanon conflict / Middle East risk premium rises / oil rebounds / global growth concerns
Oil tanker attack / shipping insurance costs rise / trade disruption risk increases
Sources
China News Service / RT News / Yonhap News TV / KBS World News / France 24 #2 / The Hindu / Global Issues News / Der Spiegel International / Google News - World / Al Jazeera Middle East / Yahoo News - World / Yonhap News Agency / The New York Times / Times of India / DW (Deutsche Welle)
Reference Links
- [1] https://www.rt.com/news/639549-us-iran-tanker-attack/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260507090601M8I
- [3] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=201283
- [4] https://www.france24.com/en/europe/20260506-russia-warns-foreign-diplomats-to-leave-kyiv-in-case-of-strike
- [5] https://www.thehindu.com/news/international/us-fires-on-iranian-oil-tanker-as-trump-pressures-tehran-for-deal-to-end-war/article70948554.ece
- [6] https://www.globalissues.org/news/2026/05/06/42967
- [7] https://www.chinanews.com.cn/gj/2026/05-07/10616597.shtml
- [8] https://www.spiegel.de/ausland/angriffskrieg-in-der-ukraine-russland-dringt-auf-evakuierung-auslaendischer-botschaften-in-kyjiw-a-ab69353b-9c0f-4df2-9d63-32d768005654
- [9] https://news.google.com/rss/articles/CBMinwFBVV95cUxOYy05cU1rcVk3aXlCRFNmNTJ3WEhSalR4dkk5MC1YNl9WWG1XaG9QVWNLQUhoZGRvaDA3cmRNSkdtZDI5dkI3aERJbmRBd01FWFlsOFBCYTQ4OEQxM3RrNU1HNXhqZ1dWZkQxZkxXTng2N3ZWdk1NaXJsNVpwMEtqb1NySUVXbjk5ZDZLS1ptdk1fVGdqMVdCckNOdW43Rnc?oc=5
- [10] https://www.aljazeera.com/news/2026/5/6/russia-tells-diplomats-to-leave-kyiv-in-case-moscow-launches-mass-strikes?traffic_source=rss
- [11] https://finance.yahoo.com/sectors/energy/articles/could-ceasefire-ceased-iran-back-212505667.html
- [12] https://en.yna.co.kr/view/AEN20260506014152315
- [13] https://www.nytimes.com/2026/05/06/business/french-ship-hormuz-central-command.html
- [14] https://timesofindia.indiatimes.com/defence/iran-hit-more-us-defence-assets-than-reported-satellite-images-show/articleshow/130869021.cms
- [15] https://www.dw.com/en/israel-strikes-beirut-for-first-time-since-lebanon-ceasefire/live-77059422?maca=en-rss-en-all-1573-rdf
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260507082751XF8
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260507082829agH
- [18] https://www.globalissues.org/news/2026/05/06/42966
- [19] https://www.aljazeera.com/news/2026/5/6/trump-says-had-very-good-talks-with-iran-as-tehran-reviews-us-proposal?traffic_source=rss
- [20] https://www.aljazeera.com/video/newsfeed/2026/5/6/israel-bombs-beiruts-southern-suburbs-2?traffic_source=rss
- [21] https://www.spiegel.de/ausland/iran-krieg-trump-sieht-einigung-nahe-iran-prueft-moegliches-abkommen-a-19ef1840-45d3-432c-9c43-33fb235eb608
- [22] https://www.spiegel.de/ausland/israel-bombardiert-erstmals-seit-waffenruhe-beiruter-vorort-a-bf8e6513-5e0b-4e43-8d07-5167be697fef
2026-05-06
2026-05-06
Updates
- Brent crude: closed at $109.87/barrel on May 5 (-$1.23)
- WTI crude: closed at $102.27/barrel on May 5 (-$1.18)
- S&P 500: up 0.81%, Nasdaq up 1.03% boosted by suspension of operations
- Gold: supported by safe-haven demand but gains limited; real interest rates rise cap upside
- US dollar index: slightly higher on safe-haven demand
Linkage
Strait of Hormuz conflict / oil supply shortage expectations / inflation risk / central bank rate hike expectations
Trump suspends operations / short-term risk appetite recovery / stock market rebound, oil price pullback
Iran's new rules / actual transit obstruction / physical oil shortage / oil price upside
US-EU trade frictions / global trade uncertainty / safe-haven asset demand
Sources
China News Service / Yahoo News - World / RT News / Al Jazeera Middle East / France 24 #3 / ANTARA News Jawa Timur / Der Spiegel International / Yonhap News TV / DW (Deutsche Welle) / BBC News (Top) / Google News - World / France 24 #2
Reference Links
- [1] https://www.yahoo.com/news/articles/strait-hormuz-showdown-begins-u-132901358.html
- [2] https://www.rt.com/news/639461-global-oil-shortages-chevron/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://www.aljazeera.com/news/2026/5/5/trump-announces-pause-on-us-operation-to-unblock-strait-of-hormuz?traffic_source=rss
- [4] https://www.france24.com/fr/moyen-orient/20260505-en-direct-donald-trump-suspendre-operation-americaine-pour-escorter-bateaux-detroit-ormuz-moyen-orient-etats-unis-liban-golfe
- [5] https://jatim.antaranews.com/berita/1063473/iran-perkenalkan-aturan-baru-untuk-transit-kapal-di-selat-hormuz
- [6] https://www.spiegel.de/ausland/iran-krieg-donald-trump-setzt-militaer-einsatz-fuer-sichere-hormus-durchfahrt-aus-a-09110b24-5de9-4643-9a3d-c701250ab14f
- [7] https://www.yonhapnewstv.co.kr/news/MYH20260506083448XBA
- [8] https://www.dw.com/en/iran-war-operation-epic-fury-is-over-rubio-says/live-77059422?maca=en-rss-en-all-1573-rdf
- [9] https://www.chinanews.com.cn/gj/2026/05-06/10616011.shtml
- [10] https://www.bbc.com/news/articles/clypekl71gdo?at_medium=RSS&at_campaign=rss
- [11] https://news.google.com/rss/articles/CBMiwgFBVV95cUxOZVNNNFNuaGY3ekVlTlJra3NuT3ItcGJycnBFSF9YSHpqSzFxR3YtYjVJQjRQbl8zSTNOOWRHRkVvQ1o0ZWQ1bjMyUkk5bXRIOF94RkNTYms2cjZsNEpIc010TzJKUHF6WXVmU0FtaUs1eERwUGxJZWNESVRiOWlORVc4UUdnR2VGb3dacFVHS2NhQWhjcjl4TWpiSU4xZVpId01HVXJoeUJiVWtnZjF3V1ljUG9GX19ib3hSVzZ2bW9lZw?oc=5
- [12] https://www.rt.com/news/639502-trump-hormuz-freedom-pause/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [13] https://www.chinanews.com.cn/gj/2026/05-06/10616009.shtml
- [14] https://www.yonhapnewstv.co.kr/news/MYH20260506080836FnL
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260506080338M8a
- [16] https://www.chinanews.com.cn/gj/2026/05-06/10616006.shtml
- [17] https://www.france24.com/en/middle-east/20260505-rubio-says-us-military-has-completed-offensive-operations-in-iran
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260506075816iRz
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260506074057CUb
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260506080056tMp
- [21] https://www.chinanews.com.cn/gj/2026/05-06/10616004.shtml
- [22] https://www.chinanews.com.cn/gj/2026/05-06/10616001.shtml
- [23] https://www.yonhapnewstv.co.kr/news/MYH20260506072847kWz
- [24] https://www.yonhapnewstv.co.kr/news/AKR2026050607171320H
- [25] https://www.yonhapnewstv.co.kr/news/MYH20260506072539XhY
- [26] https://www.yonhapnewstv.co.kr/news/MYH2026050606515869I
- [27] https://www.yonhapnewstv.co.kr/news/MYH20260506065121a7o
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260506063848him
2026-05-05
2026-05-05
Updates
- Brent crude closed at $114.44/barrel, WTI at $106.42/barrel, with upside risk remaining strong.
- Dow -1.13%, S&P -0.41%; energy sector rose against the trend but bearish pressure spread.
- Gold rose on safe-haven buying; US dollar index strengthened to around 106.
- Euro under pressure from auto tariff threats; EUR/USD fell below 1.08.
Linkage
Strait of Hormuz conflict / Oil supply risk / Oil price surge / Global inflation expectations / Risk asset sell-off
Iran attacks UAE / Regional security deterioration / Safe-haven buying / USD / gold rise
Trump tariff threat on Europe / EU export outlook worsens / Euro depreciation / European stock decline
US sanctions on Iranian oil / China import disruption / Global oil market tightening / Oil price upside
Sources
China News Service / France 24 #2 / Yonhap News TV / Al Jazeera Middle East / Google News - World / Le Monde International / RT News / The New York Times / Der Spiegel International / France 24 #3
Reference Links
- [1] https://www.france24.com/en/middle-east/20260504-us-and-uae-report-iran-attacks-as-military-pushes-to-reopen-strait-of-hormuz
- [2] https://www.yonhapnewstv.co.kr/news/MYH202605050807137ro
- [3] https://www.aljazeera.com/news/2026/5/4/uae-reports-missile-and-drone-strikes-incoming-from-iran?traffic_source=rss
- [4] https://news.google.com/rss/articles/CBMinAFBVV95cUxNOF9BY1FLenNuX1FCU2VTTmk0SmxDN0FqVHRFa3Nua0t6R0VBOVJBYy1xdXhsUmtzNHhqZjVMdGhPYjJobndNOWR3bFhib3VrWnJlM1BnbUxtNnJqZjFFOHlXMDRJM3p0YUl4TENJcUgzWFZRcUNZQTlBQnJrUlBrMXhJVi1pOEQ1WGNTTGpKT005WmMzUW9FbTVBYUPSAaIBQVVfeXFMT0szZUswSjRJZ0h2dUNGbm1USmdPSEZIUGszMVpsbktkaHJaZ1RoTXI5ZnlqdXhWNEpRMXY5MkxtcHRkSDNHWG8yVDJXSFNROXV0YkFscWRPdUVxcHI1cmtWN1lYSnlJX1dNQlU2QVhrbHZienBtVnFPVmtocXE5M2VkcnNRTHZvZ2NBdVI0WnVROG9TZ3Zxcmk3dlRwVFhMWWd3?oc=5
- [5] https://www.lemonde.fr/international/live/2026/05/04/en-direct-guerre-au-moyen-orient-l-iran-affirme-avoir-tire-des-missiles-contre-des-navires-militaires-americains-deux-navires-marchands-ont-traverse-le-detroit-d-ormuz-selon-l-armee-americaine_6684072_3210.html
- [6] https://www.rt.com/news/639450-iran-us-sink-boats-hormuz/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://www.nytimes.com/2026/05/04/briefing/iran-strait-of-hormuz-attacks-met-gala.html
- [8] https://www.chinanews.com.cn/gj/2026/05-05/10615670.shtml
- [9] https://www.spiegel.de/ausland/iran-attackiert-vereinigte-arabische-emirate-donald-trump-meldet-versenkte-iranische-boote-a-5d2d79be-0aff-43ee-a854-66f73a0e8663
- [10] https://www.aljazeera.com/news/liveblog/2026/5/5/iran-war-live-washington-tehran-trade-threats-over-strait-of-hormuz?traffic_source=rss
- [11] https://www.france24.com/fr/moyen-orient/20260504-en-direct-accrochages-detroit-ormuz-operation-americaine-d%C3%A9bloquer-iran-pays-golfe-liban-etats-unis-israel-missiles-drones-conseil-securite-onu
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260505083539uN2
- [13] https://www.yonhapnewstv.co.kr/news/MYH20260505083557sW4
- [14] https://news.google.com/rss/articles/CBMikAFBVV95cUxPd2plZWlfWWZRNHZINm9SUVZLZnNucE1mWERKX3FMSWVzeWNSMkg0WXRTdndGQUZsSHVJcW8tLWI3NWM5V1o5NGRsTWxLdDFNazU4T0xNcndKT09pVXZ3eEo5VDRQSEZ2TTVDMjNhMGE0Vld1cHMyWGZsYk93bzNwSmw4M2pQOXp5clhzRjNPWlM?oc=5
- [15] https://www.france24.com/fr/moyen-orient/20260504-amirats-arabes-unis-nouveau-vises-par-iran-au-lancement-operation-americaine-detroit-ormuz-drones-attaque-pays-golfe
- [16] https://www.chinanews.com.cn/gj/2026/05-05/10615663.shtml
- [17] https://www.chinanews.com.cn/gj/2026/05-05/10615660.shtml
- [18] https://www.lemonde.fr/economie/article/2026/05/04/droits-de-douane-les-nouvelles-menaces-de-donald-trump-contre-l-industrie-automobile-europeenne-fragilisent-encore-l-accord-de-turnberry_6685398_3234.html
- [19] https://www.lemonde.fr/international/live/2026/05/05/en-direct-guerre-au-moyen-orient-les-emirats-arabes-unis-disent-avoir-intercepte-15-missiles-iraniens-et-4-drones-dans-la-journee_6684072_3210.html
- [20] https://www.rt.com/news/639438-us-destroy-iran-future-analyst/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [21] https://www.aljazeera.com/news/2026/5/4/hormuz-tensions-push-ceasefire-to-the-brink-as-trump-threatens-iran?traffic_source=rss
- [22] https://www.nytimes.com/2026/05/04/us/politics/us-china-iranian-oil-sanctions.html
2026-05-04
2026-05-04
Updates
- Crude oil: Brent/WTI volatility increases; focus on actual transit volume through the Strait of Hormuz and Russian oil export data.
- Gold: Safe-haven demand supports; watch resistance above $1,920/oz.
- U.S. dollar index: Short-term strength; euro under pressure due to NATO rifts.
- U.S. stocks: Energy sector benefits from oil prices, but overall risk appetite suppressed; watch VIX levels.
- U.S. Treasuries: Safe-haven buying pushes yields lower; watch if 10-year yield breaks below 3.8%.
- Shipping: Strait of Hormuz disruption boosts tanker freight rates; watch Baltic Tanker Index.
Linkage
Strait of Hormuz conflict / Crude oil supply disruption / Oil price surge / Inflation expectations rise / Central bank policy tightening
NATO split / European security risk / Capital flows into USD / Gold / USD strengthens
OPEC+ production increase / Oil price under pressure / Inflation relief / Risk appetite improves
Ukraine attacks / Russian oil exports decline / Global heavy crude supply tightens
Sources
China News Service / Yonhap News TV / Yonhap News Agency / The Hindu / Google News - World / n-tv Politik / France 24 #3 / The New York Times / DW (Deutsche Welle) / Le Monde International / Yonhap News TV Politics Feed / Der Spiegel International / Al Jazeera Middle East / Yahoo News - World / RT News / Global News
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260504090940oLO
- [2] https://en.yna.co.kr/view/AEN20260504001500315
- [3] https://www.thehindu.com/news/international/trump-announces-project-freedom-to-help-stranded-ships-leave-strait-of-hormuz/article70936417.ece
- [4] https://news.google.com/rss/articles/CBMijwFBVV95cUxQSVJPVVBjX2Z5alZfTHlJaDBrN0d0aS1WeWVJWlkwQ19kNTRKQldNOVJNaDJzbmtIcjdBd25mOXIyVjdJR0lHeHJtN1htUmxVQXItNUFsTllPbm8teG1oeS01WkxPTGlGOHRPa202RU9tbThkN0tRN2NZQnU2SWNHZHgwQXkyTk5kSmFlVVBwVdIBlAFBVV95cUxPSmJUYzNHM3lybFJuV2NYYjl5NWhGbkdrLWZQTEx4VWtxYmN5SzR0MEVEOTBZcFVEeEItcDZqeTJLdVJFZXQ5eUdoeGdaaUYyR3pqRHRfbWU5cHlVU0lZaDdoNkllY1ZzelBKV2IwX3djLWZJSl93S1RkVzdUd3Bta240RzVDQzNaeUFtZjh4OUlNYWxq?oc=5
- [5] https://www.n-tv.de/politik/US-Militaer-will-festsitzende-Schiffe-aus-Strasse-von-Hormus-geleiten-id30781595.html
- [6] https://www.france24.com/fr/moyen-orient/20260503-en-direct-guerre-iran-marine-americaine-va-escorter-navires-bloques-detroit-ormuz-donald-trump-cessez-feu-liban-israel
- [7] https://www.nytimes.com/2026/05/03/us/politics/strait-hormuz-stranded-ships.html
- [8] https://www.chinanews.com.cn/gj/2026/05-04/10615312.shtml
- [9] https://www.dw.com/en/iran-war-trump-says-us-to-guide-ships-safely-out-of-hormuz/live-77021634?maca=en-rss-en-all-1573-rdf
- [10] https://www.lemonde.fr/international/live/2026/05/03/en-direct-guerre-au-moyen-orient-donald-trump-annonce-que-la-marine-americaine-va-escorter-des-navires-bloques-a-travers-le-detroit-d-ormuz-a-partir-de-lundi_6684072_3210.html
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260504062226PpA
- [12] https://www.spiegel.de/ausland/strasse-von-hormus-trump-plant-einsatz-unter-codenamen-project-freedom-a-9c929e2e-ab18-434a-9f78-bc00c6194ee2
- [13] https://www.aljazeera.com/video/newsfeed/2026/5/3/iran-lawmaker-says-strait-of-hormuz-will-not-return-to-pre%e2%80%91war-state?traffic_source=rss
- [14] https://www.yahoo.com/news/articles/ukraine-hits-key-russian-oil-092405352.html
- [15] https://www.rt.com/news/639394-nato-rift-widens-as-trump-eyes-troop-withdrawal/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [16] https://globalnews.ca/news/11827950/iran-war-trump-reviews-proposal
- [17] https://www.yonhapnewstv.co.kr/news/AKR20260504090443Eyo
- [18] https://www.yonhapnewstv.co.kr/news/MYH20260504085951Lh9
- [19] https://en.yna.co.kr/view/AEN20260504000500320
- [20] https://news.google.com/rss/articles/CBMihAFBVV95cUxObUh2emxTZXgta2JVZzZkUXVmNURoTGM3ejQ0aHBaMUk5WEE4dzJjOXR3UjdtQ0FCNmNtZFJ4NjhGdlFScGdWVjRfeUhpNS1JN3dBNW5PY25rMS1BQUVXVmx4b2NLSVFVU0hyYy0weVZYY1YyY2VVSHdIZGlhOV9CNGNyQm4?oc=5
- [21] https://www.aljazeera.com/news/2026/5/3/trump-says-us-will-help-free-up-ships-stuck-in-hormuz-strait?traffic_source=rss
- [22] https://news.google.com/rss/articles/CBMikgFBVV95cUxQOGJzdEItUzB5NWhkTDhrZHFmcG5VVVNlOFJycUl5UUp0cVF4UXRNdjQ0R2FxWmE3aVRKZ1U4VVdvWFIzWl9xdlRGSzlZWjI2S1JjTXZaTlRwSWZDcjdGX0RiUkVFUzE3UF9BX2k3VFBhc3lfdW43aTRYUnRuaU9rcGF0RFNJOWVNYjUzS2dVbTdNQdIBlwFBVV95cUxPT1dHdGRoYzVMVjNEWENQb2s0QXZjZFNEeDUzQkhNVnJUeVdsaUxmX3c5aWF5eGt1RFJXMUhLRGFXa2xoMDJCbHRGU1NENnQzRUN4eFliWXZmZVliVFF4RVNMX2hfajE2M2tnOFpSMjVPbFh5c2Vxb1haM1kxMHFzNFk0ZHFIWEdCbk90Q0FIU2tSUG4tTGNj?oc=5
- [23] https://www.aljazeera.com/news/2026/5/3/investigators-say-trump-assassination-suspect-shot-officer-at-press-gala?traffic_source=rss
- [24] https://www.chinanews.com.cn/gj/2026/05-04/10615308.shtml
2026-05-03
2026-05-03
Updates
- Crude oil: Brent/WTI continue to rise, Strait of Hormuz blockade and Kuwait zero exports are core drivers.
- Gold: safe-haven inflows, watch for breakout above previous highs.
- US dollar index: supported by safe-haven and rate expectations, but yen intervention may temporarily weigh on USD/JPY.
- Yen: may face depreciation pressure after intervention, watch 115-118 range.
- Indian rupee: continues to weaken under tariff impact.
- US stocks: airline stocks (Spirit Airlines bankruptcy), energy-related stocks see increased volatility.
Linkage
US-Iran talks collapse / military threats / Strait of Hormuz blockade / oil price surge / global risk sentiment deteriorates
Kuwait zero exports + Iran production cuts / supply gap / energy costs fuel inflation / central bank policy dilemma
US-China sanctions escalation / trade war spreads / supply chain restructuring / global trade shrinks
Yen intervention / non-USD currency volatility / carry trade unwinding / emerging market capital outflows
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
2026-05-02
2026-05-02
Updates
- USD: Short-term supported by safe-haven flows, but trade war escalation may weigh
- Gold: Strong safe-haven demand, likely to break previous highs
- Crude Oil: Hormuz Strait risk and war premium persist; Brent may surge
- US and European equities: Auto sector plunges, Euro Stoxx 600 under pressure
Linkage
Auto tariffs / US-EU trade war / Global growth downgrade / Risk assets fall
US-Iran negotiation deadlock / Military strike risk / Oil price rise / Inflation expectations increase
Iran attacks US bases / Geopolitical premium rises / Gold safe-haven buying
War spending expansion / US fiscal deficit / Long-term rate concerns
Sources
Xinhua World / Yonhap News Agency / Al Jazeera Middle East / France 24 #3 / Yonhap News TV / Google News - World / BBC News (Business) / Sky News / Der Spiegel International / BBC News (Top) / DW (Deutsche Welle)
Reference Links
- [1] https://en.yna.co.kr/view/AEN20260502000253315
- [2] https://www.aljazeera.com/news/2026/5/1/trump-announces-25-percent-tariffs-on-european-union-cars-trucks?traffic_source=rss
- [3] https://www.france24.com/fr/am%C3%A9riques/20260501-trump-va-relever-les-droits-de-douane-%C3%A0-25-sur-les-v%C3%A9hicules-europ%C3%A9ens-d%C3%A8s-la-semaine-prochaine
- [4] https://www.yonhapnewstv.co.kr/news/AKR20260502015724pi5
- [5] https://www.news.cn/world/20260502/d14d22e17e844cffb2a706d522068854/c.html
- [6] https://news.google.com/rss/articles/CBMijwFBVV95cUxPRWhEcG1UbEtCVld6T1lkcWZ0NjVLdHducUxSWlV2Wmo2eEJKaGo1b0hkLTJWb2NPMVd3NGszUXJ4MTI3UjhtcGh4TTdqZXMxQlk2SUQ0TjRlQ1REbnZ6RFJOMXBTUHM2MWs0RTNoNGJ1aFVsSFJhbVlSaDZjUkpaOUFjNjN5NmJZejRrbUx6SQ?oc=5
- [7] https://www.bbc.com/news/articles/cg4pqe1zzgqo?at_medium=RSS&at_campaign=rss
- [8] https://news.sky.com/story/eu-hits-back-at-8216unacceptable8217-donald-trump-over-plans-to-increase-tariffs-13539002
- [9] https://www.spiegel.de/wirtschaft/donald-trump-neue-autozoelle-treffen-europa-und-einen-deutschen-konzern-hart-a-be3f04b9-0109-4076-afab-218a01bd4c1c
- [10] https://www.bbc.com/news/articles/c4g4xexy4w7o?at_medium=RSS&at_campaign=rss
- [11] https://www.dw.com/en/trump-to-raise-tariffs-on-cars-trucks-from-eu-to-25/a-77014772?maca=en-rss-en-all-1573-rdf
- [12] https://www.news.cn/world/20260502/1b9232412f534545a7ff8bef8edb07e5/c.html
- [13] https://www.aljazeera.com/video/newsfeed/2026/5/1/trump-considering-option-to-blast-the-hell-out-of-iran?traffic_source=rss
- [14] https://www.france24.com/fr/%C3%A9missions/une-semaine-dans-le-monde/20260501-n%C3%A9gociations-iran-etats-unis-dans-l-impasse-frappes-sur-le-liban-offensive-djihadiste-au-mali
- [15] https://www.spiegel.de/ausland/iran-donald-trump-will-kongress-nicht-um-erlaubnis-fuer-krieg-bitten-a-25a2ffb1-5728-420c-94da-f7af7f767942
- [16] https://www.yonhapnewstv.co.kr/news/AKR20260502044340Ob9
- [17] https://www.bbc.com/news/articles/cvgz7l5v03po?at_medium=RSS&at_campaign=rss
- [18] https://news.google.com/rss/articles/CBMitgFBVV95cUxOTXlxd1U3RE5OempqQ25NOHczbnkxc3FOSTRmMWU4RnN5WW1LZ3ZUUVhvYkU2cGg1RTNfVkJwMTlRaU5YdzhlQUdBVzkteWhVanRubkpnYnRTazBRdU4wX1ZPX1hKWnp3cjc0VHJiMFNqWDJObUdKblB4eTI0ZlQxT0oyclY1YkpvMEViOHpobWM0SmM5VFhZQldySUtJb19TT2JyeVhmVzB0RllKaWtGWGJDMGVuUQ?oc=5
2026-05-01
2026-05-01
Updates
- Brent crude: $126 is strong resistance, but geopolitical risk premium remains; if US-Iran war breaks out, could break $130.
- WTI crude: around $105, supported by US gasoline price of $4.30; refinery crack spreads widen.
- Gold: safe-haven demand supports; if conflict escalates, could hit all-time high of $2,400.
- US dollar index: benefits from safe-haven and Fed hawkish bias, but Japan intervention brings short-term downside risk.
- USD/JPY: 155 is short-term support; if intervention continues, could test 150, but interest rate differential still supports carry trade.
Linkage
Hormuz blockade / oil supply disruption / oil price surge / global inflation expectations rise / central bank policy dilemma
US-Iran military confrontation / risk of full-scale Middle East war / safe-haven assets (USD, gold) inflows / risk asset sell-off
UAE exit from OPEC+ / OPEC+ control weakens / oil price volatility rises / oil-producing countries' fiscal and geopolitical games
Japan FX intervention / yen short-term appreciation / carry trade unwinding / Asian FX chain reaction
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
- Brent crude: closed at $118.03, near $120 intraday, watch $120 level and signals on US Strategic Petroleum Reserve release.
- WTI crude: closed at $106.88, up 6.95%, if Brent continues higher, WTI may break $110.
- Gold: safe-haven demand pushes gold higher, watch if US-Iran conflict escalation drives gold to test previous highs.
- US dollar index: Fed holding steady supports USD, but trade friction may cap upside.
- US stocks: S&P 500 down 0.04%, tech earnings optimism offsets some energy concerns, but risk appetite overall weak.
- US Treasury yields: 10-year yield supported by inflation expectations, watch curve changes after Powell's speech.
Linkage
US-Iran talks stalemate / Strait of Hormuz blockade / oil price surge / inflation expectations rise / global risk-off
Trump extends blockade + UAE exits OPEC / supply uncertainty increases / oil volatility spikes / energy stocks vs airlines divergence
China pressures EU / China-EU trade friction escalates / euro / CNY volatility / global supply chain costs rise
Powell stays + independence controversy / Fed policy path uncertainty / US yield curve steepens / bank stocks vs tech valuation pressure
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
2026-04-29
2026-04-29
Updates
- Crude oil: Brent hovers around $112, New York crude breaks $100, future depends on Hormuz stalemate and UAE production increase.
- Gold: Safe-haven inflows push gold prices higher; watch for a breakout above previous highs.
- USD: Safe-haven demand supports the dollar index, but inflation risks may limit gains.
- Equities: Global stock markets under pressure; energy stocks benefit from high oil prices, but risk appetite remains low.
Linkage
UAE exit from OPEC / OPEC dissolution risk / production competition among countries / long-term oil price uncertainty
Strait of Hormuz blockade / crude oil supply disruption / oil price surge / global inflation expectations rise
US-Iran stalemate continues / geopolitical risk premium / safe-haven assets (gold, USD) rise
World Bank energy price forecast / market adjustment of central bank policy expectations / increased volatility in risk assets
Sources
Xinhua Finance / China News Service / Xinhua World / Al Jazeera Middle East / DW (Deutsche Welle) / The New York Times / France 24 #2 / Yonhap News TV / Google News - World / German Federal Foreign Office / RT News / Yahoo News - World
Reference Links
- [1] https://www.aljazeera.com/video/newsfeed/2026/4/28/uae-leaves-opec-in-blow-to-oil-cartel-amid-war-on-iran?traffic_source=rss
- [2] https://www.dw.com/en/uae-quits-opec-in-shock-move-amid-energy-turmoil/a-76968579?maca=en-rss-en-world-4025-rdf
- [3] https://www.xinhuanet.com/fortune/20260429/6223708a8ab742bd9add51e81cfb276e/c.html
- [4] https://www.nytimes.com/2026/04/28/world/middleeast/uae-opec.html
- [5] https://www.chinanews.com.cn/gj/2026/04-28/10612580.shtml
- [6] https://www.news.cn/world/20260428/42f598d771584143a69a6d3205fd0d71/c.html
- [7] https://www.france24.com/en/middle-east/20260428-iran-talks-stall-amid-hormuz-tensions-and-ceasefire-violations-in-lebanon
- [8] https://www.yonhapnewstv.co.kr/news/MYH20260429080038Urk
- [9] https://news.google.com/rss/articles/CBMiiAFBVV95cUxPR0Nyd3lpa3Q5SDNRVlNYbG1nUXQwUkU5WlY5SGFrQmROTFZXWGhYRnNBR2JHTDdZMmdBb2REc29FaGdVWTlCa28yMEttd3RKaGZINVk4NHBDakF6amc0d0pFeDA5Vk8tS0RGOVdmc245TlRxUjJNdlJTRHZES2wzU0NtRnZMT0FI?oc=5
- [10] https://www.auswaertiges-amt.de/en/newsroom/news/2769416-2769416
- [11] https://www.rt.com/news/639229-uae-opec-cartel-withdrawal/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [12] https://www.yahoo.com/news/articles/gulf-leaders-meet-saudi-arabia-104929175.html
- [13] https://www.aljazeera.com/news/2026/4/28/uae-leaves-opec-and-opec?traffic_source=rss
- [14] https://www.xinhuanet.com/fortune/20260428/f7281943198e487ea398f92dbf47fb08/c.html
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260429073257Z46
- [16] https://www.france24.com/en/video/20260428-uae-opec-departure-a-manifestation-of-dissatisfaction-vis-%C3%A0-vis-saudi-arabia-expert-says
- [17] https://news.google.com/rss/articles/CBMickFVX3lxTE94dUdMcUxFZlZPcVJtX3N5UWJzQmhfRDBPUktSZkZndkppelJhWHQxeGk5QWwwX2pqWTV3aWdka2U2MGpITWpSckVZS3RhRHJ4TlN0ZFN4WXFqdi1HMG1OdU5xTThiNUxLLWpXd1pJRnREZw?oc=5
- [18] https://www.nytimes.com/2026/04/28/world/middleeast/united-arab-emirates-leaves-opec.html
2026-04-28
2026-04-28
Updates
- Crude oil: Brent/WTI supported by Hormuz situation, up 2.8%/2.1% overnight; focus on Trump peace plan.
- Gold: Safe-haven demand pushes gold prices up; watch developments in assassination case.
- USD: Political risk plus safe-haven flows; USD index short-term strong.
- US equities: S&P 500 and Nasdaq slightly up (+0.12%/+0.2%), but political risk weighs on risk appetite.
- US Treasuries: Yields may decline on increased safe-haven buying.
- FX: EUR/CNY volatility increases due to China-EU trade friction.
Linkage
Trump assassination attempt / Political uncertainty / Safe-haven demand / USD / Gold up, Equities down
Hormuz blockade / Oil supply shock / Oil prices up / Inflation expectations up / Risk assets under pressure
US-Iran talks progress / Supply risk down / Risk appetite up (limited)
China-EU trade friction / Tariff / non-tariff barriers / Global trade slowdown / Affected currencies / stocks suffer
Sources
China News Service / The New York Times / Al Jazeera Middle East / Yonhap News TV / Google News - World / Federal Foreign Office / France 24 #2 / The Hindu / ABC News / Die Zeit Politics / ANTARA News Agency
Reference Links
- [1] https://www.nytimes.com/2026/04/27/us/politics/trump-assassination-attempt-cole-allen-charges.html
- [2] https://www.aljazeera.com/news/liveblog/2026/4/28/iran-war-live-trump-reviews-peace-plan-un-calls-for-hormuz-to-reopen?traffic_source=rss
- [3] https://www.yonhapnewstv.co.kr/news/MYH20260428083338GrV
- [4] https://www.chinanews.com.cn/gj/2026/04-28/10612004.shtml
- [5] https://news.google.com/rss/articles/CBMijgFBVV95cUxPd2Q4RjJxWldmdnJEOHNpNG0yeUJDR3hDVFBoanBrZHVuTFJoSGw3MnN6QllNTVI4dC1LMUsyYWNwMlhkT1RfN3QxanZXYU5QVFZvaklBN3ZVOS1fMHFNVVBPS3pSTTNCS1RiLWhTNm12TTdTRjRnemt0SXA4aXpZSmNDajZOYkFudlB2cEV3?oc=5
- [6] https://www.auswaertiges-amt.de/en/newsroom/news/2769416-2769416
- [7] https://www.france24.com/en/americas/20260427-suspect-in-press-gala-shooting-charged-with-attempted-assassination-of-trump
- [8] https://www.thehindu.com/news/international/man-charged-with-attempted-assassination-of-trump-in-white-house-correspondents-dinner-shooting/article70913760.ece
- [9] https://abcnews.com/US/white-house-correspondents-dinner-shooting-suspect-arraigned-monday/story?id=132410865
- [10] https://www.zeit.de/gesellschaft/zeitgeschehen/2026-04/usa-korrespondentendinner-donald-trump-attentat-anklage
- [11] https://www.antaranews.com/berita/5544797/as-tolak-iran-kuasai-selat-hormuz
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260428083424bVv
- [13] https://news.google.com/rss/articles/CBMi_AFBVV95cUxPX0xJcUFkRWhScGRqdXdFNV94ZUYyb0JWOHdiRkdiakFSWFRGd2dqZ2tnSXladUpFcklMZkJUVDltX0JvZFkxaDVLV2JPV1lmS0VPVHV3MDJZR05Dc3N0TGVrYUkwU0FHeGhiTmZITnV5cUVpanlwbVVyZWFCbm1hS3BWQUZ5Tk5xRzhTTV94SEcxbVU3ZWJtUnJRNmh6ZkZRUC0zTTBwdG85SHBDUVNXNDl1bDlDZkZLU1N3NFZwRjY4VHNiUjNiQnA1VmVFNmFCLTFjRXhncHlfWWQwSEFhWW5LejItckgxUS1GcDZHOEs2ZEdBSW95cGdTeEY?oc=5
- [14] https://www.aljazeera.com/news/2026/4/27/hezbollah-and-israel-swap-threats-and-strikes-across-lebanons-border?traffic_source=rss
- [15] https://www.nytimes.com/2026/04/27/world/middleeast/iran-trump-talks-strait-of-hormuz-nuclear.html
- [16] https://www.thehindu.com/news/international/china-vows-countermeasures-if-eu-enacts-made-in-europe-plan/article70913665.ece
2026-04-27
2026-04-27
Updates
- USD: Safe-haven buying pushes dollar index higher, watch for breakout of 98-99 range
- Gold: Spot gold approaches previous highs, geopolitical risks provide ongoing support
- Oil: Brent crude breaks through $90, driven by Strait of Hormuz and sanctions waiver termination
- Equities: S&P 500 under pressure, volatility index may jump, defensive sectors favored
- Rates: U.S. Treasury yields decline, long-end rates attract safe-haven flows
- KRW: South Korea issues high oil price subsidies, won faces imported inflation pressure
Linkage
Trump assassination / political uncertainty / USD / gold up / risk assets down
Iran strait toll + U.S. waiver termination / oil supply contraction / oil prices up / inflation expectations rise
Israel-Lebanon conflict escalation / Middle East full-scale war risk / safe-haven assets strengthen
Russia-Ukraine nuclear facility attack / nuclear safety concerns / geopolitical premium expansion
Sources
Xinhua World / China News Service / Yonhap News TV / BBC News (Top) / Google News - World / The New York Times / ORF.at News / Yahoo News - World / Al Jazeera Middle East / Ukrinform / DW (Deutsche Welle) / Times of India / El Mundo - International News / Die Zeit Politics / El País Internacional
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260427091017XG8
- [2] https://www.news.cn/world/20260426/daba923ddc844ddabea5d0129532f166/c.html
- [3] https://www.chinanews.com.cn/gj/2026/04-27/10611350.shtml
- [4] https://www.bbc.com/news/articles/c4gxgv8j7zlo?at_medium=RSS&at_campaign=rss
- [5] https://news.google.com/rss/articles/CBMiugFBVV95cUxPcVBWblkyWXVKYUo5a0NJTU5leldLUzZ2alhRVXFoWHdHWWtkZDJwSUl3WVZWeW92T001QXJNLUEwY1NnNUlxSk4wVEM2LWJ4d290NXBFbzF5RkRpMzFNd3JzQTRGejBHNWx6bjFEM2o2dmJJMy1uVllaenRMcUlzTUp4T2lqel9GU1ZnSW9nd253bFo4UVRjMVhEdVFuMW1mM3EtYXp4WXNCamtaZ2steWtXclVJZGlLTFE?oc=5
- [6] https://www.nytimes.com/2026/04/26/us/politics/shots-fired-inside-the-pandemonium-at-the-washington-hilton.html
- [7] https://orf.at/stories/3428055
- [8] https://www.yahoo.com/news/articles/us-wont-renew-iranian-russian-215951473.html
- [9] https://www.aljazeera.com/news/2026/4/26/israel-issues-forced-evacuation-orders-for-southern-lebanon-in-escalation?traffic_source=rss
- [10] https://www.ukrinform.net/rubric-polytics/4116887-zelensky-strike-on-chernobyl-npp-shows-moscow-cannot-be-trusted-as-international-partner.html
- [11] https://www.dw.com/en/russia-north-korea-agree-long-term-military-cooperation/a-76945404?maca=en-rss-en-world-4025-rdf
- [12] https://timesofindia.indiatimes.com/defence/how-israel-deployed-iron-dome-to-uae-amid-iran-war-explained/articleshow/130535531.cms
- [13] https://www.elmundo.es/internacional/2026/04/26/69ee3833fdddff1c348b458a.html
- [14] https://www.zeit.de/feuilleton/2026-04/correspondents-dinner-donald-trump-attentat-pressekonferenz-weisses-haus
- [15] https://elpais.com/videos/2026-04-26/cronologia-visual-del-atentado-contra-trump-en-la-cena-de-corresponsales-de-la-casa-blanca.html
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260427072511bO0
- [17] https://orf.at/stories/3428051
- [18] https://www.nytimes.com/2026/04/26/world/middleeast/us-iran-peace-talks-pakistan.html
- [19] https://news.google.com/rss/articles/CBMiqAFBVV95cUxPUDFiSmpOTEdtZlVya0poQkx2Q29ZNlZGWkEtd21lVk5IQ20yXzBTbmZsOV9BM0RvTk9rMUREaTJPYmJEZUV0V2I3cUdVa3lBVkJGY2NJcnd1THVvVGZkWURleFBnWjZrMUVlaW5iZ2g0OEc3dW9hdy1PNzlqeVdRcy1ZU0pWMC1BUGdTb2JPVVFfd1RKdVBBUS1DcFYxdU44cGFzSE5FR2_SAa4BQVVfeXFMTVloSWlMQjRRa0FxRlNoMHBKM3RERjhla2ctajgyUEF6UmNqbFZ2bklrS2lDUF81U0pTZlRmVGlDN2tvNldoRmxEa1Z4cjBQTVJrbmNiUDFDWHo4WEVubnowYWtDbkMxYUpMblJxTkdPN0JYdVZRRlBOQlB2ZktBakFvS0ZIOXVxWFJfeDBrOVBGeU91OF8zZjFDcGVLX2F1ZW9DVGdyTW54LS0
- [20] https://www.aljazeera.com/news/2026/4/26/trump-his-administration-likely-targets-at-media-dinner-us-official?traffic_source=rss
2026-04-26
2026-04-26
Updates
- Brent crude: After breaking $100, next resistance at $120 if Strait blockade persists.
- Gold: Safe-haven sentiment pushes prices up; watch $2,400 level.
- US Dollar Index: Safe-haven buying supports; may test 105 high.
- S&P 500: Volatility increases; watch Trump statements and earnings season impact.
- US Treasuries: Safe-haven inflows push yields down; 10-year yield may fall below 4%.
- Shipping/Insurance: Strait of Hormuz risk premium rises; related ETFs and rates increase.
Linkage
Strait of Hormuz blockade / Oil price surge / Global inflation and central bank tightening expectations
US-Iran talks collapse / Geopolitical risk premium / Safe-haven assets (gold / USD) strengthen
Israel-Hezbollah conflict escalation / Middle East spillover risk / Crude oil liquidity tightens
Trump statements / Policy uncertainty / Stock market volatility amplifies
Sources
China News Service / elDiario.es Internacional / Yahoo News - World / Al Jazeera Middle East / El Mundo - International News / Die Zeit Politics / Yonhap News TV / The Hindu BusinessLine / ANTARA News Jawa Timur / Mirror Politics / Tagesschau / Ukrainian National News (UNN) - Politics / Google News - World / n-tv Politik / ORF.at News / IRNA / PBS NewsHour / LIGA.net Politics News / France 24 #2
Reference Links
- [1] https://www.eldiario.es/internacional/doble-bloqueo-estrecho-ormuz-atasca-trump-busqueda-salida-caotica-gestion-guerra-iran_1_13168241.html
- [2] https://www.yahoo.com/news/articles/russian-attacks-kill-3-wound-082655969.html
- [3] https://www.aljazeera.com/news/liveblog/2026/4/26/iran-war-live-tehran-rejects-talks-under-siege-trump-cancels-envoys-trip?traffic_source=rss
- [4] https://www.elmundo.es/internacional/2026/04/26/69ecadb421efa0b0538b45a2.html
- [5] https://www.zeit.de/politik/ausland/2026-04/usa-iran-trump-absage-pakistan
- [6] https://www.yonhapnewstv.co.kr/news/AKR20260426085319zmZ
- [7] https://www.thehindubusinessline.com/news/world/us-says-its-hunting-for-explosive-mines-in-latest-push-to-open-strait-of-hormuz/article70905372.ece
- [8] https://jatim.antaranews.com/berita/1060483/iran-sita-dua-kapal-di-selat-hormuz-diduga-terkait-dengan-israel
- [9] https://www.mirror.co.uk/news/politics/government-stepping-up-plans-potential-37069193
- [10] https://www.tagesschau.de/newsticker/liveblog-iran-sonntag-112.html
- [11] https://unn.ua/news/perehovory-ssha-ta-iranu-v-pakystani-zirvalysia-shche-do-pochatku-hlava-mzs-iranu-zalyshyv-islamabad
- [12] https://www.chinanews.com.cn/gj/2026/04-26/10610976.shtml
- [13] https://news.google.com/rss/articles/CBMitAFBVV95cUxOUHFYOUgyaGRzV0Z3eWVYQkNoR3Zfd1NxdjJyR000bDhDYk12dUs4RnNRSThKbHF0d2I4STM2NXNyNU5SRTZncGNlcmxDblZrOVV5WUt1VmIxZG5TdTV2YUR2N3RvZ2pYeWxIUW5rUndJd1EzTXJvRE54bHMxNTVkanUwZWFZdHRqanhhalVpZ1NWRi03UDhCLVRseHlQRF9rTVExa2lfN2U4d3MwVEEtMi1HMm4?oc=5
- [14] https://www.n-tv.de/politik/Netanjahu-befiehlt-trotz-Waffenruhe-massive-Angriffe-im-Libanon-id30755821.html
- [15] https://orf.at/stories/3427974
- [16] https://www.irna.ir/news/86137239/%D9%86%D8%AA%D8%A7%D9%86%DB%8C%D8%A7%D9%87%D9%88-%D8%AF%D8%B3%D8%AA%D9%88%D8%B1-%D8%AD%D9%85%D9%84%D8%A7%D8%AA-%D8%B4%D8%AF%DB%8C%D8%AF-%D8%A8%D9%87-%D8%AC%D9%86%D9%88%D8%A8-%D9%84%D8%A8%D9%86%D8%A7%D9%86-%D8%B1%D8%A7-%D8%B5%D8%A7%D8%AF%D8%B1-%DA%A9%D8%B1%D8%AF
- [17] https://www.pbs.org/newshour/world/latest-ceasefire-talks-fail-as-irans-top-diplomat-leaves-pakistan-and-trump-tells-envoys-not-to-go
- [18] https://news.liga.net/war/news/vozdushnye-sily-rossiya-vypustila-po-ukraine-47-raket-i-bolee-600-bespilotnikov
- [19] https://www.france24.com/en/tv-shows/spotlight/20260425-strait-talks-what-s-at-stake-in-hormuz
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260426080800Pgk
2026-04-25
2026-04-25
Updates
- Crude Oil (Brent): Breaks $100; if Strait of Hormuz remains closed, could target $120.
- Gold: Safe-haven buying pushes above $3,400/oz; if risks persist, may test $3,500.
- US Dollar Index: Supported by safe-haven inflows, but weak consumer confidence limits gains.
- S&P 500: Under pressure from consumer confidence and oil price shocks; may test 4,500.
- US 10-Year Treasury Yield: Warsh's balance sheet reduction expectations push yields near 4.5%, but recession fears cap upside.
- CNY/USD: Sanctions on Chinese refineries increase depreciation pressure; watch 7.30 level.
Linkage
Strait of Hormuz blockade / Oil supply disruption / Oil price surge / Inflation expectations rise / Risk asset sell-off
US sanctions on Chinese refineries / Higher Chinese oil import costs / CNY depreciation pressure / Emerging market capital outflows
Consumer confidence collapse / US consumption slowdown / Recession expectations / US yield curve steepening inversion
Warsh's balance sheet reduction signal / Liquidity tightening / Higher rates / Equity valuation compression
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
2026-04-24
2026-04-24
Updates
- Crude oil: Brent supported by Strait of Hormuz risk, likely to break key resistance
- Gold: Safe-haven inflows hit recent highs; watch $1900 level
- USD: Risk appetite declines, dollar index strengthens
- US stocks: Broadly under pressure; energy stocks relatively strong; tech stocks sold off
- Euro: Weighed by EU sanctions and Ukraine loan, weak against dollar
Linkage
Strait of Hormuz conflict / Oil supply disruption / Oil price surge / Global risk assets decline
EU sanctions on Russia / Energy trade restrictions / European inflation pressure / Euro under pressure
Middle East war / Panama Canal fees double / Global trade costs rise
Tehran air defense activity / Ceasefire breakdown risk / Safe-haven demand boosts gold
Sources
Xinhua World / China News Service / El Mundo - International News / DW (Deutsche Welle) / Yahoo News - World / The Korea Times / Al Jazeera Middle East / The New Indian Express / Google News - World / Tagesschau / n-tv Politik / Anadolu Agency Politics
Reference Links
- [1] https://www.elmundo.es/internacional/2026/04/23/69ea61f0e85eceab218b45a1.html
- [2] https://www.dw.com/en/iran-war-trump-orders-shoot-and-kill-on-mine-laying-boats-in-strait-of-hormuz/live-76903459?maca=en-rss-en-all-1573-rdf
- [3] https://www.yahoo.com/news/articles/us-military-says-seizes-another-115401871.html
- [4] https://www.koreatimes.co.kr/world/20260424/trump-orders-us-navy-to-destroy-boats-laying-mines-in-hormuz?utm_source=rss
- [5] https://www.aljazeera.com/news/2026/4/23/us-to-shoot-and-kill-iranian-boats-laying-mines-in-hormuz-trump-says?traffic_source=rss
- [6] https://www.newindianexpress.com/world/2026/Apr/23/trump-orders-military-to-shoot-and-kill-iranian-small-boats-choking-strait-of-hormuz
- [7] https://www.news.cn/world/20260423/24362fec668c4243bdc5f187d6e9c804/c.html
- [8] https://news.google.com/rss/articles/CBMid0FVX3lxTFBHWHh4MHJiY3N4OUJkNG8tSnpscUVWQjFMaUhtMkdMOGxtU0s5YjY0TzBpNUhsZ0Y3YzJ3clVaa2d2X29MMUNTRXhKQ0tWbUlfTUxrcGJmMmpFbUZYTUpjVjR1bHAwbzV4UGJsVmRFWXFfTFl3b3Q0?oc=5
- [9] https://www.tagesschau.de/video/video-1578508.html
- [10] https://www.n-tv.de/politik/Dritter-US-Flugzeugtraeger-im-Nahen-Osten-eingetroffen-id30749237.html
- [11] https://www.chinanews.com.cn/gj/2026/04-24/10609724.shtml
- [12] https://www.aa.com.tr/en/world/panama-canal-transit-fees-skyrocket-amid-war-in-middle-east/3916289
- [13] https://www.news.cn/world/20260424/563b5786ef5a4642a43fd7c4b70058e5/c.html
- [14] https://www.aljazeera.com/news/liveblog/2026/4/24/iran-war-live-lebanon-truce-extended-trump-says-time-not-on-tehrans-side?traffic_source=rss
- [15] https://www.elmundo.es/internacional/2026/04/23/69e9dc91e9cf4ab1528b4573.html
- [16] https://www.tagesschau.de/video/video-1578352.html
- [17] https://www.n-tv.de/politik/Explosionen-und-Flugabwehr-ueber-Teheran-id30749146.html
- [18] https://www.chinanews.com.cn/gj/2026/04-24/10609710.shtml
- [19] https://news.google.com/rss/articles/CBMijAFBVV95cUxPZnctV1ZiSVNwQ2pqOFo4V0pCOFVZOEJjYUkwVUVWNzFIZEZBVnIzQlV5eEU2MGNlUWllOE9IVFc4dE96SmdOOVp0UjZjWmVEQlZjazI3SG9yb1k3WGJxbVlEXzU5bUZnU2YteDdLaVNlTHk0NGlDTUdyZ3l4ZXBxelBsYVdQalNja3c0Ug?oc=5
2026-04-23
2026-04-23
Updates
- Oil prices: Brent crude surpassed $100 per barrel; monitor subsequent trends, as further escalation could lead to additional increases.
