What to Watch · Themes

2026-04-01

Updates

Formal US-Iran negotiation statements and agreement details
Subsequent Eurozone economic data releases, such as GDP and employment reports
NATO member meetings and joint statements, focus on alliance dynamics
Vessel traffic situation in the Strait of Hormuz and Iranian control measures
Israeli military actions and domestic political dynamics, including anti-war calls
Further diplomatic actions by Russia and China, particularly Middle East mediation
ECB monetary policy meetings and inflation expectation adjustments
US trade policy implementation, tariff refund progress

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

2026-03-31

Open report

Updates

Trump negotiation deadline: 2026-04-06; monitor Iran's response.
G7 meeting outcome: Coordinated measures expected; monitor policy statements.
Strait of Hormuz implementation: Whether Iran's new regulations lead to actual blockade.
Houthi actions: Whether Red Sea shipping is further obstructed.
US-Israel military operation progress: Whether shifting to more economic target strikes.
Oil price trend: Whether WTI crude can stabilize above $100.
Asian market openings: Whether other stock markets like Japan and China follow the decline.
Central bank policy signals: Responses to inflation from the Fed and others.

Sources

Xinhua World / China News Service / Yonhap News TV / Times of India [timesofindia.indiatimes.com] / Al Jazeera Middle East / France 24 #3 / Yonhap News Agency [en.yna.co.kr] / BBC News (Top)

Reference Links

2026-03-30

Open report

Updates

Iran's response to US troop deployment and potential attacks.
Strait of Hormuz opening status and oil transport data.
Whether US deploys ground forces to Middle East.
Fed officials' speeches and interest rate policy signals.
Russia-Ukraine conflict frontline dynamics and Western support levels.
Progress and outcomes of regional diplomatic meetings.
Global precious metal prices and crude oil inventory changes.
USD index and safe-haven currency movements.

Sources

Google News - World / France 24 #2 / Al Jazeera Middle East / The Hindu / Ukrinform / Yahoo News - World / DW (Deutsche Welle) [rss.dw.com] / BBC News (Top)

Reference Links

2026-03-29

Open report

Updates

Whether Iran formally withdraws from Nuclear Non-Proliferation Treaty and international reactions.
Frequency and targets of subsequent Houthi attacks, and Red Sea shipping conditions.
Scale and deployment dynamics of US troop increases in Middle East.
Whether Strait of Hormuz shipping is affected; oil price and inventory data.
Global central bank rhetoric and policy adjustments on inflation and geopolitical risks.
Russia-Ukraine conflict developments; impact of Ukrainian drone attacks on Russian oil exports.
Evolution of Trump administration relations with NATO allies.
Defense cooperation moves by Middle Eastern countries like Saudi Arabia and Kuwait.

Sources

Al Jazeera Middle East / Google News - World / Yahoo News - World / Times of India [timesofindia.indiatimes.com] / RT News / ORF.at News / France 24 #3 / France 24 #2

Reference Links

2026-03-28

Open report

Updates

Iran's retaliatory actions against Israeli strikes and their timeline.
Strait of Hormuz navigation conditions, particularly progress on Chinese vessel passage.
Bank of Japan's response to yen depreciation, whether it will intervene in forex market.
G7 follow-up actions and statements, especially coordination on Iran policy.
Russian oil export data and impact of Ukrainian attacks.
U.S. Tomahawk missile inventory and usage, military resource consumption.
Trump administration's diplomatic moves, including negotiation progress with Iran.
Global oil price trends and inflation data updates.

Sources

Google News - World / Yahoo News - World / Ukrinform / Al Jazeera Middle East / Anadolu Agency Politics / n-tv Politik / Tagesschau / ORF.at News

Reference Links

2026-03-27

Open report

Updates

Implementation of Trump's April 6 deadline for Iranian energy facilities.
Strait of Hormuz passage conditions and specific implementation of Iran's toll station system.
Progress in U.S.-Iran negotiations and whether compromises are reached on both sides' demands.
Outcomes of the WTO emergency meeting and developments in multilateral trade system reform.
U.S. oil price data (e.g., national average regular gasoline price) and inflation indicators.
Trump approval rating polls and U.S. midterm election prospects.
Subsequent Iranian military actions, such as missile attacks or Strait control measures.
Fed policy statements on inflation and interest rate guidance.

