IIran Read More Asia FX Talk – Uneasy pause in US-Iran warJuly 27, 2026 Markets remain on the edge around the US-Iran conflict and the path of oil prices, and in Asia…
IIran Read More Asia FX Talk – Energy supply risks back in focus as US-Iran tensions intensifyJuly 23, 2026 Geopolitical risks in the Middle East continue to escalate as tensions between the US and Iran intensify once…
IIran Read More Asia FX Talk – It is finished? US and Iran reach dealJune 15, 2026 The US and Iran reached an interim agreement to reopen the Strait of Hormuz, with both sides meeting…
SStrait of Hormuz Read More Asia FX Talk – AI versus Hormuz: who wins who loses?June 2, 2026 A key driver across all markets remains the negotiations around US-Iran conflict and whether there is a deal…
IIran Read More Asia FX Talk – USD holds firm, but a US-Iran deal risks a reversalMay 25, 2026 US 2-year yields have continued to grind higher, with markets now fully pricing in one Fed rate hike…
IIran Read More Oil price spooks markets again as Iran deal remains elusive and Starmer saga rolls onMay 18, 2026 The persistence of high oil prices and elusiveness of a deal between Iran and the United States has…
PPersian Gulf Read More TSX higher on ceasefire optimism; strong U.S. jobs dataMay 8, 2026 Canada’s benchmark index edged higher on Friday, supported by mining stocks while investors drew optimism from signs that…
IIran Read More Asia FX Talk – US-Iran negotiation uncertaintyApril 27, 2026 Financial markets, FX and risk assets traded in a mixed fashion, while Brent oil prices rose further above…
PPersian Gulf Read More Middle East – MUFG ResearchMarch 17, 2026 Middle East Daily COMMODITIES / ENERGY Oil rebounds as Iran escalates attacks on Gulf energy infrastructure. Oil prices…