- Stock markets: U.S. stocks rose due to ceasefire extension, with Nasdaq and S&P 500 up over 1%, but geopolitical risks limit gains.
- Safe-haven assets: Gold may benefit from rising risks, while the U.S. dollar strengthens due to safe-haven demand.
- Exchange rates: The euro faces pressure from Germany's growth downgrade and energy risks, while the U.S. dollar index may rise.
- Bonds: Rising inflation expectations may push up interest rates, increasing risks of central bank policy tightening.
- Commodities: Aviation fuel crisis threatens European summer travel, potentially leading to declines in related sector stocks.
Linkage
Strait of Hormuz tension / Oil supply disruption / Oil price rise / Inflation expectations rise
Geopolitical conflict escalation / Risk aversion rise / Gold and U.S. dollar rise
Ceasefire extension / Risk appetite improvement / Stock market rebound
Energy crisis / Economic growth downgrade / Risk assets under pressure
Sources
Xinhua World / Xinhua Finance / China News Service / Google News - World / The Korea Times / POLITICO Europe / BBC News (Top) / Anadolu Agency Politics / The New Indian Express / White House Presidential Actions / RT News / Al Jazeera Middle East / LIGA.net Politics News / BBC News (Business)
Reference Links
- [1] https://news.google.com/rss/articles/CBMirwFBVV95cUxPUTdJWGw0MnB0amZkdDE2aXVJckZnRlFYd0xfa3RYc2dmTHNFWXVLLWdRb0Nld2otX2tFc0dTclBJdFpYMEtPbnltRXREUV9jdVhTa01lMXl3Rzl2MFV5T29xOWR4b0l0SGpvTzROcWRzZFhpdjNVS0xNMDZjbGI4WXpGZW1USEdKQU9rSG80OWo1bjV0UnJLckh0ZlZPVTVLa2FNcjZmNmtzUEpydmFN0gG0AUFVX3lxTE1tc3Qxd1ZDQnhhcXU0TEs3aFB2aGZMVmhZRzQ2aGU4MkpTTG04YnU5QUpEbG9rTjhFOVBOTm5IMDFWaURnMHhWVXR1R1NSc2xEbktZRXpycUlOcVV1eEVkVEZSdVhneFNSdWF1dWZzWV9mTzlZQnEwa0tmX3hBUFZCWm5zb0dzMTZVbHkzQ09rVGM5dm5ocWc3ZEhtMFlHMTY2RXB
- [2] https://www.koreatimes.co.kr/world/20260423/iran-fires-on-3-ships-in-the-strait-of-hormuz-as-us-maintains-blockade-diplomacy-stalls?utm_source=rss
- [3] https://www.news.cn/world/20260423/3da4708309dd4578bd9853b98a86c87a/c.html
- [4] https://www.politico.eu/article/uk-divers-mines-strait-of-hormuz/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication
- [5] https://www.bbc.com/news/articles/c3w3vqv0edpo?at_medium=RSS&at_campaign=rss
- [6] https://www.aa.com.tr/en/economy/us-stocks-close-higher-after-trump-extends-ceasefire-with-iran-earnings-boost-sentiment/3915269
- [7] https://www.xinhuanet.com/fortune/20260423/69a4fb69dfc24375a06c1ec4201d8b04/c.html
- [8] https://www.newindianexpress.com/world/2026/Apr/22/irgc-fires-on-container-ship-in-hormuz-as-trump-says-iran-collapsing-financially
- [9] https://www.whitehouse.gov/presidential-actions
- [10] https://www.rt.com/news/638934-fuel-crisis-summer-holidays-europe/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.chinanews.com.cn/cj/2026/04-23/10608931.shtml
- [12] https://www.aljazeera.com/news/2026/4/22/ukraine-restarts-russian-oil-flows-to-europe-unblocking-90bn-eu-loan?traffic_source=rss
- [13] https://news.liga.net/war/news/vozle-chernobylskoi-i-hmelnitskoi-aes-proletalo-35-kinzhalov-nekotorye-upali-kravchenko
- [14] https://www.bbc.com/news/articles/c995dkl4dvvo?at_medium=RSS&at_campaign=rss
- [15] https://www.koreatimes.co.kr/world/20260423/iran-fires-on-3-ships-in-hormuz-as-us-blockade-holds-talks-stall?utm_source=rss
- [16] https://www.aa.com.tr/en/middle-east/us-turned-back-29-vessels-since-start-of-naval-blockade-of-iran-centcom/3915220
- [17] https://news.google.com/rss/articles/CBMiuwFBVV95cUxPRFZKelM2ZlBobW5DVjNhY2ZWeDc2a0VKZ3otVU1xNWFIOHFSVFhKUTFMenFtc3JUSTNwcWRoYW5uN05RZFhYcHFYQ1RNTHQ1YjVtQUlUcm55SHJmcV9FdzBzNFBIRDRDS3MzanlnN280bWFDSVRpY3NQZW5xanBHWWFzLVp5SUltSEh3eVV5ZmpjcWpUZDJ0eTZUVW8wMG9DdVdNcEpOM2t3bE0ydGVJZkZKTHhJVHp3UEdv?oc=5
- [18] https://news.liga.net/politics/news/evrosoyuz
- [19] https://www.politico.eu/article/german-government-slashes-economy-growth-forecasts/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication
2026-04-22
2026-04-22
Updates
- Crude oil prices rise due to Middle East supply risks; focus on Brent and WTI futures
- Demand for gold as a safe-haven asset increases; prices may break the $4,800 threshold
- Stock markets under pressure; FTSE 100 falls due to war deadline; U.S. stocks open higher but caution needed for pullback
- USD may strengthen on safe-haven demand; monitor USD index and major currency pairs
- European stocks fluctuate on energy shock concerns; EUR/USD exchange rate sensitive
- Interest rate markets focus on Fed policy expectations; U.S. Treasury yields may rise
Linkage
Iran talks breakdown / Rising Middle East geopolitical risk / Higher oil and gold prices / Inflation pressure
Strait of Hormuz tensions / Oil supply disruption / Global energy price volatility / Safe-haven sentiment
China-U.S. tensions / Sanctions risk / Safe-haven asset demand / Higher USD and gold prices
Fed policy expectations / USD and interest rate volatility / Global asset repricing / Stock market adjustments
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
- Crude: NY crude futures rise to $89.61/barrel (+6.87%), Brent to $95.48/barrel (+5.64%), driven by supply disruption risk.
- Gold: Safe-haven demand rises, gold prices may increase, monitor U.S.-Iran situation developments.
- Dollar: Geopolitical risks and Federal Reserve uncertainty support safe-haven demand, but inflation pressure could weaken long-term trend.
- Stocks: Risk sentiment pressured, energy sector benefits from oil price rise, but overall market may decline due to risk-off.
- Interest rates: Inflation expectation rise pushes up Treasury yields, Federal Reserve policy moves become key variable.
- Foreign exchange: Safe-haven currencies like yen and franc may strengthen, emerging market currencies under pressure.
Linkage
U.S.-Iran negotiation breakdown / Middle East military escalation / Strait of Hormuz blockade prolongs / Crude supply disruption / Oil price rise
Oil price rise / Global inflation expectation increase / Central bank policy tightening / Interest rate and dollar volatility / Stock market pressure
Regional conflict spreads / Energy crisis intensifies / Safe-haven asset demand increases / Gold and Treasury prices rise
Federal Reserve independence compromised / Monetary policy uncertainty / Market confidence declines / Risk asset sell-off
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
2026-04-20
2026-04-20
Updates
- Crude oil prices surged 7%, with WTI and Brent facing upward pressure.
- Demand for gold as a safe-haven asset increased, potentially driving prices higher.
- The US dollar strengthened due to safe-haven demand, but geopolitical risks could suppress risk currencies.
- Global stock markets faced pressure, especially energy-sensitive sectors and emerging markets.
- US Treasury yields may decline due to safe-haven demand.
Linkage
Escalation of US-Iran military conflict / Shipping risks in the Strait of Hormuz / Surge in oil prices / Global inflationary pressure
Stalled talks / Increased geopolitical uncertainty / Demand for safe-haven assets / Strengthening of US dollar and gold
Iran's强硬回应 / Regional supply disruptions / Energy market volatility / Stock market adjustments
Intensified great power competition / Rising global risk premium / Asset repricing
Sources
Xinhua World / China News Service / Yonhap News TV / Google News - World / BBC News (Business) / Anadolu Agency Politics / Global News / DW (Deutsche Welle) / Al Jazeera Middle East / RT News / BBC News (Top) / Ukrinform / El País Internacional / ORF.at News
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260420083047QIP
- [2] https://news.google.com/rss/articles/CBMiggFBVV95cUxOdlRGMC1MdHFSUm5aa0tZbDA1NDF6d3Rpb0RLNm1SNFF0eGl6YUY3WWJHM011bnFYZEdFX2ltay1yZzY5X0lSaENVM0M2bzUwUUhOZHd4VmEtaElwdndWa3J5cjc4MnRfTk53RUlhUGJyQ1NidEt5cVRFbGhkX0VLaUpn0gGHAUFVX3lxTFBWQUkyUERmREFYWGc2Yk5OSy11Rm9Ed3VZSlpIaEppTC1aVGZHdmJ5bHE3cU9hRzAtSjFPWEwtVWNMQjc2MWtwbWJadzZFaGNMOF9FRlVEeE1mbXdzZWpwbnEwSFdFZjJjYmwzQU1DSzRxTC1Kc2VzeUdKV25uVV9HWlZmTk5nWQ?oc=5
- [3] https://www.news.cn/world/20260420/2abb8511885f4948a0bdb0526b5aae77/c.html
- [4] https://www.bbc.com/news/articles/c5yjzy35825o?at_medium=RSS&at_campaign=rss
- [5] https://www.chinanews.com.cn/gj/2026/04-20/10606799.shtml
- [6] https://www.aa.com.tr/en/us-israel-iran-war/iran-confirms-us-seized-iranian-vessel-says-it-will-retaliate-soon-/3911687
- [7] https://globalnews.ca/news/11808120/iran-oil-prices-strait-of-hormuz-standoff
- [8] https://www.dw.com/en/iran-war-tehran-vows-response-to-us-seizure-of-cargo-ship/live-76845923?maca=en-rss-en-all-1573-rdf
- [9] https://www.aljazeera.com/video/newsfeed/2026/4/19/us-forces-attack-and-seize-iranian-ship-touska-near-strait-of-hormuz?traffic_source=rss
- [10] https://www.rt.com/news/638742-us-fires-iranian-ship/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.bbc.com/news/articles/cvg4jnn131qo?at_medium=RSS&at_campaign=rss
- [12] https://www.ukrinform.ua/rubric-world/4114330-tramp-zaaviv-pro-perehoplenna-iranskogo-sudna-amerikanskimi-vms-v-omanskij-zatoci.html
- [13] https://elpais.com/internacional/2026-04-19/estados-unidos-intercepta-un-petrolero-irani-que-trataba-de-superar-el-estrecho-de-ormuz.html
- [14] https://orf.at/stories/3427365
- [15] https://www.news.cn/world/20260419/c7286c8315d6457eb38862da3bdb061f/c.html
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260420082541zWf
- [17] https://www.chinanews.com.cn/gj/2026/04-20/10606779.shtml
- [18] https://www.dw.com/en/iran-war-trump-says-us-seized-iranian-flagged-cargo-ship/live-76845923?maca=en-rss-en-all-1573-rdf
- [19] https://news.google.com/rss/articles/CBMilAFBVV95cUxOanFJd19CUnZMSkRITFo3bmh0OGdPN2hKM2x0V1ZDcGpvSU0tck56YU9nZlY3aWJJdFRsNzVEeDBnLXEyV21BWnI0MUFKTjYtel96T3N1ZzczRGEydWJrWDVoZWprS09qMDJacVVqVVlZX2E4dU9ocmNyd1V6OFdEUkY5X29ORU1UZHRkZjY1aU1CRHlS?oc=5
- [20] https://www.rt.com/news/638736-us-seizes-iranian-flagged-ship/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-04-19
2026-04-19
Updates
- Oil prices surge significantly due to supply disruption risks, focus on Brent and WTI futures.
- Increased demand for gold as a safe-haven asset, prices may continue to rise.
- U.S. dollar strengthens on safe-haven demand but may be limited by inflation concerns.
- Global stock markets face risks, especially in energy-dependent sectors.
- Safe-haven demand in bond markets pushes up Treasury prices, lowering yields.
Linkage
Iran closes Strait of Hormuz / Oil supply disruption / Oil price rise / Increased global inflation risk
U.S.-Iran tensions escalate / Risk-off sentiment rises / Gold and dollar strengthen / Stock markets under pressure
U.S. boards Iranian vessels / Geopolitical risks intensify / Oil supply concerns / Increased market volatility
Regional conflict expands / Global risk sentiment deteriorates / Asset repricing
Sources
Al Jazeera Middle East / The Hindu / Google News - World / Yahoo News - World / Anadolu Agency Politics / Ukrinform / NPR Politics / BBC News (Top) / RT News / Ukrainian National News (UNN) - Politics / ORF.at News / El Mundo - International News / France 24 #3
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/4/19/iran-war-live-tehran-says-no-date-set-for-us-talks-hormuz-strait-closed?traffic_source=rss
- [2] https://www.thehindu.com/news/international/iran-fully-closes-strait-of-hormuz-over-us-blockade/article70879044.ece
- [3] https://news.google.com/rss/articles/CBMiekFVX3lxTE1PclNJckZUN0o5SXVGa1REVkhfVG9wZUx6T2E4Z1R0SkpmWW9MdE5fU2RaaEhpaGt2dk9Ucm5lLURRV085S3hfb1hWSl9TdjRKc2t4WFZqSHcxeTNqbjI4UHVDczlINHRpcktodGFCLS1ZN3pDN0ZuZ2dn?oc=5
- [4] https://www.yahoo.com/news/articles/trump-says-iran-war-end-052157501.html
- [5] https://www.aa.com.tr/en/us-israel-iran-war/more-than-1-000-tel-aviv-homes-left-uninhabitable-by-iran-war-mayor/3911064
- [6] https://www.ukrinform.ua/rubric-world/4114122-tramp-obgovoriv-u-situacijnij-kimnati-krizu-sodo-ormuzkoi-protoki-axios.html
- [7] https://www.npr.org/2026/04/18/nx-s1-5789852/iran-closes-strait-of-hormuz-again-israel-lebanon-ceasefire-tenuously-holds
- [8] https://www.bbc.com/news/articles/cx2631x6nelo?at_medium=RSS&at_campaign=rss
- [9] https://www.rt.com/news/638685-us-board-iran-vessels/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [10] https://unn.ua/news/tramp-sklykav-terminovu-naradu-cherez-zahrozu-viiny-z-iranom-zmi
- [11] https://orf.at/stories/3427284
- [12] https://www.elmundo.es/internacional/2026/04/18/69e3c454fc6c839d028b459f-video.html
- [13] https://www.france24.com/fr/vid%C3%A9o/20260418-l-iran-verrouille-de-nouveau-le-d%C3%A9troit-d-ormuz-face-au-blocus-am%C3%A9ricain
- [14] https://news.google.com/rss/articles/CBMioAFBVV95cUxOaWhWNHdua3F2cEE3RVNzZFNHV1o5N0RsOFFybkxtOThyWm5BZ2MzNXRsYTFuVnJHREp1LVotYWJidXc1T2NqM0RzM2NMQmtNdXlyQ1ViZ0RhaEJRckJIVDY2bURJZXpfMW5hZTlWT0F4VGlsdUVRYnlOYlVXNERxWG9IeUN4S2ZZUmJGUkJkUzAwY1FsQ1c3NVFRQWo5N0Rq?oc=5
- [15] https://www.aljazeera.com/news/2026/4/18/iran-closes-strait-of-hormuz-again-over-us-blockade-of-its-ports?traffic_source=rss
- [16] https://www.yahoo.com/news/articles/latest-trump-hints-resuming-attacks-045633309.html
- [17] https://www.aa.com.tr/en/middle-east/iran-says-hormuz-strait-to-close-until-us-lifts-naval-blockade/3910961
- [18] https://orf.at/stories/3427249
- [19] https://www.ukrinform.ua/rubric-world/4114099-vijskovi-ssa-gotuutsa-do-visadki-na-sudna-povazani-z-iranom-wsj.html
- [20] https://www.france24.com/fr/vid%C3%A9o/20260418-guerre-au-moyen-orient-l-iran-verrouille-de-nouveau-le-d%C3%A9troit-d-ormuz
2026-04-18
2026-04-18
Updates
- International oil prices plummeted over 10%, with Brent crude futures falling below $90, easing inflationary pressures.
- Stock markets rose due to falling oil prices, improving risk sentiment, but geopolitical risks limited gains.
- Safe-haven assets like gold and the U.S. dollar may benefit from conflict escalation, requiring monitoring of capital flows.
- Oil futures experienced significant volatility, with traders betting on declines before the announcement, showing market sensitivity.
- Monitor changes in inflation expectations; falling oil prices may reduce pressure on central banks to raise interest rates.
- Currency markets: The U.S. dollar may strengthen due to safe-haven demand, putting pressure on emerging market currencies.
Linkage
Strait of Hormuz opening / increased oil supply / falling oil prices / inflation eases, stock markets rise
Middle East conflict escalation / oil supply risk / oil price volatility / safe-haven asset demand rises
U.S.-Iran negotiation progress / geopolitical tension eases / risk assets rise, oil prices face downward pressure
Taiwan Strait tensions / safe-haven sentiment / U.S. dollar and gold strengthen, risk assets face pressure
Sources
Xinhua Finance / Xinhua World / The Korea Times / Yonhap News Agency / Google News - World / Yahoo News - World / The New Indian Express / LIGA.net Politics News / Al Jazeera Middle East / BBC News (Top) / POLITICO Europe / Nikkei Asia
Reference Links
- [1] https://www.koreatimes.co.kr/world/20260418/how-50-days-of-iran-war-led-to-loss-of-50-billion-worth-of-oil?utm_source=rss
- [2] https://www.xinhuanet.com/fortune/20260417/2d185ad19a1a47de86f5fc1979224deb/c.html
- [3] https://en.yna.co.kr/view/AEN20260417009552315
- [4] https://news.google.com/rss/articles/CBMiwwFBVV95cUxNUzlVaVRtODBnRGVTaG1TUzFDNG9KN2pZMEZxdmMzMU9QemsydzVmLXZXRmROZnBGbjZDYTBtTU1pV3lJWHRBWUNzTkJVR0tuejR0eHBDNWRLUDVCQTNuMzRDbE9zeTJpbkotRjVRaExWc3loZ1lyUlgtRVB2MUNmUDdCemYxLTVWQmhCUXJhbmU2SDNoU1duS1pRVDhQUzk3SjB6NDRnTldDS0pRLTRNLWlkazFMWDVTZ01yaEhKbVhqYm8?oc=5
- [5] https://www.yahoo.com/news/videos/stocks-surge-oil-prices-plummet-134523237.html
- [6] https://www.newindianexpress.com/editorial/quick-take/2026/Apr/17/quick-take-dial-i-for-hormuz
- [7] https://news.liga.net/politics/news/tramp-dumayu-mirnoe-soglashenie-s-iranom-budet-cherez-den-dva
- [8] https://www.aljazeera.com/news/2026/4/17/world-reacts-to-the-opening-of-the-strait-of-hormuz-amid-us-iran-conflict?traffic_source=rss
- [9] https://www.bbc.com/news/articles/ckg045z73z1o?at_medium=RSS&at_campaign=rss
- [10] https://www.politico.eu/article/europe-to-accelerate-effort-secure-hormuz-despite-donald-trump-order-to-stay-away/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication
- [11] https://www.news.cn/world/20260417/8f9f2d58ec6b4645bb2039f88bd37eaa/c.html
- [12] https://asia.nikkei.com/business/markets/oil-tumbles-nearly-15-after-iran-says-strait-of-hormuz-completely-open
- [13] https://news.google.com/rss/articles/CBMihAFBVV95cUxOZGV0aXlsUV9hejJ5LVBuU3BramFsdS14V2YwVG8zcGRtOW9WWlZjQnkyU1I4bHVuZFRrdnB3VlplemJPaDM0NUt4Ql9qRDF1SzlFZnUteXVncGI4MGk1bW5VQUhYMDVpdUdIQzZfcEtocTFRUXpWNmk0NlNQanRrSTZ4a3g?oc=5
- [14] https://www.xinhuanet.com/fortune/20260418/1f1df6c278ae404fbac5646e4671ca71/c.html
- [15] https://finance.yahoo.com/news/oil-prices-plunge-after-iran-says-strait-of-hormuz-is-completely-open-trump-says-regime-has-agreed-to-indefinitely-suspend-nuclear-program-134154875.html
- [16] https://www.aljazeera.com/video/the-take-2/2026/4/17/aje-onl-tt_irn_kharg_av_v3-170426?traffic_source=rss
- [17] https://www.koreatimes.co.kr/world/20260418/traders-place-760-million-bet-on-falling-oil-ahead-of-hormuz-announcement?utm_source=rss
- [18] https://en.yna.co.kr/view/AEN20260417009551315
2026-04-17
2026-04-17
Updates
- Oil: Strait of Hormuz closure supports oil prices, but ceasefire agreement may bring downward pressure; monitor Brent crude volatility.
- Gold: Escalating geopolitical risks drive safe-haven demand, gold prices may rise; but improved risk sentiment could limit gains.
- US Dollar: Enhanced safe-haven attributes may strengthen the dollar; but risk asset rebounds could weaken its momentum.
- Equities: Progress in US-Iran talks and China's GDP growth benefit risk assets, S&P 500 may rebound; but conflict news weighs on sentiment.
- FX: Geopolitical tensions support the dollar, euro pressured by European growth concerns; yuan supported by China's economic data.
- Rates: Risk-off sentiment may push up US Treasury yields, but growth concerns limit upside.
Linkage
Strait of Hormuz closure / Oil and fertilizer supply disruptions / Rising global inflation and slowing growth / Increased demand for safe-haven assets
Progress in US-Iran talks / Reduced Middle East geopolitical risk / Lower oil prices and stock market gains / Improved risk sentiment
Escalation of Russian airstrikes / Rising European security risks / Rising gold and US dollar / Increased risk-off sentiment
Strong China GDP growth / Boosted global macro confidence / Rebound in risk assets / Offsetting some geopolitical negative impacts
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
- Crude oil prices surge due to supply risks, physical crude approaching $150 per barrel
- Demand for gold as a safe-haven asset increases, prices may rise
- U.S. dollar may strengthen due to risk-off sentiment, but volatility influenced by geopolitics
- Global stock markets face downward pressure, especially in energy-dependent economies
- Bond markets may reflect inflation concerns and safe-haven demand
- Rising shipping costs impact energy and trade-related sectors
Linkage
U.S. blockade of Iranian ports / Strait of Hormuz oil supply disruption / Rising oil prices and global inflation
Geopolitical tensions / Rising risk-off sentiment / Increased demand for gold and U.S. dollar
Positive Chinese economic data / Credit growth / Local market sentiment improves, but offset by global risks
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
2026-04-13
2026-04-13
Updates
- Crude oil (Brent/WTI): Monitor whether prices can stabilize above $100 and test the $110-$120 resistance zone.
- Gold: As a traditional safe-haven asset, after breaking historical highs, it has potential for further upside. Watch the $2300-$2400 per ounce range.
- US Dollar Index (DXY): Safe-haven demand and potential 'inflation-rate hike' expectations may continue to support dollar strength.
- US stocks: Energy sector benefits, but the overall market is under pressure due to interest rate concerns and deteriorating risk sentiment, with tech stocks particularly sensitive.
- US Treasuries: The yield curve may show complex changes due to inflation expectations (long-end rising) and safe-haven demand (short-end falling).
Linkage
Geopolitical military conflict (blockade) / Physical disruption of oil supply / Oil price surge / Global inflation expectations heat up / Central bank policy turns hawkish / Risk asset valuations come under pressure
Escalating US-Iran confrontation / Regional security risk premium surges / Global risk aversion sentiment dominates / Capital flows into US dollar, US Treasuries, gold / Risk assets are sold off
Energy crisis and inflation concerns / Corporate earnings expectations downgraded & consumer confidence dampened / Global economic recession risk increases / Cyclical stocks and commodities (excluding energy) weaken
Unilateral military action triggers international order turbulence / Long-term investment confidence damaged & supply chain restructuring accelerates / Global growth prospects dim / Market volatility (VIX) remains elevated
Sources
China News Service / Yonhap News TV / Al Jazeera Middle East / France 24 #2 / The Hindu / Le Monde International / n-tv Politik / El País Internacional / DW (Deutsche Welle) / Times of India / El Mundo - International News / Yahoo News - World / KBS World News / BBC News (Top) / Australian Prime Minister's Office - Media
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260413082525uXU
- [2] https://www.aljazeera.com/news/liveblog/2026/4/13/iran-war-live-us-military-to-block-iranian-port-traffic-in-hormuz-strait?traffic_source=rss
- [3] https://www.france24.com/en/middle-east/20260412-trump-orders-naval-blockade-of-strait-of-hormuz
- [4] https://www.chinanews.com.cn/gj/2026/04-13/10602662.shtml
- [5] https://www.thehindu.com/news/international/us-military-says-it-will-start-blockade-of-all-ships-going-to-and-from-iran-on-monday/article70855422.ece
- [6] https://www.lemonde.fr/international/live/2026/04/12/en-direct-guerre-au-moyen-orient-l-armee-americaine-annonce-un-blocus-naval-de-tous-les-ports-iraniens-a-partir-de-lundi-apres-midi_6676633_3210.html
- [7] https://www.n-tv.de/politik/US-Praesident-Trump-kuendigt-Blockade-der-Strasse-von-Hormus-an-id30705712.html
- [8] https://elpais.com/internacional/2026-04-12/trump-anuncia-su-propio-bloqueo-naval-del-estrecho-de-ormuz-y-las-negociaciones-quedan-en-el-aire.html
- [9] https://www.dw.com/en/iran-war-trump-orders-strait-of-hormuz-naval-blockade/live-76750859?maca=en-rss-en-all-1573-rdf
- [10] https://timesofindia.indiatimes.com/world/us/strait-to-crisis-trump-orders-hormuz-blockage-after-talks-sink/articleshow/130210828.cms
- [11] https://www.elmundo.es/internacional/2026/04/12/69dbaae6fc6c83b0518b4570.html
- [12] https://www.yahoo.com/news/politics/article/trump-announces-naval-blockade-of-strait-of-hormuz-after-iran-talks-collapse-over-nuclear-demands-133605926.html
- [13] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=200747
- [14] https://www.bbc.com/news/articles/cn781z4lgg4o?at_medium=RSS&at_campaign=rss
- [15] https://www.pm.gov.au/media/television-interview-abc-news-breakfast-36
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260413075746ide
- [17] https://www.lemonde.fr/international/live/2026/04/12/en-direct-guerre-au-moyen-orient-donald-trump-ordonne-un-blocus-du-detroit-d-ormuz-et-menace-les-soutiens-de-l-iran-apres-l-echec-des-negociations_6676633_3210.html
- [18] https://www.france24.com/en/video/20260412-trump-says-us-will-begin-blockading-the-strait-of-hormuz
- [19] https://www.aljazeera.com/news/2026/4/12/trump-announces-strait-of-hormuz-blockade-after-us-iran-peace-talks-end?traffic_source=rss
2026-04-12
2026-04-12
Updates
- Oil: Tensions in the Strait of Hormuz push oil prices higher, focus on supply disruption risks
- Gold: Safe-haven demand increases, gold prices may rise
- U.S. Dollar: Risk-off sentiment supports dollar strength
- Equities: Geopolitical risks intensify, global stock markets under pressure, especially energy and safe-haven sectors
- Currencies: Risk currencies such as emerging market currencies may decline
Linkage
U.S.-Iran negotiation deadlock / Strait of Hormuz blockade risk / Oil price increase / Rising inflation expectations
Escalating geopolitical tensions / Increased safe-haven demand / Gold and dollar rise / Risk asset sell-off
Intensified military actions / Oil supply disruption / Global economic growth slowdown / Increased market volatility
Sources
China News Service / Yonhap News TV / Al Jazeera Middle East / The Hindu / The Korea Times / Le Monde International / Die Zeit Politics / ORF.at News / PBS NewsHour / France 24 #3 / The New York Times / Yahoo News - World / Ukrinform / Der Spiegel International / France 24 #2
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260412091323e3R
- [2] https://www.aljazeera.com/news/liveblog/2026/4/12/iran-war-live-historic-face-to-face-talks-with-us-continue-in-islamabad?traffic_source=rss
- [3] https://www.thehindu.com/news/international/us-iran-talks-extend-into-second-day-as-strait-showdown-deepens/article70852336.ece
- [4] https://www.koreatimes.co.kr/world/20260412/us-iran-talks-pause-for-now-disagreements-remain?utm_source=rss
- [5] https://www.chinanews.com.cn/gj/2026/04-12/10602264.shtml
- [6] https://www.lemonde.fr/international/live/2026/04/12/en-direct-guerre-en-iran-les-negociations-entre-teheran-et-washington-se-poursuivent-toute-tentative-de-navires-militaires-de-franchir-le-detroit-d-ormuz-fera-l-objet-d-une-reaction-severe-menacent-les-gardiens-de-la-revolution_6676633_3210.html
- [7] https://www.zeit.de/politik/ausland/2026-04/iran-krieg-verhandlungen-usa-islamabad-strasse-hormus
- [8] https://orf.at/stories/3426624
- [9] https://www.pbs.org/newshour/world/u-s-and-iran-hold-historic-direct-negotiations-in-pakistan-as-wars-fragile-ceasefire-holds
- [10] https://www.france24.com/fr/moyen-orient/20260411-washington-affirme-commencer-le-d%C3%A9minage-du-d%C3%A9troit-d-ormuz
- [11] https://www.nytimes.com/2026/04/11/opinion/trump-iran-war-middle-east.html
- [12] https://www.yahoo.com/news/articles/navy-tests-hormuz-blockade-expert-172203991.html
- [13] https://www.ukrinform.ua/rubric-world/4111582-dva-korabli-vms-ssa-pocali-rozminuvanna-ormuzkoi-protoki-cnn.html
- [14] https://www.spiegel.de/ausland/strasse-von-hormus-irans-marine-warnt-us-kriegsschiff-vor-durchquerung-a-e7da4550-99e4-4487-b95d-6815467ea8a6
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260412090741Hbt
- [16] https://www.koreatimes.co.kr/world/20260412/us-iran-talks-extend-into-second-day-as-strait-showdown-deepens?utm_source=rss
- [17] https://www.france24.com/en/middle-east/20260411-iran-us-negotiations-underway-in-pakistan-us-says-strait-of-hormuz-being-cleared
- [18] https://www.yahoo.com/news/articles/numbers-us-thrashed-military-targets-103019697.html
- [19] https://www.lemonde.fr/international/live/2026/04/11/en-direct-benyamin-netanyahou-soutient-qu-israel-a-aneanti-les-programmes-nucleaire-et-balistique-iraniens-les-etats-unis-affirment-que-deux-de-leurs-navires-ont-traverse-le-detroit-d-ormuz_6676633_3210.html
- [20] https://www.chinanews.com.cn/gj/2026/04-12/10602257.shtml
2026-04-11
2026-04-11
Updates
- Oil prices: Supported by Middle East and Russia-Ukraine supply risks, may rise further.
- Gold: Safe-haven demand pushes prices higher; monitor geopolitical event developments.
- US dollar: Strengthens as a safe-haven currency amid risk-off sentiment.
- Equities: Face geopolitical and inflationary pressures, risk appetite declines.
- Bonds: Rate hike expectations rise, yields may increase.
- Foreign exchange: Safe-haven currencies like the US dollar and Japanese yen benefit, risk currencies under pressure.
Linkage
Middle East conflict escalation / Oil supply risks / Oil price rises / Inflation rises / Rate hike expectations
Geopolitical tensions / Safe-haven demand increases / Gold and US dollar strengthen
US CPI exceeds expectations / Federal Reserve policy tightening / Global asset volatility
Trade uncertainty / Safe-haven asset demand rises / Market sentiment turns cautious
Sources
Xinhua Finance / Ukrinform / Al Jazeera Middle East / France 24 #2 / Google News - World / Nikkei Asia / Le Monde International / El País Internacional / Der Spiegel International / Times of India / The Independent
Reference Links
- [1] https://www.ukrinform.net/rubric-ato/4111356-invaders-strike-highrise-in-sumy-with-drone-casualties-reported.html
- [2] https://www.aljazeera.com/video/newsfeed/2026/4/10/us-iran-negotiations-in-islamabad-what-to-expect?traffic_source=rss
- [3] https://www.france24.com/en/middle-east/20260410-iran-sets-preconditions-ahead-of-ceasefire-talks-as-vance-warns-tehran-not-to-play-us
- [4] https://news.google.com/rss/articles/CBMiggFBVV95cUxPQ2d4akxuNWFVSkhyeUJpOHlJdExpc2ZkVW44NjNiVGJjdExCV3Nnam1iUklTTndtQ0xQOFB4UFA2VEtnX2lmSElETWxIeFpBQXdyQlR0NXBRNHZiWDN4ZHhINnRLSjhHdWNHMnlubmR5VWxpOUFuM1NtVkFCVENOMUlR?oc=5
- [5] https://asia.nikkei.com/economy/trade-war/trump-tariffs/trump-s-latest-global-tariffs-challenged-in-federal-court-friday
- [6] https://www.lemonde.fr/international/live/2026/04/10/en-direct-guerre-en-ukraine-malgre-l-annonce-d-une-treve-pascale-le-service-de-securite-d-ukraine-appelle-la-population-a-rester-vigilante_6676836_3210.html
- [7] https://elpais.com/internacional/2026-04-10/los-ultimos-ataques-israelies-en-libano-y-el-bloqueo-irani-del-estrecho-de-ormuz-ponen-en-peligro-las-negociaciones-de-paz.html
- [8] https://www.spiegel.de/ausland/ukraine-krieg-kyjiws-truppen-attackieren-russische-oelterminals-a-d4e9f8b2-892e-464c-9f38-5e258e66d585
- [9] https://timesofindia.indiatimes.com/world/us/we-are-loading-warships-with-best-weapons-trump-hints-at-big-op-if-iran-us-talks-fail/articleshow/130175216.cms
- [10] https://www.independent.co.uk/bulletin/news/bulletin-world-briefing-friday-10-april-2026-b2955434.html
- [11] https://www.xinhuanet.com/fortune/20260410/05d6312f9e134201bb0b6f53f49d0ddf/c.html
- [12] https://www.aljazeera.com/news/2026/4/10/new-tensions-emerge-before-us-iran-war-ceasefire-talks-in-pakistan?traffic_source=rss
- [13] https://news.google.com/rss/articles/CBMitAFBVV95cUxQN2p1TmlnSW85azJoOTM2MXFtSjNHS1RpN2piNXBkeUVGdHpORnd6TGkwVVJKTGh3UTc0dVY1d0NzaUJ4bzZqNXJ0QVJkaUFjNDZpRmdrWjd1UTV4eXNFTHhwUFFxSHBaVU82RVBDaWtieGxGNnMxVnMxbU80aUo1SGd3U2hMUUlyaWc1LWJyZXVDZ0VDVFhQdFUzd0dwSWRuS01ral9NS2U1RkE2NlN4cE5sNS0?oc=5
- [14] https://www.lemonde.fr/international/live/2026/04/10/en-direct-guerre-au-moyen-orient-le-president-du-parlement-iranien-exige-un-cessez-le-feu-au-liban-et-le-deblocage-des-actifs-avant-toute-negociation_6676633_3210.html
- [15] https://www.france24.com/en/video/20260410-us-and-iran-prepare-for-ceasefire-talks-as-netanyahu-authorises-negotiations-with-lebanon
- [16] https://www.independent.co.uk/news/world/americas/us-politics/inflation-trump-iran-war-usa-b2955258.html
- [17] https://timesofindia.indiatimes.com/business/india-business/sensex-jumps-919pts-as-west-asia-peace-plan-moves-ahead/articleshow/130182187.cms
2026-04-10
2026-04-10
Updates
- Oil prices: Plunge after U.S.-Iran ceasefire, but supply chain disruption risks support Brent and WTI prices above $95/barrel.
- Stock markets: Risk appetite rises, global stock indices may rebound, watch for rotation in energy and safe-haven sectors.
- Gold: Geopolitical risk eases, safe-haven demand declines, gold prices under pressure but still supported by inflation.
- Foreign exchange: Dollar may weaken due to rising risk appetite, euro fluctuates due to energy crisis.
- Interest rates: Falling oil prices ease inflation, central bank policy expectations lean dovish, bond yields may decline.
- Commodities: Aluminum, steel, copper affected by U.S. import restrictions, prices may rise.
Linkage
U.S.-Iran ceasefire / reduced geopolitical risk / lower oil prices / rising stock markets / decreased safe-haven asset demand
Strait of Hormuz closure / global oil supply disruption / higher oil prices / rising inflation / central bank policy tightening
Russia-Ukraine ceasefire / eased regional tensions / decreased safe-haven demand / rebound in risk assets / euro stability
Trump trade policy / global trade tensions / deteriorating risk sentiment / stronger dollar / pressure on commodities
Sources
Xinhua World / China News Service / Xinhua Finance / NPR Politics / Ukrainian National News (UNN) - Politics / The Hindu / NBC News Politics / Yonhap News Agency / Yonhap News TV / Al Jazeera Middle East / RT News / Deutsche Welle German News / Google News - World / Ukrinform / Federal Register
Reference Links
- [1] https://www.npr.org/2026/04/08/nx-s1-5776818/wall-street-stocks-oil-trump-iran-ceasefire
- [2] https://unn.ua/news/putin-oholosyv-velykodnie-peremyria-z-ukrainoiu
- [3] https://www.thehindu.com/news/international/iran-israel-us-war-west-asia-conflict-live-updates-on-april-9-2026/article70840935.ece
- [4] https://www.news.cn/world/20260409/d037e456c7be42ed80a590404ec1bdde/c.html
- [5] https://www.nbcnews.com/world/iran/strait-hormuz-shipping-traffic-effectively-standstill-iran-ceasefire-rcna267391
- [6] https://en.yna.co.kr/view/AEN20260410000451315
- [7] https://www.yonhapnewstv.co.kr/news/MYH20260410083045iUE
- [8] https://www.aljazeera.com/video/this-is-america/2026/4/9/us-iran-ceasefire-uncertainty-over-whats-next?traffic_source=rss
- [9] https://www.rt.com/news/637877-iran-war-eu-lesson/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [10] https://www.dw.com/de/waffenruhe-trump-stellt-annäherung-mit-iran-in-aussicht/a-76701125?maca=de-rss-de-all-1119-rdf
- [11] https://www.chinanews.com.cn/gj/2026/04-10/10601269.shtml
- [12] https://news.google.com/rss/articles/CBMiywFBVV95cUxOUG43N0U2MXF3b3RKdnkwaTRPeDZhWm1QZjJBYUhyMHB1N0pRdFgxaXZMWGFwT2dSSHFiRHFhdFZEQm14UVc5RlRaclNSR0dHS2I3ei1IeVE1b2NRUjE5NDNqd01SQ1lyTUZZam5WbmI0NlEzNmdTWUxFaWhSdmxzQndlYk1aOTFITHdISHB4RWZQTVlnZnMwLVhTV1RWUFFvSkdlUlNaeUYxMl9qRG9TdThRWGFieDJISndiei1UTGczUkxYYTBOTW1RNA?oc=5
- [13] https://www.xinhuanet.com/fortune/20260410/f1a5072f1da04bd588110bf9c7bb5a9f/c.html
- [14] https://www.ukrinform.net/rubric-polytics/4110989-putin-announces-easter-ceasefire.html
- [15] https://www.federalregister.gov/documents/2026/04/09/2026-06960/strengthening-actions-taken-to-adjust-imports-of-aluminum-steel-and-copper-into-the-united-states
- [16] https://unn.ua/news/zelenskyi-pohodyvsia-na-velykodnie-peremyria-yake-oholosyv-putin-ta-zaiavyv-pro-hotovnist-do-dzerkalnykh-krokiv
- [17] https://www.thehindu.com/news/international/putin-declares-ceasefire-in-ukraine-for-orthodox-easter/article70844673.ece
- [18] https://www.news.cn/world/20260409/be450cc8cf7d4952b19e8c0e2a8b768d/c.html
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260410080207ixS
- [20] https://www.rt.com/news/637873-america-has-reached-limits/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-04-09
2026-04-09
Updates
- Increased oil price volatility, monitor strait navigation situation
- US dollar index falls, euro and pound strengthen
- US stocks rebound strongly, risk appetite rises
- Increased demand for gold as a safe-haven asset
- Interest rate market reacts to Fed policy
- Tight global energy supply chain
Linkage
Strait closure / oil supply disruption / inflation rise / central bank policy response
US-Iran negotiations / geopolitical risk easing / oil price drop and risk asset rise
US dollar decline / improved global liquidity / stock market rise
NATO dissolution risk / geopolitical tension / increased demand for safe-haven assets
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
2026-04-08
2026-04-08
Updates
- Crude oil (WTI/Brent): Fell overnight on ceasefire news, but beware geopolitical risk premium remains, support levels look to pre-conflict levels.
- Gold: Safe-haven demand recedes with de-escalation, but will quickly regain support if negotiations falter.
- USD: Short-term attractiveness as safe-haven currency declines, but relatively stable US fundamentals still provide support.
- US stocks: Geopolitical risk easing benefits risk sentiment, but watch fundamental drivers like interest rates and earnings.
- US Treasuries: Weakening safe-haven demand may steepen yield curve, monitor inflation expectation changes.
Linkage
Middle East conflict intensity / Strait of Hormuz navigation status / Global oil actual supply and expectations / Oil price / Global inflation and central bank policy paths
US-Iran negotiation progress / Geopolitical risk premium / Global risk-off sentiment / Asset prices like gold, USD, Treasuries
Conflict spillover risk / Regional stability and global trade route security / Supply chain costs and global growth expectations / Cyclical asset performance
US internal political divisions on Iran policy / Policy coherence and credibility / Long-term attractiveness and risk premium of USD assets
Sources
China News Service / Xinhua World / Google News - World / Yonhap News TV / RT News / detikNews / Al Jazeera Middle East / Ukrinform
Reference Links
- [1] https://news.google.com/rss/articles/CBMirAFBVV95cUxOQWdMR2RQZEpSSnE3R1BPd1dPVVNvX21tYjhCbFZjcVJRMkozZVFxc3NKUFZid19fMTBZR2Zia3lhbmtLbDlXV21fSERfY3JNYkhEMktlNHZKVXdzaEk4UGlkcDBienpZWjl2OHpwQW9pRnBBaUh2aU5sQlBsVlNkM1FLLVowRXB4WFhWc2g3dmQxYjZzelJzNWhXRlROZjFmN2psUkJWbS1NcHF0?oc=5
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260408000339Jrv
- [3] https://www.rt.com/news/637586-us-strikes-irans-kharg-island-live/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [4] https://news.detik.com/internasional/d-8433834/as-israel-serang-pulau-kharg-hingga-jembatan-di-iran-jelang-deadline-trump
- [5] https://www.chinanews.com.cn/gj/2026/04-08/10600068.shtml
- [6] https://www.news.cn/world/20260407/d18e8a525d8f4ff289dc27c811313025/c.html
- [7] https://www.aljazeera.com/video/newsfeed/2026/4/7/trump-agrees-to-pause-attacks-on-iran-if-strait-of-hormuz-opens?traffic_source=rss
- [8] https://www.ukrinform.ua/rubric-world/4110231-slidom-za-ssa-izrail-tez-pogodivsa-na-dva-tizni-pripiniti-bojovi-dii-proti-iranu-cnn.html
- [9] https://www.zeit.de/news/2026-04/08/irans-aussenminister-kuendigt-oeffnung-der-strasse-von-hormus-an
- [10] https://www.bbc.com/news/articles/c8r40y3rv75o?at_medium=RSS&at_campaign=rss
- [11] https://www.nytimes.com/2026/04/07/world/middleeast/iran-war-trump-us-israel-oil-strait-of-hormuz.html
- [12] https://www.dw.com/en/iran-war-trump-announces-two-week-ceasefire/live-76700191?maca=en-rss-en-all-1573-rdf
- [13] https://www.yonhapnewstv.co.kr/news/MYH202604072357426WW
- [14] https://www.chinanews.com.cn/gj/2026/04-08/10600071.shtml
- [15] https://news.google.com/rss/articles/CBMipAFBVV95cUxPTm1PeUtWSkM2Q01OaUZfME5YM3F4WDNnVXQtT01LQUFWbGNEWkF6ZjZDdWNsNDQ0bFBybUxhSEo5UUV0Vm1TS3BhUXNGWDZXOXJzNXRLODVqd2Z4aURvRTFqRGZDSWhLeEUyVmk5X0tqZGRfWDFvd005cXpoYUNLWFJjeU1lRkx5bmZOdHgzcjB2U0Z6SnE4Z3VSdUlWMmhYX2lVaA?oc=5
- [16] https://www.news.cn/world/20260407/797d2505268b4defb0b9a7e2b0e8ddf3/c.html
- [17] https://news.detik.com/internasional/d-8434046/trump-tangguhkan-serangan-dewan-keamanan-iran-tangan-kita-di-pelatuk
- [18] https://www.nytimes.com/2026/04/07/world/middleeast/trump-iran-2-week-ceasefire.html
- [19] https://www.rt.com/news/637638-trump-iran-ceacefire-extension/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-04-07
2026-04-07
Updates
- Crude oil prices rise on supply risks, with Brent potentially breaching $100.
- Gold demand as a safe-haven asset increases, pushing prices higher.
- The U.S. dollar strengthens on risk-off sentiment, appreciating against risk currencies.
- Global stock markets face downward pressure, especially in energy-dependent economies.
- The Russian ruble and Iranian rial exchange rates fluctuate due to intensified conflict.
Linkage
Middle East conflict escalation / Oil supply disruption / Inflation rises / Central bank policy tightening
Strait of Hormuz risk / Global oil trade受阻 / Economic recession concerns
Ukraine attacks Russian energy facilities / Europe's energy crisis worsens / Euro depreciation
U.S.-Iran negotiation progress / Risk sentiment improves / Oil prices retreat
Sources
China News Service / Yonhap News TV / Google News - World / Al Jazeera Middle East / RT News / ANTARA News / Die Zeit Politics / Ukrinform
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260407000106tbx
- [2] https://news.google.com/rss/articles/CBMi-wFBVV95cUxNZFFCRlBwWHNqMUpxQWFwUTVHS3Jld3BVY2ExUFNJRDNUWUx2X3FpM1dtX3dfQ1hzaEhVejlGcDZSa2hVRjZuZnNOTXFudEM4dUFlRHJWWE1PV2lfTFpoMlVCVl91ZWdEZHZPY2E4V3h3dEh6UzhoQ1JRd01DM3BsYjZLbTVDWmM5YmU0eFB0LWNINTVlenFMS0wxZ1RnZFF3U25XdlZqeGlhbzlmN3Y1c3hoYzctcHVGV05zN2hCLUJZcFBFazJzLWNkemt5d0dzdE50amU3M3NobllWTjVlTkd3UXpBbENOM3lPajMwN0xocGxPcDlEMXp0QQ?oc=5
- [3] https://www.chinanews.com.cn/gj/2026/04-06/10599509.shtml
- [4] https://www.aljazeera.com/news/2026/4/6/where-are-irans-power-plants-that-trump-has-threatened-to-destroy?traffic_source=rss
- [5] https://www.rt.com/news/637429-iran-night-demonstrations/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.antaranews.com/video/5514373/irgc-selat-hormuz-tak-akan-pernah-kembali-ke-kondisi-sebelumnya
- [7] https://www.zeit.de/politik/ausland/2026-04/iran-madschid-chademi-geheimdienstchef-revolutionsgarden
- [8] https://www.ukrinform.net/rubric-ato/4109748-general-staff-confirms-strikes-on-novorossiysk-oil-terminal-and-be12-amphibious-aircraft.html
- [9] https://www.yonhapnewstv.co.kr/news/MYH20260406224226NBH
- [10] https://news.google.com/rss/articles/CBMisgFBVV95cUxQMnpFd1FWT0JmYXNZMmd5MTVzdm84bnEtS1N3Wm44a0Nrb2NCV2NXeG5DY2hsSWJYYWFFYjB5SksyMWNfdEJPQXhka1hDTGxPUGQzaWNVSEd1bkt4UWJUTEFsTEJFeDhiT1ZTT0dRejV6M2NfMTh6TWxDN2M5YU85UWR3aFU3Q2RpcTRQTHZyYnBMT3hIMk5jdnlvMHphWFUyZXZvMU5YS1I1V3JlOVQ3S1RR0gG3AUFVX3lxTFBTWEEtS0pNcGZsWUdRUHVDQlJLSVJMM0gtc3ZZWldYOHZ3b1l6QUltMjlNcXBKbUxIVlFDQi1PUjd4WnFmWFp3aFZCemhwcEtVdnJsX1ppeGZGUjFtTXAzUkw1Ql9RYS0xc1J3VnFDREFxbmgtcGctQjBTWC04RXNsRWFIZk9hYm5Wa0NDM0NmdndsamxjXy1FakpSYW5hQTk
- [11] https://www.antaranews.com/berita/5514365/as-israel-serang-30-universitas-di-iran-sejak-awal-konflik-28-februari
- [12] https://www.aljazeera.com/news/2026/4/6/ukraine-strikes-russian-black-sea-energy-hub-novorossiysk?traffic_source=rss
- [13] https://www.chinanews.com.cn/gj/2026/04-06/10599512.shtml
- [14] https://www.yonhapnewstv.co.kr/news/AKR20260406235051YOT
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260407000948Iak
- [16] https://news.google.com/rss/articles/CBMixgFBVV95cUxPeEtPRS00QThJQ3gxWUM1MXpENklRekdZWTlsZ1l0ejN6NFlwaVZ5RG9HdmdoQmxBalFHM1FlRWZfS3BMLURnSS1sc2VOUXF2OW03S3lYSW5vb0ZRVVdmX29FUkNSd3MtVzJoWjRmd2laVW13R0xCam9ESTRmZDZtUWtvcTBXaDBrVWVwWTFPOUEtT1M3MzRIS1hnTG1BMEFrX0VqRXR5azRzQlBxZm15eFktTFVYYk9lVTFoR1Vab3R0STdoLXc?oc=5
- [17] https://news.google.com/rss/articles/CBMiiAFBVV95cUxPR2JlSVpraHJZeDN5MFFBOHRMLWk0VEt5NEFPSnVwa1pCTHI0eDJ3Q0tiREdpSzRGYmlCcm9wQ3pDX3lkVHZGejYwMGxDYXVnZU5OMFBEYTIyc3RDRTBWNnpfQ0phb1NMM2Nrd3JJWkw3QkVKX3J1LVRPZUZSTGtJNUhYNlBPYjBQ?oc=5
- [18] https://www.aljazeera.com/economy/2026/4/6/in-maps-and-photos-five-iranian-civilian-bridges-at-risk-of-us-strikes?traffic_source=rss
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260406224344Cz8
- [20] https://news.google.com/rss/articles/CBMiuAFBVV95cUxQYkg1WnlBNjRXLXdHclNNd1pyRi10LUt6VlF1TDB0UHdqUF9FYUhFQjVmZ0doQ2prUnBBYUk4a3JjalFxYjUyZmEyVk4zejR3ZDlERnM0RTJfbVVQaHBkbjYtV1VpMkRKeEYtVmdWeEh4Y3pKYjNIZ0o1WXNSMzVjU2VQc1MzUFNrUEpQS2Zacmxod1Z0LUllVUd0c3FuSUp4QWxSMFVPY21tYTI4elBMSm0yTlN1WU1L0gG-AUFVX3lxTE1sU2pETk50dU5nclhCYndfWllvTXkxNk9lcjFHdnJJclItU2hUWUlMWXRBSW96R3lNdW9fSTVNaEVuZTF5cWJacjNFMWc3b1J4RFhNZGRXS0lmRjBIWENVQnFkUXJySWI5SmR6cXozVWMyYWRTZDNyTDhZMEt0YWlZajJ0UGdGaE1IRGJMckRjYzdtTnhWclc3bXR
2026-04-06
2026-04-06
Updates
- Oil prices rose due to Strait of Hormuz risks and Iranian attacks, with Brent crude potentially testing highs.