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

2026-03-26

Open report

Updates

US-Iran negotiation progress, especially potential high-level meeting on the 26th (mediation by Pakistan, Egypt, Turkey).
Strait of Hormuz shipping conditions, whether Iran implements stricter restrictions.
Russian oil export recovery, follow-up on Ukrainian drone attacks.
NATO response to attacks on Estonia and Latvia, whether Article 5 will be triggered.
ECB policy signals, whether interest rate path adjusted due to inflation risks.
Whether Israel's territorial occupation actions in Lebanon expand.
Trump administration military deployments, whether more troops sent to the Gulf.
Global energy inventory data, assessing impact of supply disruptions.

Sources

Xinhua World / China News Service / Google News - World / Al Jazeera Middle East / BBC News (Business) / BBC News (Top) / RT News / Ukrinform

Reference Links

2026-03-25

Open report

Updates

Subsequent military actions and casualty reports from Iran and Israel.
Progress in Qatar LNG supply disruption repairs and global energy price reactions.
Further statements from Trump on Iran policy, including new deadlines (March 27).
Progress of Russia-Ukraine spring offensive and updates on Western aid.
Bank credit data and economic indicators following China's special treasury bond issuance.
Global central bank rhetoric and policy signals on inflation risks.
Reactions from other Middle Eastern countries (e.g., Saudi Arabia, UAE) to the conflict.
Outcomes of UN Security Council emergency meetings on the Middle East conflict.

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 [www.antaranews.com]

Reference Links

2026-03-24

Open report

Updates

Progress of Trump's negotiations with Iran and military action decisions after five days.
International Energy Agency's strategic petroleum reserve release decision and implementation timeline.
Escalation of Middle East military actions, particularly Israeli strikes on Lebanon and Iran.
Recovery of Russian oil exports, especially at Ust-Luga and Primorsk ports.
Effectiveness of China's domestic demand policies and subsequent economic data.
Global oil price volatility; monitor Brent and New York crude prices.
Movements in safe-haven assets, such as gold, the US dollar, and government bond yields.
Frontline dynamics of the Russia-Ukraine conflict and Ukrainian counterattack actions.

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

2026-03-23

Open report

Updates

Strait of Hormuz passage status; whether Iran responds to Trump's 48-hour ultimatum
Progress in US-Iran negotiations, particularly discussion of six demands
NATO member state assembly action to reopen the strait
Brent crude price trend, whether it breaks above $110/barrel
Global stock market reactions, especially in European and Asian markets
USD and gold price changes, reflecting risk-off sentiment
Qatar LNG capacity recovery timeline, impacting energy supply
Iran's new leader dynamics and their impact on the conflict

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

2026-03-22

Open report

Updates

Targets and scale of further Iranian retaliation actions, such as whether more Israeli or U.S. bases will be attacked.
Shipping conditions in the Strait of Hormuz and specific implementation progress of G7 protection actions.
Clarification of Trump administration's Iran policy, including whether formal announcement to scale back operations will be made.
Outcomes of NATO member coordination meetings, especially changes in European countries' positions.
Global crude oil inventory data and price fluctuations, monitoring OPEC+ response.
European natural gas reserve levels and price trends, winter supply risks.
Russia's military movements in Ukraine, whether expanding offensives or seeking negotiations.
IAEA investigation report on Natanz nuclear facility.

