Asia FX Talk – Uneasy pause in US-Iran war
Markets remain on the edge around the US-Iran conflict and the path of oil prices, and in Asia…
Asia FX Talk – Energy supply risks back in focus as US-Iran tensions intensify
Geopolitical risks in the Middle East continue to escalate as tensions between the US and Iran intensify once…
Asia FX Talk – It is finished? US and Iran reach deal
The US and Iran reached an interim agreement to reopen the Strait of Hormuz, with both sides meeting…
Asia FX Talk – AI versus Hormuz: who wins who loses?
A key driver across all markets remains the negotiations around US-Iran conflict and whether there is a deal…
Asia FX Talk – USD holds firm, but a US-Iran deal risks a reversal
US 2-year yields have continued to grind higher, with markets now fully pricing in one Fed rate hike…
Asia FX Talk – US-Iran negotiation uncertainty
Financial markets, FX and risk assets traded in a mixed fashion, while Brent oil prices rose further above…
Middle East – MUFG Research
Middle East Daily COMMODITIES / ENERGY Oil rebounds as Iran escalates attacks on Gulf energy infrastructure. Oil prices…