- Demand for gold as a safe-haven asset increased, with prices likely to climb due to Middle East tensions.
- The US dollar may strengthen due to safe-haven capital inflows, but petrodollar flows complicate the picture.
- Global stock markets, especially energy and defensive sectors, will be affected by geopolitical risks.
- Bond yields may fall due to risk-off sentiment, but inflation expectations push up long-term rates.
Linkage
Iran conflict escalation / Strait of Hormuz closure / Global oil supply disruption / Oil price increase and inflation rise
US-Iran military confrontation / Middle East instability / Safe-haven asset demand rise / Gold and US dollar strengthen
OPEC+ production increase / Supply increase expectations / Oil price volatility / Risk asset adjustments
Geopolitical tensions / Global growth concerns / Stock market decline and bond yield decrease
Sources
Yonhap News TV / Le Monde International / El País Internacional / Al Jazeera Middle East / Google News - World / Ukrinform / El Mundo - International News / ORF.at News
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260406075350GcU
- [2] https://www.lemonde.fr/international/live/2026/04/05/en-direct-guerre-en-iran-donald-trump-repousse-l-ultimatum-adresse-a-mardi-soir-vous-allez-voir-des-ponts-et-des-centrales-electriques-s-effondrer-a-travers-tout-le-pays_6676633_3210.html
- [3] https://elpais.com/internacional/2026-04-04/ultima-hora-de-la-guerra-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [4] https://www.aljazeera.com/news/liveblog/2026/4/6/iran-war-live-tehran-rejects-trumps-tuesday-deadline-on-strait-of-hormuz?traffic_source=rss
- [5] https://news.google.com/rss/articles/CBMiWkFVX3lxTE9xQUhSalZYRUpHRTR4a1dtUktxeU5ULTRnNS1vR0RONkxhaTNFZzBwOVBQbTk5Y2QxbkJoczlnaWZBcmdkWlN1cEI3WWN6T2U1ZFRwYnVUZDBWZw?oc=5
- [6] https://www.ukrinform.ua/rubric-world/4109433-tramp-ogolosiv-novij-krajnij-termin-dla-iranu-sob-rozblokuvati-ormuzku-protoku.html
- [7] https://www.elmundo.es/internacional/2026/04/04/69d13b44e4d4d89b5e8b4587.html
- [8] https://orf.at/stories/3426028
- [9] https://www.zeit.de/politik/ausland/2026-04/opec-foerderung-erdoel-iran-krise
- [10] https://www.chinanews.com.cn/gj/2026/04-06/10599292.shtml
- [11] https://abcnews.com/International/trump-blowing-country-iran-deal-reached-48-hours/story?id=131744086
- [12] https://www.bbc.com/news/articles/cvg0q6wdzp1o?at_medium=RSS&at_campaign=rss
- [13] https://news.liga.net/war/news/ofitsialno-ukraina-nanesla-udar-po-zavodu-lukoila-bolee-chem-v-1000-km-ot-linii-soprikosnoveniya
- [14] https://www.yonhapnewstv.co.kr/news/AKR20260406091907xC4
- [15] https://news.google.com/rss/articles/CBMiwwFBVV95cUxNa0YxRFgzNTB6RTIxbVFKbURISmpWM2R4Y1N0VUlzamhJQjU0dUdyU1YyMmJIRHpiREoxSzJlN0hFanE0OENZcWZ4WUtRVnhVRmtLb011eGxIWFd4bUd0eGhXdUptaVFjOC1sWTdsWnF3ZkdKQjdLallNZXVsOGM5SFRtVmtEWkdCRE5jcnlBU0htNndib0V0aGtXUmtIRGpiQU5pZFJJaENtWFVzZXlCX0VoZHFBdThxZHozSUR3RzhBZGM?oc=5
- [16] https://www.elmundo.es/internacional/2026/04/04/69d13870e9cf4a79038b457f.html
- [17] https://www.zeit.de/politik/ausland/2026-04/donald-trump-iran-ultimatum-hormus
2026-04-05
2026-04-05
Updates
- Oil prices (e.g., WTI, Brent) rise due to Middle East supply risks.
- Demand for gold as a safe-haven asset increases, putting upward pressure on prices.
- The USD may strengthen due to risk-off sentiment, especially against risk currencies.
- Stock markets (especially tech stocks) experience increased volatility due to trade tensions and geopolitical risks.
- Monitor the release of US inflation data, expected to surge for the first time due to geopolitical conflicts.
- Bond market yields may decline due to safe-haven demand.
- Commodities such as crude oil and gold become market focal points.
- Iran shoots down 2 fighter jets and 3 drones from the US and Israel, further escalating tensions in the Middle East, with no signs of easing in the conflict between the US/Israel and Iran.
Linkage
US-Iran tensions / Oil supply disruption risk / Rising oil prices / Rising inflation expectations
Geopolitical conflict escalation / Safe-haven demand / Gold and USD rise
Trade sanctions / Global supply chain risk / Stock market volatility
Increased defense spending / Widening fiscal deficit / Interest rate pressure
Sources
China News Service / Times of India / Google News - World / detikNews / Valor Econômico Politics / Yahoo News - World / BBC News (Top) / O Globo Politics
Reference Links
- [1] https://timesofindia.indiatimes.com/world/middle-east/watch-trump-claims-many-of-irans-military-leaders-killed-in-massive-strike-shares-video/articleshow/130029871.cms
- [2] https://www.chinanews.com.cn/gj/2026/04-05/10598980.shtml
- [3] https://news.google.com/rss/articles/CBMivwFBVV95cUxPOTB5bHJDZGp3M2ZVSUpJeGZnTDFvOGFhMDh6ODlDTlotQnlwVnJ4d1lPZTZCSV9CblY3V1hSeEFpOGZHVWViUEJYeVVPc0h2d3UwOUN0YXJTMG1fWm8xOTRhOG1Ld3U1eWdZY0RvX1VhbDB6RWRSZzh2YnJ6M05JQWVzMWRHWFdWQUtVdExRcU9jZ0ZPUDhJaDJkTGJIVXBFLUU3TXpaakpfSFVYOWFxYzVlTW5KTEk1ek9Zc3ZuVQ?oc=5
- [4] https://news.detik.com/internasional/d-8429643/hari-kelam-as-israel-saat-2-jet-tempur-dan-3-drone-dilumpuhkan-iran
- [5] https://valor.globo.com/mundo/noticia/2026/04/04/ataque-de-israel-a-petroqumicas-no-ir-deixa-ao-menos-cinco-mortos-e-170-feridos.ghtml
- [6] https://www.yahoo.com/news/articles/trump-administration-proposes-expanding-chinese-141748633.html
- [7] https://www.bbc.com/news/articles/c5y90jl8veyo?at_medium=RSS&at_campaign=rss
- [8] https://oglobo.globo.com/economia/noticia/2026/04/04/inflacao-dos-eua-deve-disparar-na-primeira-leitura-desde-a-guerra-com-o-ira.ghtml
- [9] https://www.france24.com/en/asia-pacific/20260404-trump-gives-iran-48-hours-to-make-a-deal-as-search-continues-for-missing-us-pilot
- [10] https://www.aljazeera.com/video/newsfeed/2026/4/4/tehran-psychiatric-hospital-not-usable-after-us-israeli-strike?traffic_source=rss
- [11] https://www.thehindu.com/news/international/trump-gives-iran-48-hours-to-make-deal-or-face-hell/article70824622.ece
- [12] https://abcnews.com/Politics/white-house-asks-record-breaking-15-trillion-defense/story?id=131683487
- [13] https://www.chinanews.com.cn/gj/2026/04-05/10598976.shtml
- [14] https://news.google.com/rss/articles/CBMiowFBVV95cUxNWkNya1ZKR25aN2tadGxuN25YX3JyY29KTGprQXpPY3ZydVBaUmdjRFdCWko4NnE1QUp5d2V6UFM3TkZRZG5ZZ1RHeUgzT1ZxS0RkcnFfcW42LTlId2xUWXNKcW9JX1BHR1pwWFEwVWNZdjMxV1FUNnI1R2V0N0ZreElnSnFVZGhXbFBVSGdERFlnSVB5NHk2UmFkeE5ZRjI3MFQ0?oc=5
- [15] https://oglobo.globo.com/mundo/noticia/2026/04/04/nova-etapa-de-ataques-dos-eua-ao-ira-deve-usar-quase-todo-o-estoque-de-misseis-de-cruzeiros-disponivel-no-pais.ghtml
- [16] https://www.aljazeera.com/news/2026/4/4/universities-hit-as-us-israel-ramp-up-attacks-on-irans-infrastructure?traffic_source=rss
- [17] https://news.detik.com/internasional/d-8429487/tuan-rumah-pangkalan-militer-as-dapat-ultimatum-dari-iran
- [18] https://valor.globo.com/mundo/noticia/2026/04/04/israel-se-prepara-para-atacar-instalaes-de-energia-do-ir-e-aguarda-aprovao-dos-eua-diz-fonte.ghtml
- [19] https://www.bbc.com/news/articles/cm2k1dgz142o?at_medium=RSS&at_campaign=rss
2026-04-04
2026-04-04
Updates
- Oil prices may rise due to supply disruption risks from Iran's attack on a Kuwaiti refinery and the Hormuz Strait blockade.
- Gold and the US dollar may benefit from safe-haven demand, with geopolitical tensions boosting safe assets.
- US stock markets may face dual impacts from conflict and interest rate hike expectations, increasing volatility.
- Foreign exchange market: US dollar strengthens, supported by employment data and safe-haven demand.
- Bond yields may rise due to Federal Reserve interest rate hike expectations.
- Concerns about a global economic slowdown intensify, potentially pressuring risk assets such as emerging market stocks.
- Iran shot down a US military aircraft and attacked Kuwaiti oil facilities, while the US threatens to escalate strikes against Iran, intensifying regional tensions.
- US-Iran conflict escalation / Oil supply disruption risk / Rising oil prices and safe-haven demand
Linkage
US-Iran conflict escalation / Oil supply disruption / Rising oil prices and global inflation
Hormuz Strait blockade / Global trade disruption / Economic slowdown and market risk-off
Strong US employment data / Federal Reserve interest rate hike expectations / US dollar appreciation
Geopolitical tensions / Risk-off sentiment / Increased demand for gold and the US dollar
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
2026-04-03
2026-04-03
Updates
- Oil: NYMEX crude futures surge over 11% to $111.54/barrel, monitor Strait of Hormuz risks
- Gold: Safe-haven demand rises, prices may increase due to Middle East tensions
- US Dollar: Safe-haven currency attributes strengthen, but improved trade deficit may provide support
- Equities: Global risk sentiment deteriorates, energy stocks benefit but overall market under pressure
- Currencies: Euro weighed by EU energy crisis concerns, Yen may strengthen on safe-haven flows
- Interest Rates: Rising inflation expectations may put upward pressure on bond yields
- Commodities: Aluminum and copper affected by US tariff adjustments, price volatility increases
- Energy Stocks: Rising oil prices benefit oil companies, but geopolitical risks limit gains
Linkage
Iran war / Strait of Hormuz disruptions / Reduced oil supply / Oil price increase / Rising global inflation
US imposes pharmaceutical tariffs / Heightened trade tensions / Supply chain disruptions / Rising risk-off sentiment / Equity market decline
Middle East conflict escalation / Rising geopolitical risks / Increased demand for safe-haven assets / Gold and US Dollar strengthen
Sanctions discussions / Shipping risks / Rising energy costs / Economic growth slowdown / Central bank policy adjustments
Sources
China News Service / Xinhua Finance / Al Jazeera Middle East / Yonhap News TV / Global News / BBC News (Top) / Google News - World / RT News
Reference Links
- [1] https://www.aljazeera.com/video/newsfeed/2026/4/2/oil-shock-triggers-global-price-spikes-as-iran-war-drags-on?traffic_source=rss
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260403090743K1l
- [3] https://globalnews.ca/news/11757640/donald-trump-tariffs-pharmacutical-drugs-steel-aluminum-copper
- [4] https://www.bbc.com/news/articles/cx2d0md89v2o?at_medium=RSS&at_campaign=rss
- [5] https://www.chinanews.com.cn/gj/2026/04-03/10597911.shtml
- [6] https://news.google.com/rss/articles/CBMiiAFBVV95cUxPWkhISW1vdTUyWGpsZXhEVXNmeXJxbEVIeFFsaGcwY01WWmRiaUZHYUJ3TE5zX0s3OUZIVmY4dGNkNFIxZ2wtd2tFWV9vdWg3TkttWGZBTWYxcklKNk90VE1uZHhkS0ZyX1JvYTdmYUtsQVlSWEoyc004NmhSTWlNcmx6SVlrUTVx?oc=5
- [7] https://www.rt.com/news/637100-orban-eu-ditch-russia-sanctions/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] https://www.xinhuanet.com/fortune/20260403/662cabeae8c34e56b0bd2499be4bf50c/c.html
- [9] https://www.zeit.de/wirtschaft/2026-04/usa-zoelle-donald-trump-arzneimittel-stahl
- [10] https://www.newindianexpress.com/world/2026/Apr/02/trump-says-us-destroyed-irans-tallest-bridge-tehran-attacks-american-fighter-jets-at-jordan-airbase
- [11] https://www.ukrinform.net/rubric-polytics/4108544-un-secretarygeneral-warns-world-on-edge-of-wider-war.html
- [12] https://ustr.gov/about/policy-offices/press-office/press-releases/2026/april/liberation-day-one-year-later-protecting-american-jobs-and-delivering-greater-market-access-american
- [13] https://orf.at/stories/3425775
- [14] https://www.standard.co.uk/news/politics/yvette-cooper-iran-foreign-secretary-strait-of-hormuz-tehran-b1277524.html
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260403091250TSJ
- [16] https://www.aljazeera.com/news/2026/4/2/trump-unveils-100-percent-tariff-on-drugs-to-push-for-pharmaceutical-deals?traffic_source=rss
- [17] https://www.chinanews.com.cn/cj/2026/04-03/10597907.shtml
- [18] https://www.zeit.de/news/2026-04/02/100-prozent-auf-arznei-us-regierung-erhebt-neue-zoelle
- [19] https://news.google.com/rss/articles/CBMirgFBVV95cUxQczRQTWhBdHIxRWliUHFoUElFTUZPR19PTC1DbG0xN01sOWpKWmFtQkxnZ2NZMkMxMTlSSm8tZ3dsRi05bWNtOWl3R05ORTN4LTQwVXAtVnI1OWY0Y0JSU1dTaFh3d0xKZGh0ekdiOWJBOVUwSm40QUc5LTFvV3hGem4zcTNRZGpMUGQzMEo1b3hiLUtwQWw0WGxWUzlzTFVNdlBnaEV3MmQxWlBSaXfSAbMBQVVfeXFMTlg4ejJxSEZqeUlZX1RaNmdJc21NWXRwUXFLRV8yWGJZc0hTblBoa1hEY0ZmV2FiNzI1S1BDTGdxaUl5RUR6YVpoMGZ5cUJscWJlbS1OcE1BN1FXVTFBSU1Ubm5ycVQxeGZfbUR3aHl0ekZOS0NrYXFWVVc5TXotY2FITFFHSWM5cmxzVWxXT2IwSVdFb0EzQi1BcEF2dEhwX3Y2V1V
- [20] https://globalnews.ca/news/11756857/gas-prices-easter-long-weekend
2026-04-02
2026-04-02
Updates
- High oil price volatility, Brent crude may fluctuate around $100/barrel
- Safe-haven assets like gold and USD see rising demand, prices may continue to climb
- European stocks affected by geopolitical risks, may open higher but face pressure later
- U.S. stocks sensitive to Trump's address, may fluctuate with risk sentiment
- FX markets: USD may strengthen against safe-haven currencies (e.g., JPY, CHF)
- Bond markets: Safe-haven demand pushes Treasury yields lower
- Commodity markets: Natural gas prices rise on sustained supply shocks
Linkage
Middle East conflict escalation / Oil supply disruption / Global inflation pressure / Central bank policy adjustments
Trump's NATO remarks / Global security uncertainty / Safe-haven asset demand / Market volatility
Energy crisis / Western recession risks / Stock market declines / Risk-off sentiment rises
Russia-Ukraine conflict spillover / Geopolitical risks intensify / Gold and USD rise
Sources
Xinhua World / Xinhua Finance / Al Jazeera Middle East / BBC News (Top) / BBC News (Business) / PBS NewsHour / Ukrainian National News (UNN) - Politics / Google News - World
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/4/2/iran-war-live-trump-to-address-nation-tehran-denies-seeking-ceasefire?traffic_source=rss
- [2] https://www.news.cn/world/20260402/33177de39fe3445f9a61ae9037bade69/c.html
- [3] https://www.xinhuanet.com/fortune/20260401/9c763c423582452e84358382a1d6fbf7/c.html
- [4] https://www.bbc.com/news/articles/c78l70g124jo?at_medium=RSS&at_campaign=rss
- [5] https://www.news.cn/world/20260401/5c76f8eba9eb47b092d05f092929af41/c.html
- [6] https://www.news.cn/world/20260402/e724e267b7fe4019b374dadc569c27b4/c.html
- [7] https://www.news.cn/world/20260401/a2fef62739bd4b41a0bea9e0cf206c9a/c.html
- [8] https://www.bbc.com/news/articles/c2489v97842o?at_medium=RSS&at_campaign=rss
- [9] https://www.pbs.org/newshour/show/trump-signals-iran-war-could-end-soon-but-gives-mixed-signals-on-how
- [10] https://unn.ua/news/tramp-zrobyv-zaiavu-shchodo-vykhodu-ssha-z-nato
- [11] https://unn.ua/news/sohodni-dovoli-nasychenyi-dyplomatychnyi-den-zelenskyi-nazvav-masovanu-ataku-rf-rosiiskoiu-vidpoviddiu-na-dyplomatiiu
- [12] https://news.google.com/rss/articles/CBMif0FVX3lxTE4xb3ZESG5sSVBvUldEcWdRUXVkc3d0QmtzTkJNOVR2bWl4MGVxZVNmQWhROEhoVEVvYkFYdVFUajBzaWFPc2w4RHNaY2t6WDM5bmo3SUdWV3U4NzFjcjA3OEp6UnEyV1ZlUEZ1YWpwaV83VXkzQjl0Z3F4eXNtQ1E?oc=5
- [13] https://news.google.com/rss/articles/CBMiowFBVV95cUxQbXpVX3k4YXdlNko5NE1jZkFoRGNnTXVGcnhPbDJ1dXdoQVBLeml2bmRKMEhuUXhzTzhoZ2Nuck12ZWg5Ti1jaVpXNjI0dHVsdnpNaGZUejU1V1FWaFUyRjJQUFE5cktuMDhoVFhYcy1wbWRYLWRsc0dURDlHa0Y2RTBHQ2FVSGg1VGE3amVKbXRqczBKT3ZyY0Zrc2pZeWhoVnpz0gGoAUFVX3lxTE9Tc1NqbERCYXZDY0F0cU93NmR2S2xfMWRnZkRHSllKcHdYaHY1bVNva25XSGIybkhPQVlLZjAwTkNIYzFrYUY1YWsyTV9NRTU4OWptUjhFY3NQZTRGdkVYOE5LWHA4bmZvU0NSNVRoME5fV1cxZmgtYnFrbUlPTVRJdG1lVHcxNmdZUEktTkZhWG1jOUoxdmJrR3UtVlhFRVVDUEJmSi1TNw?oc=5
- [14] https://www.ukrinform.ua/rubric-world/4108174-tramp-vistupit-sogodni-vveceri-zi-zvernennam-pro-peremogu-u-vijni-proti-iranu-politico.html
- [15] https://news.google.com/rss/articles/CBMisAFBVV95cUxOVnBCaHJjSm1wOHRTS2c1UmhYWXlyeFBwUWxmUTdUenh3NGxKeEJRcURKVEFjWDBwdXJvZHQ5NWFvNTBHNGZrNXFWdjR6Q2R0MDlicHUtYkVIWGtYaGVKZnVvcmZDWWhrcDhqaTBqMFd6ZzdROVFxNjRuZHBIVVdfb2c0aUNQbThDREc3Z1VfTm8yZ3ZzS0lXT0c0VkZvLVBwU2RDNkU3b0FFa3daY25ISg?oc=5
- [16] https://news.google.com/rss/articles/CBMigAFBVV95cUxQd3pIQndwVTNkZFgzZUVqQmFldUQ4Q2RvR0Y4dkdnb3Z5NGloNllJWlUzY0QtYldPT05tSjYya0hxMmVaY20walNxeWZ5X0FOWkc1QnFlMWV3eERxVGZpSXlXbmZoS2thaVhTQ1FnU3NfeGlMeHNld1lvUTdmSTNyNNIBhgFBVV95cUxNblp6MFR0azlvSWlfOXZYSlQ0Q0hsT1lkS1BXN2lTODlHMmdENFdKZWZ4Zlk1VGhpWUtRamNjaFRScG9ycWU5Q0JLTDhvM3lXbkxVWTNISjRSVUF3cjJjeVpRUDlNdWdLU1NZY0NDYlQ3UUhXbV9GVVVkSjJGSGFaSV82WF9ZZw?oc=5
- [17] https://news.google.com/rss/articles/CBMipwFBVV95cUxOQUtoOFhoajBOVWFhRUhJc3pxREFDQUt4ZzRJRmFXSHc4OE1WcHRvWElsMTdiVUtZeFNzZGFmOW95c2ZGcWRFRURoVTlvd1FqeUNDNWZYMjBjTURmUWFJNGpZaTBwaFZYNzFqc1FTdkdRT1RqVDBUc3JGOTh4OFprWWdSajlxS0NDRmJjUy01blVUX29reTRNZEM2cjFJMTUxaWlQWTVmMA?oc=5
- [18] https://finance.yahoo.com/economy/policy/article/ahead-of-national-address-trump-says-strait-of-hormuz-must-be-open-free-and-clear-before-ceasefire-talks-161325922.html
- [19] https://www.aljazeera.com/video/newsfeed/2026/4/1/smoke-and-embers-seen-over-irans-isfahan-after-strike?traffic_source=rss
- [20] https://unn.ua/news/tramp-sohodni-oholosyt-pro-zavershennia-viiny-z-iranom-ta-vysune-ultymatum-nato-politico
- [21] https://valor.globo.com/mundo/noticia/2026/04/01/rssia-diz-que-assumiu-o-controle-total-da-regio-de-luhansk-no-leste-da-ucrnia.ghtml
- [22] https://news.google.com/rss/articles/CBMiwAFBVV95cUxOZms5Smk3QThZbjZrNndNN0JzVHVXWlBZZlRiRmdxQWNfMVJheFhOX0VHWFlJSFljTG1FUnFXbFR5WkQ5a1JjU0Z5ZmpiRUNiTlJIVDN4QXpUdmplMkZBNlVPeXl2NzYxNDMyalJiOVJ1a3V2ZVJkM1hlZTdILVZfdDM0ZXlCT0RuM05SUmVrbmYxY3J3N0w5LXMxOGFyeENlWTFQYVZJVkdhQ0w2eDRkaG5KSG5IaWd5U3hQSFRxWm8?oc=5
- [23] https://news.google.com/rss/articles/CBMixgFBVV95cUxNcjRCbG93VGRqVlVZeWpyLWtxcXJSbEtFX0d1VE5PQ2VnaGYyVktxMDhFVlQ0a1A4QnlhUjU2SVlSVWlucU5QdkEzZWFMblZQcmVmYVBhN2N4dm52SXRCS0dYZGdmRWdfazNqUU8xZVY0TUY1R3N5czc3MXdWQ2pYLVhWZmlTblIxbm55RFhTdk1FS1Z6THE4MTRTOVp4aWtGdDg3RFhpZEVGaHNmRVB6RHc4ZEVjb2prcXFNa01OVDJFUnY1aEE?oc=5
- [24] https://www.aljazeera.com/video/newsfeed/2026/4/1/central-israel-hit-by-one-of-irans-largest-missile-barrages-in-weeks?traffic_source=rss
- [25] https://unn.ua/news/rosiia-vidpovila-masovanoiu-atakoiu-droniv-na-propozytsiiu-ukrainy-pro-velykodnie-peremyria-zelenskyi
- [26] https://www.rt.com/news/636985-starmer-albanese-iran-energy/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [27] https://news.google.com/rss/articles/CBMiWkFVX3lxTFBCel9UNjBCMnFjc2tsQVBmVFpSX3BPbjh3bzVFRFc3QklvQmpaRUZiNGxpZmVqb1VQM0hGRWJ4NWFscHVrSGNtNzV4VDZPLUpiTklnZkVOUzZDUQ?oc=5
- [28] https://valor.globo.com/mundo/noticia/2026/04/01/trump-ameaca-cortar-armas-para-ucrania-se-europa-nao-apoiar-coalizao-para-ormuz.ghtml
- [29] https://www.rt.com/news/636981-iran-war-us-israel-trump/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [30] https://www.npr.org/2026/04/01/nx-s1-5770093/trump-address-iran-war
2026-04-01
2026-04-01
Updates
- WTI crude oil price volatility, influenced by Middle East conflict news and negotiation signals
- Gold price as a safe-haven asset, demand increases due to uncertainty
- EUR/USD exchange rate faces dual pressure from inflation data and geopolitical risk, may come under pressure
- US stock market may rise on conflict easing signals, but beware of geopolitical reversal risk
- US Dollar Index may benefit from safe-haven demand and Fed policy expectations
- European stock markets perform weakly due to economic slowdown concerns and inflation pressure
- Monitor oil supply disruption risks and energy price trends
Linkage
Middle East geopolitical events / Oil supply risk / Global inflation pressure / Central bank policy response
NATO alliance dynamics / Geopolitical uncertainty / Safe-haven asset flows
Energy price changes / Consumer confidence and economic activity / Corporate earnings and market sentiment
Sources
Xinhua World / Al Jazeera Middle East / RT News / Google News - World / Nikkei Asia / O Globo Politics / EL PAÍS América / The New Indian Express
Reference Links
- [1] https://www.aljazeera.com/news/2026/3/31/us-israel-launch-major-attacks-as-iranian-authorities-maintain-defiance?traffic_source=rss
- [2] https://www.news.cn/world/20260401/4c4cac52441b485dbd6a8df270ff155b/c.html
- [3] https://www.news.cn/world/20260331/38b5771ae34c407f81670651669100ff/c.html
- [4] https://www.news.cn/world/20260331/732d80efd7f9462f8d3b745e1ee64101/c.html
- [5] https://www.news.cn/world/20260401/4fa12e0e7874490a86812ff9c4188bb1/c.html
- [6] https://www.news.cn/world/20260401/18d6a28a2bc847bdb7d6e8b8bdc7b7fe/c.html
- [7] https://www.news.cn/world/20260401/8f2ffd6270b542fba98a9d8cbae5a0b7/c.html
- [8] https://www.news.cn/world/20260331/048988fff40141b7aecf9cd2c5373dfb/c.html
- [9] https://www.news.cn/world/20260331/55e6f8748c3a4d8faeec9c26b56c1f89/c.html
- [10] https://www.aljazeera.com/video/newsfeed/2026/3/31/trump-says-us-will-be-leaving-iran-in-two-to-three-weeks?traffic_source=rss
- [11] https://www.rt.com/news/636893-nato-without-america-shift/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [12] https://www.aljazeera.com/news/2026/3/31/after-strait-of-hormuz-opens-turmoil-would-still-last-months-analysts-say?traffic_source=rss
- [13] https://www.aljazeera.com/video/newsfeed/2026/3/31/eu-warns-oil-and-gas-prices-wont-quickly-return-to-normal-after-iran-war?traffic_source=rss
- [14] https://news.google.com/rss/articles/CBMitgFBVV95cUxOdDBCeWVSazlVOWZVR2JNQkVxbTloSjAtOUZtaDBadkwzNW9zZHcyWHNQaFhqNGJYQm1kMlp6UEkxLWRaU1FBLVBmYUNMMEs3UUFSejJpVjMzclFkcjl2Yl8wZ3p5a0N5Tm9TWGNyS3htQ3haRFVlb1g4T3V2ejJGSHhIZlExR01kNDFHU0tydk9BWWswV0R6QjJVWFp0VnhLWVhpdXVmN3A1elpyRXdoQXRKTGJ4dw?oc=5
- [15] https://news.google.com/rss/articles/CBMiuwFBVV95cUxPTGI1RDRzSnZ0MW9jTlhyd0tGNFdjQk5EQkwtS3U3UjJXUzFxR05NRVlmT01WLUtEeGlTZzhiUExVbEpENElQT05YckFqcS1URTRZQUZtMzZ1UF9YSXFUYVNlT2ttbjRaTFlhUXVkQmJHVV9oUUFtNjA2N1VzVFpOS0QxNFkzeWozYmFOYWx0bFZ3YzJESUtxZ2RfREtYR2RiaWFQS2VBRzdhcUpUNTBVRGQyMkYweHFHd0Ew?oc=5
- [16] https://asia.nikkei.com/economy/trade-war/trump-tariffs/us-rushes-to-set-up-refund-portal-to-pay-back-166bn-in-trump-tariffs
- [17] https://news.google.com/rss/articles/CBMif0FVX3lxTE53b3lVZW5GdzFVOU5YSGZoOFJDVWNORVl2SHZZTjBQNjhlY05tY2R6RzdpcF9yWWxEMUZ4MllSNU92SDhnRkQ3clBsZU5lV3ltcVA5YllGWVlOemV1TzlEZ2stNk5XMU1uZ3hsVTMzQXJOWFN5eEVmS2F1SkVjQms?oc=5
- [18] https://news.google.com/rss/articles/CBMikgFBVV95cUxQTEJJSWs3ZWoxYi1rSWs2YXd3VWFMNGs0UEtERkM5OVcwNm44V3dxcVd0anUzb3A1SFZ0MndLU3dHYnROR1FaekxYNDRPaUlMTUQtbHlFWDZXajhWeXRKRmJfUDVnSTYwSDdBX3h6eHVLNncxU2NsSS1zYjcwUzd4MnZwMTdqM1BwaTNNR3BOcEQwdw?oc=5
- [19] https://oglobo.globo.com/blogs/miriam-leitao/post/2026/03/crise-do-petroleo-uniao-europeia-ja-pede-menos-viagens-de-aviao-e-mais-home-office.ghtml
- [20] https://elpais.com/economia/2026-03-31/wall-street-sube-y-el-petroleo-cae-ante-la-disposicion-de-iran-de-negociar-el-fin-del-conflicto.html
- [21] https://www.newindianexpress.com/world/2026/Mar/31/we-changed-face-of-middle-east-netanyahu-says-war-on-iran-not-over
- [22] https://www.rt.com/news/636876-putin-steps-up-iran-war-live-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [23] https://www.aljazeera.com/economy/2026/3/31/hiring-in-the-us-drops-to-pandemic-lows-as-job-market-under-trump-stagnates?traffic_source=rss
- [24] https://www.aljazeera.com/video/inside-story/2026/3/31/whats-behind-donald-trumps-interest-in-irans-kharg-island?traffic_source=rss
- [25] https://www.newindianexpress.com/world/2026/Mar/31/china-pakistan-outline-five-point-plan-to-end-us-israel-war-on-iran
- [26] https://news.google.com/rss/articles/CBMiZ0FVX3lxTE90dHZRdWlORGY0UVFheG5CTUVaYXhmZ2xsdHpzTERQaUMtUjllc0lXMC1udVJMTlJFVTB5ckljUGx5RFZuREtab2JVcVRRNDBiUi1mV3o0NV9FWGlsRHlRY0lXNGFZRjA?oc=5
- [27] https://news.google.com/rss/articles/CBMif0FVX3lxTE9MYWZqOWJKMmJsOWl2ZmtOcG1qUHlLWk02b1NzUlFvU2Z0ZVRTaFpYZHRZX01URFM2OExMUmNQTGRWU1NFNlQxMkxpa292TDRYbWJMSGw1R2htR3lpT1l0WHVIY2hkNHN4OWxXckcyanNNdzhlMkRla3IzTXp2YVk?oc=5
- [28] https://finance.yahoo.com/news/oil-plunges-stocks-soar-after-iranian-president-offers-first-signs-of-willingness-to-end-war-with-us-183158792.html
- [29] https://news.google.com/rss/articles/CBMirgFBVV95cUxNTkNSR1NUcVd4NEkyRXN6TTVBZFVvNEFKZHRJc0RqMjBmVTR6eXBRVVFKeDcwLXA3YmlrQUYxZDlFa1hSb2h1TS03LXVnNy1SellPczFibzVEWUVfSW1XLThHZkZnWG42WENKN1F0NWtMNTJ3TEotaE5GbFdiVXVjNHdrUkhXaWl2V0pwWU5ucDJoRWs5VUlPVHFvT1k5UTcxMWNXV0FjX2I2b19WMXc?oc=5
- [30] https://news.google.com/rss/articles/CBMitgFBVV95cUxNZnctT3ZsYkZIVFJPUXNFb1pvWDRxWDJxWjlkM0JmZHlOenltb2dnZVQyYUVCaXE1aVowZkowSlA1eUNRa0RuNGhYc2tsUzF4b0xiWlRJcGRCVTRQV3poUnk2Z1czX2VXMEptUkhQRnF3Ml9mcVNNWDJnUWxsaFNVN1BzMG9qM0xfcTdPbUd6QXVGX2hqY2tEWURGamdjS0NlV1JUeTIwbVJXbUJfMTdvYUhBMFlRZw?oc=5
2026-03-31
2026-03-31
Updates
- Oil price rise: WTI crude breaks above $100 per barrel; Brent crude up 58%.
- Stock market decline: Seoul stock market opens down 2.53%; KOSPI falls below 5100 points.
- Safe-haven asset demand: Gold price rises; US dollar may strengthen due to safe-haven demand.
- Energy stock volatility: Oil companies benefit from rising oil prices, but overall stock market pressured by risk-off sentiment.
- Korean won depreciation: Middle East tensions pressure Asian currencies.
- Natural gas price rises 70%, affecting European energy costs.
- Semiconductor industry affected as rising energy costs push up production costs.
Linkage
Middle East conflict escalation / Strait of Hormuz blockade / Oil supply disruption / Oil price surge / Global inflation
Risk-off sentiment rises / Stock market decline / Demand for safe assets like gold and US dollar increases
G7 policy coordination / Energy intervention measures / Oil price stabilization expectations / Market sentiment eases
US-Iran negotiation progress / Geopolitical risk declines / Oil supply recovery / Inflationary pressure eases
Sources
Xinhua World / China News Service / Yonhap News TV / Times of India / Al Jazeera Middle East / France 24 #3 / Yonhap News Agency / BBC News (Top)
Reference Links
- [1] https://www.news.cn/world/20260330/a4156a8c98604fbaaee1ed080d686a4e/c.html
- [2] https://www.news.cn/world/20260330/9f3ed09e09c8421bb08ee61c114fa897/c.html
- [3] https://www.chinanews.com.cn/gj/2026/03-31/10595633.shtml
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260331060611dr8
- [5] https://timesofindia.indiatimes.com/world/middle-east/supreme-leader-ali-khamenei-security-chief-larijani-more-key-iranian-leaders-killed-in-us-israeli-strikes/articleshow/129907599.cms
- [6] https://www.chinanews.com.cn/cj/2026/03-30/10595608.shtml
- [7] https://www.news.cn/world/20260331/f4f265702ff24d1292cbd62c8636324f/c.html
- [8] https://www.news.cn/world/20260331/b7c8e9000fbd4cfc871051de1ed7b6f9/c.html
- [9] https://www.news.cn/world/20260331/0b757beb8ee44c1186169d4b984f3d83/c.html
- [10] https://www.news.cn/world/20260330/2d2a9d5efb5446f99f6a0040090631cb/c.html
- [11] https://www.aljazeera.com/news/liveblog/2026/3/31/iran-war-live-kuwaiti-oil-tanker-hit-in-dubai-port-3-un-troops-killed?traffic_source=rss
- [12] https://www.aljazeera.com/video/newsfeed/2026/3/31/al-jazeeras-full-interview-with-marco-rubio-on-us-war-on-iran?traffic_source=rss
- [13] https://www.france24.com/fr/%C3%A9missions/questions-directes/20260330-crise-%C3%A9nerg%C3%A9tique-le-g7-%C3%A0-la-hauteur
- [14] https://en.yna.co.kr/view/AEN20260331002400320
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260331091039Faa
- [16] https://www.chinanews.com.cn/gj/2026/03-31/10595636.shtml
- [17] https://www.bbc.com/news/articles/c9qdwpnwzwpo?at_medium=RSS&at_campaign=rss
- [18] https://www.nytimes.com/2026/03/30/us/politics/us-missile-strike-iran-sports-hall-school.html
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260331082958BSb
- [20] https://www.yonhapnewstv.co.kr/news/MYH202603310824239gJ
- [21] https://www.chinanews.com.cn/gj/2026/03-31/10595631.shtml
- [22] https://news.google.com/rss/articles/CBMitAFBVV95cUxPZE1Oc2xwRE93TmlxNGxnNFZldTMzS2RuNG9KZHhTT2o2OVczQlhvR1pBZnJJNXlRSWtndDFlbFY4alFoMThScHZQcHJkcTlSMTJZTnJOcmlZTVNqcU1MdDlPR0ZaWmpMSUt1NE1pY3NFbXdZaWlzdlgyQ0hfSk5MbDhJMGVLUVRmVENQYllYYWhmSnd6NWdUYnJ0S1NRVHdMVlZyZzEzT2g2ekhxVTU2U0dlT0s?oc=5
- [23] https://www.spiegel.de/ausland/iran-news-heute-us-spezialeinheiten-im-nahen-osten-angekommen-a-f1df0f24-9734-4bc2-b88c-caa4761ed54d
- [24] https://www.yonhapnewstv.co.kr/news/MYH20260331075620sy9
- [25] https://www.yonhapnewstv.co.kr/news/MYH20260331075817J9n
- [26] https://www.chinanews.com.cn/gj/2026/03-31/10595626.shtml
- [27] https://news.google.com/rss/articles/CBMiakFVX3lxTFBDeXpnM3NIMmhOUGR6Z0o0eU42Mm5JZURDT0hOdko2M05KRHpZeWJMdXNaMnVWeDd0U1RLVnh3VzhOOG9pakVwZnVENHFSYXhRbk1Fam5zM0JjSEpNWGxPcTBFMHlIcUZ2N2c?oc=5
- [28] https://www.france24.com/fr/%C3%A9missions/info-%C3%A9co/20260330-contre-la-crise-de-l-%C3%A9nergie-un-g7-in%C3%A9dit-avec-banque-mondiale-fmi-aie
- [29] https://timesofindia.indiatimes.com/world/middle-east/trump-eyes-arab-nations-to-fund-iran-war-amid-peace-talks-with-tehran/articleshow/129910962.cms
- [30] https://www.yonhapnewstv.co.kr/news/MYH20260331072941ROe
2026-03-30
2026-03-30
Updates
- Oil prices rise due to Strait of Hormuz closure and supply risks; monitor strait status.
- Gold demand as safe-haven asset increases, but prices fluctuate with Fed policy impact.
- USD may strengthen due to safe-haven demand, affecting emerging market currencies.
- Global equities face risk-off pressure, Middle East-related sectors at high risk.
- Silver price rebounds, diverging from gold trend, reflecting complex market sentiment.
- Energy and defense stocks may benefit from military tensions.
Linkage
Middle East conflict escalation / Strait of Hormuz closure / Oil supply disruption / Oil price rise / Global inflation pressure
Expansion of military operations / Increased safe-haven demand / Gold and USD strengthen / Equities under pressure
Russia-Ukraine conflict escalation / Energy supply concerns / Increased safe-haven asset demand
Diplomatic mediation efforts / Tension easing / Risk sentiment improves / Market rebound
Sources
Google News - World / France 24 #2 / Al Jazeera Middle East / The Hindu / Ukrinform / Yahoo News - World / DW (Deutsche Welle) / BBC News (Top)
Reference Links
- [1] https://news.google.com/rss/articles/CBMiowFBVV95cUxPemo4aG92YmVObXh2c2lZeXpZdlFZUUR0S0VEUUF1TWdObEdCMnBOaGJQa2FWS1FjTGRISXhMcjM1bXVpalpPSW9uNG10aC1fNWJ4ay10eHhwZ1JlSGZ6ZUVFSFZqNkJQR3lOMGpQb3Mwbl9qWC1QQUhWTzJiTklIaF9VdlBzMkd6bk1wam1KMGhqX1YzZjVHcWlHTmg0UFByZHRZ?oc=5
- [2] https://news.google.com/rss/articles/CBMie0FVX3lxTE80aEc4OWU4TGtJMUw2MTRhWHo1SDgwdVpnTzJ3OEVRT2FGWkVxeHlhNlVxSXI3WnJyRDYtRmhFa0NRdHcwUTBHWTNzYzZoMU5CVEVPT2l5VDZvdVpsTWlLSnBpYU5wLWlEdFh6QUdmVmlKTy1zbFVjTHA3Zw?oc=5
- [3] https://news.google.com/rss/articles/CBMib0FVX3lxTE5rUGkxamwyaHNNNGJ4M2ZZNXVpOHN2X0hDMG00dnVMS0J1SXd2WHFKc2gzMVZZLXpSSzJ2QTN2SllBcEJZU05CaTk3aE5TS0QwNUxKeDc0ek1XZmQxSkhYOFdlaWQxQmpqOWItUDhzWQ?oc=5
- [4] https://www.france24.com/en/tv-shows/spotlight/20260329-world-trade-is-struggling-as-war-in-iran-continues
- [5] https://news.google.com/rss/articles/CBMiogFBVV95cUxQcjBLWHhQcG96UjU0RHh4a0JvRW5oWWZ5X3lFYzJkLW4tT3RjZXdkejJWcERZX01xd0wycUZuQVFCanZzUHIxVTVUSEx3blg0TWRMYnlod2pTRk5TT0wyVEhQVkF5eThBclFGeEdPNGF3aG5KTVRkdkpiMUJwb3VYc2ZJQlRBYXRRcFJUZ1NIc0hzcGNVZHRSYXlpSnlkanFtWHfSAacBQVVfeXFMUG1NWFY3ZUJrRl8xMGh1TTlxaEN3aEtmY2x6ODQyV1JYQ0NFVEdocGZyY0x3YXVXbjVDRW5fOXFPemhhWDRmbFlLTWhydHdBSWx6SmdoTktUQzFLT2RPRVJXVmQ5ek12QWp2UnplZ2kxTmVVa2ZWb2o4NHNsVVVhM0I3dE5DS05vd2VrUHVvamhRa3c3NWptcy1yRlI0SWUwM3l6WDdKems?oc=5
- [6] https://www.aljazeera.com/news/2026/3/29/netanyahu-announces-expansion-of-security-buffer-zone-in-south-lebanon?traffic_source=rss
- [7] https://www.thehindu.com/news/international/one-month-of-israel-us-war-on-iran-a-timeline/article70800535.ece
- [8] https://www.ukrinform.net/rubric-ato/4106917-uae-intercepts-58-missiles-and-drones-launched-from-iran.html
- [9] https://news.google.com/rss/articles/CBMibkFVX3lxTE1xbHZQRWhXdGJmZ2lKM3NuUEEzWEVGN09pQzF5ZnZFX2I2bVlkYlNNc2ZWcmw4T2FUZlZuRVNJRHNuTXFqbHB3YVRzNkNjQnBtOXEwY1BvVVUzbGdLVWZySE8ySFdYNnNaY0JFeWFR?oc=5
- [10] https://www.yahoo.com/news/articles/iranian-missile-hit-neot-hovav-162832864.html
- [11] https://www.yahoo.com/news/articles/iranian-attack-saudi-injures-least-224939787.html
- [12] https://www.dw.com/en/iran-war-tehran-warns-us-against-ground-assault/live-76581165?maca=en-rss-en-all-1573-rdf
- [13] https://www.dw.com/en/iran-war-houthis-claim-2nd-attack-on-israel-in-24-hours/live-76573681?maca=en-rss-en-all-1573-rdf
- [14] https://www.thehindu.com/news/international/russia-reports-fire-in-new-ukrainian-strike-on-major-baltic-port/article70800282.ece
- [15] https://www.bbc.com/news/articles/cge01w2dxe0o?at_medium=RSS&at_campaign=rss
- [16] https://www.bbc.com/news/articles/cp86yrq5jy7o?at_medium=RSS&at_campaign=rss
- [17] https://www.aljazeera.com/video/newsfeed/2026/3/29/iran-hits-industrial-zone-in-southern-israel?traffic_source=rss
- [18] https://www.france24.com/fr/vid%C3%A9o/20260329-moyen-orient-washington-muscle-sa-pr%C3%A9sence-militaire
- [19] https://www.ukrinform.net/rubric-ato/4106892-war-update-enemy-launches-66-attacks-pokrovsk-and-kostiantynivka-sectors-see-fiercest-battles.html
- [20] https://news.google.com/rss/articles/CBMisAFBVV95cUxNeERGX0FoN1B4bXRIUmktRHRLZnNOUnpha2tpYk5fZW92Z3FNVXRkZEpYTng1NzdRTFFPS0tKQ2dtYVlsLWpScnJXem1EMG1KT0kyVmhJVkNvQWJIZW9BYTVHZFBaWmNWYW9HQnQ4R2hzWWRNWG52V1NNVjBMQktiOHF0X0RaWS1jS3hjUURGakluVWJkWWZydGtILUctSzNqa1o0UjduQWxUd1BYUFlyT9IBtgFBVV95cUxOYlRSZkhFVHNCMFI2ZlJGMXJfcXktNEJVa3hhcGJCZDh3NExYdVViQ1RpWXZkVkx3SHE4RmtaSUd5TUdVWWN0NEExT29QNklNbmZ2MHlLckxMSGtuajlIMjFaMVI1cEpISzF1S0QydGRiTU5PZjNKaFpxcnlRXzl1dkg4QThCdFlxQkhjT0ZEWi1SZVo2Sy1fbVQ5VTJxZ0FvczB
- [21] https://news.google.com/rss/articles/CBMi8wFBVV95cUxNWFhyQ1p0emoyTk1xOWpzMEZhZGxpd0pPVGVva0xiUFpnRkpCSHhnU2Q3VVNRNmFCbHhZaFlCMHBacXZWYVpLOVVlb2MzNnFnZVZYWVAzWThNdjBlYV90Mm8wMUdFal9hc2ZhN3lkcks1UDg5M1Z2WGdaU1U2RVVNQjhOcGZaTmJXQzhrUklWTi05VnE1YlBqbTdNZ1RFbFhDUG44LUFTV2NMTWhheW1PbXZlXzlqREhUbVV3ZlN1SGhBRk1NWXJDd3p2dXI5ei0xTUttTVdrMFd5YW9wM0k5T2JYV2p4VkVwejN6LVV6MG5Nb0k?oc=5
- [22] https://www.aljazeera.com/news/2026/3/29/houthis-open-new-front-in-iran-war-will-yemeni-group-block-bab-al-mandeb?traffic_source=rss
- [23] https://news.google.com/rss/articles/CBMizwFBVV95cUxPZ2lfV3pPSXZNdG5HUE10NDE1YThZZDVFakdkb3lfa3UyLTdSRHhhX3RmS2VuZ1U2dC0tSjU3dXlBMDg3Y0hWanh6WW14RXRjZy1TS3ZFcGloNGFya1FTZHNvc1Jzc25RVTJnajVTTHJkZ244SVJiM0d5NTNPYWg3Y2E3a25mVmUtckoxa0FCRG4zNk9FYUtCMTRneHpDRTNxR3lfczFZSUtaM1FHMUIxVlFLZ2VjWXJLejJxQU1EZHM5dFNPMnp2cjJKYUJwWjg?oc=5
- [24] https://news.google.com/rss/articles/CBMiiAFBVV95cUxPMVhGcGtmWFFLbGxsLUpUY2tlNUZablRoMVhObzdQYlFBWTVmZGVyc3NaZGRFanVKVGxBX0YtNGRKblBKUjM5c0xqaW1LZW9nSFJTQXdJVTlqRDg3cVd3TXdjV2RaeFdBR2RLYkRpRURGczJwX2dNeGNwLWd2RElfY3N3Z1hGMk1H0gGLAUFVX3lxTE80Yk5sMER1YkxQaTQzTDczdHV0WkF6ek55eVhjQkJpdXFQdzNHbnU4N19wQ3c3UWl3aWdpMU4yQ2UtY1llclRpLVpwX0IwOWQ0dENTSzZTZDhWc1pyTTRhVjBacmpIUDg4VEl2QlJxQzhPZDhWa2FlRTk5Nl9ncjktVTZKWTN2b1ctc1U?oc=5
- [25] https://news.google.com/rss/articles/CBMiiwFBVV95cUxOSXE4WVFndEZQVWNOQjh2UkVNV2FIaTQ3MERlWEtuN192WG1pRnlsVE9zMVFHUVRncDZmX0NKb204STYwNXQ3LV9HQm51c2thVVJLWWExNGx6U2pnd2QyMnpPb3BRMlMzMC1SS1N1NTFVOVo1UWE2TDRYbWJCU0tXRXFnV2pCb0l2Z3pB?oc=5
- [26] https://www.france24.com/en/iran-3-500-us-troops-arrive-in-the-region
- [27] https://timesofindia.indiatimes.com/world/middle-east/middle-east-crisis-mediators-gather-in-pakistan-for-talks-on-ending-month-long-iran-war/articleshow/129881093.cms
- [28] https://timesofindia.indiatimes.com/business/india-business/gold-silver-outlook-bullion-markets-brace-for-volatile-week-as-middle-east-tensions-and-fed-cues-weigh/articleshow/129881732.cms
- [29] https://news.google.com/rss/articles/CBMikgFBVV95cUxNRlZTZnRnR0tGckFFMFNyZkFpMkFYSm41Y3FmNmtWTlF0ZWZIYlpGZE04SFc4Nm9nZENQMFVNWW1kUURBSjR5Q1pfS3BIR3FFUUNTRDY5N1A4RUxRUHROTnNoLUdNX2J6ckVmNGhJM2dYaFRSQmFXX2VCM1RXcHNxeWlOR2F5VV9qQ2lQa09FS0xndw?oc=5
- [30] https://news.google.com/rss/articles/CBMiqwFBVV95cUxQTkVyUEN2ejdNYWNQOWRLZHVJLTJyNlRSeHVjT1R1YUg1UTE4dTR4YWtVLTZsZWZFNnNWZzFpQ0VoSzl6RDNvMW9uazV4QXBfb285NlUyYWRjV25ubjJRY2tDTlZqcHAxbkJVbG1YbDdVNUhJcGJOem1sSTRfRU9fN1c0TDVnQ2ZtY1dBQkNNbXZwZUQ5ZFo4MWpnajFWRnhidExsd2dZX05zRTg?oc=5
2026-03-29
2026-03-29
Updates
- Oil prices rise on Middle East supply risks; Brent crude may break key resistance levels.