Sources

Google News - World / DW (Deutsche Welle) [rss.dw.com] / RT News / Al Jazeera Middle East / Deutsche Welle German News / The New York Times / Ukrinform

Reference Links

2026-03-21

Open report

Updates

Iran's response to the G7 joint statement
Strait of Hormuz navigation status and shipping data
Qatar LNG facility repair progress and capacity restoration
Subsequent US military actions and Trump policy moves
Fed officials' comments and inflation data releases
Global energy inventory and price trends
Stock market technical support levels and market sentiment indicators
NATO and European positions on the Middle East conflict

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

2026-03-20

Open report

Updates

Strait of Hormuz shipping conditions: Any signs of disruption will directly ignite oil prices.
U.S. Congress debate and voting progress on $200 billion war funding.
U.S. Treasury specific plan and timeline for exempting Iranian oil sanctions.
Whether Saudi Arabia, UAE, and other Gulf states will directly militarily intervene in conflict.
Israel-Lebanon border situation further escalating into ground invasion.
European gas storage levels and price reaction to Qatar supply disruption (TTF futures).
Latest comments from Fed and ECB officials on 'geopolitical inflation'.
Whether U.S. Dollar Index can stop falling, and sustainability of capital flows.

Sources

Xinhua Finance / Sky News / RT News / Google News - World / BBC News (Top) / Al Jazeera Middle East / ECB Press Releases / Nikkei Asia

Reference Links

2026-03-19

Open report

Updates

Signs of Iranian retaliation, including missile strikes or cyberattacks.
Subsequent speeches by Fed officials and inflation data releases.
Real-time oil price data, particularly WTI and Brent crude price movements.
US stock market opening performance and changes in the volatility index (VIX).
Progress in Russia-Ukraine negotiations and Russian diplomatic statements.
Updates on North Korean nuclear activities and regional security dynamics.
Condition of energy facilities in Gulf countries and insurance adjustments.
Global central bank policy meeting schedules, particularly the European Central Bank and Bank of Japan.

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

2026-03-18

Open report

Updates

Iran's official response and retaliatory actions to the Israeli airstrike, particularly further attacks targeting Gulf states or Israel.
Progress in restoring Strait of Hormuz shipping, including UK task force formation and international coordination efforts.
NATO emergency meetings and Trump's subsequent policies, whether formally proposing NATO withdrawal or adjusting alliance relations.
Real-time movements in oil and gold prices, whether Brent crude breaks the key $150 per barrel level.
Global inflation data updates, especially U.S. CPI and PPI, to assess monetary policy impact.
Deepening of Russia-Iran military cooperation, whether leading to more technology transfers or joint actions.
Progress in South Korea's supplementary budget compilation and constitutional revision, and implementation of energy conservation measures.
Monitoring effectiveness of International Energy Agency's strategic petroleum reserve release, whether market supply gap eases.

Sources

Xinhua World / China News Service / Yonhap News TV / DW (Deutsche Welle) [rss.dw.com] / Google News - World / Al Jazeera Middle East / JETRO Business News / RT News

Reference Links

2026-03-17

Open report

Updates

Strait of Hormuz shipping resumption status, particularly for Chinese and Indian vessels.
Next military steps in Iran war, e.g., ground conflict or negotiation progress.
Outcomes of US-China trade consultations and tariff policy changes.
Immediate reactions of global oil prices and stock markets to geopolitical news.
Europe's stance on Middle East conflict and energy alternative plans.
Russia-Ukraine conflict dynamics, including drone attacks and peace process.
Subsequent release of China's economic data to verify growth momentum.
Monetary policy signals from the Fed and other central banks on inflation and geopolitical risks.

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

2026-03-16

Open report

Updates

Scope and intensity of Iran's retaliatory actions against U.S. oil infrastructure
Whether shipping in the Strait of Hormuz resumes smoothly, and progress in forming a convoy alliance
Actual implementation and market reaction to the IEA petroleum reserve release
Whether the end-of-month U.S.-China summit proceeds as scheduled and details of any trade agreement
Further U.S. military assessment regarding Iran's Kharg Island oil facilities
Whether Russia's military operations in Ukraine escalate due to the Middle East conflict
Short-term impact of Gulf states' force majeure clauses on oil exports
Guidance from global inflation data for central bank policies, especially the oil-driven component

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

2026-03-15

Open report

Updates

Specific targets and timing of Iran's retaliatory actions.
Status of Strait of Hormuz navigation and progress on multinational naval deployments.
Timeline for resuming loading operations at UAE ports.
Frontline dynamics in the Russia-Ukraine conflict and frequency of Black Sea attacks.
Subsequent policy details of China's '15th Five-Year Plan'.
Follow-up military actions from US troop increases in the Middle East.
Changes in global oil inventory and supply data.
Inflow data for safe-haven assets like gold and the US dollar.

