Commerzbank’s Commodity Analyst Carsten Fritsch compares current Oil disruptions from the Strait of Hormuz blockade with the 1970s oil crises, highlighting record supply shortfalls and potential demand and supply adjustments over time.
OCBC strategists Sim Moh Siong and Christopher Wong note USD/THB has risen over 4% month‑to‑date as markets scaled back expectations for near‑term Fed easing and Oil prices surged, hurting Thailand’s terms of trade.
Silver (XAG/USD) prices retreated nearly 2% on Tuesday, even as the Greenback remained softer and US Treasury yields fell. Higher Crude Oil prices pressure the white metal, which is down 1.81% in the week, while risk appetite improves.
The British Pound (GBP) trades broadly flat against the Japanese Yen (JPY) on Tuesday as a thin economic calendar keeps price action subdued, with attention firmly shifting to the Bank of England (BoE) and Bank of Japan (BoJ) interest rate decisions due on Thursday.
The US Dollar (USD) lost its firmness and is now on a two-day losing spree. The Greenback initially fell because investors were cautious over the Middle East war and Wednesday's Federal Reserve (Fed) monetary policy decision.
Gold price consolidates on Tuesday during the North American session around the $5,000 level, down 0.11% amid broad US Dollar weakness and falling US Treasury yields.
National Bank of Canada (NBC) analyst Matthieu Arseneau highlights that Canadian households saw net worth rise 5.8% in 2025, reaching a record high, as financial assets outpaced modest credit growth. The S&P/TSX delivered a 31.7% total return, aided by higher Gold prices.
Scotiabank strategists Shaun Osborne and Eric Theoret note the Canadian Dollar (CAD) is flat against the Dollar (USD) but supported by elevated Oil prices and narrow yield spreads.
EUR/USD edges higher on Tuesday, extending gains for a second consecutive day as a softer US Dollar (USD) lends support to the Euro (EUR), with market focus gradually shifting from the ongoing US-Iran war to upcoming monetary policy announcements from the Federal Reserve (Fed) and the European Centr
TD Securities highlights that China’s economy started 2026 on a positive note, led by a rebound in fixed-asset investment driven by quasi-fiscal policy.
United States (US) President Donald Trump said that the US has been informed by most NATO allies that they don’t want to get involved with the military operation in Iran. He claimed that the US no longer needs or wants NATO countries' assistance in a Truth Social post on Tuesday.
UOB economists Enrico Tanuwidjaja and Sathit Talaengsatya assess how higher global Oil and gas prices are shifting Thailand from a low-inflation backdrop into a cost-shock environment.