- Increased demand for gold as safe-haven asset sustains upward price pressure.
- US dollar strengthens, benefiting from safe-haven inflows and geopolitical uncertainty.
- Global stock markets under pressure, especially energy-dependent economies and risk assets.
- Bond yields may fall on safe-haven demand, but inflation expectations support long-end rates.
- Heightened FX market volatility, with Middle Eastern and commodity currencies sensitive.
Linkage
Middle East conflict escalation / Oil supply disruptions / Global inflation rise / Central bank policy tightening / Market risk-off
Houthi attacks / Red Sea shipping risks / Supply-chain inflation / Safe-haven asset demand / Gold and dollar rally
Iranian nuclear threats / Geopolitical uncertainty / Increased market volatility / Risk asset sell-off
Prolonged war / Economic growth slowdown / Corporate earnings decline / Stock market correction / Rising bond demand
Sources
Al Jazeera Middle East / Google News - World / Yahoo News - World / Times of India / RT News / ORF.at News / France 24 #3 / France 24 #2
Reference Links
- [1] https://www.aljazeera.com/video/newsfeed/2026/3/28/key-moments-in-first-month-of-us-israeli-war-on-iran?traffic_source=rss
- [2] https://news.google.com/rss/articles/CBMiakFVX3lxTE9zNUlleUlBNHRhY2g2Z2JXLUNrcjZ5bzJRYlRkNm0yQWRtcDR1UHJLeXRwRVNkWFZNdDJEbEMxMXdFNWhYVS1YODV3WnJDSmJhbGQ1dkxRVUpVVVMteUVtSmxWSmZUblMzZVE?oc=5
- [3] https://www.yahoo.com/news/articles/analysis-1-month-war-iran-150728746.html
- [4] https://www.aljazeera.com/news/liveblog/2026/3/29/iran-war-live-houthis-attack-israel-anti-war-protesters-rally-in-tel-aviv?traffic_source=rss
- [5] https://timesofindia.indiatimes.com/world/middle-east/iran-hits-airbase-in-saudi-allies-houthis-enter-war-target-israel/articleshow/129874132.cms
- [6] https://news.google.com/rss/articles/CBMiwAFBVV95cUxNRnNNMXp6endjeWw0eWo0SkJfX0JfVExSUnRyd2lYV01CcVN0bnVrREVUSnQxSkM0TFMzNjVWNzdCNXBNcDZ4TmgtTTNkUE94R1VSa09lb3VwUUhDVWUxRzktOXlwS1ZidFliRTNIUng3QWVFeUtNVVNZZjVia0FZZW4yZjVJRTJoRzFQcnd0bGpRaE1rNFpDaE1uMlVVVlFIVFRtSXg5ZHZPNUZfSXNndDBlcVNrME9KWWpuVVA1eEjSAcYBQVVfeXFMTUlJaHJnOHJwb2lBQmQwSmltZ0Vrd25YWnR2TGl1TUJuWUJxOGJRUnk0a3ZfQ0l6bnNETVl5Ny1PREVaVkVtaHd1VlY2akRMbHNNbUtWTTFSM2RaRnp2QWFTbF9UbzdoZjVvc21laUVxeGxWVVkta1lVS2RxY1NZckJfUWhXQXdBaWIxR1ZiT2M1R0d
- [7] https://www.rt.com/news/636572-iran-us-israel-war-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] https://news.google.com/rss/articles/CBMifEFVX3lxTFB2LW9fUjBuQ1haQUdiQzRBSDBVNkFWazR3dDZsbDBJZE5yeDRUQjFBN0RaS0dzWjNCSm1TdW85anFXNno3V3p4OXFEUEgwRVJNOC1LcUhRN3p6X21FRm5uaFZwTUFxeDVmR2pZYm9iem4wOHBzUGpyOWRLSEg?oc=5
- [9] https://orf.at/stories/3425270
- [10] https://www.france24.com/fr/moyen-orient/20260328-les-houthis-du-y%C3%A9men-lancent-une-attaque-contre-isra%C3%ABl-les-frappes-contre-l-iran-continuent
- [11] https://www.france24.com/en/middle-east/20260328-yemen-s-houthis-launch-ballistic-missile-at-israel-as-middle-east-conflict-escalates
- [12] https://www.aljazeera.com/video/newsfeed/2026/3/28/kuwait-airport-hit-by-iranian-drone-strikes?traffic_source=rss
- [13] https://www.nytimes.com/2026/03/28/opinion/iran-trump-israel-geopolitics.html
- [14] https://news.google.com/rss/articles/CBMipgFBVV95cUxOblloY2RKTmxkUWY2ZUQwak54MXZLRHJzcTZVNWk4STFDb3VQZkU5OXg1ZUp6dXpITmxFVkRubXAwTDZkcDU4cTBjZmhHSnd3dzRqZ1dGQXBVUldqakRLbTFzUENheUotNTQ5Vm9jTV9HemE4dUtEVDhXbl93YnRIS3hoVHJWOFpoSHBzUUFUU1NjMDNDcGhEbmpvSFZndDByODVUT2dn?oc=5
- [15] https://www.bbc.com/news/articles/cd6l5n8jv4yo?at_medium=RSS&at_campaign=rss
- [16] https://www.iris-france.org/operations-aeroterrestres-sur-liran-de-quoi-parle-t-on
- [17] https://elpais.com/economia/negocios/2026-03-28/larry-fink-presidente-de-blackrock-y-el-hombre-mas-poderoso-del-mercado-si-la-guerra-en-iran-se-alarga-mas-de-un-ano-la-economia-mundial-entrara-en-recesion.html
- [18] https://elpais.com/internacional/2026-03-27/trump-exige-a-iran-que-reabra-el-estrecho-de-ormuz-mientras-critica-a-la-otan-en-estos-tiempos-uno-aprende-quienes-son-sus-verdaderos-amigos.html
- [19] https://www.newindianexpress.com/world/2026/Mar/28/iranian-attack-on-saudi-base-injures-us-troops-as-more-american-forces-arrive-in-west-asia
- [20] https://news.google.com/rss/articles/CBMiiwFBVV95cUxQYnNQVkNDSkdjNEVEOHlNUzlPQkFrenhKRGhOdnNxU09SLW1BOXlEeDFGZ0ZRdWtsWjZVWnhxYUhyYUVpMWsza0d1ejJxT0RtQ25DU3ZKUGVscnpud2MxNzdJd1V6bjgza3ZscmZLOTZfT0g1emxaY1hVZnFuU3VlR0RPOFo3WUNMclN3?oc=5
- [21] https://news.google.com/rss/articles/CBMioAFBVV95cUxOaXNoeE54X2RSMXpjVGEzNklVVW5QckY5cjYxRzhWQXBBMmZyOU9VUHR2Z1hIRndXM21odExpRzNMbFhObm5lQUc5azVhQmZxMktRS2lDZW5XcmVmZ3lSRnBwX1hZd1pJOU1fYWZmeWYwd09CU29CRlZ6Z3gwZktIcS1Edmtta0xIV0Y2SEkweDRJVGpQS1A0UFlfX1VvZGV0?oc=5
- [22] https://www.ukrinform.net/rubric-ato/4106683-air-defense-systems-activated-in-kyiv-region.html
- [23] https://www.aljazeera.com/news/2026/3/28/lawmakers-push-npt-exit-as-us-israel-hit-irans-nuclear-sites-steel-plants?traffic_source=rss
- [24] https://www.thehindu.com/news/international/us-troops-wounded-in-iran-strike-on-base-in-saudi-arabia-us-official-says/article70795431.ece
- [25] https://timesofindia.indiatimes.com/world/middle-east/massive-blaze-at-kuwait-airport-after-iran-drone-strike-fuel-tanks-hit/articleshow/129869192.cms
- [26] https://www.france24.com/fr/vid%C3%A9o/20260328-moyen-orient-les-possibles-impacts-mondiaux-de-l-entr%C3%A9e-des-houthis-dans-le-conflit
- [27] https://www.france24.com/fr/vid%C3%A9o/20260328-ukraine-des-frappes-visent-odessa-zelensky-dans-le-golfe
- [28] https://www.france24.com/fr/vid%C3%A9o/20260328-moyen-orient-premi%C3%A8res-frappes-revendiqu%C3%A9es-par-le-houthis-du-y%C3%A9men
- [29] https://www.france24.com/fr/vid%C3%A9o/20260328-iran-frappes-isra%C3%A9liennes-sur-sites-nucl%C3%A9aires-et-civils
- [30] https://www.france24.com/fr/vid%C3%A9o/20260328-moyen-orient-des-soldats-am%C3%A9ricains-bless%C3%A9s-dans-une-frappe-sur-une-base-en-arabie-saoudite
2026-03-28
2026-03-28
Updates
- Gold: Safe-haven demand rises, prices may increase.
- Oil: Supply disruption risks, Brent crude prices bullish.
- USD: Safe-haven currency, breaks through 160 against yen, monitor intervention and strength continuation.
- Yen: Significant depreciation, Bank of Japan may intervene in forex market.
- Stocks: Geopolitical risks dampen risk appetite, global equities under pressure.
- Bonds: Safe-haven demand may push up Treasury prices, yields decline.
- Exchange Rates: USD strengthens, impacting emerging market currencies and capital flows.
- Commodities: Energy supply tightness, pushing up inflation expectations.
Linkage
Middle East conflict escalation / Oil supply disruption / Oil price increase / Inflation pressure rises
Strait of Hormuz blockade / Global shipping obstructed / Supply chain risks rise / Economic slowdown
USD / JPY breaks through 160 / Foreign exchange market volatility / Global risk sentiment deteriorates / Safe-haven asset demand
Ukraine attacks Russian oil facilities / Russian exports decrease / Global oil supply tightens / Energy prices surge
Sources
Google News - World / Yahoo News - World / Ukrinform / Al Jazeera Middle East / Anadolu Agency Politics / n-tv Politik / Tagesschau / ORF.at News
Reference Links
- [1] https://news.google.com/rss/articles/CBMiakFVX3lxTE93bjF0N2pQUWF3SWRVeENjeUNiM1lFeWR6aGZnVmJaU2NRYnc0YTkxT1dUX3BHWTZzNUVpMkt6SDRQMW5NcXl1SHdRS09IVnBuRnFpR0dkVDljd3BSUW5tcy00a3F1YVZ4OHc?oc=5
- [2] https://news.google.com/rss/articles/CBMikAFBVV95cUxONFp1WFh4TlAya0RwNGhQM25SYktuNDVXOHdOZ2ZhVXEySXRaUUM3aDRHLUk5SzVvV01tanRKUHdTMm1PZXRnZUItSFpNOU4tZzNBZ0dIay1VMWRXenFNYkFzUkxJOVMzZUhMSzRnRGRjdk5SQzVZVXNZTTEweUdVZWtZYmhZcDdNeWZzdXdfYnLSAZYBQVVfeXFMT0N6QTFnQUhnTlNKeFo1S2ZZQ2Vlcmdnc3dsM3N5dE0zaG5laXFRTlVEckI3ajJ2cmJKalhFel9DZmtGMVQ1RFR0Y3JSekpNdG11LVpXNFJCczl5djRrbTNjYzQ4OVlHM0V5R3JJal9hWC1lNE1YSXEyZlRXOWVvSVJxaDY5SVp5OWRJWjNCdDF4Rm5hckZB?oc=5
- [3] https://www.yahoo.com/news/articles/us-uses-hundreds-tomahawk-missiles-101814598.html
- [4] https://www.ukrinform.net/rubric-ato/4106269-irgc-announces-strait-of-hormuz-closure.html
- [5] https://news.google.com/rss/articles/CBMidEFVX3lxTFBpOXhDd21uRGJ2X3NvVG52UzNTbnJLckhJLVdjVUwySF9TZFJWeFBHLTFPMTZ6Mk5xbHlNVG1vNGxjY0NfdFhtMG5ieHo3NFV6a1F0RGVxM2lEaWZmWHJ5M2FVOUZFejBjMTM3YWVLUWRfaXpK?oc=5
- [6] https://www.aljazeera.com/video/newsfeed/2026/3/27/rubio-us-expects-iran-war-to-end-in-weeks-not?traffic_source=rss
- [7] https://www.aa.com.tr/en/live/iran-says-attacks-on-its-largest-steel-factories-contradict-us-deadline-for-diplomacy/3882295
- [8] https://www.aljazeera.com/video/the-take-2/2026/3/27/aje-onl-tt_us_iran15pointplan_av-270326?traffic_source=rss
- [9] https://www.n-tv.de/politik/Ukraine-setzt-russische-Hoffnung-auf-steigende-Oelgewinne-in-Brand-id30521269.html
- [10] https://www.tagesschau.de/video/video-1569650.html
- [11] https://orf.at/stories/3425190
- [12] https://news.google.com/rss/articles/CBMirAFBVV95cUxPX0E5cDdQcjhRbUFGM3R5Uk01a2VkUVNXeVA5RFltUHB3TUlCSUxkc05Mc3JnX1Z3dnVXNXByZUdyb3NqZFFmS21QMWZ6eGRBb3EzQ2NvU2k2bHh5ZjNtaFE3bmRhMUJBOG82eWRJcEpVaGVGU1pMc2tkVDJJc0ExZlNKV0pGT1Z4Y0lieGtUcmUtbXpqdnl5UnZ4Z0NudjJjREVab3NIdGZtaUFJ0gGyAUFVX3lxTE5WSFZLMUJjbDlxZmJRWXFjNUNYMFhkQ1o5Wi1UOTBGTFk4YzZHQmt5eWV1aXk2dXBHY0FNdTFjUXhiS3R1NmZOeS16bHhGUUdsYWhKOVNkRjdqSU5JQS02LXdjbkIzNnZveEdwVzBNV0VUVDMybGN3SDBzdFVqMncxazlEY3Y3NzdMX1d4cUxWYWNnQ2ZxekFVVVhfcXNIeHR2Mlppc28
- [13] https://news.google.com/rss/articles/CBMiwAFBVV95cUxPTnpxV09iaWVVaXM3dU9vYS15TFdJZndMYTFIM2VMcmxzMjBfc0puRFRsQzdKUWxzaGlJLW9jRTNURk5LMWJrWUxHT1RtbnVPZkdoXzhuWlc2SjY2c19nOG82MWpicEItcE5vMVN0VU9FWms2RkNVTk1IWDc4ejN2U2YxcXZLTWZRbFhtWVA3Z3JIN3A0YlEyQU9UeWFFc0VMdXRwVVBWdXRQbUNhbnUyVXFQZkVrSGR3X1dSQTBzZDg?oc=5
- [14] https://www.independent.co.uk/news/world/middle-east/iran-israel-us-war-death-toll-b2946282.html
- [15] https://www.elmundo.es/internacional/2026/03/27/69c6b824fc6c83b2748b4590.html
- [16] https://english.kyodonews.net/articles/-/73127
- [17] https://www.elmundo.es/internacional/2026/03/27/69c6ae9fe4d4d8d9518b459b.html
- [18] https://www.zeit.de/politik/ausland/2026-03/strasse-von-hormus-iran-revolutionsgarden-kontrolle-faq
- [19] https://asia.nikkei.com/business/markets/currencies/yen-plunges-past-160-against-dollar-for-1st-time-in-20-months
- [20] https://www.aa.com.tr/en/live/us-israeli-attacks-target-khondab-heavy-water-facility-in-iran-s-markazi-province/3882061
- [21] https://elpais.com/internacional/2026-03-27/israel-intensifica-la-guerra-en-todos-los-frentes-y-amenaza-con-asesinar-a-mas-altos-cargos-iranies.html
- [22] https://orf.at/stories/3425184
- [23] https://www.lemonde.fr/international/live/2026/03/27/en-direct-guerre-en-iran-le-g7-lance-un-appel-commun-pour-un-arret-immediat-des-attaques-contre-les-populations-et-les-infrastructures-civiles_6673056_3210.html
- [24] https://news.google.com/rss/articles/CBMitgFBVV95cUxQanJsYmlYX2ZmdHJpV0lYWWlHT3FkWm4tYzZSclliTTJOUVNnZE1zQV9UV29kVW5KREtFcGdsT3dSSVZRbl9sUDJRdU1kNXZCYVdRM1ZqSVhEc01wWkdVZmlsN1Z3cEVKeHlfNUF6MXBaS2t2N1M0V2VhSjhfNkM4SlROeTA1UHYzekxkVlVGbExIa2x5Rml6SUN6VXZ0SGROZGVJS0RtZUNBcTZnZUN1NHNuSHdLQQ?oc=5
- [25] https://news.google.com/rss/articles/CBMie0FVX3lxTE1hdDAzWUpXVmJkOWRUTzV1Q2czV0hIX0VVaThkV05VUTg4ckVGWDR5aHB3Zy12RUsyQnlFWEk4R0NGSlVXa2d1akxockVPSDlRWFByazhxQkJIZERKWlY2LWJjZVV4WWZ6Q1otbmtKdDdvSlc0NXU1WU8zTQ?oc=5
- [26] https://www.news.cn/world/20260327/9a13544de5134baa8ccfde609d7da726/c.html
- [27] https://www.lemonde.fr/international/article/2026/03/27/guerre-en-iran-l-europe-base-arriere-des-operations-americaines_6674561_3210.html
- [28] https://news.google.com/rss/articles/CBMidEFVX3lxTE51MG5KWlZXV1MwSU1UOGwzMW4xSl9Wck8zNFJxN1RZTDJIeUdvdld1anlfR0lfNlkwUGlmWUJBSnZCT2I4ZkVjTTQ0anZfaWdYVU9DSFdYelZBNk1xMVlVNTZJWkowbUQxX1VjMzR4Q21kTmd0?oc=5
- [29] https://www.federalregister.gov/documents/2026/03/27/2026-06079/continuation-of-the-national-emergency-with-respect-to-trade-practices-that-contribute-to-large-and
- [30] https://www.federalregister.gov/documents/2026/03/27/2026-06078/continuation-of-the-national-emergency-with-respect-to-specified-harmful-foreign-activities-of-the
2026-03-27
2026-03-27
Updates
- Oil prices face upward pressure from Strait of Hormuz supply risks; monitor Brent crude trends.
- Gold demand as a safe-haven asset increases; prices may rise due to Middle East tensions.
- The U.S. dollar may strengthen due to safe-haven demand but is constrained by U.S. political risks.
- Global stock markets face downward pressure from geopolitical risks and inflation concerns, especially in energy and defensive sectors.
- Interest rate markets focus on the Fed's response to inflation; U.S. Treasury yields may fluctuate.
- Foreign exchange market volatility intensifies; Middle East risks affect emerging market currencies.
Linkage
Middle East conflict escalation / Strait of Hormuz blockade / Oil supply disruption / Global inflation risk
Geopolitical tension escalation / Rising safe-haven sentiment / Increased gold and dollar demand / Asset price volatility
Rising oil prices / U.S. inflationary pressure / Fed rate hike expectations / Global interest rate volatility
WTO reform failure / Rising trade protectionism / Global economic growth slowdown / Declining market risk appetite
Sources
Xinhua World / China News Service / El País Internacional / Google News - World / Al Jazeera Middle East / El Mundo - International News / n-tv Politik / RT News
Reference Links
- [1] https://elpais.com/internacional/2026-03-26/ultima-hora-del-ataque-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [2] https://elpais.com/internacional/2026-03-25/ultima-hora-del-ataque-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [3] https://news.google.com/rss/articles/CBMivgFBVV95cUxOazM5aVI0RjBGa0NfUzU4UGNKMXpONTNmc2tQdG5Gc0E1UTBrS292SHJCSzZHcTlHdXNEVHhtM2hXeDh4OFVqZFM4N24xVzZlVTZSNlJmWlhxQmhvZWtWd3NlV2dZdDVCNWhvQ0lYN244cEt6QTFlcWM3ZTVTaGtBUUlRTUdUMkd4R1kxWjhacEVrNnV1MHRfZmtQXzN1WXliN194MnJEZEJWa0R3Qmt6ZU1Eckg3ZXNBc0xIU0930gHDAUFVX3lxTE83b3hyNjVEWXUtWE5KRTZEX040cnZhcTdvb1VFeEhxR1luQXVTR2lKaWE3T2xmWElrT3U2NV9xMkdHd0hxV21BLTJmUjhxODc3blNfUGtwNHRCdWM2YmplQnVqMFgzS0dDaWVoZ2ZOME4zSVNBaVo2LTE5MElLQlBiTjZVYnhPSkMtMkw3VlFjSnEwcjJ
- [4] https://www.aljazeera.com/video/newsfeed/2026/3/26/iranian-missiles-cause-widespread-damage-across-israel-in-latest-wave?traffic_source=rss
- [5] https://www.news.cn/world/20260326/4ba703685484482e8b989fe883829511/c.html
- [6] https://www.chinanews.com.cn/gj/2026/03-27/10593524.shtml
- [7] https://www.chinanews.com.cn/gj/2026/03-27/10593519.shtml
- [8] https://www.chinanews.com.cn/gj/2026/03-27/10593516.shtml
- [9] https://www.elmundo.es/internacional/2026/03/26/69c54b06e85ece6b448b45a0.html
- [10] https://www.elmundo.es/internacional/2026/03/26/69c56546fc6c83733f8b4588.html
- [11] https://www.aljazeera.com/video/newsfeed/2026/3/26/trump-pausing-plan-to-destroy-iranian-power-plants-for-10-days?traffic_source=rss
- [12] https://www.n-tv.de/politik/Trump-verlaengert-Ultimatum-um-zehn-Tage-id30517240.html
- [13] https://www.n-tv.de/politik/Teheran-kontrolliert-Strasse-von-Hormus-mit-Mautstellen-id30515770.html
- [14] https://www.n-tv.de/politik/Hauptverantwortlicher-fuer-Sperrung-der-Strasse-von-Hormus-soll-tot-sein-id30514792.html
- [15] https://www.n-tv.de/politik/Iran-feuert-ballistische-Rakete-auf-Abu-Dhabi-Tote-durch-Truemmerteile-id30513646.html
- [16] https://www.rt.com/news/636330-us-israel-iran-war-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://www.aljazeera.com/video/the-take-2/2026/3/26/aje-onl-tt_irq_neighborspillover_av_v2-260326?traffic_source=rss
- [18] https://www.aljazeera.com/video/inside-story/2026/3/26/what-are-the-red-lines-for-iran-and-the-us-in-the-war?traffic_source=rss
- [19] https://www.aljazeera.com/news/2026/3/26/wto-holds-crunch-meeting-amid-collapsing-multilateral-system?traffic_source=rss
- [20] https://www.aljazeera.com/news/2026/3/26/trump-postpones-us-strikes-on-iranian-power-grid-to-april-6-amid-talks?traffic_source=rss
- [21] https://www.zeit.de/politik/ausland/2026-03/strasse-von-hormus-iran-trump-ultimatum-verlaengerung-ostern
- [22] https://www.yahoo.com/news/articles/iran-starts-formalize-chokehold-strait-192024062.html
- [23] https://www.lemonde.fr/international/article/2026/03/26/guerre-en-iran-avant-le-g7-le-canada-et-ses-partenaires-attendent-des-eclaircissements-de-washington_6674368_3210.html
- [24] https://www.lemonde.fr/international/live/2026/03/26/en-direct-guerre-au-moyen-orient-au-liban-au-moins-1-116-personnes-ont-ete-tuees-depuis-le-debut-de-guerre-au-moyen-orient-selon-les-autorites_6673056_3210.html
- [25] https://www.zeit.de/news/2026-03/26/trump-verlaengert-iran-ultimatum-erneut
- [26] https://www.aljazeera.com/news/2026/3/26/israel-sends-more-troops-into-southern-lebanon-as-ground-invasion-expands?traffic_source=rss
- [27] https://elpais.com/internacional/2026-03-26/una-guerra-de-final-incierto-en-la-que-los-dos-bandos-elevan-sus-exigencias-que-se-sabe-de-las-negociaciones-entre-ee-uu-e-iran.html
- [28] https://elpais.com/internacional/2026-03-26/israel-mata-al-responsable-del-cierre-de-ormuz-mientras-trump-urge-a-iran-a-alcanzar-un-acuerdo-antes-de-que-sea-demasiado-tarde.html
- [29] https://elpais.com/internacional/2026-03-25/iran-rechaza-la-oferta-de-estados-unidos-para-acabar-la-guerra.html
- [30] https://elpais.com/internacional/2026-03-24/ultima-hora-del-ataque-de-estados-unidos-e-israel-contra-iran-en-directo.html
2026-03-26
2026-03-26
Updates
- Oil (WTI/Brent): Volatility intensifies due to geopolitical supply risks, potentially testing above $100 per barrel.
- Gold: Safe-haven demand rises, prices strengthen; monitor Middle East and Russia-Ukraine conflict developments.
- USD: As a safe-haven currency, may appreciate against the euro and emerging market currencies.
- Equities: Global risk sentiment shifts to risk-off, pressuring stock markets, especially energy-sensitive sectors.
- Euro: Weakened against USD due to ECB inflation warnings.
- Interest Rates: Rising inflation expectations push up government bond yields, increasing uncertainty over central bank policy paths.
- Russian Ruble: Pressured by oil export disruptions; monitor sanctions and conflict developments.
Linkage
Middle East conflict escalates / Strait of Hormuz blockade / Global oil supply disruption / Oil prices rise / Inflation risks increase
Russia-Ukraine conflict intensifies / Russian energy exports受阻 / Global supply tightens / Safe-haven asset demand rises
US-Iran negotiation deadlock / Geopolitical uncertainty persists / Market sentiment risk-off / Gold and USD strengthen
Energy crisis / European inflation pressures / Central bank policy turns hawkish / Interest rates rise / Equities pressured
Sources
Xinhua World / China News Service / Google News - World / Al Jazeera Middle East / BBC News (Business) / BBC News (Top) / RT News / Ukrinform
Reference Links
- [1] https://news.google.com/rss/articles/CBMivAFBVV95cUxPZHZTeElMaGFXSUFuLWF0cm81WmRmc2R3T1FRbVRjZkJNekFQRnZlQS02bl9OWkgyT1JGVkRrUXpqQ1J1Mmt1Y1U2NUhuZlFRajUxTlBxLXlkdHBQM3ZVSks2Vjk5TmlQUUdhWnZPRHNIRTdKTzJYYndFd3J6dmlaTXNld2tZTlRkSnQ5bTF1VVU2Z0c1UWpPYXh1Mk9SeHZnTVl4Z2syVENULVNaY2NmNHJYQ2lDRHR1RVdxbA?oc=5
- [2] https://www.aljazeera.com/video/newsfeed/2026/3/25/explosions-and-smoke-seen-as-iranian-missiles-hit-israel?traffic_source=rss
- [3] https://www.bbc.com/news/articles/c995xp4jxj2o?at_medium=RSS&at_campaign=rss
- [4] https://www.news.cn/world/20260325/f6d947b8e24c4f2e8c5b44ea69c57b8d/c.html
- [5] https://www.aljazeera.com/news/liveblog/2026/3/26/iran-war-live-us-demands-tehran-accept-defeat-israel-pounds-lebanon?traffic_source=rss
- [6] https://www.chinanews.com.cn/gj/2026/03-26/10592890.shtml
- [7] https://www.bbc.com/news/articles/cvg0n9z3jlvo?at_medium=RSS&at_campaign=rss
- [8] https://news.google.com/rss/articles/CBMipAFBVV95cUxOZUVaa1BTWEJ5UENmczgyUTZ2VGlvOThaVk54Zy1mX2FlSkVXRkpPM0JoRFN4SkMzYjdqMW5YX19Ib3E3d0hNd2J4VUoweUdxUGZEbHEtb2JJVzNmeW53d0VkQmtMOGJESVBRX2JQZ0VrSUJLRWotVGw3dkFVdDBDaTBSclBnaGNzNmdva2hwa3NXbkpwNVA1VkZ6UVZoMDQ3NzMwetIBqgFBVV95cUxQTTBwMHc0MXZhWElFNnE5UHhqYnppQnYxbkhqMUVKYTJDSzVRRWFHSnJ2dVBnanlWWmFGdzFWbkdWelR1Znl3U1pmTEM4X3NGa0FmMUJIX0w1V1UwYVhIV2VDaUlLS21rTTdFQUV0VFNvMkZxYkotd1VfT1Fud1Zwc1VQSU90WXlIcHk3aXRoS3BXV21oWVdnd2N5SlBPd0NqQjZZbHppb19sQQ?oc=5
- [9] https://news.google.com/rss/articles/CBMiqAFBVV95cUxQMXdid0VGVnlDTGxyM0hLVm5YQ0t5clFwMHJiTG84R0dSM25BMjN6cmZMbzJTNnRjM05rV0UtVmVNTC1XLWx0UWFwaVBEd1VXYXVNamxuUHI5NEZPeFZHN1FKZFpJTW1LSDd0aW02RGVXU0NSM1VQRHJyY09MZU00TGYtSlk3QVk0QUNvSUhwbHUtUkxQc2pLNGtZMmhwZlRQWVlmQnhrUFE?oc=5
- [10] https://www.rt.com/news/636210-us-israel-war-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.ukrinform.net/rubric-ato/4105605-war-update-140-clashes-on-frontline-pokrovsk-sector-remains-most-active.html
- [12] https://www.aljazeera.com/video/newsfeed/2026/3/25/iran-releases-video-claiming-to-show-downing-of-us-jet?traffic_source=rss
- [13] https://www.aljazeera.com/video/newsfeed/2026/3/25/us-tells-iran-to-accept-defeat-or-trump-will-unleash?traffic_source=rss
- [14] https://news.google.com/rss/articles/CBMibkFVX3lxTFBaSTB2REZuZkVORnhBWVNzZUxJazU0QjNvX1ZURldXN2pXVl8tUmt4LUtVSXMyRzMxTGZWRUVxWllfeXpzQUJoaENZSFppbGxJTW1JUU91dk9JNFNwVTJCd3hGTkFpTDFKU1Y5WVpR?oc=5
- [15] https://www.aljazeera.com/video/inside-story/2026/3/25/whats-irans-war-strategy-and-what-risks-does-it-pose?traffic_source=rss
- [16] https://news.google.com/rss/articles/CBMipgFBVV95cUxPcnFiZWQ3UmpJdmZUOV9JUk1Xdks5TkdMRThxY2NDVXNRczFYbUhOeFVVWnRYU2NGTkpJaFJ5NU1sc0tXUHZhVlZqNHdncmQ1bXQ2VXpnOEY2S3Q4dFUyVmNaUXFnblpWUjdYZE0wbmRVNnBtYjR5bjBHQVhOcWdVbWM5NWZNMVA1bkRlck02VkVOMVhFWWJZTWVHRDREbVItMlIxWjlR?oc=5
- [17] https://www.aljazeera.com/video/newsfeed/2026/3/25/irans-state-tv-outlines-five-conditions-to-end-war?traffic_source=rss
- [18] https://news.google.com/rss/articles/CBMi8wFBVV95cUxPXzFlbUhpQ2xmVXJWMXI4SWEwU290YVN0dkdJSUdfYWUyZ3RiZW9SNnZNSmI2N0k3cE13T0hMQjNVUk9rMDBHLVZrUFpFblhScnBVX1JSTjViQ01EZUtwNDJkUF96bnNJTHM0ZERnNWNiNE1WS2tFM0p4WFZ6dUx4cXZTZ3dmczBIZjBsLTJKdjRxa0xOWV92WV95RUotcmlneXpVVkpCZEsxMFM0a014Y3RkSnRjTnRWc0Z4dWlYU3RWRkVQZW8xbHQ5MXpSSnRSLUFmMUVmZV92dG1OeFlsQkNEUWpTR2xTMlMySjh1Sjc4Q0U?oc=5
- [19] https://news.google.com/rss/articles/CBMisAFBVV95cUxOSE9rVnF3d3k4SmhmU01hRkdJdThyM2RiVXpiRDZaWGtqMDQ5NzhyWXVxQW1MNlN0aWd3VXNvcTZCLTUtdlhMQU5qYVNWRWZCWFVwaVJaQ3BhclFLNEtqN1dHekYtcDR1X18yaUNGcE4xaTZBYm53d0VrMUFOUGs3SmdRTTU3TDRDd1pkUDhUT0ZQbFJHR1lsdklIbE9WUi13czY4YTE5b1RRc2V2Z290QQ?oc=5
- [20] https://www.rt.com/news/636167-iran-worse-than-iraq-sanchez/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [21] https://news.google.com/rss/articles/CBMieEFVX3lxTFBhNUprVndUd2RfcjlTX25CYWxQX0FURTZxS0FHNHhMTFZ0ellkb2RUcW1WVE5BUkpEdS1EbzBFaUNJWXZiSGhJYjI4NVN1eGhIcjV2MlhJYV9iS01Sc1J4Q25QWE4xY1RBaWFKNXdIeEp2U21mLUJuTw?oc=5
- [22] https://news.google.com/rss/articles/CBMijAFBVV95cUxQbVB0QmxlZFY1d2N2ajhFMWpMMWJZcWpOa24zV3lYVkZUYk8zMF9iR1lULUJROUZRaWRjanBuUzM0UlN6OUhYQ2JyT3Q2Wm5kMDYwUzZrWTlIUXB0TkJmWnBHV0JyNFUwVnZKRzJ1Q05VSVdKVFF3cmJKbGl1QVpyV1lIU3NmYjlOUkg4Zg?oc=5
- [23] https://news.google.com/rss/articles/CBMivgFBVV95cUxPUzdaa0lJdElid1NPc2RhSGJGdkRGenM0UGcyWDNfTTUtbWFwMmFHbjgyaVEyb1BDTG5EdVlTamZBVkQtLXhBaE45dWZBX1luTUNGWWhzSmwtVXY2cTkzSmZHQlpNVDNoQjg5R1Y4WkJtTm5uTmNfaHlseDEtZ2xndmtnUHNjckE5Z3lrbDlXMTdEeVJOdkxYb2Z6dzBsRV80Wl8tR0lFeHpTS1pwcWZoUWpJeU5UNjFnaVg2T0RB?oc=5
- [24] https://news.google.com/rss/articles/CBMitgFBVV95cUxQSnpPVGY1V0h1RUhCU1ZCNVFyQV9DczRnVHJEMVk4QWFYRHk5VzRxWFpQa1FRSjFaTEk5YkwyejBmLWZTaFVieVJIVnRyck9Yb1JhYjdNX2lsakRySmdUbkFZY1B0aEJuNzdtNFhscXVPZXRGMmhhbUJVRWN4Z1BvQ1hMd0c3Ml9PUjZGQ3dqNzhtc2ZZR3hBSVZYaGwtNk5CVWRYSXRrYUFzMDNkcWJHblFFTW9fdw?oc=5
- [25] https://www.aljazeera.com/news/2026/3/25/war-on-iran-what-troops-is-the-us-moving-to-the-gulf?traffic_source=rss
- [26] https://news.google.com/rss/articles/CBMioAFBVV95cUxOdUtCdTFreDRwM3dONWtPQmFoZF9UNEdUMHhJejF1eUcxZEhHVUQ4XzFJdVZ6OUdkckZ2eDNpODJRSHBYYmxpbC1CS2dSOXgxclR4REhmRWlITjFUS2VnVVE1RXRKa2xtODRTeTlhN2dyWXNMejNmYVE0ZlU4R1RmVjREZGZ3TnFxNXNIYV94Sk92VG44aDZvVnFnUW1iQkdo0gGmAUFVX3lxTE54eGZkajBCaklCOElMT1k5TkVMbXlCUWw2Y2pwbUFvYmlEUTZFb05rejhuRXREajA3UXVqYWRzTlZ0QjhObTlMdkZzMHJieGJnVlF2aUFjM0xUY0pHdEY4TnQ1SE44ZW5tc3R2TlJnc29CYjVwa0lDRk14T3dWY1lZd3YxZnlPeDBkOG5ETWNab194NFAtamJjWGloWjh1Wm8xR1RYUGc?oc=5
- [27] https://news.google.com/rss/articles/CBMiS0FVX3lxTE5uMGZRMTY3dnJWQ1REYWVFY3dqNW9NZGg0Ym52M1o4VC1TZWhzQVpMUjh3ZENlRGs1UTBROXVJZjJ3aXdQQUh3TnZUMA?oc=5
- [28] https://www.xinhuanet.com/fortune/20260325/70691f988eb542f3acc9660bfd41443c/c.html
- [29] https://www.rt.com/news/636100-shock-and-awe-is-dead/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [30] https://www.aljazeera.com/video/newsfeed/2026/3/25/israel-talks-up-iranian-threats-to-european-cities-to-justify-war?traffic_source=rss
2026-03-25
2026-03-25
Updates
- Oil prices: Supported by Middle East conflict and LNG supply disruptions, potentially returning above $100/barrel.
- Gold prices: Safe-haven demand rises, supporting price increases; monitor geopolitical risk developments.
- U.S. dollar: As a safe-haven currency, demand may increase, particularly strengthening against risk currencies.
- Equities: Decline amid war drag and volatile trading, with global risk sentiment under pressure.
- Renminbi: Supported by Chinese policies, but monitor external risk contagion.
- Bonds: Safe-haven demand may push yields lower, but inflation risks limit downside.
- Euro: Weakened by Ukraine war and energy risks.
- Japanese yen: Safe-haven attributes may boost it, but monitor impact of Japanese Foreign Ministry warnings.
Linkage
Middle East conflict escalation / Risk-off sentiment rises / Oil and gold prices increase
LNG supply disruption / Energy prices rise / Inflationary pressures increase
China special treasury bonds / Bank credit expansion / Real economy support
Geopolitical tensions / Market volatility intensifies / Equities face pressure
Sources
Xinhua World / Xinhua Finance / Al Jazeera Middle East / Google News - World / UNRIC France / Japan Ministry of Foreign Affairs Overseas Safety Information / U.S. Treasury OFAC Recent Actions / ANTARA News
Reference Links
- [1] https://www.aljazeera.com/video/newsfeed/2026/3/24/building-collapses-after-iranian-missile-strike-on-israel?traffic_source=rss
- [2] https://www.aljazeera.com/video/newsfeed/2026/3/24/iranian-missiles-cause-injuries-and-major-damage-across-israel?traffic_source=rss
- [3] https://news.google.com/rss/articles/CBMilAFBVV95cUxPQ3N3MFRHWTViTmdtMGhteGRYbFBTaTN0TlFJdWU0eHdkdmtsMkVTY09PbGF3bmFRUnBDT1JmS3pmMGVkSzd3d21UUUlCQkJaNWkxSmRXcHdZMUlqMFY1Mm9BcFJjblp2bzctTmRpWmpPdnNLQUpxdFBMbi1GLWxNZk1nMHNualdrTjBhdTNaR3hRWlBa0gGaAUFVX3lxTE5PQnBMY2FGbVJYZUczQVMyN1Y5em5NZHpEeC1MOHJzR0tfa29wU3c3M0N5NzlDWF9WaW8wRjdhUnZvVTlZOHo2WDZyV0pDSGJiMFJBMWhyNng3bl9hWDl6RXc4MF9Mb0NyQnBXNHkwWFJ1YmVlMFJZQTNpOTkxLVdsdTJleXE5cnpwS1lWMTF0Wml6eC1aQVBpZnc?oc=5
- [4] https://www.news.cn/world/20260324/13137e064ccb478c9939b3b8c9272065/c.html
- [5] https://www.xinhuanet.com/fortune/20260325/6b6fad3bee41483eadae413812ef9ccd/c.html
- [6] https://www.aljazeera.com/news/liveblog/2026/3/25/iran-war-live-trump-again-says-talks-underway-12-killed-in-south-tehran?traffic_source=rss
- [7] https://unric.org/fr/lactualite-de-lonu-en-bref-numero-11
- [8] https://www.aljazeera.com/video/newsfeed/2026/3/24/arms-manufacturer-thrives-amid-us-israel-war-on-iran?traffic_source=rss
- [9] https://www.aljazeera.com/video/newsfeed/2026/3/24/trump-claims-us-has-achieved-regime-change-received-present-from-iran?traffic_source=rss
- [10] https://www.anzen.mofa.go.jp/info/pcwideareaspecificinfo_2026C021.html
- [11] https://news.google.com/rss/articles/CBMiWkFVX3lxTFA4OV82UHJwV3pQdUdsRUc1R3hnSHFFMXIxQ25uLU1TRGFxNUFZMmpBWG9GaDRwRkZHbmplVDlnWklTRTFpcmpWMGJaVGw4aUl1ZVZkRUhMZXpqQQ?oc=5
- [12] https://news.google.com/rss/articles/CBMibEFVX3lxTE83NTJQYXhUdGF1U1RIRHpnZVZ5M0NDdzRYMVpySW9kUzZOUUJyS3pObEI1MVFhWTZ1Y0hOYTlrbkFJSFpjdExjWlE0cEU2eUQxZEExN2VMMVhURkhIVkFsR1BZdDJsaElCeGZSRQ?oc=5
- [13] https://news.google.com/rss/articles/CBMilAFBVV95cUxOWW5Xd3p5UWxSQmdTMjdmRVJOaTBDb0lSNmdFd1FVTVRacU1qOEY1Rmo2d05iUXYwMXQ3ZU11RnhYdHI0RHBrbm4xbGVUSXJydjBOc2ZWdG85c3pOZEFiQ1lOckZ0cjQ5SFJmSUQyc3hsX3JoTE10aDRFTVRzNFM0Ykp6ci1XSWdxUGZTVlNoRjlhYVp4?oc=5
- [14] https://news.google.com/rss/articles/CBMisgFBVV95cUxOVUswbnBPNGRmZVI3bXFRMWZ4Q3Fucl9Cczd0MnlZQUVZcFUxeF85TzNIbmoyQmUyckl5dWpKTFoyT2Q1OW9UWkdjaGhCNGw3b0t6S203VDJSS2V4bldDSGZVZm9pMk50S3owX0Z1QXB6OU5Hd0kyTWpwbEs2WjllRjJuNkttTHhqNENjd0sxZE1OVEZUVXpjb2IyeEtqTnBvUWxSd0ZWb2dRUmhiVlhkbHdB?oc=5
- [15] https://www.aljazeera.com/video/newsfeed/2026/3/24/has-iran-brought-down-an-unkillable-us-f-35-jet-3?traffic_source=rss
- [16] https://www.aljazeera.com/news/2026/3/24/russia-hits-ukraine-with-deadly-daytime-barrage-as-spring-offensive-starts?traffic_source=rss
- [17] https://news.google.com/rss/articles/CBMikwFBVV95cUxPZUo5dVE3czd6Mm1zajl0eklhS1ZnVUtPY1FIWDF6N3h0M0ViV2pPa2YzNlZUN3FYNlQ1MENQVWdrUzFNRkhhQThPUldaWmNrcHpzNFNIUkIyc3d1OE5qWjloTk9Xd003d0ZZRzgwaGJkWUNFc2o4ZUVaVzBtZGVDYmgzcFM0cmdGYTlha2VNNWluUlk?oc=5
- [18] https://news.google.com/rss/articles/CBMingFBVV95cUxNVVlkMW5RWHd3cEtuaEpTLXYwT1ljcUh1eWxwM1BPbHU4VnFWOWRHMWNCYTlhQ0VESGgxTTBuSFdOa3U2Qmo2bHRfV2FDQy00NDl4NE9MN2Y3LV85Mm5JaUVXZFJNaFk5SVNoWVZXbXZVNkU0U2VvRG5xanBFTi1iS0hud21KZHBsYzlPSUFIdVk2bnYwRlFfc2NqODdXUQ?oc=5
- [19] https://news.google.com/rss/articles/CBMixAFBVV95cUxQSUJBY25HYjlUaU9STTBWX2VycXdDbktZMjBDZ0xrXzRZbGdhTlo5UXF1djlIYmRLRmNJM1l6QUJZSXN0YXlhNF9SOUNfNzJTM0ZuNjZmUnhVbWVvd0dqMGZBcFZOMEhPVTNjZkdOU3BERnVYbjBtcVlwUmpSb0hwWGJVYjQ1YV9NTzNZc2xFcDA2dl9JT2g1bktUMkJMalBzQVM2NUVBMkxVenpEVGxIc1RzS2hBM0lSNXZOb2RSQW9MbFU3?oc=5
- [20] https://www.aljazeera.com/video/inside-story/2026/3/24/what-impact-is-the-war-on-iran-having-on-israel?traffic_source=rss
- [21] https://ofac.treasury.gov/recent-actions
- [22] https://news.google.com/rss/articles/CBMiqAFBVV95cUxPdkFVRklESDFYLXFHSFhfaWtsTkVnQkt0Z0hQcjNHb0hSbmxoX2U3WUhidy1oM1VxZVNqcGg4eGRrNHJlY2pRdXBQRl90d0hGNGs0dEpRR0RaQW5jR2F6OTBkdGZJX3JseDlmMWhsOF9WRVVoLUpTV2JLT0xYLXdXVlVRbG1pcDZTSW5Gc1E3QnVJZjkwNnlTNUQ3NGVEdFZBb3FtcmZUeDg?oc=5
- [23] https://www.aljazeera.com/video/newsfeed/2026/3/24/israeli-defences-questioned-as-iran-continues-to-cause-damage?traffic_source=rss
- [24] https://www.antaranews.com/berita/5491798/iran-serang-pasukan-israel-di-gaza-jika-gempuran-ke-lebanon-berlanjut
- [25] https://www.bbc.com/news/articles/cz90gpyw90wo?at_medium=RSS&at_campaign=rss
- [26] https://news.google.com/rss/articles/CBMivAFBVV95cUxQWnhpTVZWTm5IVFdUc0VzbnpHMXF5MFlMM0hWWDM5ZVV0ZWsxZmRvcTlWZks5OGZCT3huSnpsdUFfMXRLVnowTllnV3Q4eDlGUzdpbDgybjB2ZjBKQmZ5NmpFUGVpcjJIRUJFZGQxUFVzbnJEM21qNllDdUl6aGVrRVFkdGlpcnE5azhnVlJZUElEeWpyQ0JlTHJ0UjdlamFoVUVteC1pdTJaNGc4NzZhNl9kMTFvbGt2al9QRQ?oc=5
- [27] https://www.bbc.com/news/articles/c625j162yy6o?at_medium=RSS&at_campaign=rss
- [28] https://www.aljazeera.com/video/newsfeed/2026/3/24/moment-rescuers-find-man-alive-under-the-rubble-in-tehran?traffic_source=rss
- [29] https://www.yonhapnewstv.co.kr/news/MYH20260325000829qiS
- [30] https://www.yonhapnewstv.co.kr/news/AKR20260324233310JGR
2026-03-24
2026-03-24
Updates
- Oil: Oil prices plummet sharply; New York crude falls 10.28% to $88.13/barrel, Brent crude falls 10.92% to $99.94/barrel; monitor supply dynamics and IEA actions.