Sources

China News Service / Google News - World / Al Jazeera Middle East / Ukrinform / Sky News / The New York Times / RT News

Reference Links

2026-03-14

Open report

Updates

Whether Iran retaliates by attacking more oil facilities or closing the Strait of Hormuz.
Whether the U.S. follows through on warnings to strike Iranian oil facilities, and specific targets.
Navigation conditions in the Strait of Hormuz and progress on stranded tanker incidents.
Further responses from Turkey and NATO to Iranian missile threats.
Whether Russia proposes new mediation plans or escalates involvement.
Bank of Canada's interest rate decision on March 18 and comments on oil price inflation.
Global oil inventory and supply data to assess disruption impact.
Safe-haven asset fund flows, such as gold ETF holdings and dollar index changes.

Sources

Al Jazeera Middle East / Yonhap News TV / Times of India [timesofindia.indiatimes.com] / Bank of Canada Press / Ukrinform / Google News - World / RT News / France 24 - France News

Reference Links

2026-03-13

Open report

Updates

Actual navigation conditions in the Strait of Hormuz and movements of the US naval escort fleet.
Whether the US formally announces the release of the Strategic Petroleum Reserve (SPR).
Any statements or military reactions from Iran regarding US escort operations.
Signs of a new large-scale Russian offensive on the Ukraine front line.
Next US CPI and PCE inflation data, observing oil price transmission to core inflation.
Full release of China's '15th Five-Year Plan' and subsequent supporting policies from ministries.
Changes in commentary tone from major central bank (Fed, ECB) officials on oil price increases.
Whether Brent crude futures can stabilize above $100/barrel.

Sources

China News Service / Xinhua World / Xinhua Finance / France 24 #3 / France 24 #2 / Google News - World / Ukrinform / Al Jazeera Middle East

Reference Links

2026-03-12

Open report

Updates

Navigation conditions in the Strait of Hormuz, including updates on ship attacks and blockade status.
Iran's subsequent retaliatory actions, such as drone or missile strike targets.
Execution progress and effectiveness of US and IEA petroleum reserve releases.
Progress of diplomatic initiatives by the G7 and other multilateral organizations.
Strategic autonomy movements by Middle Eastern countries like Saudi Arabia and the UAE.
Details of Trump administration trade investigations and responses from China and the EU.
Global inflation data, particularly the impact of energy prices on CPI.
Central bank policy signals, especially Federal Reserve comments on rising oil prices.

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

2026-03-11

Open report

Updates

Iran's next retaliatory actions, including missile attacks or strait blockade.
Intensity and scope of U.S. strikes on Tuesday, whether the 'most intense day' warning is fulfilled.
Shipping conditions and tanker traffic data in the Strait of Hormuz.
OPEC+ response to the oil price plunge, considering production cuts to support prices.
Bank of Canada's March 18 rate decision and updated inflation data.
Progress on EU unified stance regarding Iran, particularly German-French divisions.
Russian military activities in the Baltic Sea, whether escalating into a greater threat.
Global inflation data, especially trends in food and energy prices.

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

2026-03-10

Open report

Updates

Content of subsequent Trump-Putin calls and whether they advance a ceasefire agreement.
Specific measure announcements from the G7 finance ministers' meeting, such as joint oil reserve releases or production increase plans.
First public statement and actions from Iran's new Supreme Leader, Mojtaba Khamenei.
Oil price trends, whether they retreat due to conflict de-escalation or remain elevated.
Opening performance of Asia-Pacific and European/US stock markets; monitor whether circuit breakers are triggered again.
Comments from central banks like the Fed on surging inflation, potentially affecting interest rate expectations.
Whether Iran further attacks Gulf states or expands the conflict scope.
Developments on the Ukraine frontlines and whether they are affected by the Middle East situation.