- Gold: Safe-haven demand may rise; Middle East tensions support gold prices, but falling oil prices could limit gains.
- US Dollar: Demand for the safe-haven currency increases, but US policy uncertainty may affect exchange rate volatility.
- Stocks: Global risk sentiment is under pressure; geopolitical risks suppress stock markets, while Asian markets may be supported by China's policy benefits.
- Renminbi: China's domestic demand-boosting policies may improve economic expectations, supporting the exchange rate.
- Interest Rates: Falling oil prices ease inflationary pressures, potentially affecting central bank rate hike expectations; monitor policy signals.
- Bonds: Risk-off sentiment boosts demand for government bonds, but supply risks may affect the yield curve.
Linkage
Middle East conflict escalation / Oil supply risks / Increased demand for safe-haven assets
IEA releases reserves / Falling oil prices / Declining inflation expectations / Central bank policy adjustments
China fiscal stimulus / Domestic demand growth / Improved economic expectations / Asian stock markets benefit
Russia-Ukraine conflict escalation / Russian oil supply disruptions / Global energy price volatility / Risk-off sentiment heats up
Sources
Xinhua World / Xinhua Finance / China News Service / Google News - World / Yonhap News TV / Yahoo News - World / Israeli President's Office / Al Jazeera Middle East
Reference Links
- [1] https://news.google.com/rss/articles/CBMipwFBVV95cUxQeFlEVTNsOTdEc0ljS0NNM3hWU2tyN3pDanhRRUI3X1NHazA0QlFZUURfMXJ6aFd5TVRrV3FSNkVUWEU1OEFfZGRFWUtHM2Z3cC1RM0dQTlpWZGNGTmN6RGFIM2kycjhsOU9mMG1SY2s1aTJTTnhOUTd1TWJxSEpFWExvRHV4ZDdhS0s1dEd3dnBMR3VXbUktUEVKNE13MnAwcnFydFVRa9IBrAFBVV95cUxORFlJeVpKaDUxalYzQlEzS2YyNkgwb2xuYVhFWGEzeGg3UXp4b1JVdzVJcTBwRWMwQWtCMjhXN29DNlg1WVdQX0FjbzVoZGlVcm9WYzQ2V3NCOEV0Z1hNTWtJSTJxeEVwR3pjZENmMWZrU29qdFZNWGJaMDdkcmMzUVIzd1g0RFVFMHlfZ0VFOGVqVHBPMzVteHliNjlkWnpxcXBKSHlJRGhHUU5
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260323215112Kkk
- [3] https://news.google.com/rss/articles/CBMi3AFBVV95cUxOUHkxVlFhd3UwODFGQzA3RmlSSF9VOG9KRE16MGs1RnQ1MTdaTEo5VlU2ZzVpeVpCNEJCYTY0OWhCaW1RdWdkZmZYQndOUzRhWjZ0S19XTWZVSlF3enBRbVVmR2JuU0JrR29MbnFJbXV6UTdhbGlVTHhIc2hpNXVUc2h2bGtyYWJCcU5PUklTWWxka0c0V256d2EyeHM4b251Z1EydVJZMDRJZTJhblRqOFE4cmZKdXpWM0NjMnpDa091ajBTVTk0TjFZMk96a0UtQ19HOFZ1WTdFSGNK?oc=5
- [4] https://news.google.com/rss/articles/CBMitwFBVV95cUxOWnRuRU44R2hpMFF3QXhhOGcwWWlrNDlBbWluQlVGblNQWjFDczNJbmZ3VGhWS1ZEUFZXUTh1Vk9UVjlVMHpsbWQxOFhBU2dpN1Q1eW9GT1JZNmxoNHNta2lDTUZaOTh6SUY5cUotblNhUUgxYUFvcnlfblBsNmp4b1hEMHV4Z3R1OGphUXF1bVJFaWFTaEI3RmFYQ2NmWFJieHNlWExPaHVyVFlJM1pxUW1qc1RXWWPSAbwBQVVfeXFMTWJ1UC1yMHl1c0I1UFQtQ3pKQUtoX0hhTmlJSFROUWluMkRJYjNsRHM3RlFfWDduUXdvVTFVNUJnS0Z2VlljbXZJRDlLbmVqdk1GWDJleHFQX2ZzMTlHR1NKczkybVdKSTFtdjl6MnhUTXFDUFBsZllxWms2NV9ZaXFRSmpSSkJPU2JRb0dDRE9aMm5jU1R1M2JfU1E
- [5] https://www.yahoo.com/news/articles/bahrain-proposes-un-security-council-191015009.html
- [6] https://www.news.cn/world/20260323/c3ec2f52c91f48498322e5447855a248/c.html
- [7] https://www.news.cn/world/20260323/532a958446c14f798d6c3c77956c7b8f/c.html
- [8] https://www.xinhuanet.com/fortune/20260324/b617e78931ec4118a6258dc96ca5904e/c.html
- [9] https://news.google.com/rss/articles/CBMiWkFVX3lxTE15Yy1taFh4aEtPNVBuTzdWTXN2ZWxhTE55ZzlUdVJ0RENRYzJ2MGctOXJFSzlsTnBhNFJqUXJGOV9HQWdkRGVJd211b1VueWpBdVRhNl9jbjNxdw?oc=5
- [10] https://news.google.com/rss/articles/CBMi0wFBVV95cUxPRWtnS3JYeU8xM3A4S0NCMnA1U0s0QWRZbHpWQm9vVC14QkZCRks1cmU1NGJMbVcwbE41VGkxN1BYS1dwR1BxMkJnaWRab29NSVJwYUNzZlBFQk0zaEJlMmRNdTZwOGdXVjlsRXl3dDBmd0RMTjRtb3d5UnBQMjhCbVNqOFR4am8zWEg5dkNNQW1rdWs1blFGZnVDNUlDbzlUQVF1QXZIb3paYmthTTc0ZmFBb1VSN0RaUGY1eEZqcUVPZGpHRHR4LWJROEhXRmJNaEFF?oc=5
- [11] https://news.google.com/rss/articles/CBMihwFBVV95cUxPZDBuci1xV3lJRmZiRTRrSEIycXJJbTBZcXA3T3dWSjQyM21ieHFFV0NfX3BQWUxyZnRQUmh1SGM1YVZZaXNOX2gxbk85M0hwZ2Ixd3ZiMEVLbEcxSDF6LU9GaGRIZUhwQ2dFdFVNenVkQ1NXSEtYSVR1MEJPNm5EbDdzY09sSDA?oc=5
- [12] https://www.chinanews.com.cn/gj/2026/03-24/10591666.shtml
- [13] https://news.google.com/rss/articles/CBMihgJBVV95cUxOaUttbXZMVWI4Ri1UU3NjdVRhenVfZndFMFVXZ0dUNjdOaXBkMHk2cVJmTWVsckxqX0t2RGsxVVFMcGJRckFLRXo4ek9KQWRjUHc4ZzhmXzVqWTNjdUw5cDZxbWVTd3FmUjdYdjN0Q0RwdGtFTU11ekRPMzdRUkNoUVFieC1JZ0tueWJHRVFQZ1FleXBsQmg3QUNDdWxaWUNiZTBtbDQ3ODByVTVoMV9yblhURTZubkpEbzFsakVOYVRCbVI2SlFCbzVjWXpkRGNtcUZjVVhWeHFXcTd3bmxXdmE4QWduWjI0dFJDM1BtaHRlbVhmS3pyVjUtTjRma1pmTVlVODhR?oc=5
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- [15] https://www.president.gov.il/%d7%a0%d7%a9%d7%99%d7%90-%d7%94%d7%9e%d7%93%d7%99%d7%a0%d7%94-%d7%91%d7%a7%d7%a8%d7%99%d7%99%d7%aa-%d7%a9%d7%9e%d7%95%d7%a0%d7%94-%d7%95%d7%91%d7%92%d7%9c%d7%99%d7%9c-%d7%b4%d7%a2%d7%9d-%d7%99%d7%a9
- [16] https://www.chinanews.com.cn/gj/2026/03-24/10591654.shtml
- [17] https://news.google.com/rss/articles/CBMimwFBVV95cUxNU2NYQUNVbVlyZVNkdkwxMkhPd1lVVTBPODdNV2VjOVd1UTlYVU9yWWM4RnJUWFhyUW5pNXQxc0FUWlRWNFNmUXVJLTAwNGpzVnJnZVpNZ0pZSGRqQ3FPeUllTWNOUGU0Q0dja0JaODQ4bG1IaU9SRUJsMGsxUzRlYkdFczdjNXRQYUdmN0h3VmpkUm9HWGNWUThwaw?oc=5
- [18] https://www.aljazeera.com/video/inside-story/2026/3/23/have-israel-the-us-and-iran-violated-international-law?traffic_source=rss
- [19] https://www.aljazeera.com/news/2026/3/23/smotrich-urges-israel-to-annex-southern-lebanon-as-assault-intensifies?traffic_source=rss
- [20] https://www.rt.com/news/635973-israeli-minister-annex-southern-lebanon/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [21] https://www.rt.com/news/635945-netanyahu-trump-mossad-coup-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [22] https://news.google.com/rss/articles/CBMiuwFBVV95cUxQTmVDemJya1pCcFFiaXg4X0tvQzd3dFVwZ3JYcGZPcW0zdDNoeF9TYWNEWWFiZ1BOb214clNtNDgxekt6Y1V1a2pqZENEZ3ZHXzA0SlpiWXgzNnhaTWFHMVh5MXd4ZktUTDFOQTd6QlpHaWU2N250S3ZzZENBMWw4T2g4V0htQW0yazdCYTh6RkFSRzYzazJsdWxNVUhBQjFCZnBNclBYZ1VJd1ZMZl9icjBvWmNSTHpTeXBn?oc=5
- [23] https://news.google.com/rss/articles/CBMitAFBVV95cUxPWFBma2Z2eE8zN2Q1STNJYkpNbnhSbXhyUkE4MW1DZXRUcU51NjJaRjNQYUpnNEh5RHNnWHFxN2pDcUlrUkRZcHV4SS1reXViY0JCLUNxQjlvX3ZaNHlRTnItRUQyd2pxd2wxNUFRcXRKNU1zdVZrcXRKRkVIZE1YcEd1SGZIU1l2bHBTc010Zjhwcy03VENWdmdlZ01uVVFfbFdISVRSb192MHZudzUweVpQZzA?oc=5
- [24] https://www.rt.com/news/635916-us-iran-energy-attacks-pause/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [25] https://www.aljazeera.com/video/newsfeed/2026/3/23/ukraine-strikes-key-russian-oil-port-and-refinery?traffic_source=rss
- [26] https://www.aljazeera.com/video/newsfeed/2026/3/23/what-trump-said-about-iran-after-postponing-military-strikes?traffic_source=rss
- [27] https://www.rt.com/news/635922-persian-gulf-sea-mines/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [28] https://www.ukrinform.net/rubric-ato/4104754-zelensky-warns-of-possible-russian-massive-strike-today.html
- [29] https://news.google.com/rss/articles/CBMieEFVX3lxTE05UDBYcG9nNXA2c0NaNS1zRkNVWjlFODFSVW9Id3duaW5CVmRJemZLVWQwdkNHZml6Q01LVVVtbWg2RTZudXlLdXVHemZUNXpmN0taY1N6aVhHMGJWbmV0TTJPNnNtWmZxMU5USWM4MFZfN2liR190Rg?oc=5
- [30] https://news.google.com/rss/articles/CBMitwFBVV95cUxPNG1XQ3RiWWFnZ1VRVmFUN1FHcHA1dEdDdnJXMjRabk52bTRKQTRxOEMxR3ZzUG40b3ZxaHZfM19ua2RJam5PdnI0d0R0NGU5VkwzU2Z3dnBqZUpMS0tNTDFyUHdMOGNCVW5KZ2hkZ2NGNXhLS1dIWG1wYlFoRG9wejRQNC1nVHdibkpfbFBHcS00ak9LU3Blc3c1RS1IbkRWeVFvSFVaZm1MZkZtSk92Q0lpdUNMRFk?oc=5
2026-03-23
2026-03-23
Updates
- Brent crude price remains high at $110/barrel; monitor Strait of Hormuz developments
- Demand for gold as safe-haven asset rises; prices may continue to increase
- USD strengthens due to capital flows back to US, benefiting exchange rates against other currencies
- Global stock markets decline; Europe's DAX index down 11%, Japan's Nikkei down 9.3%
- US Treasury yields may decline due to safe-haven demand
- Exchange rate volatility intensifies; Middle East-related currencies like Iranian rial face pressure
- Qatar LNG capacity loss impacts global natural gas supply, pushing up energy costs
Linkage
Middle East conflict escalation / Oil supply risk / Global inflation and risk-off sentiment
Strait of Hormuz blockade threat / Oil price surge / Capital flows back to US
Iranian retaliatory attacks / Regional instability / Gold and USD rise
Negotiation progress uncertainty / Increased market volatility, affecting asset prices
Sources
Google News - World / Al Jazeera Middle East / Yonhap News TV / Yahoo News - World / Sky News / The New York Times / Global Issues News / BBC News (Top)
Reference Links
- [1] https://news.google.com/rss/articles/CBMinwFBVV95cUxQT3ZNV3EtM18yTjlzZDNUYlU3YXljZGRUY0o1N1ZXQ1FvXzVOWG45VUJ6SW1kNTRhU1hEQUpGMzVRVE5pUnNMazZ3VGxHc0lsZE1YRnFudndka255bTVEMFJnM2ZhdkZNdDdLbDIxWGxpbnBzRjlKQ05TWEJoR0JOekFncXpucVFHd1A4UVNnak0xd0lHMmxFemU2Ti1TTkHSAaQBQVVfeXFMT3V5aERRUlAxQmFnYk5NQXZ5ek9OaXhRdlVJTXVfbm9teTRsWDBPNmJxTG1hUW1kTkd4YXZaZHlSdTdlWFdWVGN0ZDB0QkdoOWhGbkRyZzQxRm1GN2pVMEJoWE9xWlRrcmRjYWNOY3NhX0d4REtuR1I2dUtEamJkMVJfZmdURHllNmRnb05qbTRUOWVqR1NxSTR1RmFhRnc5UWpwVlg?oc=5
- [2] https://news.google.com/rss/articles/CBMiwgFBVV95cUxPV1l2bGRCNUZZSnBSb0JSc1RqdG4yZXRvV0cyczhsRDNtRHVyYWZjclhYdVJTZmZHR1RES01FbXNSZkZCUEM0Zm9DQkVFQW1xTDJaV0JJZi0xTkFrYmJFaTlFYVMwaHN4SjRMcVlNNGJMN21yZGdGQmVfQTJxUEctNnB4SzRyXzJWRVVTOUNENEx6eHhLVzhpR21UUHZYYUFKM0JXTWtoTXVkaVlUNXpoQl8yYVBJM2twdzBna3M5TTA2UQ?oc=5
- [3] https://www.aljazeera.com/video/newsfeed/2026/3/22/iran-claims-missile-attacks-on-key-israeli-military-bases?traffic_source=rss
- [4] https://www.yonhapnewstv.co.kr/news/AKR202603230031383jb
- [5] https://www.yonhapnewstv.co.kr/news/MYH20260322232612fdX
- [6] https://news.google.com/rss/articles/CBMivAFBVV95cUxNaHBrbloxQjlGRzJKSy00dEQ1Qm9VLTZ1VmQ3ZDUtNlZSYzhYSXE0WDYyLXJrSjZGd0lvS0s3Q2EyRzZieUtUWUlMb1loVmVfSUR5Y25rVlhnX092WEMwM0pNVFFQMS1ia2R4bmJhS1l4NHo3SUF4bHJxakVPdzZuQTBXSV8yblRoejhXcWtVVGFrNVIwM3F4czdmX0I4S0prSFJVVHR2ZmFNVTBhdE5PRm0zaWdaR2s3VW14dw?oc=5
- [7] https://www.aljazeera.com/video/newsfeed/2026/3/22/moment-iranian-strike-hits-central-tel-aviv?traffic_source=rss
- [8] https://www.yonhapnewstv.co.kr/news/AKR20260323025052Hm3
- [9] https://www.yahoo.com/news/articles/trump-hints-wind-down-war-051853034.html
- [10] https://www.yonhapnewstv.co.kr/news/AKR202603230243549b3
- [11] https://www.aljazeera.com/video/newsfeed/2026/3/22/we-do-it-together-in-confidence-netanyahu-backs-us-strikes-on-iran?traffic_source=rss
- [12] https://news.sky.com/story/starmer-to-chair-cobra-meeting-over-iran-wars-impact-on-the-economy-sky-news-understands-13523061
- [13] https://www.aljazeera.com/video/quotable/2026/3/22/risk-of-escalation-is-extremely-high-as-iran-shows-it-can?traffic_source=rss
- [14] https://news.google.com/rss/articles/CBMiXEFVX3lxTE9jcnVocFJLNzlNR1REN0dXWWpZaGdOTDJUWTlZREdLQnlOcEtNZXdBbUwyNHQ4SDNmOURQNmZVT2hSX2xYeEdRUEh2dHp4WWp0b3pvREF1Smk2LWoy?oc=5
- [15] https://news.google.com/rss/articles/CBMiaEFVX3lxTE5XTFdWUGE5cERnZkhaTXJxOUM2cWFfNHJzMnNzbmxfQkNmTk53Z3dZdkdIM1F0Q1pNV2xRMVBjbWx5MEplVnZIbW5hdmdFYlRLdnBSSi1IYUhjNnN1Rm1TbDFfZ2ItbjI2?oc=5
- [16] https://news.google.com/rss/articles/CBMirgFBVV95cUxNejFFOG1nc0JZSUs1clVVTEdvb0dOVVEwejJpUlRFR01RUWtfRFVBUW5iYkVpYXNoamxDSXVvVkJEa1JJWkQ3VmtsNDRqNVhfMVNvbUZHMlBocHZfUTFqdms2SGZjV1RnVUk1WGJ4YUNacU1FdUppblNjdGpBQU95N3o5d0x2bEJGYjVSMzJNQUx5djVjNm8zV2JfQm02S1NGeWlpRDAtY0pRQzBTRHfSAbMBQVVfeXFMTVhUbV90T0EwWEs0azhVbk9vN2JHWmx0dURSOTF3a19qUmxzMDQwU3JELTV2SmRsMUFKOVU3NFZxM0t4czFSUXVlZXJsRmtVZThxclpHamNoQWJadFdnX3k1U1pXa1h1TTNJT3B5Y29CeXJzXzUxbTdSbFlFaWhXYkpWdm5vVFJtRnpRRGVJd0tmU3ZVWjZLNXVUbGxZZkdwMEtOYTV
- [17] https://www.nytimes.com/2026/03/22/us/gas-prices-south-southwest.html
- [18] https://news.google.com/rss/articles/CBMickFVX3lxTFB4am5wWjBMYmt1ak8wT1dxNHdzTUJlaWd1ZFBxQ0hmYlVDVUdWeEZ2aFQ5aTJ6Q2I2LV9fcjhWMF9sZG1mMDlIRncwampXY1NhRnRhTlhkWlpjTmZaeU5EWTdDeGdkYXFfeEN2VzM2NXE4QQ?oc=5
- [19] https://news.google.com/rss/articles/CBMitAFBVV95cUxNclpXV0tqN3l4dmxLZFBuS3IwUTFteTFSeGlxYUE3aENPSGdub0IyaEptN01JSnJudmZUaGlvUzktS19XOV9KTW9NVVFoWUdqRzdscjdTQUd3WWJLUTFxMWZtcTUwTXNiaExNYlFXLWpPcFEyQko1eXVHTENrQjlWYWczX1FBWDJlSHRnNjlwMXdOanBuSi1zMlZaVkk5N0lKUVR6cGE5ZDFsREdsRl9jRUp6UW7SAboBQVVfeXFMTmg3a1lwZFU0VElmREJJaUh5UjE5ekZTLTYwLUZuNU9Dci1rcDVRbXJrcWhBZUN1ck1kRWpLdldobDRqZUVnOFVDaEQtRjNoaVVNTVFoN0FlODdjNnE5dmR6TlZfNjh3Z0YwSmVsYlVYODQ0MlRMRXN2M1lVRVJabi1tbHNJRGtDX1g3YXpRV0tadXZweklUTmdlbEJTRzd
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260323003254LDq
- [21] https://www.aljazeera.com/news/2026/3/22/iranian-authorities-taunt-us-israel-eu-amid-strikes-and-assassinations?traffic_source=rss
- [22] https://www.globalissues.org/news/2026/03/21/42609
- [23] https://news.google.com/rss/articles/CBMif0FVX3lxTFBxQlZJNlZWNXI1Q1ZVMmVMaHFKc25vekYtQmtqZl81cjk2SDRQQmRuTUxyU2RnZ3JfSkhxMzhZYkdiSWJEX2hDbGdxYzdDTEdJZndZakdJSENmQXdmajlDNWY2ekdoajFYQy1LZW5wV3dDQ09nbTIxaG9lZzVjLVk?oc=5
- [24] https://www.aljazeera.com/news/2026/3/22/trumps-changing-messages-on-iran-war-what-does-it-say-about-us-strategy?traffic_source=rss
- [25] https://www.bbc.com/news/videos/c3v6k0l631vo?at_medium=RSS&at_campaign=rss
- [26] https://www.aljazeera.com/news/2026/3/22/iran-says-will-hit-regions-energy-sites-if-us-israel-target-power-plants?traffic_source=rss
- [27] https://www.ukrinform.net/rubric-ato/4104328-iran-launches-nearly-30-missiles-and-drones-at-uae-today.html
- [28] https://news.google.com/rss/articles/CBMilAFBVV95cUxQbEtmcldBb2JsM1BrQ2pUdFpRS3JVZTZmSXBjZ0R4WHVqS201OTVJcWFHQ3Q1eVU1WERjTkx4bjM1MmprVGV4VFdVQl82TkdjOTlzQkpybmpqQ1lORGZjMy1vRWR2OUxhOUVlRjR0VmxJel9lT1ZySGZzdDZ0THhDVmhELTljbXZvV0dzWWRHVFVWcEx1?oc=5
- [29] https://news.google.com/rss/articles/CBMihAFBVV95cUxPbWJzdnNvOUlTV2Iyc2tVaVJuTjh5ZmJNb3JWLW9SemFheVo5OGRObFZ6MkVuSGRvNzE0ZXMwdEJfOGh1NWw1MTloVXQyZlplTG1GQ21zWDN5MXA3WmZEa0hPek1XS1k3a21sVTlCQlR0UXR5YTJ0WTV2Vnk5Z1pSR1FDRVg?oc=5
- [30] https://www.aljazeera.com/video/quotable/2026/3/22/opening-strait-of-hormuz-will-probably-require-us-boots-on-the?traffic_source=rss
2026-03-22
2026-03-22
Updates
- Crude oil prices may rise further due to Middle East supply risks, with Brent crude bullish towards high levels.
- Gold demand as a safe-haven asset increases, prices may break through key resistance levels.
- U.S. dollar strengthens on risk-off sentiment but suppressed by U.S. policy contradictions, volatility rises.
- Global stock markets face downward pressure, especially energy-intensive sectors and European indices.
- Government bond yields may decline due to safe-haven demand, particularly U.S. and German bonds.
- Euro against U.S. dollar may face pressure from European economic concerns and energy risks.
- Commodities like fertilizer prices rise due to supply chain disruptions, threatening agriculture and food security.
Linkage
Middle East conflict escalation / Oil supply disruptions / Global inflation rise / Central bank policy tightening
Geopolitical tensions intensify / Risk-off sentiment rises / Gold and U.S. dollar rise / Stock markets face pressure
Energy price surge / Increased corporate costs / Economic growth slows / Risk asset sell-off
NATO internal fragmentation / Global security uncertainty / Safe-haven asset demand / Increased market volatility
Sources
Google News - World / DW (Deutsche Welle) / RT News / Al Jazeera Middle East / Deutsche Welle German News / The New York Times / Ukrinform
Reference Links
- [1] https://news.google.com/rss/articles/CBMisAFBVV95cUxOenB5SlRRNUV6NHphaFY0R0lraWlzNVVJMTU5UVRlZGlGZnJMTnRuQkthQTljUkZ5ZDRxbDNJanJ2Y19LWUJqdjV2WXUxdXpoc09HcTU4NmZhS1dqc2ZnTlFiaFBjanRmZlNoZzlybjJKNGxQVHRCOHdXWHNkdUFyUGdDenkteUF0dXgtM24xcnBTd0NZZnY5RVJmXzIzN1ZxN2xGNklUNktzMmJMcUhrYtIBtgFBVV95cUxNR1RCUHlVcnJ5R1ptMFBMMWtxa2l2SERnR016ZEJBY0xXZENsSWoxcXowRmVLNTZ6MVg4UjNQR2FfUUlQdXBYWmZFQ2NjdUZ2WmFEaUdGSjJYSng3SGRiN3JYSFdvMHhvMjJOdGQ3YXhNcEo1SzBsbDFZZ3pNOUlUTVViQ1J3WFlPTjZ6ZWg4UVBTRFRZWTVVSFdxWXh4amVMMWx
- [2] https://www.dw.com/en/iran-war-natanz-nuclear-facility-hit-by-us-israel-tehran/live-76462692?maca=en-rss-en-all-1573-rdf
- [3] https://www.rt.com/news/635767-iran-war-destroy-nato/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [4] https://news.google.com/rss/articles/CBMijwFBVV95cUxQVEZnZGJQU0pGcTExb2l3ZWh5SGNLeXJZdGI4eHJneGRxRTVuM05INXEzWWd4V3NNRTNXMnE0b2diQXZCRFNqTGNyVTBLMDhRdU5iakVqRjhSd25VRHVqX05xcDNYVnlkbG9QdkY3TklXa0Z2eVEzSGNBdXktMzh2blRtUU1odzRpS3prV0V2VQ?oc=5
- [5] https://www.aljazeera.com/news/2026/3/21/saudi-arabia-expels-iran-military-attache-and-four-team-members?traffic_source=rss
- [6] https://www.aljazeera.com/news/2026/3/21/iran-strikes-towns-near-israels-nuclear-site-in-escalating-tit-for-tat?traffic_source=rss
- [7] https://news.google.com/rss/articles/CBMihgFBVV95cUxOR2lrdEJGdV9VNWlrWWNzbFJhMlZTbDNPSjFmNzJuODN3MzBodndkd0I0dHZvWDNDRDc5SnYtdDNMVkpRaUJJNEtjc2xzdlBNelBjekNpT2Z4aFktUGRpdmJkQ0VBNGVVQUJDY2ZWZTh2SGRIc2Y5c3dxSXBIVVNFOG1lUHNPUQ?oc=5
- [8] https://news.google.com/rss/articles/CBMixAFBVV95cUxNYk5oblh1ejY5YnJGbDFTQTUyaXZ2MDV6QUJRU2pPemM4bmJQVWowd0NsT1hxbmRSa1JXX0xKWkhPSVV2T05ySXZJNHJPQ0I1VWdtdlZZQ1JVU19NbjhuMkU5T3JKVWFUZmZZenlBZHlteUtWdm5uc2FMX251dUJRVzZpdU1ETThVVU1ySEg3U2VLeHBraDBVTUNTMFBjejl3NTRrUjZveFBDNGQ2YXM3MGl0VE13cVFsT0xjOWlVeHBXS1Rt?oc=5
- [9] https://www.aljazeera.com/video/newsfeed/2026/3/21/state-of-emergency-declared-as-iranian-missile-hits-arad-in-southern-israel?traffic_source=rss
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- [12] https://news.google.com/rss/articles/CBMiwgFBVV95cUxNYmRtY3N4SWpBdERQM2sxSk50ZWVsN1Q3ZmstTDdCM0dNM0dsaW80WlliTTAzQ1oyOWdXZEZIek4ta2JQZW9XX3lmTkZhalM5SVFhQ0IwemdETWhLN1k3T3YtOHc1Sm9jSGFHSnNQbVhRdG01bmFKRmR6QnBCV1VoR1NndEhTTWFnekFLWlN4cEJ3ZUZheVVEYmtCRnRKXzhGZ1RwWUt1ZWNUendWRnZaMmRjMDlTYjREaGJrMGZrbHg4QQ?oc=5
- [13] https://news.google.com/rss/articles/CBMiXEFVX3lxTE9PY0h2QzNpNTdxaGI5eWJ5SE05US1rMEdQX213MGdIeWF6eFB1bFBxQWZUM1RjOEpBQm9NeEpHekpXZmZLWldjMmN1bllEZk5jUktTeWxsb3ZIMXp2?oc=5
- [14] https://news.google.com/rss/articles/CBMioAFBVV95cUxORmV1TE01QU9sR19VLVR6aURXTzAtVFV6dk90b3FTOXZtcnZQYkM1bjVheTJBVklNbFhpVE54dDFrT29KWl9FZ1B3a3RqdmJXMkktWVluQzBSMlM1QlhmcXpLSmY5T0M4VFpzWElIeF84MXVsRE1LdFIyMEozVjZmd0w2WDl3MmM5eUZTcExPX2VqOGdDZXlSQ0liLUlwY0JZ?oc=5
- [15] https://news.google.com/rss/articles/CBMiXEFVX3lxTE1jRGZTUnJBRzJkVGdEbHV6TVlzbU1IS2cyeWt4UjhsUms5QVRWX20ydVVkWVN6aWlzOFdMVVhWT3JOT2sxS2J0aU9FLUVjSDRCRS16MEttQnJydzZL?oc=5
- [16] https://news.google.com/rss/articles/CBMitgFBVV95cUxOV0ZCVlJKLTM2NFJwX3ZJT1Y1aXNwNW02eXl5dVJvZXU0QnBOM2lHakgyaklXLUVnX0NLVlp2M3FVRHdueEp6TFdUeHVYakI4Rm53Y3V2YVZBU0pVWUtyeWp1S2phNDZlTHNid1lvSG8tSld3S1M3UzZqSTNSMXlrbmxsX0FtMTVVblVLbHR2YTc4YTNUQTk0SXVCYWVzcjAtVnZPMXoyNVBBb0JyeTY0aE1Uck9YQQ?oc=5
- [17] https://news.google.com/rss/articles/CBMiswFBVV95cUxQMGpleDBJbHI1bVNsXzZGSDZRV0xqV0dnOXV6ZHlMRjRmSFhHMDh0bXJOT3ZoSnJ5NEdzMFY3SFdFeDE1S3VMakhJa2o3aXZoT05zcnpCcXcyQlp3dzVjVElOU0dUdVl5WXo0TUdvRzlLd1pUOUR3YVhCT0ttc2FKUl9NS3FGd2t2MEZtUmdlTUFlejRoYzR0MDRlWnBwakw1UnlheEx5LS1fX005UzhqM0Z2UdIBuAFBVV95cUxNT2FDODNFRkZtSkgxNk5adk93MEI2aTRvdXR3VDZFZkRiYURzN0lRTGdHV2JlRGxWb1liTzVFX3lzLUpaTmJUYnZySmxSbG5rUlBVTmN0aDhzYkY3TXhIdjljd0NvT2dGQWczbXFwMEl1MHBxa1d1bXlxM28ySG8yb0VLU1I4aFZkeGJweHRnR1JRNVlCM3QwYS1Hd1V1bE1
- [18] https://news.google.com/rss/articles/CBMingFBVV95cUxQWXNaYUpMSHBaQnM0a2Z2MGlfOUg0RmJMR09TSUE5ODVPQ2pqTG9JVVJBVFJyQ2RZYlgzZEhLRUFOdkpYTWRLc1owYUptMjNfQnFfcmNlankxTWdUbzF3T2hQSHp3bTF3cVlSbW1EVkdsVV9lZlRoc2JRM0t5aGF1SG1ZTW84YS1raUt0WGQwNG44YnBzMGljZEFVWmJkZ9IBowFBVV95cUxOUGY4SXRpMGJyRm5UUVVsU1J5NF9OeWxUWjc3dDFyWDZGUi1OWC1uRERQNWc3RFFNX29WTUtReGwyR2JmdHdZZ0JvSnVpZmZJVVNIRnZOQTl6VFBSaTc1dmo2aWN1bVBaS2gwbEtaaGlXSFU3VUo4VnZUMkVwa3NvTGk2YVpSbm9QQ0VnRENsSnp6TE80SmpaeUVyM2ZPclpnTG53?oc=5
- [19] https://www.aljazeera.com/news/2026/3/21/eu-urges-members-to-start-storing-winter-gas-as-iran-war-causes-price-surge?traffic_source=rss
- [20] https://www.rt.com/news/635748-how-far-could-gulf-conflict-spread/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [21] https://news.google.com/rss/articles/CBMiwgFBVV95cUxNVWlPb3NHWEZYUV9FTjBCVndXbFNZVnFyWXRNbHJDU1JnNlRXbmhqb2g1UjR5a2xQcmNIZWJCMHVKelA1YXk5NEFnTmdfakhETnUxUmVhazIxSTNUUmtHTVpJMklkOHdMUEVHZno1cEJ1NGREMTBURTJEOTV2Zy1YYU5YaURjb1RqcEhMYWxiWFJaeWxVZFBIaEhhZ2pxOTREQTR1TmFPRlJoMDBCeWUyWkRoU1Ftd0NGVkY2dlI4dnE4UQ?oc=5
- [22] https://www.dw.com/de/iran-krieg-teheran-sieht-keinen-anlass-zur-diplomatie/a-76449132?maca=de-rss-de-all-1119-rdf
- [23] https://www.dw.com/de/israels-regierungschef-netanjahu-der-iran-wird-dezimiert/a-76447499?maca=de-rss-de-all-1119-rdf
- [24] https://www.nytimes.com/2026/03/20/us/politics/battle-for-strait-of-hormuz.html
- [25] https://www.nytimes.com/2026/03/21/business/iran-strait-of-hormuz-oil-us-israel-choke-point.html
- [26] https://www.nytimes.com/2026/03/21/opinion/iran-war-trump-lying.html
- [27] https://news.google.com/rss/articles/CBMimAFBVV95cUxQOXk3X1NwMHZYN0w1dmM3eDZkd1FVeDFLM2tsU0V1eGhqdE9RTmpPZ0RKb1NvdlM3VzlON2R3U3RzQU5vbEZHT18xQU0wQkZFZVZPQ05XUW5rS1lsdS1wQWhpaTBoTlZpNzlhYzZzN3R6R2szOHZjd2UtUklKMUNERWJkaTgybkFXbTdXOG1ta1RRQlFOaFU2bg?oc=5
- [28] https://www.aljazeera.com/video/newsfeed/2026/3/21/uk-says-iran-missile-attack-on-diego-garcia-failed?traffic_source=rss
- [29] https://news.google.com/rss/articles/CBMixAFBVV95cUxQV2FMRkxCdzFTXzRNTHYyOWhyTXo3TDJ3b3M0MmpRMjRvVlNLRG1FMGNyUFQxRWFoNlRNbDBaYnA2Z1ViRVM4dmZuM043d0FZR3gyUkUzLU10NjdvRE44VU9ST3h5cGdqVmo0ZGdjWHBvcUM3ZmVjaW1WZzMtNVY3aHpFNXQ5Qk84V29vYU1renF6SWdJcTNxSkFGbEs2Zkg5ckwwV0dVc0E4Y3d4Yk5ydVNsZjRPWDVwYTkzQkJ2MHFLRXVX?oc=5
- [30] https://www.ukrinform.net/rubric-ato/4104133-war-update-43-clashes-on-front-line-since-morning-most-intense-fighting-in-huliaipole-sector.html
2026-03-21
2026-03-21
Updates
- Oil prices fluctuate due to supply disruptions and sanction relief
- Natural gas prices surge over 30%; monitor subsequent trends and inventory data
- Demand for gold as a safe-haven asset rises; prices may increase further
- US dollar strengthens, benefiting from risk-off sentiment and rate expectations
- Global stock markets fall, led by tech stocks; Nasdaq index down 2.01%
- Interest rate markets focus on Fed policy expectations; bond yields may rise
- Energy sector relatively resilient, but overall market sentiment is cautious
Linkage
Middle East conflict / Strait of Hormuz blockade / Global oil supply disruption / Inflation rise / Fed policy tightening
Energy facility attacks / Natural gas price surge / Increased industrial costs / Economic growth slowdown / Stock market decline
Geopolitical risk / Risk-off sentiment / Gold and US dollar rally / Global asset allocation adjustment
Sources
Prime Minister of Canada - News / France 24 #3 / Global Issues News / RT News / Google News - World / BBC News (Business) / The Hindu / Der Spiegel International
Reference Links
- [1] https://www.pm.gc.ca/en/news/statements/2026/03/19/joint-statement-leaders-canada-united-kingdom-france-germany-italy
- [2] https://www.france24.com/fr/%C3%A9missions/la-semaine-de-l-%C3%A9co/20260320-guerre-au-moyen-orient-faut-il-craindre-un-choc-gazier
- [3] https://www.globalissues.org/news/2026/03/20/42592
- [4] https://www.rt.com/news/635536-iran-israel-qatar-war-energy/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [5] https://news.google.com/rss/articles/CBMiVkFVX3lxTE1aakJWRHJxUEJERGhITlRxS3ViX19sYlltZVl4ZVBLMU93bFJ1Q0k5SWtpWFBUazlHN2x2bU5GdXcxM0dyMU82Qm9tQzhQTnZUVEZtd2xn?oc=5
- [6] https://www.bbc.com/news/articles/c9d415g55nno?at_medium=RSS&at_campaign=rss
- [7] https://www.thehindu.com/news/international/trump-says-considering-winding-down-iran-war-but-rules-out-ceasefire/article70767398.ece
- [8] https://www.spiegel.de/ausland/iran-news-heute-donald-trump-erwaegt-nach-eigenen-angaben-militaereinsatz-gegen-iran-zurueckzufahren-a-ada3a0c1-bf0d-44a1-a66d-48a23b3223ff
- [9] https://timesofindia.indiatimes.com/world/us/middle-east-crisis-trump-says-us-close-to-meeting-objectives-opposes-ceasefire-with-iran/articleshow/129709333.cms
- [10] https://en.yna.co.kr/view/AEN20260321000353315
- [11] https://www.thehindubusinessline.com/news/world/uk-allows-us-to-use-bases-for-strikes-on-iranian-missile-sites/article70767389.ece
- [12] https://news.google.com/rss/articles/CBMiVEFVX3lxTE02b180dHpSREozbXl6aUtXazlWMWVsX3FRUUQ2ajZBUF8zSk8wUnMyLVBQTXNWbGRSUlNObzNFYjQ3MXdfMTVkZGQ5eExKc19VT3B5RQ?oc=5
- [13] https://finance.yahoo.com/sectors/technology/articles/jerome-powell-says-blame-data-135528565.html
- [14] https://news.google.com/rss/articles/CBMiqAFBVV95cUxQbzljM25ZTGhrbUF5R2RCbXF2SEFmS09GRGNoUHBaci1yQUwtVjZ4N1hMWXdEbGFpUnR2a0VEdzlFa3dBODllYlFyMnBtYzE1ZmdVcV9vdUNoX2hPeUZoaFQ4dE4tejhrY2lGRFRUX0NmUXhDaTVzRG9jUFJjVE9QYWZZZHp3Vi05ak1IQml1LXQwTTE3OElXaEppaHBQSWpVT0NRTnRvVGk?oc=5
- [15] https://www.xinhuanet.com/fortune/20260321/945422910d2849e09b2b921213e0d9f5/c.html
- [16] https://news.google.com/rss/articles/CBMiyAFBVV95cUxOdWxHRGNTTnpjZlUxTS12aU9UalFlaWtfblctTVluZFJlaTFyRU9SWGM0d3FtZVAwTEpQaWhqT09iUWpaLUNSbkt1eXJlVnB3UmRGUlZ5QjZYSEhOTGNGWHZ3TmJMY3UzSk42azZ5dlo1MmhsSnBybnJuNERfbnpNSmNINTFBOTZEb0FUUlFwNk5HTGhFa2xremlnQUNjUlVGS29uVkctZUhJeTVZaVNUQ19kMi0xUWVyeXVscVVRR0x3TktfTGJUbg?oc=5
- [17] https://news.google.com/rss/articles/CBMiuwFBVV95cUxORHZrQk1BTFNOV2h1Y1FDV2pPeV9BeHVvVnZNWTdxOGlpWnBCOFlHQnhtamcyUW1tREd6SzVOSmM4UXZ5UjJXWGFHZ0tSZmNacG9jWlJPanIzTm1ETXBlbHZJMmo4b1lvWnFzd3NmaDJHaGxIZy1MSy02cHQ4bE4zNFJSZVlQOTVTTDNyS2dBTC1uMFZwTHg1OTJvSXpQbEZlTVVGdmdveFhXcHVEdW91bGlPd2FmMWlaU0tZ?oc=5
- [18] https://www.elysee.fr/emmanuel-macron/2026/03/19/declaration-conjointe-des-dirigeants-de-lallemagne-de-la-france-de-litalie-du-japon-des-pays-bas-et-du-royaume-uni-sur-le-detroit-dormuz
- [19] https://jatim.antaranews.com/berita/1048858/irgc-iran-nyatakan-juru-bicaranya-tewas-dalam-serangan-as-israel
- [20] https://www.thehindubusinessline.com/news/world/ran-threatens-global-tourist-sites-as-us-boosts-forces-amid-escalating-war/article70766856.ece
- [21] https://www.thehindu.com/news/international/iran-israel-war-usa-west-asia-trump-netanyahu-live-updates-march-20-2026/article70764069.ece
- [22] https://timesofindia.indiatimes.com/world/uk/uk-authorises-us-to-use-british-bases-for-strikes-iran-missile-sites-targeting-ships-in-strait-of-hormuz-/articleshow/129708297.cms
- [23] https://en.yna.co.kr/view/AEN20260320011500315
- [24] https://www.aljazeera.com/video/newsfeed/2026/3/20/military-movements-indicate-trump-is-considering-iran-ground-operation?traffic_source=rss
- [25] https://www.aljazeera.com/video/the-take-2/2026/3/20/aje-onl-aj_tt_irn_whatdoeseudo_av_v2-200326?traffic_source=rss
- [26] https://www.ukrinform.net/rubric-ato/4103929-russian-forces-intensify-pressure-across-multiple-frontlines-as-weather-shifts-syrskyi.html
- [27] https://www.bbc.com/news/articles/c36rny6xgppo?at_medium=RSS&at_campaign=rss
- [28] https://news.google.com/rss/articles/CBMiqgFBVV95cUxPSnQ0UDZwS2cyZlZwNFoyVF8teHlLb0Ywekt0TlQxdnFFeXVDRG44THZJMHltMGFSa3dGV1JVc3Y1SlJVUm4tM25RWVM4SDNmcXByZkZidTkwcmpaZEx1Y2R5NzRXU2lPZnhSQkVYUDhva3Q4X3Myc3p2Tl9PNGdNOHJoa25kQ3NyUlVKSWg0Q2ZZaEN1Mzd1dkFlaXg4cVQ0LVdSeDNTX0JZd9IBrwFBVV95cUxOU3VyWWdnczEwTGhoUkJGU21DNUQzVnlCelhSbV83MlQzR3NzYVlpYTQ5UmRzcXd4VTB1QUtjd1NDUldEVEc3akhFVzBCdDZCS1pqbHROMmFKVnBDOGp3eURMcUxTajNxcFRyNjh6Ynlrd2hRbGQ2cWxNci1wbE53SWI0bkVBYTNPRVRFRm9MODFXNnNCWlUxMVhJLVZ6UzZJcWdTRFVkQVJ
- [29] https://news.google.com/rss/articles/CBMi3AFBVV95cUxOSTQyRFM1dE03MXExaXc0LUJRcEdMTlhJSXFIbTRwSVdKcGVkbVJmUXdzQ2FELTJydXVKVXNhV1RIdXdhdkpac2lJeWl4VGNsXzV1dHMyMHpEMmdrbkVLQXByZG5PRlB4UjZ4UkhieGhmZ0tzdXdJTGxUNXJERXlBQUN2dVFXR3ItNTFnMEktdzZuOUQ4ZTRRMDcwcXNxZkJkTndjbWdzd2doVnNkTm9fbFFpR25QSzA2ZDFGVmRMNjhzbkxZVTM1TUI4M21NaVVPM1lKVUJIQ091VHZz0gHiAUFVX3lxTE4wSkFiaXg0MVFmOGh1MEN6b0N5V1FSZUVqb0FiUzNtZy1Qa3dRT3VHaFNqNzRRYUt4aUE0ckU2S0kzQXlhZWtxZXAzN1R6eFBBTEJPYlhYS0R3UlpTV0pqb1hFT0hiMWxDRld4cG5BQ3Jab0EyYnR
2026-03-20
2026-03-20
Updates
- Oil (WTI/Brent): Geopolitical supply disruption risk is core driver, Brent near $110/barrel. Key to watch whether U.S. sanctions policy substantively relaxes and SPR release news.
- Natural gas (TTF/Henry Hub): Damage to Qatar LNG facilities has long-term impact (3-5 years), European gas prices face 'tsunami' risk (Putin envoy warning, RT News).
- Gold: Geopolitical risks and nuclear concerns support safe-haven demand, but weaker U.S. dollar may limit gains. Watch for breakout above previous highs.
- FX: U.S. Dollar Index fell 0.87% (Xinhua), EUR, GBP, and other major non-U.S. currencies appreciated. If risk aversion does not fully dominate, U.S. dollar may continue under pressure.
- U.S. Treasuries: War financing needs may push long-term yields higher, but safe-haven demand and Fed pause support short-term bonds. Watch yield curve changes.
- Equities: Energy sector benefits, but overall market constrained by inflation and growth concerns from high oil prices. Industries directly related to regional conflict (shipping, insurance) face rising risks.
- Bitcoin/Cryptocurrencies: As potential safe-haven or risk assets, performance needs observation for decoupling from U.S. stocks or following gold.
Linkage
Middle East energy facilities attacked / Physical disruption of oil and gas supply / Energy prices surge / Global inflation expectations rise / Central bank policy becomes more cautious / Growth expectations downgraded
U.S. policy divergence (troop increase vs. sanction relief) / Energy supply outlook uncertainty increases / Oil price volatility rises / Inflation and growth expectations become ambiguous / Asset pricing confusion
U.S. Dollar Index sharply weakens / Capital flows to non-U.S. assets / EUR, GBP, and other currencies appreciate, emerging market capital inflow pressure eases / Global risk sentiment partially warms
Geopolitical conflict escalation / Traditional safe-haven assets (gold, U.S. Treasuries, U.S. dollar) and war-related assets (energy, defense stocks) attract capital / Market internal rotation accelerates
Sources
Xinhua Finance / Sky News / RT News / Google News - World / BBC News (Top) / Al Jazeera Middle East / ECB Press Releases / Nikkei Asia
Reference Links
- [1] https://news.sky.com/story/iran-war-last-24-hours-show-a-prolonged-conflict-could-do-calamitous-damage-to-global-economy-13521949
- [2] https://www.rt.com/news/635540-israel-iran-chain-reaction/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://news.google.com/rss/articles/CBMinwFBVV95cUxPWmJURWNuNE1qQXlDVW9CZ1VsdXg5bFFDazhKdTczM2FNcS1BRzB4YTNSbVcydkZQWFJ6OEZlMk5EbzFzVnpOUlNDVnZQd2hVc053d1QtR2pBUHBPbl8xNzVNVnBtWEdtVFc2RnZldlVvUGU3Z0NUY2QzU1Z6TEd1c0tDUWNhOGlDSExHQ25ydUZSMmloYncyVF9HMWRLYTTSAaQBQVVfeXFMT185TFFjVUItV29qMHhGRmlSRWpMaU9oVzV6RHgzYk0ycjJLZFBHNlRITXhQbWlzdFBNZ2p2MW9BaWJsekJxRHhvTWVPYmRwdWhhTk9lUXh4WDBOZXFtajhuRjN5QWRZNE5OMHhUWndXa3lZQ1BxZFBwbXR2bXhUWndzQ1ZLa1cwRjlydzBHWTFERjExeUs2bTFySzYxd0w4VmhZTVU?oc=5
- [4] https://news.google.com/rss/articles/CBMieEFVX3lxTE1wM0VKYWFMRnNkN3VCZkwwU0RqdUJadHhzTnVpeEdwaFFBUENvcWlEb0dFTTFmWXQxZDBnMmFXcFN4SjJuMzlfUGt5QkhBNjctRWFQb2lDZjJKZXluVWhhT0lMSkEtRzIxRnRrcXAzNE5nU19MQXVIdw?oc=5
- [5] https://news.google.com/rss/articles/CBMihwFBVV95cUxNVFZrODBQekpaMWh5Z1ZGbmlGcjZwNUxzb3BQOTlmQlpIVmgzeHZmZFRTUjk5QldEbDVDakZjZWV1aVEzOThxVjc5cjVsaWl6cFNPRmZBa0o0eEVSU21kcHNISkJqUS1ZNGVibkJZUTJzdzVNYy1lZ2FwZ1JkN3Vlb1JKcWVobzQ?oc=5
- [6] https://news.google.com/rss/articles/CBMisAFBVV95cUxQSW95TzhWVVJJWG50bTRTME5QRHJqeTM5TW95ZXhHTGJwQW9mY25FaXJCUVhpb1ltc0NkX0U0OWV2Z3lVSkxfN3lha1JLNjRFQ1NfQ19MUTBQRENKdFVNbDNZNkd3VGlQcXhFXy1MWmVaaUt4Uk1kY2hzUXRMb1d4WHh1cFdyZmgxbmg1XzBvNkd0VFJ1VlhLQ0VDdjY2RFBxaVlIYlhqZktHODR6WUhGeA?oc=5
- [7] https://www.rt.com/news/635572-invasion-incoming-lebanon-braces/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] https://www.rt.com/news/635565-eu-energy-tsunami-dmitriev/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [9] https://www.bbc.com/news/articles/c2k3jgy9vq3o?at_medium=RSS&at_campaign=rss
- [10] https://news.google.com/rss/articles/CBMiswFBVV95cUxOak42eXk0ZnZVMURLQUp6N29pWFp4LTFydHpLQ21XUTNMOUI2LWdiXzRKUGpjS0hlZ2NhZ1VBb0N1M0o2cXpzcllFTTRPUy0yalZRbTl5aUJrZGFkTmFLSXdRSmZFdy1TelUzOXRobmFVbnQ1TEJlaFIwZURrTjVJMWw2eXgwVmFKN3hVNWhiQm5JbjNqRUdqcDUwRjFJTkFBMUU4UXA1Y0VwaGpRdzZVUjFQbw?oc=5
- [11] https://news.google.com/rss/articles/CBMiiwFBVV95cUxOZm05M1lGcFZGVEVReFcyb3pUWjlEdjRhVHNEeHJYNGhMSHh2b0JLVVZ3eGFzdFNRcWFxekR0clBLNVlYRjl3VFNLYTZ3ZEZNRkwxcUdOamdTU1UzWGVQVXJ2SVBCYTJabmFfdEowZkk5SGotUzUzT0lPV0NSQTN4eUpNclg3QnNpQVpZ?oc=5
- [12] https://www.aljazeera.com/video/newsfeed/2026/3/19/netanyahu-says-irans-uranium-enrichment-abilities-destroyed?traffic_source=rss
- [13] https://www.ecb.europa.eu//press/press_conference/monetary-policy-statement/2026/html/ecb.is260319~93b1cbad97.en.html
- [14] https://news.google.com/rss/articles/CBMivgFBVV95cUxOY3NCMFFRSk1hc1p3enhncl9PTEFaNk5CVzh6MUdONFhWajhyX1oxUmlPT2I0akNjM2hYeHQzQ2NEdTlaZm5EVkxSdEQ0RnlpOE9TRG4yZkhpNTUzRWlFdUcwa3IzdGhZeGsya0FqTWN5X2ZUV0JlQ3l2Sm9RQTk0RXN1YUZqRWJob0wyS0hIOXpzdWxHMm1yRUJvWHA4d1dWMFp3MjV2cWhkNEdDVEpmTFRoaVJ6UHdfRHBKTEdB?oc=5
- [15] https://www.aljazeera.com/video/inside-story/2026/3/19/how-will-israels-decades-long-assassination-policy-continue?traffic_source=rss
- [16] https://www.xinhuanet.com/fortune/20260320/aa83628e1d4b4717abc8aeb37835e488/c.html
- [17] https://news.google.com/rss/articles/CBMisAFBVV95cUxOd2Y1WG9fV0tUOExiVW44aHZJS1pKeHZxXzA4TE1kUFdHOHN2YVpnXzFWdFEwSmZQMElYV2FHaHYyUy0zcklRLXRMN2oxTFZ6UThXdnZHTWI3Z0tfdHNtUW41RUxfUVFnbXdlTVhzNkREWC1wSDFiRDBCWHFvRzh4T195Y0FTR1pUTEhOSmJucTNKNWxYRER1NWdyZW84MVB2S1NTRnhzSFZGUkQ2N3A5QdIBtgFBVV95cUxOZDBjWTNKZ2pMMmdmd1dJVm9GbkR2ZDVFQkxBSDA4SXpQODVMNnM5M2trRV83N1luZFJXTXBlNUU3Nml3SDhub0xWQkRvaUlmMVNJTlJ3UHNPcG9WdjNLbUxKWWdaaGpLSTRibXpQNlBNX0JrcFpINDhGS1NBWG1fR0ZKUGtiNkxjUTZlTGw2eWRZMDJjZ2ZpNzRPcVc5cHViU3I
- [18] https://news.google.com/rss/articles/CBMirgFBVV95cUxQUGZKYzlydEdoTGdkSkRqbzg1RU91VzdKY05qdGVPa05CcnlWdGtYS2I1Y0hhZkRUWlZIdlBKNlctaHYwNVJzellDX2t0cTZHNkFMTklvS2Q0d2xkQ3N0MjFPN1hKamczZGdwU09RY2FtSy04bm1OM3JTMk51YTdJZWFNUDRxdmJNWHpkOUlHdlFwZVVUZlN0ajdvZEZ3NzFlclg2NW9tbHJ0V3lkc1HSAbMBQVVfeXFMTlpBU1JtbG5EM0tmTXprTloxZW1vRXN3d1dHcHYtUDVManJFS09abUpjS2dONzY0SlJBS21fcjBmdU1kYzc0d0NhaHp5NzBBbkdkTWYyWHhmOHk5M1dhdUZDT0JiWVRDQzhQby1jUVJhM3ZnalBjZHNHT3VNX0l2bXpqNmw0cjZzNTJKTmNEZVJBeHpiczF0YnZYcHY0NnRzSXhGbmR
- [19] https://asia.nikkei.com/politics/international-relations/trump-invokes-pearl-harbor-to-defend-surprise-attack-on-iran
- [20] https://news.google.com/rss/articles/CBMiZ0FVX3lxTFA1REoyQjZ2WDdyZVdTeVZsVTN1TTZfUE5wdi14QVZyU3RyblAzLWkwNXdibjNVaDZpa3BSOWxBZ3I0MzdRUGp5Z0N1ZWF4YjktZVBkODhvalNTUkRYTWxQMzM0Njlxd2s?oc=5
- [21] https://www.bbc.com/news/articles/c9d415g55nno?at_medium=RSS&at_campaign=rss
- [22] https://www.rt.com/news/635548-who-nuclear-catastrophe-iran-us-israeli-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [23] https://www.rt.com/news/635550-us-help-ending-unlawful/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [24] https://www.rt.com/news/635571-saudi-arabia-threatens-military-action/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [25] https://www.aljazeera.com/video/newsfeed/2026/3/19/smoke-rises-after-iranian-missile-attack-on-israel-oil-refinery-in-haifa?traffic_source=rss
- [26] https://www.aljazeera.com/video/newsfeed/2026/3/19/irans-strike-on-qatar-gas-facility-will-reduce-supply-for-3-to-5-years?traffic_source=rss
- [27] https://unric.org/fr/onu-et-la-guerre-en-ukraine-les-principales-informations
- [28] https://www.jetro.go.jp/biznews/2026/03/df75ca68d5a7da27.html
- [29] https://www.jetro.go.jp/biznews/2026/03/b4a912bebbbbdbf0.html
- [30] https://www.dw.com/en/iran-war-gulf-states-debate-us-bases-military-alliance/a-76414229?maca=en-rss-en-world-4025-rdf
2026-03-19
2026-03-19
Updates
- Oil prices: WTI and Brent crude surged due to Middle East supply risks; monitor price volatility and inventory data.
- Gold: Demand increased as a safe-haven asset, with prices rising; monitor holdings and central bank purchases.
- US dollar: The safe-haven currency strengthened; the dollar index may rise, affecting global exchange rates.
- US stocks: Dow Jones, S&P 500, and Nasdaq indices fell; monitor sector rotation and earnings expectations.
- Interest rates: The Fed's rate path is in focus; Treasury yields may fluctuate due to safe-haven demand.
- Foreign exchange: CAD stable due to Bank of Canada policy; other currencies volatile amid geopolitical risks.
- Energy sector: Energy stocks in equity markets showed relative resilience, but overall market sentiment is under pressure.
- Safe-haven assets: Including the Japanese yen and Swiss franc; monitor capital flows.
Linkage
Middle East conflict escalation / Oil supply disruption / Rising oil prices / Global inflationary pressure
Fed rates unchanged / Market expectations met / Stable US dollar and global asset repricing
Risk-off sentiment intensifies / Increased demand for gold and US dollar / Stock markets and risk assets under pressure
Geopolitical risks / Regional security concerns / Safe-haven capital flows impact emerging markets
Sources
China News Service / Xinhua Finance / Fed / Google News - World / Bank of Canada Press / RT News / Al Jazeera Middle East / JETRO Business News
Reference Links
- [1] https://www.federalreserve.gov/newsevents/pressreleases/monetary20260318a.htm
- [2] https://www.federalreserve.gov/newsevents/pressreleases/monetary20260318b.htm
- [3] https://news.google.com/rss/articles/CBMipAFBVV95cUxNR3J4NDFISFF6T0kzdlJHRVk2OXBLYzBLOU5vd2Vnd0E4aVJ4UFlnbDVWVk95VVg1RkotVnpfRHp3ZTR0NlBaeHRLQkJmN2E1b1hJUWtoOFVPNVZSa2wzTC1HOTZsVXQ4RlhvZjJpSEU1UUxzcjFwdzE1YzdYckU3MkZCVUhCZUcwRVJRZkJYRm1wMDkyRkt0WHRXbHU1RE8wcTJPRQ?oc=5
- [4] https://news.google.com/rss/articles/CBMieEFVX3lxTE1tVnlOakNMOWNBeHY4ZEZ2YUNJcm1fa0lwYUp2enhhMk42LVU1YTdVN1Fkc3VRUzJrQ25iTE1BWW83X3g0TzBXMkRycTdNcmUtcU55SEhOX3A0T1gyZ1liQ1hfUnNOWS1JLU1hd0RQa3g1SUpMUG43Ug?oc=5
- [5] https://news.google.com/rss/articles/CBMihgFBVV95cUxPVHE4X3NRdDRKd0g0Nnk5ZHB6WlFRdno4WmxLaEllMzQwM2R5aEozYzhXbFAwOHNYOVNyYmpidTc5WTlxdnNUWkdUS3ZNdUdmMGxYMVdjSnl4ZXpEZFQyTlJPSnAwU1RQOXQ5SWtlNjVVNEZFNS1vM3hvMGVvemhteUwwdGlWQQ?oc=5
- [6] https://www.bankofcanada.ca/2026/03/opening-statement-2026-03-18
- [7] https://www.bankofcanada.ca/2026/03/fad-press-release-2026-03-18
- [8] https://news.google.com/rss/articles/CBMiVkFVX3lxTE02WGtUSTZvd0JlblNhWEZSOWhnb25vOGduUnZNdXM2NlFoVzJjcjRZa0lyU3NxX0FvTmxNRjc5d1h6Z01wYnZkQmREUVl2RmNZclhVd1N3?oc=5
- [9] https://www.chinanews.com.cn/gj/2026/03-19/10589119.shtml
- [10] https://www.chinanews.com.cn/gj/2026/03-19/10589120.shtml
- [11] https://news.google.com/rss/articles/CBMingFBVV95cUxPMjVEUTJYMC1BVTVmVHlzdWcwRFZYMy1jbjByTHVuNUNEbVoyTzBweGNKTkhLM25WMTl2OHZaNXdEOHZQaFF2bTR0OGV2RFRxbTVNUjNoTFdnYnowcDlrRnFjbXZKS1RnN21FRUxPczhQUXE5b01QNTkzSXJRdzBpMlZkMzY1VVEzRE03X3J6a0FZaThfb3d4RG5vY003Zw?oc=5
- [12] https://www.xinhuanet.com/fortune/20260319/e04604ffe1ac44368326e7851d83b5c9/c.html
- [13] https://www.rt.com/news/635458-qatar-iran-israel-gas-field/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.aljazeera.com/economy/2026/3/18/us-fed-keeps-interest-rates-steady-amid-economic-geopolitical-uncertainty?traffic_source=rss
- [15] https://news.google.com/rss/articles/CBMiowFBVV95cUxNRmVjTnI1V3hDTXFoeDg2b3N2dXFHN2RNSS0zMmpjSHEtZm1uMVNtc2dzeXpXcHZZS0sycllGcVRuVVE5Si1vS2JFV0JnbXJGbVhUT3k5dU9XeUlLNklUbC1JQmlOUWdSUms4eWxHVVlhM0x5WEJuRVVaODdoNmVmcE9PUURyODZfTXI5ZFh0RDk2MzQzcVlGdG00THh6WjNESWFv?oc=5
- [16] https://www.aljazeera.com/news/2026/3/18/oil-prices-surge-after-israeli-strike-on-iran-gasfield-irans-threats?traffic_source=rss
- [17] https://www.aljazeera.com/video/newsfeed/2026/3/18/israel-attacks-irans-major-gas-field-in-new-escalation?traffic_source=rss
- [18] https://www.aljazeera.com/news/2026/3/18/qatar-says-iran-missile-attack-sparks-fire-causes-damage-at-gas-facility?traffic_source=rss
- [19] https://news.google.com/rss/articles/CBMiWkFVX3lxTE5lc3FVRHNRZUVLakw3bUdsamVoWi16ejB4UHM2STgxQ2ZRcy1BcGFSQk1aUF96cWRuN1Rpa2wwcjVSSlBKMmxuTjRqQUZ0WnJleHNENHg1SnRudw?oc=5
- [20] https://www.xinhuanet.com/fortune/20260319/c4c0f387210b408aa707a72cdffef069/c.html
- [21] https://www.jetro.go.jp/biznews/2026/03/84180bbbcd7e8151.html
- [22] https://www.bbc.com/news/articles/c36364d06x3o?at_medium=RSS&at_campaign=rss
- [23] https://www.xinhuanet.com/fortune/20260319/4d2a6afdb40a47df8b989ac5bd9813be/c.html
- [24] https://www.bbc.com/news/articles/c2d1dz14k51o?at_medium=RSS&at_campaign=rss
- [25] https://news.google.com/rss/articles/CBMinAFBVV95cUxPYV83RFlCb19LTWxsUnRHQ09lYmloQWthRHNMX0wzbWNpbU4xVFZEOGdUaDJWcFVlNjFDQXlyMHpuS2RCNnJpbk1lQS02bE9KZDlnNjdkZzNjc3E2aHdNLUtFd3pOT0dfQmZ2WjFOelRyODYwT1lKaHVEcUE1aVp5U0I3N2lQOEZ6b0JrcHhYY1lHNDZHa3hPLWdCdEg?oc=5
- [26] https://news.google.com/rss/articles/CBMipwFBVV95cUxNbV9scnVOenFHVWJFYWdZYTFrTWVHM2lPLXdQRGF3azFrTFNJVVUwYXFCYk5lUk9oWi1wSTY0dVFFeHBhRHltc2ItemNZeXByS1A5TTFoRWdYR20weUhaZi13OWszX1ZKdi1oZ0VsNUd4UWM5RHNyYXBnRnNnVjlwMlVIRzU4ZG1UZ3VpVGhiclFhQy1oak01OVE4cDA3STRod2taQnkySQ?oc=5
- [27] https://news.google.com/rss/articles/CBMiiAFBVV95cUxPWWZCT3pudllWSmc2Ukd6ZVNvQVhNaUhfS2RzMXlnLU1KVUxNeXRLQzFacWNaTVJBQ2liRXFIaHJwWjJrWV95WDB4Z3NzUUlLYWZYY3d3WENRZno5cWhoVDJyb2tOTmh6Y2dpRGFQU2EtOEVPNUJYekdMWHJGeW1LVk9YYUJKd2Nm?oc=5
- [28] https://www.dw.com/en/iran-war-iranian-intelligence-minister-killed-by-airstrike/live-76402968?maca=en-rss-en-all-1573-rdf
- [29] https://www.yonhapnewstv.co.kr/news/AKR20260319001319INl
- [30] https://www.yonhapnewstv.co.kr/news/MYH20260319000114lZ5
2026-03-18
2026-03-18
Updates
- Oil prices face upward risk; Brent crude may exceed $150 per barrel, even touching $200 per barrel.
- Safe-haven assets like gold see rising demand; prices bullish, driven by geopolitical tensions and inflation concerns.
- U.S. dollar may strengthen due to safe-haven demand but faces increased volatility from U.S.-Europe alliance risks.
- Global stock markets under pressure; energy sector diverges, with high oil prices pushing up costs and squeezing corporate profits.
- Bond yields rise due to inflation concerns, especially in oil-importing countries like Japan, South Korea, and European nations.
- Foreign exchange market volatility; oil-exporting country currencies like Saudi Riyal may benefit, while importing country currencies face pressure.
- Gold and oil-related ETFs and futures trading active; market hedging demand increases.
- Asia-Pacific stock markets significantly impacted by oil price shocks; Japanese and South Korean indices may fall due to high energy dependency.
Linkage
Middle East conflict escalation / Strait of Hormuz obstruction / Oil supply disruption / Global inflation surge
U.S.-Europe alliance tensions / Global security uncertainty / Safe-haven asset demand increase / Gold and U.S. dollar strengthen
Oil price rise / Consumer country economic slowdown / Monetary policy tightening / Stock markets under pressure
Geopolitical risk escalation / Market volatility intensifies / Capital flow changes / Emerging market currency depreciation
Sources
Xinhua World / China News Service / Yonhap News TV / DW (Deutsche Welle) / Google News - World / Al Jazeera Middle East / JETRO Business News / RT News
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260317215555sNj
- [2] https://www.news.cn/world/20260317/2164557d89594613a56d64d4fdd26f58/c.html
- [3] https://www.dw.com/en/iran-war-nato-making-mistake-on-hormuz-trump-says/live-76387955?maca=en-rss-en-all-1573-rdf
- [4] https://news.google.com/rss/articles/CBMiqgFBVV95cUxQdUZpanFtQVFoMUo0RzVkazYxSjBackI3eWhlM21kQ0IzbG03RkxFa2UzUzYxRGJmN3dWSGlTZ0ZucldxaHlKanNaV3MyQ3RRaUhQMjdGT0xOQ0JVdFJuQzM4RS0tM0Y5MDBFUXhDa1VQemt0SWdUR05jOGJPN2RCWnJZcnkyNGFuMmhvc3NUNU42dkxJVDl4aHhmaElyZWRWUW9UbnZYV29OQQ?oc=5
- [5] https://www.chinanews.com.cn/gj/2026/03-18/10588466.shtml
- [6] https://www.chinanews.com.cn/gj/2026/03-18/10588451.shtml
- [7] https://www.chinanews.com.cn/gj/2026/03-18/10588470.shtml
- [8] https://news.google.com/rss/articles/CBMioAFBVV95cUxOQVYwc3g1SHBTQUFKYTFtRjJKTDJXcThDbF93bUl2VC1yLUU2RS0teTdUUGpQV1I4S05YWHVyOWlicm9rS3MwV081LWlEQUt6blN4OGRZczBCNlFlOTVPZ3c4akNBcmFrSHBIMGNZV2k0emUxcmlhaWtZZW5BM2FWeHlvXzJfWFVtNUR3UUI5cVhubDRLVUdxaWJTVkNqY2l0?oc=5
- [9] https://news.google.com/rss/articles/CBMimwFBVV95cUxQc1RpU1hvdmJZaC1NNE02TlBBUE5uNFFndUJ4MmxlREZCZkhEOHY2aTkxTEota05ScXZ4ZXU1M3BscVUyNTJ4VnZJTVNYM1JHT3p0eUdTUGRsRmUtMlEyRzFPcTB1bEQ2QzlXOVhVVWVhQldBTEdIYk1OQ0hjMmtkbEp6MWcyaExoWDBEd0RiTEFNZU5uaG83alIwMNIBoAFBVV95cUxQRDFlVTY5TGtrN2lWSVFWdGhmY2FRcWZmS21mTm5xYnozZE8xQmVzNl95RXRBUjZuS29BdTQ4eGpKU1lPejBsNjMxdWFXSGEycUMya21WN24xUEYxN1c4YmZudURUUV9sLW5XN0VIYkV1eE03bXgtNm1fRDBRUjVQajlPUlRTbW1ZWUZoZno2cDVKT214cmw2UV9CWTZTMjAx?oc=5
- [10] https://www.yonhapnewstv.co.kr/news/MYH20260318080325mSr
- [11] https://www.yonhapnewstv.co.kr/news/AKR20260318073426Hym
- [12] https://www.aljazeera.com/news/2026/3/17/trump-says-us-does-not-need-strait-of-hormuz-help-despite-appeal?traffic_source=rss
- [13] https://www.aljazeera.com/news/2026/3/17/iraqi-capital-baghdad-rocked-by-powerful-blasts-near-us-embassy?traffic_source=rss
- [14] https://news.google.com/rss/articles/CBMiWkFVX3lxTE5tREFqY2plYjg1dUhxaDg4Yk1wV0YwMElCdGlkY0pzT0sydV9CQzNTWDllaWZEc0ZHMzVwbVp6Wk5MdjczXzZSUk85aUtvUExUNW9KWHZJQjBKUQ?oc=5
- [15] https://www.jetro.go.jp/biznews/2026/03/4302adf7471c2579.html
- [16] https://www.jetro.go.jp/biznews/2026/03/f4a871322e6de0b7.html
- [17] https://www.jetro.go.jp/biznews/2026/03/c81778311ad21c48.html
- [18] https://www.rt.com/news/635334-us-counterterrorism-chief-resign-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [19] https://news.google.com/rss/articles/CBMi6AFBVV95cUxQTDRXZmp2NV93VjdiNXFHX1hVT3RUOVZZaENaX2g2NmNGOFFTeDZFb3ZYdnVrQjE0YmdtaTZxc0JJQ2l4UzFFQTh5a2UwTm5xd0hOZDJfZzJWdS1MUjZkNVM0OTU3cm1OQnozUGc2WU5BakhCVVBzUkZGMEQyOU5JeV9nYm44V0hNeDZzUmtMSHQxZVVvZlA5OUlFVE5qYkd3dDVJRXRCR3o1ME5rSDlLOEwzX1V2QUJGYlJncFZDZWt6cXJKX0hMbUczV1V1b0hMRElIU0RHemxEU205YU5sbDZza2lwamQ2?oc=5
- [20] https://www.spiegel.de/ausland/iran-news-am-17-maerz-israel-verkuendet-toetung-von-ali-larijani-a-148e4932-3432-49aa-af78-69f4531254d0
- [21] https://www.bbc.com/news/articles/c24deezq6meo?at_medium=RSS&at_campaign=rss
- [22] https://news.google.com/rss/articles/CBMiwgFBVV95cUxQdlhXdlMwTi03LVJFYktIVVRRMUI0QWpGcFdUQkMtYmY3eFBEU1cxT1YtblNDcy1FNGFQLWFzZ3V2N1N4b214LXcwNFQ0b0trNkpDWXY1M29oWUdSR2wxYVRFQ1VjZ0NyZTJFRDJ5T2ZGSU5YM3hSNm5GbWlMV2E4bDRMcEptSzJSLXlxUDV0Tm02N2tOQ1ptWVA3LW1ULTg3akZ3MktlN19FWlZKMjFUQmNjaTM3Mnh5cUNLbFg2b3JWQQ?oc=5
- [23] https://www.antaranews.com/berita/5481950/inggris-susun-rencana-bangun-gugus-tugas-untuk-buka-selat-hormuz
- [24] https://news.google.com/rss/articles/CBMikwFBVV95cUxNRDBZNlFoSEdzZVBFaWRZcmh0QTZuZU5wOXhkR0RpYl9XRlRCczFpNnhqNWJTaHczR3J1d2ZWZy1OM0pOTDAzT2Q4VE1Ub0s0eEg0d0o5U0ZXVlB5SFpuM1k0LVMxajVDRE0xSjlzTWFTM3lRNFZacVQ4YTJjTGREOGxHa1NMOXAwRGdzRGdrVWdsclU?oc=5
- [25] https://www.chinanews.com.cn/gj/2026/03-17/10588412.shtml
- [26] https://www.rt.com/news/635309-strait-hormuz-iran-us/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [27] https://www.yonhapnewstv.co.kr/news/MYH20260317214541PMn
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260317212732Gsb
- [29] https://www.news.cn/world/20260317/2e85c70d1e3f4e53a76f31f0fd6bfb22/c.html
- [30] https://www.aljazeera.com/opinions/2026/3/17/the-us-israel-war-on-iran-is-shaped-by-religion-as-much-as-strategy?traffic_source=rss
2026-03-17
2026-03-17
Updates
- Oil: Brent crude $100.21/barrel (down 2.84%), WTI $93.50/barrel (down 5.28%); monitor Hormuz progress.
- Stocks: Dow +0.83%, S&P +1.01%, Nasdaq +1.22%; tech stocks lead gains.
- Gold: Safe-haven demand rises on geopolitical risks, but falling oil prices may cap gains.
- USD: As a safe-haven currency, volatility depends on risk sentiment and Fed policy expectations.
- RMB: Affected by US-China relations; consultation progress may support exchange rate.
- Bonds: Easing inflation expectations may lower rates, but geopolitical risks support safe-haven demand.
Linkage
Middle East conflict / Strait of Hormuz closure / Oil supply disruption / Global inflation rise
Falling oil prices / Easing inflation expectations / Risk asset rally
US-China trade consultations / Global supply chain stability / Risk sentiment improvement
China's strong economy / Global demand support / Commodities and stock markets benefit
Sources
China News Service / Xinhua Finance / Google News - World / Al Jazeera Middle East / ABC News / Yahoo News - World / The New York Times / Yonhap News TV
Reference Links
- [1] https://news.google.com/rss/articles/CBMiogFBVV95cUxQdWh6X3pJTzBFT1lrSTRtcU11Tnlza0RJcjRuU290SlFORDUwU25jbW9yRDJfNzgxdy16c0VkNE9FNE8xSzUzLU52UG5SbmJNR2hyeFQyUVpYMnBlQm1FMjhTUGZoZ1JuUlNSTFdLRkZYOHA0TXYwSm40RjBSNzVlUGJlak9uV0xHaHRjd2hFRS1BaU1BRTB0WGJNOVQ4ME1nQ0HSAacBQVVfeXFMT09HU2M2SDhRbkJNZnQ5bEtfRkxLa1ZMWjY2Nl9taWZNV3pfNVpqOEZQWEZncS1LRVc1UlZkNHczQ05TNHRaZzQ0YjFvNlZFTXhJTkM3SFViUmN1UUgycGdRNVlsOTJPamluRjJtWEZ0RnBUajkyOTBkVnlfMXEtZ2tUbmp6dWhRbXpkU0JJWDJLdWdLdWM2WmNwS1V3Z3k0ZkoyWUVhdXc?oc=5
- [2] https://www.aljazeera.com/video/newsfeed/2026/3/16/civilians-pulled-from-rubble-after-us-israeli-strikes-on-tehran?traffic_source=rss
- [3] https://abcnews.com/International/live-updates/iran-live-updates/?id=131108492
- [4] https://www.yahoo.com/news/articles/exclusive-uae-crude-output-falls-142513245.html
- [5] https://www.chinanews.com.cn/gj/2026/03-17/10587900.shtml
- [6] https://news.google.com/rss/articles/CBMiiAFBVV95cUxPQ0ZvaGZWQVNDMFIzMXI5NUhpMklaekpDc2hQdmtBT2JPcmU3ajB1NGdRR3R3NEVRc1BFQzNmZXh6RGNjaDVFc3pHYTFTNDJfRHg4OVdxdEFkOUZHMXlrNjZrdC1aZnFEX0xsdlFxRVU3RzlGVm1YTU5UMnF5MVB5Q0lmWHNJMWlU?oc=5
- [7] https://www.aljazeera.com/news/liveblog/2026/3/17/iran-war-live-trump-scolds-allies-for-not-joining-strait-of-hormuz-mission?traffic_source=rss
- [8] https://news.google.com/rss/articles/CBMipgFBVV95cUxNTnpRQ3lnb1I5aVoxZWdGWFZNQ0pHUjR6TzhRSFNkWTdwQlJhV0g3clJuUzgtYlVYOFRLVkU5dkZpLVNYM3ZRVjlqWUtSaUxVbFNsSE9QcldwcllnTTVQSEFkc2lxVkZaQm00TGlhWTk0aWc3Z2ttb2F2RURjSHZ3TGZaWFN1V3FOcy1jeWpsMkxod2EyZnZxbVBvcEJqRjhHUGYwSWt3?oc=5
- [9] https://www.xinhuanet.com/fortune/20260317/02bbfec081c846b680c3488a1237b614/c.html
- [10] https://www.nytimes.com/2026/03/16/us/politics/trump-operation-epic-fury-anger.html
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260317075910BRH
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260317075936Fc3
- [13] https://www.chinanews.com.cn/gj/2026/03-17/10587873.shtml
- [14] https://www.chinanews.com.cn/gn/2026/03-17/10587870.shtml
- [15] https://www.chinanews.com.cn/gj/2026/03-17/10587875.shtml
- [16] https://www.chinanews.com.cn/gj/2026/03-17/10587872.shtml
- [17] https://news.google.com/rss/articles/CBMiugFBVV95cUxNNWpWbzhtaHpYdUl3VmRyYmJzN0ZmSzhYV28xelo1OHpvOXRUYTR3aHVPbzdVNkFoMlNxRVo0alNHaE1zSm00ZXB2Ty1MSHExTklLMFVZTVo5LVljYmlBMFpWS0VfRi1sNzB4UVJaMlMyNVpDa2lPNkFrRUFJazBJUXJrdC1VRmozWXBQMTdFWmZpWVpiNWZoQS1QVXFqQWJHQk5xSjFuMWRRR05pdXd3OXotUmdaRGhGR2c?oc=5
- [18] https://www.aljazeera.com/video/newsfeed/2026/3/16/trump-claims-strikes-on-iran-prevented-nuclear-war?traffic_source=rss
- [19] https://news.google.com/rss/articles/CBMisgFBVV95cUxOcXpYNzBzOFFQejJnR1hBandJdzVtMjk1NU9qMG5IWk80NHZrODBqN3V5dHJRSUYwSU5RRDNITmh5dXpuXzQyWU9jaS1zVUExXzNuSzUwYXpYVzc4Rk81bGhqU3liYU51WWI1MG1fbU9LX2lkTXBFb09wRUpxa25nTHIxMzViQkg1WDhTUVNiOGZkWms4NGRHck9QT2xKcjdvR3k1SDAwVUJ0VUE4V0Ffb0N3?oc=5
- [20] https://www.aljazeera.com/news/2026/3/16/trump-seeks-to-delay-meeting-with-chinas-xi-by-month-or-so-amid-iran-war?traffic_source=rss
- [21] https://news.google.com/rss/articles/CBMilwFBVV95cUxOMlRvSmdFeGxqMHZLY2NyZjI0cWc1UlEyTUNaRTR4WjlBWC1nVnNTRXVpQjhJWE9aWDUtWlUzTDZKMnp3WlZoOHByNmoycFczbldhWlFHNmp3S1VwNW9NN0EyeTRSQzliZkVuVjBleVhIUlc1dXNYanlCVHRMcTRpSE16dngzeWdPenpGeUk4T29Ma1JJaFpR?oc=5
- [22] https://news.google.com/rss/articles/CBMioAFBVV95cUxOM3NSSUFQSGc4THo3NHVTMWNSRkpoMnpnLXNvTk4yYlBrSXpydG0wY3k4NkdBMk40ZEpYaXRoQmtrTUFRTkVvdlFHQjd6aV9LMExGRFRGZENxQ1dFU1ItWm0tYTIyVndhcjVqSjFQVkFOUVhOeFEyRVpoQk9QdTVHRzFzLTBTaXJEbnR2Tnh2YVF2ZnF1SzZkRVRsYVRNeUt40gGmAUFVX3lxTFA2bTZUU0RVZUpCU2VzZlVCM0h2czluN2puTnJRZHltRURRMVFDZ09zZ1hHcDQ5ZlF1bXIzTzNicE1ybVNETzJOWDJKRW1oZ2ttNUZHc2NwVlZaYUpRUTFiTXRSSEMzbHVacGFZeXgwTTRmQnJPamdrMUxRbUo1UjNSNFNaSE1DTElhU1VIMVJyZzBxYXJRNlVoV1pSZDZadHlLTFk0b2c?oc=5
- [23] https://www.rt.com/news/635249-trump-world-demand-iran-hormuz/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [24] https://www.xinhuanet.com/fortune/20260317/abeeed7f095443298ab1350ba00a80b7/c.html
- [25] https://www.aljazeera.com/video/inside-story/2026/3/16/how-big-of-a-problem-is-the-strait-of-hormuz-for-donald-trump?traffic_source=rss
- [26] https://news.google.com/rss/articles/CBMiyAFBVV95cUxPWm9rX1NfdUFFZ1dZTXhqMGRyZER4ZFp5eXZwV0gwT3p4MEJPR2VQYTJrV18wWjdRMjBiVU5PMkJkUW16NTNnS201dlRBQVJSZjV6eWJhVFdkc2hWOWZyLTFlWmwwX1pPbmVsNDhLQ2duamxDeTZtZmtjUmtlSE5VODVhazFaYkgtcVJ2dzVRdWREaFpkQl91Yi11TFUzQk9TQkR3UjN4eXl6VG1vQVc1Vzg0blRnVFBJQ2RwSmM2OHBRYWZIUVE3TtIBzgFBVV95cUxOTFpwZ2hfM1Vaa01zcC1idm5uaVkza05RTldvdlJzTk04SW56TGFyUXpiRHJmb2xRc0xkUkhkbksxUzN4U1pXZElUS1NidHcxMDM1OGdUblJTSzJVMzI3NDdidDdkbmZmNDBnWk9fNnlqOVhyaDYtdkJ4UUJNbDJSaVREcy1EWks1WHR
- [27] https://news.google.com/rss/articles/CBMiS0FVX3lxTFBmUWNHLXBpdldRMVE1S0ozRUpZTEk5TzNHRTlXbURfTnlBOHdQV1l6d3dHMm1mTnJxaUJGQUNKZm1UMV9ETTRaRXpRaw?oc=5
- [28] https://www.aljazeera.com/video/newsfeed/2026/3/16/israeli-forces-in-southern-lebanon-as-ground-operation-announced?traffic_source=rss
- [29] https://www.aljazeera.com/news/2026/3/16/trump-says-hormuz-strait-help-on-the-way-as-allies-reject-military-action?traffic_source=rss
- [30] https://www.nytimes.com/2026/03/16/world/europe/europe-iran-war-trump-hormuz-warships.html
2026-03-16
2026-03-16
Updates
- Oil: WTI crude briefly surpassed $100/barrel; IEA reserve release may cap gains, but Middle East risk premium persists.
- Gold: Safe-haven demand pushes gold prices higher; monitor conflict escalation and U.S. dollar movements.
- FX: The U.S. dollar may strengthen as a safe-haven currency, especially against emerging market currencies; the yuan may fluctuate due to U.S.-China relations.
- Rates: Inflation expectations heat up due to rising oil prices, but risk-off sentiment may suppress long-term rates.
- Equities: Global stock markets face pressure from geopolitical risks; energy sector may benefit from higher oil prices, but overall market sentiment is risk-off.
- Bonds: Safe-haven demand supports government bonds, but inflation risks may limit gains.
- Commodities: Besides oil, industrial metals may be affected by trade tensions; monitor agricultural prices for U.S.-China purchase agreements.
- Shipping: Disruptions in the Strait of Hormuz push up shipping costs, impacting global trade logistics.
Linkage
Middle East conflict escalation / Strait of Hormuz shipping risks / Oil supply disruption / Rising oil prices and global inflationary pressure / Central bank policy adjustments
U.S.-China trade negotiations and geopolitical pressure / Tariff and export control uncertainty / Global supply chain disruptions / Risk asset volatility and safe-haven demand
IEA petroleum reserve release / Increased market supply / Alleviates short-term oil price pressure / Lowers inflation expectations and risk premium
Russia-Ukraine conflict escalation / Increased regional security risks / Rising risk-off sentiment / Increased demand for gold and U.S. dollar / Stock market pressure
Sources
China News Service / RT News / Al Jazeera Middle East / Google News - World / Yonhap News TV / BBC News (Top) / The New York Times / Ukrinform
Reference Links
- [1] https://www.rt.com/news/635086-iran-us-kharg-island/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.aljazeera.com/video/newsfeed/2026/3/15/moment-iranian-missile-hits-tel-aviv?traffic_source=rss
- [3] https://news.google.com/rss/articles/CBMie0FVX3lxTE9YYzNLRkJjdzFUMVNUS1hrQW5kSkVfYU5qa3ZpVnlwSHdDUDNDRU15NFl0OWpWbW9wRzVLamZ5bTZabUVZVHNycVhGdzJIRmxuWVZRcGxRamd1dG5mekRES0lUbUU0eUhEeUM3U2duVFk4V293MVM4WG1kVQ?oc=5
- [4] https://www.chinanews.com.cn/gj/2026/03-15/10587266.shtml
- [5] https://www.yonhapnewstv.co.kr/news/AKR20260316092310T0U
- [6] https://www.yonhapnewstv.co.kr/news/MYH20260316091506CIc
- [7] https://news.google.com/rss/articles/CBMiyAFBVV95cUxNeUxQQzY4eUc3Z05ZZ3JEdU1WTHBJd3VOejFrRmJCMVpFT3JMVDV3eHBBd0J4NmJpZVdtZVdGM3VYbGFZeHFIVkRlRjlzem41YWlVakNCT0tHb1NsTTNVTnd2X3NkcGZ2OFNSTlRnYlN6ZzhKSmw2U2ZvRmx2QWk4UGFIUlZVbjg4dXlVWEVMX0xyaFVRVDVsUGpqbUduSjRDZWFGTWhBdV9CR1FYX2c2VWQ5QjVoTnFEMTQ1THJZV2pQbDJWUVNiWdIBzgFBVV95cUxPaXFxN1ZrQnVwbzE0bkdhbFB0cHlVTzVIYUF3Y0UyNjl2amUzcE9qclFPYjFub2ZON0F5d1Rsek92OU9jTzNWWjJ4eEZOczdKMDlRUVNsMzVtQ2RqOWY0bXd6dVoyS2hGTXFBczZjNmxrN3VEdVR5aWctTk53TlNrcWpna3RVR2NWM2V
- [8] https://www.aljazeera.com/video/inside-story/2026/3/15/whats-the-impact-of-the-iran-war-on-china?traffic_source=rss
- [9] https://www.chinanews.com.cn/gn/2026/03-16/10587332.shtml
- [10] https://www.chinanews.com.cn/gj/2026/03-16/10587321.shtml
- [11] https://www.bbc.com/news/articles/cj0dlvl086eo?at_medium=RSS&at_campaign=rss
- [12] https://news.google.com/rss/articles/CBMixwFBVV95cUxPOXJxSGdudjU3bzh6ZHlQLVJNdHVxa0pTZElnV0JxOHVSckd6Q0JaeTRGMDRFMHROYXpoWldOeXhIQ205VEQ0RlZCUkw0UGtmLXdFSEJyTFZicXVsVkRuUUVrc19tLTNiQ1d4Qml1cXhhLXVpRFRPLUx5cGFOOFFvbS1jajhTZ1BNLTZ6MkE2VkI4blQzWk1BR0N6Y2dOUWc1N3ZPTEluVkJrUGgzS1lqS29zT2V6T1NjLUQ1aElLdUY0ZHhNLTdJ?oc=5
- [13] https://www.chinanews.com.cn/gj/2026/03-16/10587318.shtml
- [14] https://news.google.com/rss/articles/CBMiZ0FVX3lxTFA3Qm0xZXZrSm9BVmhMRVNTQlRoSWg0MWtoeFNZN2ctaG41NDlhdUpsSnQ5V0hCd1JfSnhzTGdXNHE2Z0MxakhuVTJ4MHNZTHRVVG8ybzBsTDM1M2doQTcydXhEWUFOaGc?oc=5
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260316061843kmn
- [16] https://www.nytimes.com/2026/03/15/world/middleeast/trump-strait-of-hormuz-iran-warships.html
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260316052639PnR
- [18] https://news.google.com/rss/articles/CBMizgFBVV95cUxPY0hIVzdNUFprdVRNTkx2Smdhb2lyUjBwcUZQZmFmWjkzLWFYUy1nUGVOV3REMDVEVkQ0aFBQUVY3YklKZkpneC1yQUtjQjFrZDNodjBhelRZZGpWazJ4djZ4WkdEY2JzbnVKUVM1aXNaQUZwaG1HYXB6aHlta1U1M1ZYUTBvQUhnaFh6MkZveHpXdkdxMS1Ldzg1S2JLVTdZMk52WElKd1hWR0ZTTUdHb3NoS3Y5ZktwWENLRXhCbk8zTnE5b1Vnd04tbGhqQQ?oc=5
- [19] https://news.google.com/rss/articles/CBMiygFBVV95cUxQdGo1V3dYMFh5dWE3ZXo1Q0VSSWVGWXZJZDZKUXBXQnVzcVhNRC1LallDSlNUTDVoTERHUnEyZkRyVDZuNzRVelI2Z1VqMEFHTzNKV2pQNWgtUlpZYU5HLWpSaE5FNFlkQXE2WF9DNF9OdDlTVjhQMUxUbG1vWVV2VTdZTnVWWWtVZTYyRTBFZTgwVllMMTR1N0kwRTlXTzl4YTdsSlk0WXF1RzhQS0tMVDRzSGEyMlVyQzFOcXpuS2hZd3N1UDhWbkRR?oc=5
- [20] https://news.google.com/rss/articles/CBMiWkFVX3lxTE1EMU5EeFZjbGR1OE9YRXdQVmFmVUVUNmlzcFYtckNmOEN4empraTY0UVFITmlJaVcxVWs5RDlvbG5VMWRVa3lMeHN1b00zYUliSW5hamdUTTRoUQ?oc=5
- [21] https://www.aljazeera.com/video/newsfeed/2026/3/15/what-is-force-majeure-and-why-are-some-gulf-countries-invoking-it?traffic_source=rss
- [22] https://www.nytimes.com/2026/03/15/us/politics/trump-stark-choices-iran-war.html
- [23] https://news.google.com/rss/articles/CBMirgFBVV95cUxQV0EtVnVRd2FHeGJYUjAwWjlid01aVHNNVkdJS1pwR3NjNi1rX3RGNlZ3RG1xTDVUTWFVQ1psZnNRZHRIWFcwakgwejl0dnBWSFdoN2RsWENJUzFNXzZ1aUFaVmgyOWdwRHJXVFlpWTJrMTUwUnotbGxVcW8xQ2hKd19BaGhYeGN2QWxndGFlQU5XMzhmOFpRS0pLTkdBdjM4a3dmZGhCRktoSVE3LXfSAbMBQVVfeXFMT2tENFBrbVRMamozSlZrOTlMMkdNTnNYM2J2UTM4amY2bGdkWEc4ZUl0UUs3SW5tcktVTlRCUHFhcXVRd2RMcnJtdGtNTXpTWFNXOFJtQllxMzhhQmRFR1NQaDVMZFg3THBuZERkNmlmR0dqbWkwdEtNc0Z3anduaU9RMndnODVSMkVRN0RvTnNId3hKUHQ5TGZBUUVtVlFmOWFKQkd
- [24] https://news.google.com/rss/articles/CBMiWkFVX3lxTE4xZWdUQXhkXzVhT1RrLTBfNUt2eHoyOTZjbEJHNE9KbWhzWHBVbE1HbUJCclRSeWpZN3BrRXZKS2Ntczl5RVc4Sk1Pb1VCYzJXNjloLVZ5WmZqUQ?oc=5
- [25] https://news.google.com/rss/articles/CBMiggFBVV95cUxOcUlPUzlqMXVIeldBRVdicUxOLVRrVWpIWFRGMVdUS0s2RE5WRzg5N2pOaG9HRWVucTBxRGNyN3BXY0JrX05oS1ZfTGJ4UWhZYzlMaGJMXzVwM2xadXpETVdjOTFXQW9RRnJXZDdOQndVUE90aUh5YmIxdTJmcTVFQ2NB?oc=5
- [26] https://www.yonhapnewstv.co.kr/news/AKR202603160250479UF
- [27] https://www.yonhapnewstv.co.kr/news/AKR20260316022052JtR
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260316013532JZg
- [29] https://news.google.com/rss/articles/CBMivgFBVV95cUxNekRxMzNpNEdXdXZMQWQwcFA5Ukt5Qlp0Q2ZrTWRZVGtQdHBWaUZwdE5CSzl5Y1Rkb1BtWGVJT3FfeklwTm45MlV3Nk9CTHVoV1JqMndtd1ZuZUgtaUxsTlgwMk1Hc19uZkx2dXlsRUx6ZjZUNF9aNUFscnc3S2V1c3hoSm9PUmc1TUJpTkc5SHFIeldONEg2QWlsamJ1TklsTVpSZm1Bc3Z4Y0R6RE1kanJBcmtvR3ItLWJFNVZR0gG-AUFVX3lxTE53c0htMGNhcldNaGQ5Rm5rVUhFS1V1OFU0XzFqYTFIZmdpcTR3UmtSQm1yNnl2aGVxT2Q1bF9kaHNkNEY3cUt4dERnMTFIZ0ExZ1IycW9pY05FT0s0bUN3eFJqcEF2QUhkUU5vQmZHeXdqOXRNWEhPQ2lkWUlEQWZsdDN1NFpWNzBDZnA4NHpHU3ozSDd
- [30] https://www.ukrinform.net/rubric-ato/4101896-war-update-49-combat-clashes-since-morning-three-sectors-see-fiercest-fighting.html
2026-03-15
2026-03-15
Updates
- Oil prices face upward pressure due to rising supply disruption risks.
- Demand for gold as a safe-haven asset increases, with prices likely to strengthen.
- The US dollar may benefit from risk-off sentiment, appreciating against riskier currencies.
- Global stock market risk sentiment deteriorates, especially in energy-dependent economies.
- Exchange rate volatility intensifies; monitor Middle East-related currencies like the UAE Dirham.
- Interest rate markets may reflect inflation concerns, testing central bank policy stances.