Sources

Al Jazeera Middle East / Google News - World / Yahoo News - World / RT News / Times of India [timesofindia.indiatimes.com] / Xinhua World / Xinhua Finance / China News Service

Reference Links

2026-03-07

Open report

Updates

Progress of the Iran conflict and potential spillover to the Strait of Hormuz or other Gulf countries.
Gulf oil production conditions and oil price trends; monitor further warnings from Qatar and others.
Fed's March policy meeting decision and interpretation of employment and inflation data.
Dynamics of Russia-Iran cooperation, including intelligence sharing and military support.
Global travel and aviation industry recovery; impact of Middle East flight cancellations.
Subsequent US economic data releases, such as inflation and retail sales.
International community reactions, particularly positions of the UN Security Council and European countries.
Changes in market risk-off sentiment; movements in gold and USD.

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

2026-03-05

Open report

Updates

Results of Iran's new leadership election, particularly movements of Khamenei's second son, Mojtaba
Specific implementation date and exemption details for US tariff hike to 15%
Further news on secret US-Iran contact, including third-country role and negotiation progress
Middle East oil supply situation, particularly transit and security in the Strait of Hormuz
Reactions of global major stock markets (e.g., US, European, Asian) to geopolitical risks
Crude oil (Brent, WTI) and gold price trends, key resistance and support levels
US economic data, such as March employment report and inflation indicators
Latest developments in Russia-Ukraine conflict, especially attacks on energy infrastructure

Sources

The New York Times / Google News - World / Al Jazeera Middle East / Yonhap News TV / ANTARA News Jawa Timur / Times of India [timesofindia.indiatimes.com] / ABC News / DW (Deutsche Welle)

Reference Links

2026-03-04

Open report

Updates

Navigability of the Strait of Hormuz and implementation of Iranian threats.
Further Iranian retaliation actions, including attacks on US military bases or energy facilities.
Diplomatic interactions between the US and European countries, such as French aircraft carrier deployment and trade dispute developments.
Global oil inventory and supply data to assess shortage risks.
Subsequent policy statements from the Trump administration, particularly on military and trade matters.
Official reactions and potential involvement of Middle Eastern countries like Saudi Arabia and Qatar.
Responses of global central banks to inflationary pressures, especially interest rate decisions.
Market indicators of risk-off sentiment, such as the VIX index and gold price movements.

Sources

Al Jazeera Middle East / Yahoo News - World / Ukrinform / RT News / Xinhua Finance / Google News - World / BBC News (Business) / BBC News (Top)

Reference Links

2026-03-03

Open report

Updates

Whether Iran actually implements Strait of Hormuz blockade and attacks ships, monitor global oil transportation data
US ground troop movements and signs of military escalation, follow Department of Defense and White House statements
OPEC+ production increase implementation and April production data, to assess supply response effectiveness
Spread of Middle East conflict to other countries like Lebanon or Saudi Arabia, monitor regional military activity
Impact of rising oil prices on global inflation, track CPI data and central bank policy signals
Performance of safe-haven assets, such as gold and the US dollar, monitor price fluctuations and position changes
Continued performance of US defense and energy stocks, as bellwethers for conflict-benefiting sectors
Countries' strategic petroleum reserve release plans, as short-term measures to counter oil price shock

Sources

Yonhap News TV / Al Jazeera Middle East / RT News / DW (Deutsche Welle) / Google News - World / China News Service / JETRO Business News

Reference Links

2026-03-02

Open report

Updates

Election and decision-making of Iran's new leadership.
Restoration of shipping in Strait of Hormuz.
Further U.S. military actions in the Middle East.
Global oil inventory and price changes.
Diplomatic statements from major countries like China and Russia.
Progress in reopening Middle Eastern airspace.
Scale and targets of Iranian retaliatory actions.

Sources

Yonhap News TV / Google News - World / Xinhua World / RT News / China News Service / France 24 #3 / France 24 #2 / DW (Deutsche Welle) [rss.dw.com]

Reference Links

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