Linkage
Middle East conflict escalation / Oil supply risks / Rising oil prices / Global inflationary pressures
Strait of Hormuz closure / Transport disruptions / Increased demand for safe-haven assets
Geopolitical tensions / Deteriorating risk sentiment / Stock market declines and bond yield volatility
China policy stability / Regional growth expectations / Relative resilience of Asian assets
Sources
China News Service / Google News - World / Al Jazeera Middle East / Ukrinform / Sky News / The New York Times / RT News
Reference Links
- [1] https://news.google.com/rss/articles/CBMie0FVX3lxTFA5TGhOa20zcEI5ZVlpWFJuZmVtWVYwbWk3TlpiUVZvMFJiSmhQX1NLdHl2UHBBU3VFc29sUGRRU05ZZ0F2SE5udHNUT19TdW85d1BILU5helJoNElpMUVBZlQ4bzE0RFMxVXlOY2NBamh4a01ac0RBZ0FCRQ?oc=5
- [2] https://news.google.com/rss/articles/CBMijwFBVV95cUxOTDB3elIzT25OVk8wQnFtMktXWW01QjFSWkNoS2JWZmlrRTE4c1djdFotRUlJWC1wbFRDM0pqMURMSk1SZGdZMjZrX0ozTE82SUFzZ2tjWHZVdm9qUUVMWUhfUVJSd2x5VGMwQ3NkM1dzdjcyel82WWlUamNIajdsdHpsQXZoZDd0UGluX0dLTQ?oc=5
- [3] https://news.google.com/rss/articles/CBMipgFBVV95cUxPVjZuR25oazhiV0ZmTkVXZVVLTGpUQWxpSWEzLWV6c0wxSlRZZHZYSVFvdjNTZk5LT2I4LTdPZ0lpNndSYUpRYUg0Rm1UYUVXSjEwZHJOb0RuU0FGaGtPLUJyb3cxQ3ZCVldPdEQ1dlZfWnlTdkJROEoxMk9YMVNudmJkX084VjhISWJ0cm50V3RUb3Iwa0ZDTzAzYU9HZzI2NGFMbXdR?oc=5
- [4] https://news.google.com/rss/articles/CBMitgFBVV95cUxQVlQxTy1qRU0zZy1ZMlVQaExCcGNiamVEaWhudXBHR0dxREZ5VDlPUkRqNFdtME5NYnNqNGtmZlhmdUlhd3ZRX2puU2dXZUtOemFLaHVxUmJRSE5JVjhHdVNZMFZUbXRqOU9HSENmd09NMVJMZHEzTVZLclBMd2ExSlo5VDFBN1BLWXNITERKeTlGRGhWVjJRcFptWThFQk5uQUh5c21lbFJzbHJiMURrbzd6LXBOUQ?oc=5
- [5] https://www.aljazeera.com/news/liveblog/2026/3/15/iran-war-live-trump-urges-world-to-keep-hormuz-strait-open?traffic_source=rss
- [6] https://www.chinanews.com.cn/gj/2026/03-15/10586979.shtml
- [7] https://news.google.com/rss/articles/CBMiswFBVV95cUxNeDhPbEdMMktxYWRDQXFlR3BrVU9uMWR4SlNjNnNZY016TGJ0bmo1OVQ3SWpDTVdVaVplX0c0UGtINjF4Q3JlVUpjMTVwY0VZcTFqWE1STkZCUTJRUjBXdWpVd2xnMWdNcnhpeVk5ejNtNGR3bXQtZ2xqdHVyZGd3WlFaRE9vNFJUbWlxY21fazEtbTRNbEx4dktlbXlsbmlmUXRRNlItODJFSXpqYkpiMW1fRQ?oc=5
- [8] https://www.ukrinform.net/rubric-ato/4101708-war-update-117-clashes-on-front-lines-as-russia-launches-68-airstrikes.html
- [9] https://news.sky.com/story/five-killed-in-russian-strikes-on-ukraine-as-peace-talks-stall-amid-middle-east-conflict-13519726
- [10] https://www.aljazeera.com/news/2026/3/14/us-israeli-strike-kills-15-at-isfahan-factory-iranian-media-says?traffic_source=rss
- [11] https://news.google.com/rss/articles/CBMieEFVX3lxTE9MSHk4Wi0tRXM0VHh6c1Myc0NJakpvUnl5VllrbmtYcGM4R3JaUDVWNW9TdnVDWjlFMGRvXzlHanpiYlctTExOWnZHejBWTGp6dUJoRGpVQWpDYWNfZnVIZW1fZ01jSHN1Tm5wc0IyQWFQZFVNSXlhaA?oc=5
- [12] https://news.google.com/rss/articles/CBMiXEFVX3lxTE4yNGQ0WUtDZ1UyalZ5eHdlQUhULW15STloeWVmYzhoWXJ3ZzIzOHlEaHhXZlNkV0c4TGZLcmxhNHJEVnF0WnUtX1Z4Vzk2NmZpMzcwNTFkY2ZhMXF4?oc=5
- [13] https://news.google.com/rss/articles/CBMiswFBVV95cUxPQWFDRVFIYmlJUWJ4c1VJY1VLS0dEYWF5X3djSXpyNG1jcXJfUWJ5U3hRbzNDMDVkajhyUElRMlJ5OUJiS2I4V2dLUlRYT2l0MkhQaGVTTURPQV8yaWlhcnRELTVlU0FNcU9oSTBYRC1WLTJmOTg0aEFsTUtwTUd4S0VsajliWnNlbFBBaHlqUlpNNkVYVmVuQWlBMXJrWmVZYjFEVFNuQjQwYXhWN1UyVmNrMNIBuAFBVV95cUxQRVFZU2ZINmRNeHFnWGx0aTVhZGdmNi1iYjN2RHVJWllXMEJURl9KbU9kQ01SYzh4TzRGNmZrRkhyLU9tYU5lYm14eEZfWkZTb21uRUFTNEZqdUYzM0Z6TVUya3JUbk1wdXFhcWRpclNiVFFMRTI4YnpGNkVma1ZjSWh3MnF2cE8xVDJCZ0VHbjRLZ1Q3WU03OTl2QjlKcm1
- [14] https://www.aljazeera.com/video/newsfeed/2026/3/14/turkey-on-alert-as-iran-conflict-escalates-warns-against-provocations?traffic_source=rss
- [15] https://www.aljazeera.com/video/quotable/2026/3/14/israel-targeting-irans-security-forces-may-aim-to-encourage?traffic_source=rss
- [16] https://www.aljazeera.com/news/2026/3/14/trump-says-many-countries-will-send-warships-to-hormuz-amid-iran-blockade?traffic_source=rss
- [17] https://www.nytimes.com/2026/03/14/us/politics/rubio-trump-iran-war.html
- [18] https://www.nytimes.com/2026/03/14/business/energy-environment/iran-strait-hormuz-oil-middle-east.html
- [19] https://news.google.com/rss/articles/CBMiswFBVV95cUxORy1RZkVhX0NxZmRSZURTRHhKb3ZNZTVTeGwxeF80TGRQME5CUjV1QUl2VGN3ZDRyZzVBYU9EN3REakRockVuOU9pdHFBazJkYlhkYlZreUlJTnF2UVozdExpdGEyOGN1RlNFaG5TMFdmY0R3eDM2UGhNQ2l0M1MtaTcxdjNvMGtwMDA4Z1NMTTg4S24tU056dmpibVUzVFRSTnhRUVY0S3Q0V1BpV1l5NG0zMA?oc=5
- [20] https://news.google.com/rss/articles/CBMi1AFBVV95cUxOT1BlRjRRZVpteFFkc3l6MzBORl9aNXp6NlZINWNGdmtucmx4STAwc01qRXBrcXpNY0d1Y05TZ3hzUkpXYk9YYnlkZWw5X3lad3VVQzVzam5XVFFuYUlTR2dYVDZJcDl3SEx1dnYyLU93VVlYV0pmZmFQOU5TQ0pGWlFyXzRabFltSjkxY3hKS2dxNTlYd1pBS2s2ZTlSc3NUYjFmOWUwV3hlY1duUTlySVBoY25zeDJTRWJiaE5xa3c5M0VaT1JCZVNscHBlOU4wS0NTQw?oc=5
- [21] https://news.google.com/rss/articles/CBMixwFBVV95cUxOSHlZVXQ2V3h4UVlRaVg2bDJaNmZiWHktTVFkQXNCU0Z3V3ZZQTlvSUxZaExEa1Bfdy04MDZCQjdoSEl3ZVd1Z1dOYmlNN3hUNWdRQlFUSkIwLTY3UWp5ejdrLURMa01qRndiMlFVLWdUREloUkoyd1JnQnZLRXVHaGU4bVRKVUhzVTdCVlo5RkhRcHdPQmp6a0NnSHJ1OWdNck44SS1NNU9zUzJIMVdKVWVkSjZnZW9OanM5MHAxU2xQdmlDdDlR?oc=5
- [22] https://news.google.com/rss/articles/CBMinwFBVV95cUxQempZYXZOZXBHVzRTMENFaF9ZTUJwaG44NHU4anE0TUh0UW5IaS1nMDNmTmNaZUdsX0VZT3ZHS05tNjBQYi1GR2JCeDlGbGU5QzQtSnY3MEFNcmVfRzR1djZteTBpNmd6SHo0d0lRN2ljRDhLSGZfZXRETHNLLUpSTDZZNGEwbUZ2NndkNUFzcmxCdDlMWmtKbFRBQTRtMGvSAaQBQVVfeXFMTkNTemktVnR6SkF6LTFXTGEyWTlaWTN2clRXakVEWmlvay1KUHVOcGU2M0x3bFRqSVNsNHVxV1J4TXFCcGNuN2tKeWI3U253aEpYRVktV3EtOGF1cXhyUFdHVnNlTmpadFdaLXcyOGZkOUtRZU9VM0NHaW9WMGpmQ3dUSmZhUG5RMzBWbjJqSjZuNVVYX3R4MUdXemluS2tUX0JqUFY?oc=5
- [23] https://www.aljazeera.com/news/2026/3/14/israel-bombs-basij-checkpoints-in-tehran-as-us-iran-trade-fire-and-jabs?traffic_source=rss
- [24] https://www.chinanews.com.cn/gj/2026/03-14/10586968.shtml
- [25] https://news.google.com/rss/articles/CBMiZ0FVX3lxTE14aFhiZ1B2ZEZmNHdHRW5OZjI1V1g4MWdQb3Ftb0UwY0NoaWRXUjczaW4tYXF0OU9IWG9EZ0x3WTNIRVA4ekVwSVRWUnA3MUc0M215Z0J2QTlmRVZndjA5MHdXUVVQdzQ?oc=5
- [26] https://www.aljazeera.com/video/newsfeed/2026/3/14/iran-says-strait-of-hormuz-will-not-be-reopened-to-us-ships?traffic_source=rss
- [27] https://www.chinanews.com.cn/cj/2026/03-14/10586955.shtml
- [28] https://www.rt.com/news/634983-greek-flagged-oil-tanker-attacked-black-sea-russian-coast/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [29] https://news.google.com/rss/articles/CBMimgFBVV95cUxOV09TTXY0cTVIanNiSDFDeHlVMEw0a1BXV0lxUTliR281WmxUV1lZOGpOY0Fuc0ZDek9KSDdrZ3U5a2lFbW1Dc3NBX1VDS2YwM2JlTThJbldjUUh6XzlVbmVBNDJaSVhrRU5tT2xVQjRKVUtlZzlkd0Nqd2tSeUtpX1lld2xQQ0NwQW5NVkpvSTVhYkRlRlFXcmxB?oc=5
- [30] https://www.ukrinform.net/rubric-emergencies/4101625-iran-drone-attack-causes-fire-at-uae-oil-hub-fujairah-port-halts-loading-bloomberg.html
2026-03-14
2026-03-14
Updates
- Oil (WTI/Brent): Monitor supply disruption risks following Kharg Island attack; oil prices may test new highs.
- Gold: Safe-haven demand surges, prices may break through key resistance levels; monitor ETF inflows.
- U.S. Dollar: Strengthens as a safe-haven currency, but U.S. policy risks may limit gains.
- Stock Markets: Global indices under pressure, volatility increases in Middle East-related sectors like energy stocks.
- Foreign Exchange: Middle Eastern currencies like the Iranian rial and UAE dirham under pressure; dollar appreciates against emerging market currencies.
- Bonds: Demand for U.S. Treasuries as safe-haven assets increases; yields may decline.
- Canadian Dollar: Volatility rises due to central bank interest rate decision and oil price impact.
- Regional Stock Markets: Dubai and UAE stock markets decline due to conflict risks; monitor foreign capital outflows.
Linkage
U.S.-Iran conflict escalation / Strait of Hormuz risk / Oil supply disruption / Rising oil prices and inflationary pressure
Middle East geopolitical tension / Rising risk-off sentiment / Increased demand for gold and the dollar / Asset price volatility
U.S. troop deployment and military action / Expanded regional instability / Global risk aversion / Stock market declines and bond market gains
Oil supply shock / Central bank policy adjustments / Interest rate and exchange rate volatility / Global market spillover effects
Sources
Al Jazeera Middle East / Yonhap News TV / Times of India / Bank of Canada Press / Ukrinform / Google News - World / RT News / France 24 - France News
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/3/14/iran-war-live-pentagon-vows-to-ramp-up-us-military-campaign-against-iran?traffic_source=rss
- [2] https://www.yonhapnewstv.co.kr/news/AKR20260314081707PPX
- [3] https://www.yonhapnewstv.co.kr/news/MYH20260314083318PVl
- [4] https://www.yonhapnewstv.co.kr/news/AKR20260314081016HKz
- [5] https://www.yonhapnewstv.co.kr/news/MYH202603140004322cj
- [6] https://www.aljazeera.com/video/newsfeed/2026/3/13/iranian-missile-strike-in-central-israel-sets-building-ablaze?traffic_source=rss
- [7] https://timesofindia.indiatimes.com/world/middle-east/iran-war-enters-day-14-as-conflict-completes-two-weeks-what-we-know-so-far-tehran-explosions-israel-strikes-us-aircraft-crash/articleshow/129550155.cms
- [8] https://www.bankofcanada.ca/2026/03/bank-of-canada-interest-rate-announcement-2026-03-18
- [9] https://www.ukrinform.net/rubric-ato/4101359-iran-launches-missile-strike-on-central-israel.html
- [10] https://news.google.com/rss/articles/CBMif0FVX3lxTFBuOXJsam9kY21GZDVSeFAydmwtZEtQaVRKUEdNZzR2TE1mQ0VPTEhKZUdNRC1BVEJVTF92NGp3QTJqajRmTkdJLVliVE53TDdPeXhCVF9Vc21VOUFaNVJBLXU3aGJlVWROaE5icEtBQ2FWZnpNWmcxdE5RSTE0Q0E?oc=5
- [11] https://www.yonhapnewstv.co.kr/news/AKR20260314090641MLm
- [12] https://news.google.com/rss/articles/CBMihAFBVV95cUxNeUJTQ1VSNHVHVmZNZndxaWtfLU5ySEN4S1FrRjF1MTF5SnVZU1M5bVliRy1UNUZ0SmZaemNucEk5a3dFUUg2UXd6VmRZZVlKNE0yZGFLQlpjNDJQRm0tb1pHT0Y3QnRNR1JLdTYxMnBFd25NbXNWR3NjeEVHcTN5cUpTQnU?oc=5
- [13] https://www.rt.com/news/634898-us-iran-israel-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://news.google.com/rss/articles/CBMieEFVX3lxTE9KdXFiNE5BTzBZSlNYb1YyaEdqZTFLMFNiNFNCbHdGc3dMdzZSMldrMXA2ZjRWZnBuWm5JWDkyOXFzalZtWkFsTmRGcHlabVg0QlJvMDlodGFrYURCSWFxM3RyVEM1Qko1Z2ZSUklDUC1qOFAxRHFwdw?oc=5
- [15] https://news.google.com/rss/articles/CBMi0gFBVV95cUxQOTd5a0lmYXlEQVNOS0ZsRW5MZHItQ3pMSE4xcVpEa3VnamFHbUU0Wi1uMmlWcFJvVHo1R1dqMTBwc2VwR1FXU3E1d21ydi1KVFM5dmFBOU5SREpTYlhDV1VBbTFQaU96WlctVVBpWExsTm1Qa2RWZWNpbzU0NHdES0xTOVlWYklGODZNYkFmWHRQT2ZTNHFNQjVpMnNmaFA0b1JOTVZjUlBEWms5akhjcktJS0ZMRjlDdXo5WlVqRGVFQmhWNm8wY3VJd01lYlhIUUE?oc=5
- [16] https://news.google.com/rss/articles/CBMiswFBVV95cUxPQWFDRVFIYmlJUWJ4c1VJY1VLS0dEYWF5X3djSXpyNG1jcXJfUWJ5U3hRbzNDMDVkajhyUElRMlJ5OUJiS2I4V2dLUlRYT2l0MkhQaGVTTURPQV8yaWlhcnRELTVlU0FNcU9oSTBYRC1WLTJmOTg0aEFsTUtwTUd4S0VsajliWnNlbFBBaHlqUlpNNkVYVmVuQWlBMXJrWmVZYjFEVFNuQjQwYXhWN1UyVmNrMA?oc=5
- [17] https://news.google.com/rss/articles/CBMingFBVV95cUxOUlR4U3FSeEZEZHV0T0lEODh6WmRxaHpNbEdVajRodjdkT2xtS3lKSUo2QTVidjhkb3FyN2JtTjl3ZmtLejJBTVc4S2RBN3h1VlNDNEZsWXJVdHlJUWk5SjhVSUhjcWNacFRFOTM1cEpQcVZjamszelR3enR4MEVNMmFCNFNKN3pQcmRFMUM0akx3XzNCN215dG14ZXhIQQ?oc=5
- [18] https://news.google.com/rss/articles/CBMilwJBVV95cUxPbWcyZUo1VDViaVM5WF9pcWJkY1lZWHVnRVB5cmlFQUZaNkdBbG1tQWRSMDUxRzRVbXlNTXJuc0YzalpkemFWdm9mai1TSFIxalhyUjcwSXdxS0J0ek9Lb1h4NE1lT2RKWkdJRHQtQmZVRTRweFZxSVVVa2RmOGJWTThOdGNyeTVoQUNVeFZjY182aTM5Y1c2NVBEVVhNXzQ1bndjcm00ZTVoMklhZ1Z3azRMYTRWR291Ri1LeUZNdW5LZzFSV25kTW9EMndoZkdkX3QxX0RLa1hBUUZOa0dldzRiakE5U2NGMVoyUVJlM2ptcnBZWHVEYnFwSEd5TG5wQzNxWmdQWmpVUzR5VnVnbWswUWczUEE?oc=5
- [19] https://www.france24.com/fr/%C3%A9missions/politique/20260312-troisi%C3%A8me-jour-de-guerre-en-iran-quels-buts-de-guerre-pour-trump
- [20] https://www.spiegel.de/ausland/eskalation-in-nahost-iran-nimmt-den-oelhandel-in-den-wuergegriff-a-b1f06920-cb9d-44fe-90c2-1f4c53fba5a0
- [21] https://en.yna.co.kr/view/AEN20260314000200315
- [22] https://www.thehindubusinessline.com/news/world/trump-says-us-would-escort-ships-in-strait-of-hormuz-if-needed-fox-news-interview/article70739248.ece
- [23] https://www.thehindubusinessline.com/economy/logistics/28-indian-vessels-with-lng-lpg-and-crude-stranded-near-hormuz/article70738142.ece
- [24] https://timesofindia.indiatimes.com/world/us/us-offers-up-to-10m-for-info-on-mojtaba-khamenei-and-other-key-iran-leaders-offers-relocation/articleshow/129562970.cms
- [25] https://www.bankofcanada.ca/multimedia/press-conference-policy-rate-announcement-march-2026
- [26] https://www.dw.com/en/us-eases-oil-sanctions-at-an-ideal-time-for-russia/a-76349758?maca=en-rss-en-all-1573-rdf
- [27] https://www.dw.com/en/iran-war-us-ramping-up-strikes-in-coming-days/live-76340941?maca=en-rss-en-all-1573-rdf
- [28] https://www.rt.com/news/634859-dubai-finished-iran-war/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [29] https://news.google.com/rss/articles/CBMiiAFBVV95cUxQU0JHaTJ3YTF3Qzc1Vmp2VU45bnRoRDAyMlhodmhuY2pORXlGNm5LZGxpM0w1Rk5UUW1faDFHU2NCd1UwOHI4QmhudHd1MFJhUEt0QW1mc3R0N1BJajN2Q0x4SDA0bTUwZWNIcllYSHdBeFlZaExfSl9mWEhqX2NBcmtEczRCd0VK?oc=5
- [30] https://news.google.com/rss/articles/CBMijwFBVV95cUxPT3VuT1JwVDB3WU5LVzM5ckJsQnRJQ3BBN3JWc0hQQ2tXdnJtZXFHYjZ5SWdBS2lWNXNXM0o2VmV4d3FRZHVHQzNRZ3BDUnVuMWY0dDZlb2VZRDA2NldJQVY1cUlzWjd4Zll6UVQ3WUo3RGJRNEZWTmF5NEJfclVpS1VMUzJkTEZ6RVMxVTd0OA?oc=5
2026-03-13
2026-03-13
Updates
- Crude Oil (WTI & Brent): Watch the key psychological level of $100/barrel; any supply disruption news will stimulate prices.
- Gold: As the ultimate safe-haven asset, prices are prone to rise as long as geopolitical risks persist.
- US Dollar Index (DXY): Supported by safe-haven demand and the Fed's relatively hawkish stance.
- US Treasuries: Yield curve may show complex changes due to safe-haven flows (long-end rates down) and inflation expectations (short-end rates up).
- US Stocks: Overall pressure, but energy sector (XLE) benefits; tech growth stocks, sensitive to rates, may continue adjusting.
- Foreign Exchange: Commodity currencies (e.g., CAD) may gain support from oil prices, but deteriorating risk sentiment could suppress their performance.
- Volatility Index (VIX): Expected to remain at recent highs, reflecting sustained market tension.
Linkage
Iran's blockade of Strait of Hormuz / Sharp drop in global oil trade flow / Oil price surge / Rising global inflation expectations / Strengthened expectations of central bank policy tightening / Pressure on risk asset valuations
Escalation of US-Iran military confrontation / Rising regional full-scale war risk premium / Capital flight from risk assets like stocks / Rush into US dollar, US Treasuries, gold / US dollar strengthens, gold price rises
Oil price surge / Rising corporate costs (especially transport, manufacturing) & declining consumer purchasing power / Downgraded corporate profit expectations & slowed growth expectations / Double hit to stock earnings and valuations
Persistent geopolitical uncertainty / Global capital expenditure and trade activity turn cautious / Global growth prospects dim / Cyclical assets underperform
Sources
China News Service / Xinhua World / Xinhua Finance / France 24 #3 / France 24 #2 / Google News - World / Ukrinform / Al Jazeera Middle East
Reference Links
- [1] https://www.chinanews.com.cn/gj/2026/03-13/10586035.shtml
- [2] https://www.france24.com/fr/vid%C3%A9o/20260312-guerre-au-moyen-orient-t%C3%A9h%C3%A9ran-bloque-le-d%C3%A9troit-d-ormuz
- [3] https://www.france24.com/en/video/20260312-war-in-the-middle-east-explosions-heard-overnight-in-tehran
- [4] https://news.google.com/rss/articles/CBMilAJBVV95cUxOQkFHVlYxNWxWZEFDYU5vU294Y2FHZ182ejhLcDlnWDFlZFFVNW5EcHotTmtLZzVrU2lBMDRvWUxkU1R3dnNqREg5WnNVUGdfZXctUW9Rd3p2ek1jY2xNMVlIMTBmdmZPdHB3TjJua2loZnExQm95cl9WS1JtWEVadGxGZ2ZXLXRMb011Y2o2V1Jxbi1ROXdpZW9qRU9Ja0p0UHpJQnpMWTlxRVcyNm1Rc1NwSDVzcnVScXEwbEJUbHJXUk1yazBWZmpFbVlzOU9DNUFfVURPY2lsRkFYUHlwY0FWODJjajd2ZklkV0ZwY1hxQWVsbWo0VzhSSjVGUkNGUFBiYWNKWmxVNTFjYm5Ma0h6RXI?oc=5
- [5] https://news.google.com/rss/articles/CBMivAFBVV95cUxOeFgzZmV4V0FqeHVnMnZxS2VSbGN4MUxqdFpud0haREV2OVBnUFcyZW0zQWJrU2lEQS1KSTFLRGNESWNQLW9QSnlWWVZBWGNGQS1Na0RDM09vZ3VFeE5ncm9ZSXVaVFMybk1nNjlRdUNNV19fd1FUYm1iV1pKaS11NFBsZmxxel84dXpjdmYtckNkWWNRaUVUX1lyQUJuZVFwTHR5YUh5ekx5WnpiNVNONXB3MlBvZ0RpSDQxb9IBwgFBVV95cUxQaV91WmNNSHR2MWljUngtRThOR1Mtb0lnSVZXMkViYUhFUHU1ejFzU2prMi1IdHYxWVVua2hEc0tyLWpGS1l5VWNubFlsanhBaUlkbUs2aF93eGk5Wjc5ZzVZQmhqeDNNMVlPZWJueW44b1g5aFZfSjZBcGRqTzd3Z1lkQ3lqcldMTFNoMGdkM2tFaEphb0x
- [6] https://www.ukrinform.net/rubric-polytics/4100837-israel-claims-to-have-attacked-nuclear-facility-in-iran.html
- [7] https://www.news.cn/world/20260312/06fbe756e8fa4e52a455987d905ec2e2/c.html
- [8] https://news.google.com/rss/articles/CBMiWkFVX3lxTE1VNnZxUmVhdk1rRkx3ejd4U01FaHFsMnV2ek9aVms3U2haNU9HTUpwXzM4dk5QbFFZaW1SN0JoOWtmWHRXT1doalh1bWdhckVDLUpQSWNpRnZOdw?oc=5
- [9] https://www.ukrinform.net/rubric-ato/4101001-war-update-122-clashes-along-frontline-russian-attacks-intensify-in-huliaipole-and-kostiantynivka-sectors.html
- [10] https://news.google.com/rss/articles/CBMinwFBVV95cUxNS05TU1p3Rk5HVzVHMVNrUzJVb2ZwRjVZQjlMU3lLNENuYUwwY05ZQWV0OHhZNVE2Q0FPQVgwV2tucDBGMXNsclFsOWVtRU9sOElwSUxtRkdtUElENGw5SW9QSUdZYzREZXViVEIzbWdfRUFwdG1FNGRKSnk5QUpWNHhtaG5xaTRuZUJLdlIzR3pHWldyeXI5aEpwQU5Jd0XSAaQBQVVfeXFMTTNLVExKRjhKY2sydWM4a1dPQThsVWhPZkhfXzVNRFFoYnRHeDh1VFlrUEFlUHc2dXhqX1FwN0JDdGFIQUVnWEJCVENFOTJaWXNEcmlsLTVlWGhSX2I2akRhVmZOV2lfdEgwZGtzc1BHck9FY3c5Qm9JOVpjQnlPYVBMcUZMOFFXckF6OWZpRWNWSlFEZzBPeHU3eHRvMUV5RFZjcm8?oc=5
- [11] https://news.google.com/rss/articles/CBMiugFBVV95cUxNb1B4UWQ0RjBPTEVDZkZDbXZvMTNtRWFNYUFWT2pPYlQ0NTlZSFRXZElDNm1CdEFrN0g5RVJGQXZYY0Y3SXozU0Y0WlRTVlFSaDVfNldjNVhBQnl0M3RNT3p1aEpNd2xTZTBmdW9wQjdSWlh5X2hLVmZBSVNHTmFRQmw2dHNqbjUyWkdqNVpNZjc3VDd3XzdPV0M2bUpOMG9YUnREeHRxcGlKa0pxb3RTdDg3RHVZNUFTdWfSAb8BQVVfeXFMTTh5ZFlmMFhYNlFOQk5MM1pZbW8xU3kzYk9ZYWVBcEJ3dHE4cm1xeHV6VEtZSWRFSGhXdHJlX2NjZG5lQUFOYXllaXZXb0VJSUFuczhaREg1OFJLMHRhT0lWenc4enR1MWxEWWJ0OGhtLVlvUW4xQTJac3QzNl9QQURyVDQzaWNXdnFCMk1VNDJqbWE2QU9EdG1
- [12] https://www.xinhuanet.com/fortune/20260313/f6a9912e7ba541df91412c5b34d9e1e4/c.html
- [13] https://www.aljazeera.com/video/newsfeed/2026/3/12/fuel-shortages-bring-queues-protests-around-the-world?traffic_source=rss
- [14] https://www.aljazeera.com/news/2026/3/12/netanyahu-says-israel-stronger-than-ever-in-first-speech-since-iran-war?traffic_source=rss
- [15] https://news.google.com/rss/articles/CBMitAFBVV95cUxPSFBSakVBQjhjZHBxX3lUTnM2YjVCMHNaZVlrU3d5ckdWcnAtei1DWUlQWDY4NDEzNURCeXNDQnFzcW93OVRyRjM4ZS0tSjZfaWpCWDVyV21XVXJORDhHRlRtVHRNMzBiYXJoemhBUU5nRk8tSkZuVHJhTGhiZXJBcEpNcktjSDFBWEJZa1dDMmdsci02dW9XZktXblFCdjNMT0M4T0w5S3BMY1hxbWhYRDBYZW4?oc=5
- [16] https://news.google.com/rss/articles/CBMihgFBVV95cUxQOVI1bEFyQXhWeUVCR2pqYk00RGt0OXV0UjJHSTNHa2lJTzFhZjE4RmRBaUlnWjNjQWp1WUYxcW92LUZOaHpJUVpMemxNM3NRT2lWN0JXSkYtN0dtTFZxVDFkWDVjekJyS3F4eXBEX1o3UFpIWGk0MkhEUlNBYmswbXZTR0k4Zw?oc=5
- [17] https://www.xinhuanet.com/fortune/20260313/108a1631b7364fe08ac49dd751650ccc/c.html
- [18] https://www.chinanews.com.cn/gj/2026/03-12/10586021.shtml
- [19] https://www.chinanews.com.cn/gn/2026/03-12/10586020.shtml
- [20] https://news.sky.com/story/us-navy-to-escort-oil-tankers-through-strait-of-hormuz-treasury-secretary-tells-sky-news-13518742
- [21] https://news.google.com/rss/articles/CBMigwFBVV95cUxQR1BzbW95SnlZUl9qRUNfbVh3WngxcHNKQWVhMGNESTEtbXBBWDJQaVpvZ19tRVNia0ZXRjBoSHY5aHF0RjAwVDdYeXFKcG5vYzFWekFwNVdDcExjZmRYNkZSRTItb0dKd05kcEhNRjFRSDdTY3MxVl91cWRVckd0a0hJTQ?oc=5
- [22] https://www.aljazeera.com/economy/2026/3/12/how-will-the-war-on-iran-impact-the-us-economy?traffic_source=rss
- [23] https://www.aljazeera.com/video/inside-story/2026/3/12/does-president-trump-have-an-exit-strategy-for-the-war-with-iran?traffic_source=rss
- [24] https://news.google.com/rss/articles/CBMie0FVX3lxTE5pN2RpbnBXSTZWX1V5NlFLODl1dWpfS21aNFVMMEs2MVFyZ2N3d0ZTRmhLQ3BaQkEyX0NXNWQxN19ZSEFsZk5IR2NYTEV2RVlsdDdKZERwbnluZ2ZBZFlhb1ZRVXh5Y3dZQTlwUlZReGRZZUhsQk0tbnlXMNIBgAFBVV95cUxQc0F2d2tZVUJHVW9IWFNqTnE1TkN6OEdHMU9xY2hvOWMyeVJPWERNd2lkVW9UcWR0T1ZZWFpJcXN6MkNIRDBCNm5wUzBqS3hTaVZGbVdsMnR1dHQyVGQxSElOcTQ5VUc0YjNULUxDc1FaWDFqdHc1Z3hyRUR2ZXdIUg?oc=5
- [25] https://news.google.com/rss/articles/CBMikwFBVV95cUxQTVl2b3NaY3JkSVItLXZPYlh0S3QtVGZXNDBHenE2T2E3RExlcVM4VVBvbjVFeTdEYkxxR09xMkhLQ21PbXAxOTVHVFN6UWVJeVZRVEwxa0loNEZfcHNmb3k2TkZuV3o4REdISTlwZDhpYjNHVVZKaFFJLW1rRWl2RWNENndKSmlYWE1ndWpMNWI0RkU?oc=5
- [26] https://www.ukrinform.net/rubric-ato/4100977-war-enters-new-stage-as-russia-accelerates-creation-of-drone-units-syrskyi.html
- [27] https://www.aljazeera.com/news/2026/3/12/iran-vows-to-make-trump-pay-for-grave-miscalculation-if-us-escalates-war?traffic_source=rss
- [28] https://www.aljazeera.com/video/the-take-2/2026/3/12/aje-onl-irn_tuesdayupdates_av_v2-100326?traffic_source=rss
- [29] https://www.iris-france.org/a-limage-du-monde-un-moyen-orient-de-plus-en-plus-sombre
- [30] https://www.gov.uk/government/publications/march-2026-economic-and-fiscal-outlook
2026-03-12
2026-03-12
Updates
- Oil prices: New York crude closed at $87.25 per barrel (up 4.55%), Brent crude closed at $91.98 per barrel (up 4.76%), driven by supply risks.
- Safe-haven assets: Gold demand rises due to geopolitical tensions; the US dollar may strengthen on risk-off sentiment.
- Equities: Global stock markets under pressure; risk-off sentiment leads to declines, especially in energy-intensive sectors.
- Currencies: The US dollar may appreciate against safe-haven currencies like the yen and Swiss franc; emerging market currencies face pressure.
- Interest rates: Rising inflation expectations may push up government bond yields; expectations of central bank policy tightening increase.
- Commodities: Oil and gold lead gains; natural gas prices also rise due to the conflict.
- European markets: Rising fuel prices increase cost-of-living pressures, potentially contracting consumer spending.
- Asian markets: Rising energy import costs may affect economic growth and trade balances.
Linkage
Middle East conflict escalation / Strait of Hormuz shipping disruption / Reduced global oil supply / Oil price surge / Rising inflationary pressure / Central bank policy tightening / Decline in risk assets
Iranian threats and attacks / Oil supply risks / Rising risk-off sentiment / Increased demand for gold and the US dollar / Intensified stock market volatility
Global petroleum reserve releases / Increased supply / Downward pressure on oil prices / Easing of inflation expectations / Partial recovery in risk sentiment / Potential equities rebound
Escalation of trade investigations / Rising tariff risks / Slowing global trade / Growth concerns / Demand for safe-haven assets / FX market volatility
Sources
Xinhua World / China News Service / Xinhua Finance / RT News / Google News - World / Al Jazeera Middle East / Prime Minister of Canada - News / Ukrinform
Reference Links
- [1] https://www.rt.com/news/634559-us-israel-iran-war-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.rt.com/news/634546-war-on-iran-could-remake-world/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://news.google.com/rss/articles/CBMiZ0FVX3lxTFByQ3hWa01uVlpZWmtUSU82S1J2UTViaXhJcVdhRVdDb1FfYWkxWFBtbkh5d3hnTVprc0JmRkM1TzI2NUJhbllqSDRmVnRQMUE1UzZ1Z2EwMmM0cTl0blFpc19sWTNtQXM?oc=5
- [4] https://news.google.com/rss/articles/CBMisgFBVV95cUxPUy1FZ0pyVHZBZEdvcjJLR2JWN20ycFg2LWF0RzNjbWtvLUplYjN0Ry1ZMFRmUi1FeEwwT0hmSXJ3SGVsMDVVUzl5MzRpOWh2bTJTbzZ0aDdaVU9SN0hUR0tRRUhPV1Rmdk5Pbjg0NGV3ekVodi1ZV05QaFM5VjdHcUEyZ3NvUUM0cGtINlprbWJQWWp6R1BVMTQ5NDR2eEhpYTQ1SURPQ2h2ZHNsR0Nnbld3?oc=5
- [5] https://news.google.com/rss/articles/CBMinwFBVV95cUxNWkJYckV1U051V0J0RXlsdVNIdDJBVkZROGp6aUstdWk3UFA4MEZGOTRqeVF5ZkZYZTJvaF95RWlzQTQzT3BYOTZ2LVBCN2VhemM1elpKOFhrVEJLVnFXN0VsaTZMV0k3WTFkRWlHNjVqWEgyVkI0Z0J2bm9wYmg3cXBRaUp3OWZzeTdCVG9SYjdPWS1PNUNLQW8tNjNJV1nSAaQBQVVfeXFMT2VTOHplSUtXMzZtRUxIVE1tczJVVUw4VUI5aUNXZngzdnR0Q1dERkpvNGM0d3FyQm00N3V3WGh4SEI3UC1qWHExeDhrX2JZNk54UC1jZ0w4TFdoQ2NJcDg1bHdGQXJRTjVWcWNYamxodHNKZTdpODlQdlA4Z3h1QW5OaFplMDN4d1lDa2tWbnFxalNXQkJneFBhN0FTV2dLR2xoZXo?oc=5
- [6] https://www.aljazeera.com/news/2026/3/11/irans-irgc-says-not-one-litre-of-oil-will-get-through-strait-of-hormuz?traffic_source=rss
- [7] https://www.news.cn/world/20260311/442a0fe4bc42480281d4d0bc28f4c6c2/c.html
- [8] https://news.google.com/rss/articles/CBMioAFBVV95cUxNMmZrdGVSVzRwWlUyNWh1eXd4dGRaclJ3OGdxbGNPTkVUSFpUNTE2UFlpV24wWnI2NkpfNjJHc2t1TUdyMmNZbHAwT1BmSzdaMDRYRTlvYzlPeFVsNUdHNklRV0tnNWxQdElwblc2T1c4MTJUdzNVa2dlYnlVeUdKeU91bC1qQzU2QnJOV2pzM1NJQWFrTEZhcnh1cjFka1lK?oc=5
- [9] https://www.aljazeera.com/news/liveblog/2026/3/12/iran-war-live-oil-tankers-hit-in-iraq-tehran-sets-3-conditions-for-peace?traffic_source=rss
- [10] https://www.chinanews.com.cn/gj/2026/03-12/10585394.shtml
- [11] https://www.aljazeera.com/video/newsfeed/2026/3/11/massive-fires-on-two-oil-tankers-after-attack-in-iraqi-waters?traffic_source=rss
- [12] https://news.google.com/rss/articles/CBMilgFBVV95cUxNWXlWY3F2U0ZWSHFVbnZneDlSeGJvS2J4bU54OEFLeElaUjZGYm5YQ2h2N0RnQnQ2amhpRVU0STRYUS1sVGhlMXBMa2JLeDBRUWlhRFZlYU5yNHlEazU3T3dIV2RXMFJWMXgza3JXcTRlcjdKWTMxdHJOTzNLbVUwdDhES3pPU3hKN3NHY2dIN2pia05CMEE?oc=5
- [13] https://www.news.cn/world/20260311/2be5a84701ad4b978bff009439d40bce/c.html
- [14] https://www.news.cn/world/20260311/5efec14abc7b4d53998e9199af28ff2b/c.html
- [15] https://www.news.cn/world/20260312/72fd109f77e741cebd3ae5372865e46a/c.html
- [16] https://www.rt.com/news/634541-us-strike-iran-school/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://news.google.com/rss/articles/CBMitwFBVV95cUxQSUEzMWRHZDMxYWRvemZSdzFWekVpSm9xaW9pcS1vc0l1bVVjQ2pRR0E2eml0dlMxblI5a1FaV1JrQ3VOaUg5Nm95NWo5ODZIYnhvb3BfM0RUamZ4eUVXcnRwRnI5Q3JKaVZ3djNlMkZhSS1wSHgyUEJ2ZUItanVYYXlQRkpvRmd5eDNOQVZObzFnaEVVZlRBaTBiMlQ0X0RTVHpfbUFGZFNpVFNONjgyWnQ5amRVYkXSAbwBQVVfeXFMUHJDNk96bmoxMDE5NnZsaGVjTDZaUXF1cXpYSmVURUYwcmIxOGZLRzNtVDgzUk0xd0xNU2pIcUFiZ0ZvS3QzZXBTNUxlRHZKTFllNlFDckpBQ3dyb21BSU5rSjk1bUM3T1FNVG82UHBzdWhYTjFhSlZHLVhWUkVXQU4zTFpRek1rcjdPVDhERnJkbWUzN3M2WHQ2a1E
- [18] https://news.google.com/rss/articles/CBMijwFBVV95cUxQR2VYVTZXdTZ1bG9sOUJGMDlobXBSb1pBU05pdW1wZTdJZllYMm5yNUNKY0Q1b1I5a014WFNDdHF2RGJzNTVQTEg0XzM0TGJaYnlRdmZTT2dzd0dNNXVTdmFjelJOMm9KQldUaEJINTFRTUx0NnIwdVp6aHlFbVFsQm1Hc3d0Yk1LTlhxWW1mWQ?oc=5
- [19] https://news.google.com/rss/articles/CBMijgFBVV95cUxQaVpsanBCMzd1VkU1WWFkTkk5Rk9zQWdLMEJkQmZsNGRnU3Q5VTJ3SXZHSjlBNXhTNWZCV2o5Zm1SMDVtb3NFNDAxZ2dGM3ZQbkRkV3IyR19GcDlJdkg4aWdYS0U4VkJ1OTFJeEl4cFBhNUNuLTNDMFFDSW5pT2xaS2RGeFdoUjd2eEdyekR3?oc=5
- [20] https://www.aljazeera.com/video/inside-story/2026/3/11/why-does-the-iran-war-pose-more-dilemmas-for-europe?traffic_source=rss
- [21] https://news.google.com/rss/articles/CBMimgFBVV95cUxQQWEzSjZuZFlqQzZOX2M1bFB2ZTl5cjA3SU55QVJaSXRxU1dVUnhXaXJ5N1podkg5LXRBSU5hdnJadEx1RFMycEpCOG9JcXYwSkdWVE1La05iM21ONnVtWDd5Tk9MTGVlSzlzUnJ2alZsMWNOUzB3S2QzX0E1ZUgwZWI5MFB2M1RtNnEwN1NZVFRKa0xHYks4blNn?oc=5
- [22] https://www.pm.gc.ca/en/news/readouts/2026/03/11/prime-minister-carney-participates-virtual-g7-leaders-meeting-situation
- [23] https://news.google.com/rss/articles/CBMif0FVX3lxTE9tc0pNV3hRZ185TFJLNlQ2SkF1NGExb1NkdTlxYzRldDJXMkdHeGVjT2t6UHFuWE5fejBOS2wtVEtoQXNLM3RFV0E0SUZGQ0NhbDF2dVQ2bnFNSUZURnZmNnN4OVVGdmQ0S1ZlbjNQOTVFdHNuam93SElscThMbVk?oc=5
- [24] https://www.xinhuanet.com/fortune/20260312/8a27c89d85d94d73afa65276ee67cfd5/c.html
- [25] https://news.google.com/rss/articles/CBMisgFBVV95cUxORzRjNjhXOFFPSTRtcktYdk1vVmhWdjV2UFd3X0dPeVhLMzVZTnNRRWduQjRYOENnbmhUbGVsa2JyUzVXOGVQMms1dU9sQ1F3MlEyMzZ5b0pzYXdUWmhOLVJkUV9KaF83NmpzSUlYV245ejFlVDBvOG55VXNIcGljdXJ1cHVaTXNZVHZod0Q4bk9VWng2ZUxIX3RobGxRZ0VfSjROUURwcmZycEhjengwODN3?oc=5
- [26] https://news.google.com/rss/articles/CBMiowFBVV95cUxOY1VEblp3ZlhTcjBpR1NKU1NvR0hzeklVbEt4WmtSOHpobW56QWR4SFJ4a3ZUeE41bzRJVnBicWJnUm1DNmFNMzc3QWNTRTVjcDNIc1V6MkxEdjAxa05TMXJqbUVDMHZLTVR6MkZlcGY3UHJ4dG9VRzJoVDVGLUN4Y0pQNjlqbTBsTXZhWUtncHJxZi01SGVZelowUEZaaDJqV2xB?oc=5
- [27] https://www.ukrinform.net/rubric-economy/4100584-record-400-million-barrels-iea-releases-emergency-oil-reserves.html
- [28] https://www.aljazeera.com/video/newsfeed/2026/3/11/whats-left-in-iran-could-be-taken-out-in-an-hour-says-trump?traffic_source=rss
- [29] https://www.dw.com/de/hohe-spritpreise-wegen-iran-krieg-öl-reserve-wird-angezapft/a-76306889?maca=de-rss-de-top-1016-rdf
- [30] https://news.google.com/rss/articles/CBMiygFBVV95cUxPNGFGS0YxQnVyaVhYNGZ0ejQwZmo4YUNnc1NycHdjdGt3WlE1dkNzNXZNY1hXNnZzQjZ4VGkyQU1SbXdHZGQ5Rk1laExkbGVjeXdTLV9Dc0NjMWtsM09oT09oeElQUm9DS0ZXSUtqS1lMRDQySjNiQ2JuNFEtX1BTaERGTGg5TXMxRkpiNlh3Q3lGY2ZQci1fZ2JpOEtjM3NlSmpibzBYc1ZmbXZuNEhacWlHdkpZUDJZcmZpVlVaNHhLYU5BVm1BTlBR?oc=5
2026-03-11
2026-03-11
Updates
- Gold: Safe-haven demand rising, prices may increase, driven by Middle East conflict.
- Oil: Short-term plunge over 11%, but geopolitical risks support medium-to-long-term bullish outlook; monitor supply disruptions.
- U.S. Dollar: Safe-haven currency attributes strengthening, may appreciate due to global uncertainty.
- Stocks: Risk sentiment deteriorating, global stock markets under pressure, especially energy and defense sectors.
- Bonds: Interest rates may rise due to inflation concerns, with bond yields in Canada and other countries facing upward pressure.
- Canadian Dollar: Rate hike expectations support the exchange rate, but geopolitical risks may limit gains.
- Euro: EU internal divisions and Eastern European risks pressure the exchange rate, leading to volatile movements.
Linkage
Middle East conflict escalation / Safe-haven demand / Gold / U.S. dollar appreciation
Oil supply risks / Oil price volatility / Inflationary pressures
Geopolitical uncertainty / Growth concerns / Stock market declines
Rising inflation / Central bank rate hikes / Currency strengthening
Sources
Xinhua Finance / Google News - World / Yonhap News TV / RT News / Yahoo News - World / Al Jazeera Middle East / BBC News (Top) / Sky News
Reference Links
- [1] https://news.google.com/rss/articles/CBMitgFBVV95cUxNWE1pdjF6NTVIOEF4aHpWS2QwZ3hfR0hqbWNiXy05Q0oyMG9oYkZRSEhRR09ueDVWblB3djJZNVk4VV9qT1hQSWFiRWZva2tJVzVabzYtTkZYQ2dVQkJKcDNfd3VPbmU2cnF0dXcwRVVEaFI2bDJFMUpiVmRnS2dIRF9Ea2p3dnJNMUZKYXZYMmY2Slk1dFdJemcwbUE1WXQwSVFvWVQ3M0VTY1FwZ2d3UkVPS3czd9IBuwFBVV95cUxOTUJHdnZHdTJZTUFvOEFPNGNSRnJtODhuUWNXXzBtNmR3TmQyX1dHbVN1bGl5NnZGSWpjLWlUWmtreWNJZDhRMzlJYmhWLWRJT3RMRWVhRE1uUXhXWEllYlBjZ3hPS2RNYVdaS3VwRlI0cXFmeTMtS3JySEZUeExQV1pISGtEbC1tcFotek8tdFFNaEN5WGlPZ2xFOVA
- [2] https://news.google.com/rss/articles/CBMiiwFBVV95cUxNUkdiTFNjZENxQ1Z4bHZQb1FfeG1kYjZFblhPdVExeDQ0MjJwN3RYX3ZTRnE1aERiUm9rdzdqZmRWY21nRk03UWNOUVFKYk1tN08weG53UEYzSlZvdkZWRWk4VDdfT3BMbThYb3BWRld3WVRUM21wYWlZc1IxRjVITVQ0QlJnSUlKTmhr?oc=5
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- [14] https://news.google.com/rss/articles/CBMitwFBVV95cUxPa2gyZDM2MWVreEVscXdpNTlGLVBONlVvUjU2Z2dJZmxXei1hZDJ3UGItYUVJMjJPbGtXTFBXNGtkRzZOc1gtYy11ZHQwMV9NMDJOOTlZRzJLYXo2b0ZLQ1pQM1J4cFdxUWYySUFabHRacDBkMXloQTJLVWRtZlBHQnhMUzhncG5ULW9vajk0SFJYb0VoamJ4X3VSaVphdUgyV0ZqS09paVU3TzZmS0M4ak1nX2ZCbnfSAbwBQVVfeXFMTWRhZm11VVFPbFBRelZJcWtXekRJb1p6YVdXYy1OS1duY1hIbVBLcHdLMllqY25USG1HdXNialpzMjE2RUFlelA1Z0l6TDhIOXFqVXV4cnJNY0pDM1ZsV0gxcDBRNWcxNjhyRjZhQmp5a2ozczhxODhtMDNuWFFvVFFKRnQzQXhlZk82V056UzFtMEFsdG1BNGpJeFV
- [15] https://news.google.com/rss/articles/CBMiygFBVV95cUxOVnM1SG5iRE9GdkVoUHdZNGhSOU1FdnhaVlNFd1VPOWFPLXdFQXVIVHR4RjAxWjNmaTcyRkF5alpUT29DQUFQR1gzVVlORFRla0FsSXB0Y2taQTFMak5GdUxTZ0pHenpVVXlpeEpDNkdsY3psdTFqV3NNNVZLcU1EYXdFUmxsVVpfay1nWUhSVGVPSGw4VlQ5ZnJJN3I0Mkljc0ZqdFoyN0lVZl9YbGlEU1VnLVdiSmh6aDllOGViNGNGNU9QQ0VVMkV3?oc=5
- [16] https://www.aljazeera.com/video/newsfeed/2026/3/10/german-chancellor-concerned-us-israel-have-no-exit-plan-for-iran-war?traffic_source=rss
- [17] https://news.sky.com/story/dark-ships-and-shadow-fleets-8211-what-is-crossing-closed-strait-of-hormuz-13517746
- [18] https://news.google.com/rss/articles/CBMiakFVX3lxTFBreGc4VlV5ZnF6bzJfQlhEMlNwcWVhWVBIenBWNUo4XzZIbTVLT2Y5SHRmbl9uX2wxVmlWN1JpUl95ZWRlWUZqV2VLWFV0NnB1UmYwZGVlOE5wQUIwRXgtYTVaVExZOFNtVHc?oc=5
- [19] https://news.google.com/rss/articles/CBMiiwFBVV95cUxNNE5ELWRWNFp2SnFnWGczUWdHMHo5dVM5U21KczN3LUFibjlqY1c0MUJiNS1yaXVrSkkxSGEyMlRfQjFqY0s0Sk1jQlR5TXh1bk1PZXVId2RTaVlxTXU1a1IwRXk1ZUYwZnBvNThHdGlxeWkyTHZzOERVOTRmZ2UtWnE4djFRN3ROVXVn?oc=5
- [20] https://www.rt.com/news/634398-eu-bosses-split-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [21] https://news.google.com/rss/articles/CBMi2AFBVV95cUxOMmdaVWhxMjJ4cXBHOTBrVldZQ0NkNS1GNXhRemZRVEZkcU95NDU3V0JjWFZWQ3ZEU09SX3JGd0FjUFFCTklPYXBXaWt6bzFXeTZSbWk0RFJubUhwNC05RERMV1lDOXBlcVBUZ2R0YXhpWFk1a3ljck5ObFRqenQ4aTBiOXV3OHo0Q0lQMjBFZTRFRmZOY0pHV3RZazR0MElYdkhnYVBBWWlfcmJYSnRIdmc2MWV2Q2JKd0tqLUlUcVpnU2hFZE9FaTFoTl9zZzlBTC1UcVp1WmU?oc=5
- [22] https://www.aljazeera.com/economy/2026/3/10/global-airlines-hike-ticket-prices-as-iran-war-sends-costs-soaring?traffic_source=rss
- [23] https://cdhowe.org/publication/whats-putting-upward-pressure-on-inflation
- [24] https://www.iris-france.org/iran-10-jours-de-guerre-ou-en-est-on
- [25] https://www.france24.com/fr/vid%C3%A9o/20260310-iran-une-guerre-d-usure-s-installe-au-moyen-orient
- [26] https://www.france24.com/fr/vid%C3%A9o/20260310-guerre-au-moyen-orient-des-frappes-entendues-au-dessus-de-doha
- [27] https://www.france24.com/fr/vid%C3%A9o/20260310-replay-guerre-en-iran-la-strat%C3%A9gie-am%C3%A9ricaine-expliqu%C3%A9e-par-pete-hegseth
- [28] https://www.france24.com/en/tv-shows/focus/20260310-europe-s-borders-under-threat-from-russia-baltic-states-gear-up-for-war
- [29] https://www.france24.com/en/video/20260310-trump-says-war-in-iran-will-end-soon-%E2%80%93-but-threatens-to-escalate
2026-03-10
2026-03-10
Updates
- Oil: Brent crude breaks above $100 per barrel; monitor whether it retreats to the $80-90 range due to policy interventions.
- Gold: Safe-haven demand pushes gold prices higher; a pullback is possible if the conflict de-escalates.
- USD: Strengthens as a safe-haven currency but may face pressure if risk sentiment improves.
- Stocks: After the Asia-Pacific stock market plunge, monitor the opening reaction in European and US markets, with technology and energy sectors being sensitive.
- Interest Rates: Rising inflation expectations may push up Treasury yields, but safe-haven demand could limit gains.
- FX: Safe-haven currencies like JPY and CHF may benefit; commodity currencies like CAD and AUD may face pressure.
- Bonds: Geopolitical risks increase demand for safe assets, but inflation concerns may offset some gains.
Linkage
Middle East conflict escalation / Strait of Hormuz closure / Global oil supply disruption / Oil price surge / Worsening global inflation
Oil price surge / Asia-Pacific stock market plunge / Spread of risk-off sentiment / Rise in gold and USD
Trump's conciliatory remarks / Expectations for conflict end / Oil price decline / Risk asset rebound
G7 policy coordination / Increased oil supply / Oil price stabilization / Improved market sentiment
Sources
Al Jazeera Middle East / Google News - World / Yahoo News - World / RT News / Times of India / Xinhua World / Xinhua Finance / China News Service
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/3/10/iran-war-live-trump-says-conflict-will-be-over-soon-40-killed-in-tehran?traffic_source=rss
- [2] https://news.google.com/rss/articles/CBMiiwFBVV95cUxPTFN3NW5QZFdieXBpUmh0N3dBYndKcjkzaVp3N2lISU1VbkZNelVMZGlHb1V5b3lYSVJTMjY1bzJNdGdjNmljdjFfY3RoV1RwbFpXVENCTE9ndzB4amI3cmdoT25iVDhWRWxXNWtRWU5HR2Y3NkN0QzIxa0djVlBlWjY3eGtaWHhhSlRv?oc=5
- [3] https://news.google.com/rss/articles/CBMiigFBVV95cUxQNjN6NlVFX0IxVW5penE4TEV4WHZMZTY2YjhER3kwWkxYcHZudldsM1RVN3hBdHlEcFNwS3J6RnNqZllqN2I0cHZXSlBMSjllS05SM0dQWG5tNTJFLWVLXzEtZkxsS2ZxYzJxSEV4ZkFUZ0hUd1V1d2xja0xBcVpJZFBBRDI4TGo1RXc?oc=5
- [4] https://www.yahoo.com/news/articles/us-israel-launch-strikes-across-175355831.html
- [5] https://news.google.com/rss/articles/CBMieEFVX3lxTE5lYzVaNzRiRU1vNjF5MWFMb3d4N0VoUlB3UEs0TFpDcjZEZG5JbFRqN2t5Q1lDbFZYSU5hSTZoR1RDYTRHcUgzQ1ZyUXlObmNEdlIzeEdndUxFOEd5SGlPSENZSWJqTVBaV0dLRTVNTTVnLVBpbTV6Qw?oc=5
- [6] https://www.rt.com/news/634212-oil-100-barrel-small-price/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://timesofindia.indiatimes.com/world/middle-east/iran-fires-second-ballistic-missile-at-turkey-nato-intercepts-will-the-attack-trigger-article-5/articleshow/129332235.cms
- [8] https://www.news.cn/world/20260309/f124c669dd43416f8e4ba9fd908aacf3/c.html
- [9] https://www.news.cn/world/20260309/abea00315f4b47289cfbeefdaac77f79/c.html
- [10] https://www.news.cn/20260309/db66c48278554551bc2be3748f7a46ee/c.html
- [11] https://www.news.cn/world/20260309/5b9e2b8621c04b448f63a5d1d86a1829/c.html
- [12] https://www.news.cn/world/20260309/87c01a718e3449b3bdc495475c795182/c.html
- [13] https://www.aljazeera.com/news/2026/3/9/iran-war-what-is-happening-on-day-10-of-us-israel-attacks?traffic_source=rss
- [14] https://www.xinhuanet.com/fortune/20260309/a509f2ed53c94024ab2516747db85aba/c.html
- [15] https://www.chinanews.com.cn/gj/2026/03-10/10584278.shtml
- [16] https://www.chinanews.com.cn/gj/2026/03-10/10584273.shtml
- [17] https://www.chinanews.com.cn/gj/2026/03-10/10584277.shtml
- [18] https://www.news.cn/world/20260310/fada381db92e44e0af00b9b1e381f1e7/c.html
- [19] https://www.aljazeera.com/news/2026/3/9/trump-says-us-israeli-war-on-iran-will-be-over-very-soon?traffic_source=rss
- [20] https://news.google.com/rss/articles/CBMi-AFBVV95cUxPMFo5M3IwNzJnbG5TNFBPY1BySkk5M2VkNEJsdW5IekgwUFJLVmR2SEhFTFBuSVRsOWN6R3hWa0xtWlRYcktzSlJlaHJfXzc3V25QZS0zd1dpUlZPc2k5dGptRUYzeFhiWUtYSndEaEQwOWVRdHFmcmMzeDVvb21hNGtlS3dIWHRuUG5oRkZPanZ1b3JMbDlTUUVJUllqclRubGRIVzBCQ20ta0xKc0txWk9MN1hIVkVfSzBUakVrMm9tMDl2YzdwOHF5VFpaWmN1SkN2WGtTY0RKb2JfOHJmdXVWYzBWMDlXZDNaUWtjRm5fMjF0Sm1VYg?oc=5
- [21] https://news.google.com/rss/articles/CBMi7wFBVV95cUxObXJkNnV2QTNQczJIdmhOX3YwTE1IdUJ2QzZ2MmRxRWJ4YWFKU2h4Y1VaQkFKNG8weVNxX0tIM1J1S2pKMUNiV3gzblB1NndnbHBhRkduX05OOGFlNjdEa3N2WGVMMDhfS2xxb2ZCMVZQVjRBZkJ1SENSTHlaYVdVdDJGdl9id1g0dXZ3OTlJZVp2VFZxdzNQV0lNeXZIc0x5RUFWTWFhRGJYWkNpdTRwQVphcVZFWkptVDNEbktjTUlwbnJFelB6Mkx3WnVUU3B3WF82V3VmMlhwRXNVX0dJUjM5VHZfa1BmN25iMmxOdw?oc=5
- [22] https://news.google.com/rss/articles/CBMifEFVX3lxTE4wTExGeE5CMjNoYWJKOWN4bDloaTJMVE9NaGJ5amtkQllLUmpJSVN2RkM5ZDk2VmYyRFRuMU5GQUFDc21JNzVBWThrejhCeDZ3ZGptWVhjQktBRmNqa3QwWXM1bzBkZVMyTHdWb29PUkphMUlPeHItNjk5X1E?oc=5
- [23] https://www.dw.com/en/iran-trump-says-war-to-end-soon-but-not-immediately/live-76271521?maca=en-rss-en-all-1573-rdf
- [24] https://www.chinanews.com.cn/gj/2026/03-10/10584264.shtml
- [25] https://news.google.com/rss/articles/CBMi3AFBVV95cUxPT2lEbHhnbHQ3ckhiaWplNmV0OXVuZVdPUmVvemFXaG44dGxMNVFIS29nMW5uRkRfZ0V5Q3BnZ0RTSXh1VWcxQzc4WGxLNTBFVnJqdUJXVDZZVHhUTUx4b2h2ZU5VSUwzMm5fcnpJVXBUNEtXZ1IyRXdfRFc5UDU5aXFiSXRRX2M0WWMxdnU5cC1ELU9vU0x2c1pHQVdWcVppWXlhMVdad2x3T3RtQkFnZWtWUzhYQk16eFNTQWlydm50MWJqRDVGX3NDMUJvYTFSQVlIV2xUdVNrakdQ?oc=5
- [26] https://www.ukrinform.net/rubric-ato/4099791-war-update-122-combat-clashes-on-front-lines.html
- [27] https://www.yonhapnewstv.co.kr/news/AKR20260310071332ggP
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260310071551lHG
- [29] https://www.yonhapnewstv.co.kr/news/AKR20260310070742PLx
- [30] https://www.yonhapnewstv.co.kr/news/MYH20260310070606xM6
2026-03-07
2026-03-07
Updates
- Oil: WTI crude breaks above $90/barrel, Brent crude approaches $93/barrel; monitor Gulf supply conditions.
- Gold: Safe-haven demand drives price increases; monitor geopolitical risk developments.
- USD: Weak employment data may pressure it, but geopolitical risks provide support, leading to volatile movements.
- Equities: Dow Jones falls, tech stocks pressured; risk-off sentiment dominates global indices.
- Bonds: Rate cut expectations rise, yields may decline, but inflation risk limits downside.
- FX: Safe-haven currencies like JPY and CHF may strengthen; emerging market currencies face pressure.
- Commodities: Oil and gold lead gains; industrial metals weaken due to growth concerns.
Linkage
Middle East conflict escalation / Oil supply risk / Global inflation pressure / Central bank tightening expectations
Weak employment data / Rate cut expectations rise / USD weakens / equity volatility
Geopolitical tensions intensify / Safe-haven asset demand rises / Gold and oil prices increase
Gulf production disruption / Oil price surge / Growth concerns / Market risk sentiment deteriorates
Sources
Xinhua World / Google News - World / BBC News (Top) / Al Jazeera Middle East / ABC News / BBC News (Business) / Yahoo News - World / Xinhua Finance
Reference Links
- [1] https://www.news.cn/world/20260306/ec1ff965f49e473ba5e109ca53a30371/c.html
- [2] https://news.google.com/rss/articles/CBMipAJBVV95cUxQOFkzal9NUmh6OVNYVlZBUVpJVTNMY2lRTWxqemR6STRpckhJc3lkSTczSWVpT0F3NnZZeUtZUnRLeVpBUmlwR21DSEhIMVp6WjVFWHlva2U1N3lTbWktZF9hcWNUMU0xdE5wTld6SE9OTU05Z3Vuejhsak1uN2VvaXRYckJkV09ySG9oUkl3N1NGTXVyZlpKblByZGNDamJRMnJhNjUwVmtHZFNPVG1qRF85Y25mSkkzV3pmSHVpend6TS04LV9fN3RtbGdWSWZVcHpVRXBQcjk2WVdCdW1aMU1EYlNxUzlzMDB5UnpYODhUeG9UMFBLOXBVUmJFTzluaW8xTmNEVVdhRk0yTFd2bk55U1V1SUJWa1l5Wi1EWXJUTG13?oc=5
- [3] https://www.bbc.com/news/articles/cy031ylgepro?at_medium=RSS&at_campaign=rss
- [4] https://www.aljazeera.com/video/newsfeed/2026/3/6/strikes-on-iran-to-last-four-to-six-weeks-white-house-says?traffic_source=rss
- [5] https://news.google.com/rss/articles/CBMiVkFVX3lxTFA4aGFEWWF2N1MxbVZUckpRSFBXaWduejNwS3lGSktJbV8wcmFVRW9vRUU1c0hNZERqdWo5S3ViUVZpclZodllUTEJTNU55cURfSnpjbEhn?oc=5
- [6] https://abcnews.com/Business/dow-drops-650-points-iran-war-sends-oil/story?id=130824337
- [7] https://news.google.com/rss/articles/CBMiqAFBVV95cUxNeG5wRnd4dlUyRnM1TWlyUFJMSlIxRHR0NlFyNTlLcUJoUmE4QzhGMWJ1Rm1CeU1jX3BGazgzWTRlUEZhS0tIbEpibjFnY3Z5S2x3X3VwTC11akh1cENhVzN4cnpPRzdFaDVGZjdQQVVwZ045b3hubjhDLTY0Z2hwSGNoTUxQVnA3ODhCYXJWYWFlS1ZzeGdwMTItSzJzeGFHR0h2VXp1bjY?oc=5
- [8] https://www.bbc.com/news/articles/cjd98091g28o?at_medium=RSS&at_campaign=rss
- [9] https://www.yahoo.com/news/articles/russia-provided-iran-information-help-191321667.html
- [10] https://news.google.com/rss/articles/CBMinAFBVV95cUxOTS1SbFJTdkh0alhXZ3J6VTRKSUFNZjcyeFo4SU1UME5laUZuRk5WTmJDQkk0VFNuRmJfN0g4b3c5VlZxWm96Y1FfVXY2T1NOMFZwbTNlbGI0NVlRVndWbktkSzIwazdIY2VWYkFldFlLeFZpemZVQm5HV0FDV1N0dmp2WXlMdzVNVE1RYVhPeGtfYS05UHJ3X0NpTDnSAaIBQVVfeXFMT0VncGZqT0FINHlFY0piRmlHWWJTOXZDaGhzRkJnc25KbklNa3lJaXREWGlFVUR2b21NWGJtZ0Rkd29pcHRFZ09OXzR2MEdSY3FubmNQLXBucFBOczZCY1ZRM0NjUlcwT093ZGE1UkY0cDV4cE9fU1NCSWVsaXVJQ2x1S2lBOUhhQ0JMYWtwTnNLT1hleFpHTmlEM2tMNmdPLUtB?oc=5
- [11] https://www.aljazeera.com/video/newsfeed/2026/3/6/why-did-the-us-torpedo-irans-prize-warship?traffic_source=rss
- [12] https://news.google.com/rss/articles/CBMivAFBVV95cUxNVGZmRGhwVEZsMXNxODNwY05xNUtGdUxveXdfakFMakhZbERtcWgxTW9MRXR4LVJFdHhXOWctczRLb05CSVFPZ0E3VkFDVTY4UWxQcDVPOE5kTEJLeWg4Q2dBYUlfXzBSTlF2cktLNEpiTklfc3dnT3dLYnBTdk1iSUh6OVZxOEMyWVZxdTlTZ3JMUlRxb2RrLVAzTUJLUWlRSVB6QkNMMVZfaWNYUGNCZk5GQk5XWDZyTHkxWdIBwgFBVV95cUxQVS1iVFphVlRheUcxNlgzYmhnbVFsTUZlbFljTWJGN0drbWZyd014NjRBT0FOSGprMXlkS3pEdFJiT2FuX09PR1BkU0I0eTVfM1lYSkJWSWJxc3ZrMDViNU9WUWJTY1hHQUZSZ0pUZ0JycXhpMTBXXzR6NjdVT3VVLWtXVWdEUHoyNDFocEVuQTZNX1hROXQ
- [13] https://www.xinhuanet.com/fortune/20260307/b9c82f2aab50482fb69b63c615e4d37a/c.html
- [14] https://news.google.com/rss/articles/CBMiWkFVX3lxTE15VEw1WUVXMzJiS0ZBUUVRRjRndzlVQktlajVJQWIxc25Gd18xLWJ4X0Uxa3BTZ2dXVHU4alJTYXNMOFdsdXJSaXdocjVwZlhFd0YxSzJ3UW1sQQ?oc=5
- [15] https://www.aljazeera.com/news/2026/3/6/us-and-israel-attacking-iran-at-record-pace-war-monitor-says?traffic_source=rss
- [16] https://news.sky.com/story/weve-taught-toddlers-to-take-cover-living-in-dubai-as-iran-attacks-13516244
- [17] https://news.google.com/rss/articles/CBMiWkFVX3lxTE5jaS1FdjUzSFh3Vy03S1JmazRyV1V0ZFF3VzlUblUyV2ZSQmVIYVhwTl9JMnQ2YUVfQUpTdVo5dnB1RHdVUDJ3c01zTVJESzhsV21SZXZRMzVMdw?oc=5
- [18] https://www.rt.com/news/634027-who-will-invade-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [19] https://news.google.com/rss/articles/CBMisAFBVV95cUxNakVxRTA4NGhrNkNzRW5ScS1OamsyaHo1enBwTmtGNUdMcU9vVTZBdlRFOUlhdWl2YXlva2ZySmxqMkZDTHJrQVZsUDZxTmxIV2VyTWhQLUM1bURTeUQ0dW9JUF9TMzFGY1pMSmpybi1EZlpadW5HTWIwZGJoWDAtMUNKU0xRNnByRFc5cldXNFlPYzNFZS1rSXBIVk9qV1RqcXlxY3BDOGR6bk9FOWpWOA?oc=5
- [20] https://news.google.com/rss/articles/CBMicEFVX3lxTE1PSWUwWGZyVlU1QVoyOE1PWk1md1MxR1dKRE1iN3U0SHRFZllvTlNxS0x2cDE1amVLUVFFYmVpQ0V4YTlfMmNBNHFTQXZLR0IyVUVRd0Uza2VBXzFaVlU3dUxmM2l3d2tDQ1VxLVdpSGY?oc=5
- [21] https://news.google.com/rss/articles/CBMisgFBVV95cUxQM212N1dDQVJlUjJlODFrWlVpVUFYWG1oYkoweE1PQUo1Zy1BWGFQX2Z1emFBc1BVUVJHMUU3MTNUck5PYlNwQ2VkZUR3c0lRYlQ4VVl1SEc1OVJTV21HVWZTRGNTQ0FOaWk1TDFMcjlOVENPZUtycEs5ZnRfanNCbnl6cXhvRmQtYldjbTdQY1NzM09tOUpJT0w4cHdMNW00QVNDVHMtdkR4Zm1wQnVEUGpR?oc=5
- [22] https://www.rt.com/news/634016-iran-war-trump-division/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [23] https://news.google.com/rss/articles/CBMihgFBVV95cUxPUFh4c0djeTJobnBEVmtQeVUyTVJubkw5UGducS02T1pUMjE2QmhDQnM4aVRlSnRacFoxelVIazZnSExCdGZvMnZKcFU2dmt6dzg3WHcwN2FfQjZLaFNKNXpuemRSckxubXdYdGxXeWptek92dXhfaVNSVmlVWTNJaHJjVDY0Z9IBiwFBVV95cUxNNmVWRVloV2N6OHFickp4MVNwT1BLZGd1ckYxWlhYUll2NVNwNHNOVHpTSDJNQXpNM0lhaDJFN1lCYzYzTlBvb1hZVVRwb05RbjkxZS1TdTYyRkl5bGZ2T0o2WTk3aHJSSGVXTWl1MkFBZU5heG9fNDRyTE8zVjJ3QXB5dFMzci1tRDVB?oc=5
- [24] https://www.aljazeera.com/video/inside-story/2026/3/6/has-donald-trump-failed-to-sell-the-iran-war-to-the-world?traffic_source=rss
- [25] https://news.google.com/rss/articles/CBMitAFBVV95cUxPci1VOHg5YXlMYzh5RkNfcXJsZEZGQlFqVDhMYmpyWEZqR2Q4VzRiVlJ6S2hpUVZia21JRU84aElKV3ExU0lKT0Ffc1R4Z2lRTUNMeTFaWWU3UGQ1LTV4YWJ5eG9nQ3Y3VHl4eUx6Y28xLU04Um56S1dVVjJiWVVLS1NnLXFnQUtXT3NrY29VS29WS2ZnNGJhMmZJbEJuZ1ZHek84RUJJNHlxQ0tSVE1FWlFmMEI?oc=5
- [26] https://news.google.com/rss/articles/CBMie0FVX3lxTE1ZVkc1SXRLM0I1RU13T2U2V0NrcnJXMFJONDZmYjVDOVFObEE3ODJmVHVjLXFkNGVjVkQwekZjaC1tQWxDdXhiYzlTRm1xMXhkNUFmY0VKLTA5ZnhMOG9HUnJfVGpKMlB1bmNOVlVmOHRUdlRMMk9Jb0hnbw?oc=5
- [27] https://news.google.com/rss/articles/CBMipwFBVV95cUxNTXVNdVREcHA3Ti1kMmIwUkhQbkt4cmhWdkNQSlJvb3hlX1E1ZXFPRmlQS3JtMUJaMVo4X0g4bElFLUdZRFk5ZG8yUHNrYTYzQnpnVVdZcVdQOHdqZzBLZmNPdWJDcG4zNU5LWjJtelY2WG02OGdKeHZRM0gtRlhQOTBYRjRORk5XSUFYRDRkTFFJVHEwNFpqakhWYnZmMExYQVZoN291bw?oc=5
- [28] https://www.aljazeera.com/economy/2026/3/6/us-job-market-stalls-unemployment-rate-rises-before-fed-decision?traffic_source=rss
- [29] https://www.bbc.com/news/articles/cpw004xqxnjo?at_medium=RSS&at_campaign=rss
- [30] https://www.bbc.com/news/articles/c4g88q764njo?at_medium=RSS&at_campaign=rss
2026-03-05
2026-03-05
Updates
- Oil prices volatile due to geopolitical risk premium, but US Treasury Secretary downplays supply risks; Brent crude to watch the $90 level
- Gold demand rises as a safe-haven asset, but suppressed by a stronger dollar and stock market rebound
- US dollar index supported by geopolitical safe-haven demand and tariff expectations
- US stocks rebound on contact rumors and economic data, Nasdaq up 1.29%, S&P 500 up 0.78%
- Semiconductor and tech stocks perform well, Nvidia up 1.66%, AMD up 5.82%
- Cryptocurrency-related stocks surge on Trump's support for stablecoins, Coinbase up 14.57%
- Monitor potential rebound in South Korea's KOSPI index after yesterday's historic largest decline
- US Treasury yields to watch the balance between safe-haven demand and inflation expectations
Linkage
US-Iran conflict escalation / Middle East oil supply risk / Oil price rise and safe-haven asset (gold, dollar) demand
Tariff hike to 15% / Increased global trade costs / Economic growth slowdown and stock market volatility
Geopolitical risk easing rumors (US-Iran contact) / Improved market sentiment / Stock market rebound and oil price adjustment
Positive economic data (US employment) / Supporting risk assets / Partially offsetting geopolitical negative impacts
Sources
The New York Times / Google News - World / Al Jazeera Middle East / Yonhap News TV / ANTARA News Jawa Timur / Times of India / ABC News / DW (Deutsche Welle)
Reference Links
- [1] https://www.nytimes.com/2026/03/04/briefing/the-us-accelerating-its-attacks-on-iran.html
- [2] https://news.google.com/rss/articles/CBMiuwFBVV95cUxNdjU0NmlDTWxZNnNDQlhDWGdqSHhJbGt6dzRaX21RRTdYVVdXWUF5MG1OMHlOMVFYWHRtZEpmYzJreTRyR3hSbnRKeVBJRHBpdjdoR096dWkzN0FlcEhhZXNNcnIzVU9lMjlmZEZINHI5Q0xnUXpVUmE4MDloaklUQW01YjdHNjM4aDFPbUcyeXZRNzdqbEtJaGtKR3BHOUV1LWowalhtSkxwSHA3OGpsN2s5R3FTY3hhellV0gHAAUFVX3lxTE5JQm81cFJhanQ2VlJoSlZCZGQxZi1YMFdsWV93a3IwN1kwNVQwQVFWWHBPc0g1QXV5S05zZjFlTGtNYWtZZ29RNXR6aHVweUVUcUZVdWxVZTAweEFmMnprd0lZQXFtdnFMVVhqLS00ZDN3ekZ5Nkk5RkZWb1d3OWc4bko5dVozQktkZnpfb3g1VzlrUjJuVnR
- [3] https://www.aljazeera.com/news/2026/3/4/death-toll-in-iran-surpasses-1000-as-israel-us-strikes-continue?traffic_source=rss
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260305073628QBz
- [5] https://www.yonhapnewstv.co.kr/news/MYH202603050522586xF
- [6] https://news.google.com/rss/articles/CBMimgFBVV95cUxQV0UySVFKQmRQOFNKTUpZX2xFbUFaT0Fpa3ZZdFJld0ZTU3o2V1VEWGlxbTJOYTRnTHNPSy1Ed3p5OXJjcWNjRVJsM2ZWeFctZE5mN3BmY3RVcF9mRDh6UEl4ZXNZTG1XLTZMRnVvNllrNldpT3g3M1R1VGxKOVFFa2M1cjNZVHJLbU1Ga2VUeVMwM3pkS21YUDR30gGfAUFVX3lxTFBiNVBqUnNhVGgyUGhqOVZFeEVlODdvcV90OEpjZnRpV1AxR0FzbXgtYkp2RVF0ZkFjajRVb3ZUaHhJS2dOS1FrRGtXS21GdFNaZjlheElfUkNGMlVTaFllWXJfRDRGelFPU0dBRm4wY1UwTWFoN19LSmI5YXI0d2xJc2V6LTAxanIzWVhSS21VOHdUWGFNTGJrMHMya0dZVQ?oc=5
- [7] https://jatim.antaranews.com/berita/1042499/korban-tewas-serangan-as-di-iran-capai-1045-orang
- [8] https://timesofindia.indiatimes.com/defence/international/watch-exact-moment-us-strike-hits-iranian-ship-killing-over-85/articleshow/129033347.cms
- [9] https://abcnews.com/Politics/video/us-sinks-iranian-ship-torpedo-indian-ocean-1st-130753852
- [10] https://abcnews.com/Politics/us-sinks-iranian-ship-torpedo-indian-ocean-1st/story?id=130752053
- [11] https://www.nytimes.com/2026/03/04/world/middleeast/iran-navy-ship-sri-lanka.html
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260305001514U4x
- [13] https://www.dw.com/en/us-submarine-torpedoes-iranian-warship-in-indian-ocean/a-76216943?maca=en-rss-en-world-4025-rdf
- [14] https://news.google.com/rss/articles/CBMicEFVX3lxTE9xSDI4dFhkT2E1NklVZXNqMU1hdXJSNEUyMERzSW5xb3BKMm41ZlB1Mk56TFhJMFdzUlhWaGJDcTNmY3Y3YVpjNzZMc2hjR0xYeUdNZEYtQUdzWVdsNlhOdnM3TGdHRTlmX1pXenVraHM?oc=5
- [15] https://news.google.com/rss/articles/CBMipgFBVV95cUxPNXM5TFNKSmxnUUIyVlVNY1M5Sl9rdkxmSEZ0amVJM1BJQzVLQmNMeENQcDRfLU1TLVh3Ukw4YjRqUnVqM0JOYjV6U0NMVTRrSU8tT2hKOVFqMF82MDNXbjZMRjZvR19lSUFXVTIzQ3pmZTgwTG1PZU1mTVo5cU52TW5aOVJTM1h0QnMxbnFGZm0xdDVIX04xTC1DeGFFa25Oa3VyUWpR?oc=5
- [16] https://www.aljazeera.com/video/newsfeed/2026/3/4/over-100-people-missing-after-us-sinks-iranian-military-ship-off-sri-lanka?traffic_source=rss
- [17] https://news.google.com/rss/articles/CBMigAJBVV95cUxPN3FTcWRwVG9yZlZtYURzOWhjeS1rX2xkQlBJaEJZZFh2TDg2ei1pOHp3eENOVlpHcmZ3UDduOUtRQTdvaUM4OW5lSWlhdEZ3WHFDb2Vzc1lsYmUydWlCN2V6cFBkTlRvdnZ2bjlHa1lvWTE4dlZhei1oNTFJOVZPeTU4Zk9Mb0htRTdON3BCcWVuUjdCbTN3RTZ3dmhQc1h5Mm1ha1k5VkxBZkNCeGE5OWY4Sm5yeXF5RWxaTmRqT2F5YUNoT1haTE4tWmkyR1lDQWFpenB2SExTa2xwbHNVT2d1azBiZE90cjkxaHByRVVOblBYQ3h4dEZuWGFSYnVT?oc=5
- [18] https://news.google.com/rss/articles/CBMiswFBVV95cUxNZ3o2Z0QySUZYbzZhdzNBVmgyNkRoNW9YYkF1NmlsM3RDTFRLWFY1M0Y1Z0t5bXg3YngtNHpVeTZ5ZmkwOUhYX2tTN2h1bkRQSnNpZmZKS2V3dENRS3NOMGsta2xtd2lVWktmLURjbzNWY09xWVJwc2lzeTFheVRXYkJsTzJGQjhQLVRITjRIZ1VRc3Y2Zi10Z1dzWEhVN1ViQ0NfWUFaU05SZHdYYWNlMFl4SQ?oc=5
- [19] https://www.aljazeera.com/news/2026/3/4/us-will-rain-missiles-death-and-destruction-on-iran-trump-aides-say?traffic_source=rss
- [20] https://www.aljazeera.com/economy/2026/3/4/traders-mint-money-on-betting-platforms-on-us-israel-strike-on-iran?traffic_source=rss
- [21] https://news.google.com/rss/articles/CBMiWkFVX3lxTE1TUi1od2ZDcDNHZHdmaTNhbEREZjV3OTNCZjBPdjluQXYxYWplQ1ZlaTVid1MxRzJZMDMzSjJQSXdlbkkzeTJDWnZ3SUNFREVLX2c3eFI2TG5zUQ?oc=5
- [22] https://www.aljazeera.com/video/inside-story/2026/3/4/how-is-the-war-playing-out-in-iran?traffic_source=rss
- [23] https://www.aljazeera.com/video/newsfeed/2026/3/4/trump-us-forces-doing-very-well-on-the-war-front-in-iran?traffic_source=rss
- [24] https://timesofindia.indiatimes.com/business/international-business/tariff-may-be-hiked-to-15-this-week-scott-bessent/articleshow/129055667.cms
- [25] https://www.yonhapnewstv.co.kr/news/MYH20260305075648wwf
- [26] https://www.yonhapnewstv.co.kr/news/MYH202603050754285ab
- [27] https://www.bbc.com/news/articles/c99jjr7d40yo?at_medium=RSS&at_campaign=rss
- [28] https://www.yonhapnewstv.co.kr/news/MYH20260305072036cok
- [29] https://timesofindia.indiatimes.com/world/us/middle-east-crisis-donald-trump-rates-us-war-effort-15-out-of-10-vows-to-push-on-against-iran/articleshow/129051534.cms
- [30] https://www.yonhapnewstv.co.kr/news/MYH20260305065435LlX
2026-03-04
2026-03-04
Updates
- Oil prices surge due to supply disruption risks, with Brent crude breaking $84/barrel, up over 15%.
- Global stock markets fall, with European indices like Germany's DAX down over 3% and the US Dow Jones down over 900 points.
- Safe-haven assets strengthen: Gold demand rises, and the US dollar appreciates due to risk-off sentiment.
- Natural gas prices rise 30% due to the conflict, with European TTF futures exceeding $700/1000 cubic meters.
- Currency market volatility, with the US dollar potentially strengthening further against other currencies, impacting emerging market currencies.
- Supertanker charter rates hit record highs, with Middle East to China reaching $400,000, reflecting surging transport costs.
Linkage
Middle East conflict escalation / Oil supply disruption / Oil price increase / Global inflationary pressure and stock market decline
Rising geopolitical risk / Intensified risk-off sentiment / Increased demand for gold and the US dollar / Sell-off in risk assets
Trump's trade threats / Global trade uncertainty / Market volatility and inflows into safe-haven assets
Sources
Al Jazeera Middle East / Yahoo News - World / Ukrinform / RT News / Xinhua Finance / Google News - World / BBC News (Business) / BBC News (Top)
Reference Links
- [1] https://www.aljazeera.com/news/liveblog/2026/3/4/iran-live-news-us-embassy-in-dubai-hit-israel-pounds-tehran-beirut?traffic_source=rss
- [2] https://www.yahoo.com/news/articles/idf-destroys-secret-nuclear-over-211910871.html
- [3] https://www.ukrinform.net/rubric-polytics/4097728-us-military-says-over-1700-targets-hit-in-iran.html
- [4] https://www.rt.com/news/633639-energy-markets-reaction/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [5] https://www.xinhuanet.com/fortune/20260304/2f0d9742944b4a138d93fb39776d074f/c.html
- [6] https://news.google.com/rss/articles/CBMibkFVX3lxTE9HcW90OWVjOXIxeDRKc3N4MGNfRkFMRjUtT0VhT2oyeHlsUm91OUZUYWR3TmRudjBGYWJYVWdKRGh2TTNLQnhuaXlEYnpBRE1kVU13Q0htb0lBTXdYMDVYUzBYR1p1azJhUjZrOU5R0gFzQVVfeXFMUDBRTDhHXzNvVFp3dTBfU1ByZEVySElzenoxU0M3QUtzcmY2R2ZYRldEVm9JZnNMQTFJTmdNUXQ4akxfYzBHWTZ2SkJvYm1XY0JHZGp5ZW01aXhRbFJvX2NxeVFaWmZqRVNOLVZHeTRpU2hPdw?oc=5
- [7] https://news.google.com/rss/articles/CBMieEFVX3lxTFBHbDdHZ2IyRkpZbjc0WDF1WG9SMkxNWTJNdTlhUmlZNVdHQU5PaVFXT0Q2MngyemZNblpqckhKcG9Pa0hmQkJqMWhPOWZpMjBtMmhuWmNUZFFIdnh1Q2dDQUNyOFZ1M1VxRlVaV3VaZjVZWmlJT25Wdw?oc=5
- [8] https://www.xinhuanet.com/fortune/20260304/53a69df4e0d74a8eb47ff5e82c504e40/c.html
- [9] https://news.google.com/rss/articles/CBMiqAFBVV95cUxNb0J1ejdjZU56ZlQ4Z2ZkLVNJZWdyendSUFZFNGJxSTlVQnlQRno5RzV3RjFMWUw5anpjajNFVUkwUDVvVEZRb1F4ME1lZndpa2JuMUdWc2RMV19LRGFabWJ4bmEwdkNxZFhsNXB2UEtuRWY2czVRS3MtMjhNc09qcjZsWkhna0tCWDFORkxfNXA0bVRMZEg5SXkydHFXWDE1M2E3MGlBdmU?oc=5
- [10] https://news.google.com/rss/articles/CBMigwFBVV95cUxObDJhQXpCWDFZY2ExMWlvM20td3I1a1pJRFdkQ2Joakh3SkpmWTNMWDdjMVVNbnpwd0lrcHRVeG5IMmNGRDRtMFhnYUVPMGplT3BHRzRHVVdWemUwd2p1R2JwZkE4ZjUzZzBrbXZONkMzeWk5R0lLZjhTbEc4aEVBWktqSQ?oc=5
- [11] https://news.google.com/rss/articles/CBMirAFBVV95cUxOTTR3OWFWWFo1ZTZLRUV4R2NzUXVRV3Z6UUFGNWtJQ1hJU1JDMEN0Sml1ZnZaUXlsYTQ2TGx1NlBoTUxlWmFnQWkxcXNvYVJFX0IzSEpWXzFZUUQwaVllN1ZDcGRGeTd2czFhMkRucW9ZeG5aVWdUOU8xVGM1X2xHSzNOaExta0dpaGJlbW5vR3RRdERmMHNoeDl3OVdEZGdxT1E5N3hpcHNCY0hH?oc=5
- [12] https://news.google.com/rss/articles/CBMigAFBVV95cUxNaFM1X0dITWZ2b2lSOEluZjVabjJnOVA0dmM3VmNWbTFpbFp4TnFOQ1huOWxSeWNZMHlWaTBYakFwX0psTkJJVEo2M3M4X3NudmJQLUdKTFhLa1ZUd2wzOXE5Zl80NDlBX2dGcHVTR1NCOGdlckQ0R0xFQmxZZS11NQ?oc=5
- [13] https://news.google.com/rss/articles/CBMiuAFBVV95cUxOWk44LTU4dDlfaDJqb2hvSzJ0X2JHWlAyaVEzX1FRYVZBSVV2QWUtNU1LaUpvUkR3V0pJQjJNTHlVSkxzM0Rad3ZLemU1eDlTUlJlRmxkeVhGNDFzU0R3NkZnTzdVal9tc01fLXRrSEktd1dWUnVtQ0o1MjB2dzF0ZlpTcmNyX1hrS2dvUHdleWtBRGxkOV82dFlISUZkN1ctOEZIdk5jeUdIaExrTmQxRlJTUWVLaGRT?oc=5
- [14] https://www.yahoo.com/news/articles/iran-strikes-saudi-infrastructure-pushing-211940999.html
- [15] https://www.aljazeera.com/video/newsfeed/2026/3/3/unpacking-us-justification-for-iran-attacks?traffic_source=rss
- [16] https://news.google.com/rss/articles/CBMiowFBVV95cUxQWk9Nb1JVRVF4OGJyQXZDNjBjOXl0dTNXMDM1ZDE1RF9LSVJoTjFyZk03UUZTSFd6eFhodlZUNUgzMzJRbDh4TUpjdkVvWGpBZmhDZy0tRTRYUzdLdlc3UzRHd25CQUZNbXhKWnc0Sm5XQ283QXZCUi0yQk5STW1yenBtT3ZpM2w2aV8zWUhRWkpJWF9xU0w4M2RpYTFMMEJrYWNR?oc=5
- [17] https://news.google.com/rss/articles/CBMizAFBVV95cUxOMzQ1dXdtQ1lEOWZzclZuVU4tSERVU21JcnFxRFhVUF9uMWpnd1A3dTJWanE4SGJpRkp2QzhFdVlweV9DNEJkeEdLdl9UUGxCVS1HMUFjSDdjQWNYdEdTbzJCand2NFRVSjZxUkNLSU02bUpCQnR2ajVWcXA2a251ZEhTS3ZIejB0b3VtYnBjeG16T3VwVkdUcVZGMlRnRlEwYzlnVE1xelYzM2hTOXpFc2dNbGdudGxPX1czZm5TOG5BZVJrbzllemJqLVo?oc=5
- [18] https://news.google.com/rss/articles/CBMiakFVX3lxTFBSN3NFbjZjS0ZpRm1qUnBKbGl6Yjh1Q29YYWZ1ODQyYVNnX2NydVpWODZkTHBRM08yQnZKZFZ0bHo0Q2dYQ2NERkJrdVlnZFl1Q2tmZVVaZGM1c2hGckp4LWxlLWU5S094LXc?oc=5
- [19] https://www.bbc.com/news/articles/c20zg54g5vvo?at_medium=RSS&at_campaign=rss
- [20] https://news.google.com/rss/articles/CBMiqgFBVV95cUxQWm1TOGdTSmpTb3FHRzJjeGNZTDR0Y2pNaTVCeVNnbG9GRS1SRy1mb19IcFNuWE9hR1hXSkc2N2dvZU1Pd29Pdi1nWXZTQm1hME5aMkp2ZFNXWDJmbHRUMHhmNVZuN0FaSjV3Sk1mRTU0cXpOM18xWW1PXzFYS0hMRUFoakM1ckZIMVM0cTRlbXJPMUk1M1lHRThiQjhUYl9HZ3VqTE93dU0wdw?oc=5
- [21] https://www.aljazeera.com/economy/2026/3/3/travellers-stranded-airlines-under-pressure-as-iran-war-escalates?traffic_source=rss
- [22] https://www.aljazeera.com/video/inside-story/2026/3/3/what-are-the-implications-of-irans-strikes-on-gulf-arab-states?traffic_source=rss
- [23] https://www.rt.com/news/633653-iran-minab-schoolgirls-funeral/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [24] https://www.bbc.com/news/articles/cr5lz0vgy52o?at_medium=RSS&at_campaign=rss
- [25] https://news.google.com/rss/articles/CBMiX0FVX3lxTE9ZNnlqYV9mM1ZRZnc0MFlGRXZvVzdJZkVKMHZHN2tqeE40dXItRHBqZTBBMHJVVFpUT1JMekRUY21DVm5qZjc3Y3BFQ0Mwd05SZkI2OFhUa1hhdTBSMFZj?oc=5
- [26] https://www.aljazeera.com/news/2026/3/3/worst-case-scenario-trump-weighs-replacing-khamenei-as-leader-of-iran?traffic_source=rss
- [27] https://news.google.com/rss/articles/CBMikAFBVV95cUxPSTNiY2docGxMcHdCNjhHZjBJbWRTUmJDU1ZYR0tHVFdMc095a2VMSzBLaUxIa0hmdWFfM1NtaDgzcmlrUWE2QWFFSGNPelY1dWZET21NdWZlVENtU2VVVXZNdks0Rm91SU5FMVBDTUN0UGpxMXpjQkU1MUEteEpkZEFkdVVvbllmYlJPSC12WlQ?oc=5
- [28] https://www.aljazeera.com/news/2026/3/3/us-will-provide-insurance-for-ships-in-gulf-amid-iranian-attacks-trump?traffic_source=rss
- [29] https://www.aljazeera.com/video/newsfeed/2026/3/3/iran-mourns-165-girls-staff-killed-in-us-israel-strike-on-minab-school?traffic_source=rss
- [30] https://news.google.com/rss/articles/CBMilgFBVV95cUxPenNLZHlGTHVkdFBkR3BNYmRZcWtDdTdscGt2aklhN1AzbzM5OUFhV0ktRE54RjVTMF9vWFhZWmpJb1VOOU81X1NvbGwtWXE4cnN4NEtxWUMyczJlWTFNZjNtWmowMDRYWXpXRzNhak1hTzhxVTBEcC1lQ3NOSlp0dDE4RjRkWmtkeEZfRmgwSTJEemdBanfSAZsBQVVfeXFMT2tmeGx3eHp1cnVGRGdvMkdNOTRMRkZqWjlLa1J3N24xZVFuenAzSjd3NGxFT3BjbklJRnc5cjhJa0oyVkhLbWRfako0QlY3Y3lXLUlOZU8yeWdjSDdIeXI1N1Z1RXVxTnVPeVFnQXlmRmotSHVJOURXeEFJOWRYOUx0MVA3aTE2MXcxS2h6NURjaV9fUlgtOXRGc0k?oc=5
2026-03-03
2026-03-03
Updates
- Oil: Brent crude up 6.7% to $77.74/barrel, West Texas Intermediate up 6.3% to $71.23/barrel
- Gold: Spot gold up 0.4% to $5,297.31/ounce, driven higher by safe-haven demand
- US Dollar: Dollar Index up 1% to 98.62, strengthening against major currencies as a safe-haven currency
- US Stocks: Dow Jones down 0.15%, Nasdaq up 0.36%, S&P 500 up 0.04%, showing market divergence
- Defense Stocks: Northrop Grumman up 6.02%, RTX up 4.71%, Lockheed Martin up 3.37%
- Energy Stocks: ExxonMobil up 1.13%, Chevron up 1.52%, oil and gas stocks overall strengthen
- Travel Stocks: United Airlines down 2.91%, Delta Air Lines down 2.21%, due to oil price rise concerns
- Natural Gas: European natural gas futures surge 40% to €44.51/MWh, with high supply disruption risk
Linkage
Middle East conflict escalation / Strait of Hormuz blockade risk / Global oil price surge / Increased inflation pressure and safe-haven sentiment rise
Iranian retaliation and US attacks / Expansion of military uncertainty / Increased safe-haven asset demand / Gold and US dollar rise
OPEC+ production increase / Increased oil supply / Potential downward pressure on oil prices / Inflation expectation moderation and market stabilization
Rising oil prices / Increased global energy costs / Impact on economic growth and corporate profits / Intensified stock market volatility
Sources
Yonhap News TV / Al Jazeera Middle East / RT News / DW (Deutsche Welle) / Google News - World / China News Service / JETRO Business News
Reference Links
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260303083504hC0
- [2] https://www.aljazeera.com/video/newsfeed/2026/3/2/new-wave-of-heavy-israeli-strikes-hit-tehran?traffic_source=rss
- [3] https://www.yonhapnewstv.co.kr/news/MYH20260303074950oQe
- [4] https://www.yonhapnewstv.co.kr/news/MYH202603030738314Rj
- [5] https://www.yonhapnewstv.co.kr/news/AKR20260303065730vHK
- [6] https://www.rt.com/news/633541-iran-attacks-us-bases/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://www.dw.com/en/ayatollah-ali-khamenei-the-man-who-wanted-to-destroy-israel/a-76169184?maca=en-rss-en-world-4025-rdf
- [8] https://www.aljazeera.com/video/newsfeed/2026/3/2/us-israeli-strikes-hit-housing-hospitals-and-more-in-tehran?traffic_source=rss
- [9] https://www.yonhapnewstv.co.kr/news/MYH20260303050236bRV
- [10] https://news.google.com/rss/articles/CBMizgFBVV95cUxOZy1DTC1Kb2dRcFNJR19MUWpWY3JIajBQTFJoQ3JYdWYtZnNEMGZSYWRVbzZHZ2RSYjg5bEJ2bkpTZHRzQzFlLUhfeHZmZEZRWkJEY29PNjRHYTFhbF9jblpfT2d5Y2RMWmtUaHNnLWlhbk5yRk8tXzlLLUVDQmVZS1pROExLVXRMeTNhTmR6SGdWQXdRS1FPaXVTR3VUOThzd3FPeUt6VE1PQWxCRi1Qa2RrSUR4YVJjcm9Va1FTVXJaZVNPMWJWbU8xM3ZSZw?oc=5
- [11] https://news.google.com/rss/articles/CBMilwFBVV95cUxPRmJEdk53OEpnU01zWnRIak5FX2QzbjNMVGQwWm5DYUVhbmNCZzJiNXRiU2Q0c3FGU2RjWllLVUZmMF9HaWZUbmd4SzJTRUU5eU1GWWdLN0g0cUEyVVBpdGRYZ05NS3RQZU5Zdm5TUGRreFpNSUNBX1kyLTFoSnVUN3NCSUM1OFpJUTE2X3o4cDE0emk3TEMw?oc=5
- [12] https://news.google.com/rss/articles/CBMiqwFBVV95cUxPSjBuZWZ3MVFPbDJUc3YwOF9kNTJWSzYzS19ZYl9RdDUwTmFRV2E3RzJuUDVyck54VzZVX1Z4NUdhZzFHSlVVVE5XMFZFYWRwOGRFMjgxcnJDekZrNG0xdmIzMkVlbk9ldzJsTXktNTRFTXRENWlOYXNTa3RBempwRmt0eDdNVUdvekFaNTB5MFVzMTluSV9aWWtrYUVmQkFyNEZwenJKWmZ2ZFE?oc=5
- [13] https://news.google.com/rss/articles/CBMiiwFBVV95cUxNU2NHaE5XeDg3VUE2STYwLW9pcDhQMDIyblFwcDVwMGlaWUJGQzJkY1NyRTAtVS05QmpVakFfMWNSRzlJd1poLWZsSkhHMmJRa3Q5Wlh3UF94WDJaSkVLSmlILUlaZXIxa0pUMjRMbG1yM2NldVlwZURDMHpvZmFCLTV6VWlGclJzYXZR?oc=5
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- [27] https://www.jetro.go.jp/biznews/2026/03/00df4d951aa739aa.html
- [28] https://www.jetro.go.jp/biznews/2026/03/6b03954374bb387d.html
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2026-03-02
2026-03-02
Updates
- Oil prices expected to surge due to supply disruption.
- Gold demand as safe-haven asset increases, prices bullish.
- U.S. dollar may strengthen due to safe-haven demand.
- Stock markets, especially global indices, face downward pressure.
- Middle Eastern currencies like Iranian rial may depreciate.
- U.S. Treasuries as safe assets may benefit.
Linkage
Middle East conflict escalation / Oil supply risk / Oil price increase / Inflation expectations rise
Geopolitical uncertainty / Risk-off sentiment / Gold and U.S. dollar increase
Conflict spillover to other regions / Global supply chain disruption / Stock market decline
Continued U.S. military action / Increased fiscal spending / U.S. dollar strengthens
Sources
Yonhap News TV / Google News - World / Xinhua World / RT News / China News Service / France 24 #3 / France 24 #2 / DW (Deutsche Welle)
Reference Links
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- [9] https://www.france24.com/fr/vid%C3%A9o/20260301-premiers-soldats-am%C3%A9ricains-tu%C3%A9s-lors-de-l-op%C3%A9ration-contre-l-iran
- [10] https://www.france24.com/en/khamenei-confirmed-dead-iran-s-revolutionary-guards-pledge-revenge
- [11] https://www.france24.com/en/israel-hits-tehran-as-iran-s-counterattacks-widen-after-supreme-leader-is-killed
- [12] https://www.france24.com/en/asia-pacific/20260301-tensions-rise-over-strait-of-hormuz-as-tankers-caught-in-crossfire
- [13] https://www.france24.com/en/khamenei-confirmed-dead-iran-targets-us-bases-in-retaliation
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- [17] https://www.chinanews.com.cn/gj/2026/03-02/10579027.shtml
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- [19] https://www.rt.com/news/633367-jihad-is-coming-khameneis-death/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [20] https://abcnews.com/GMA/News/video/latest-us-israel-attack-iran-130647282
- [21] https://www.thehindubusinessline.com/news/world/israel-strikes-tehran-as-irans-counterattacks-widen-after-supreme-leader-was-killed/article70691620.ece
- [22] https://www.news.cn/world/20260301/8fdd8eced80a4f8ebcff41ababa9766e/c.html
- [23] https://www.dw.com/de/ali-chamenei-der-mann-der-israel-zerstören-wollte/a-76168647?maca=de-rss-de-all-1119-rdf
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- [26] https://www.dw.com/en/khamenei-s-death-never-thought-i-would-see-this-day/a-76175776?maca=en-rss-en-world-4025-rdf
- [27] https://www.rt.com/news/633168-world-reacts-us-israel-attack-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [28] https://www.rt.com/news/633328-iran-airspace-chaos-stranded/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [29] https://www.yahoo.com/news/articles/more-strikes-aimed-iran-us-035109978.html
- [30] https://news.google.com/rss/articles/CBMimgFBVV95cUxQWlRWdS1HSGlJd3dKSkZBbWxwRGtTV1hIaDNydm1mbTlhc2VFN1dqTkRxdVRmdWZjbDZjQVlVZnFvZjVKUThJRHQwMDFja3B6RTJINlNCSGkwTEs4cFpycmhOREVmS2dkT0ctYWxCU2lwV004alg2UlZxcW5WMFFYS1NSR0hibzJEUjZrSjlaUmJ2M3dacFF3ZXFR?oc=5