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Get up to speed with everything you need to know ahead of today's open with the Newsquawk rundown
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Iranian Foreign Ministry spokesperson said Iran has not had any direct negotiations with the US and that the US demands were excessive. The spokesperson added that Iran did not participate in the Pakistan meeting.Yemen’s Houthis fired missiles at Israel on Saturday morning, marking the first time it has been involved in the war; Israeli PM Netanyahu ordered the military to expand its invasion of southern Lebanon.US President Trump said the US could take oil in Iran and could take Kharg Island 'very easily', according to FT. Crude prices trade above USD 100/bbl amid geopolitical weekend escalation.Global equities rebound despite a lack of US-Iran de-escalation, miners benefit from surging aluminium prices.DXY choppy, USD/JPY rose above 160.00 before slipping on hawkish BoJ SOO and jawboning.Fixed income firmer despite energy being in the green, though off best.Looking ahead, highlights include German Inflation Prelim. (Mar), US Dallas Fed Manufacturing Index (Mar), Comments from Fed's Powell, Williams and President Trump.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Yemen’s Houthis fired missiles at Israel on Saturday morning, marking the first time it has been involved in the war; Israeli PM Netanyahu ordered the military to expand its invasion of southern Lebanon.US President Trump said the US could take oil in Iran and could take Kharg Island 'very easily', according to the FT. Trump also stated that indirect talks with emissaries are progressing well and a deal could be made fairly quickly.US President Trump said there were good negotiations with Iran on Sunday, and the US destroyed many targets that day, while they are negotiating directly and indirectly with Iran.Trump responded that Iran came back to them on the 15-point plan and gave them most points, but didn't give any further details. Trump also claimed that Middle East countries are fighting back against Iran.APAC stocks were pressured following the geopolitical escalation over the weekend; Euro Stoxx 50 futures are down 0.6% after the cash market closed with losses of 1.1% on Friday.Looking ahead, highlights include Spanish Retail Sales (Feb), EU Consumer Inflation Expectations (Mar), German Inflation Prelim. (Mar), US Dallas Fed Manufacturing Index (Mar), Comments from Fed's Williams.UK clocks switched from GMT to BST on Sunday, and the NY-London differential returned to its usual 5 hours.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Iran's IRGC Navy announced that the Strait of Hormuz is closed, and any traffic in this strait will be severely dealt with; traffic of any ship "to and from" the ports of origin of the allies of the enemies is prohibited from any corridor. Three container ships started to move but were turned back with a warning.China's MOFCOM said it has launched a probe regarding US trade measures and green products; China to investigate US trade practices starting March 27th; probe to conclude within six months but can be extended.Crude holds an upward bias as Iran targets US bases, with weekend risk elevated despite Trump’s comments.Global equities under pressure, initially driven by China's US probe and then further energy upside.DXY firmer amidst geopolitical flare ups, JPY reacts to jawboning.Fixed income continued to be driven by energy; Spanish CPI jumped but failed to move benchmarks.Looking ahead, highlights include University of Michigan Consumer Sentiment Final (Mar). Speakers include Fed's Barkin, Daly & Paulson, ECB's Schnabel. Credit Ratings include Fitch Ratings on Switzerland, Moody's on Italy & Spain, Scope Ratings on the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump announced a 10-day pause in planned strikes on energy plants to Monday, 6th April 2026 at 8 PM, at the request of the Iranian government, while he added that talks with Iran are going very well.Iran wants the US to dial back demands in the 15-point peace plan before starting any talks, according to WSJ, citing sources, while Iran is open to the possibility of talks but deems the US proposals excessive.Iranian officials were said to be interested in talks despite the announcement of their rejection of the US proposal, while mediators are pressuring Tehran to agree to a meeting with Washington in the coming days, according to Axios.The US is considering sending up to 10,000 additional ground troops to the Middle East, according to WSJ.APAC stocks were cautious but off worst levels; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5%.Looking ahead, highlights include UK Retail Sales (Feb), Spanish CPI Prelim. (Mar), University of Michigan Consumer Sentiment Final (Mar), ECB Consumer Inflation Expectations. Speakers include Fed's Barkin, Daly & Paulson, ECB's Schnabel. Supply from Italy. Credit Ratings include Fitch Ratings on Switzerland, Moody's on Italy & Spain, Scope Ratings on the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Axios reported that the US Pentagon is preparing for massive "final blow" of Iran war that could include the use of ground forces and a massive bombing campaign.Global equities under pressure as the Iran war persists, Tech falters following Google update.DXY is essentially flat, G10s incrementally lower. Fixed income action is dictated by energy movements as numerous BoE and Fed officials await.Crude futures on a firmer footing as geopolitical tensions show no tangible signs of abating.Looking ahead, highlights include US Initial Jobless Claims (Mar/21). Speakers include BoE's Taylor & Greene, Fed's Cook, Miran, Jefferson & Barr, BoC's Rogers. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump told aides he wants a speedy end to the Iran war and wants to wrap up the conflict in the coming weeks, while he informed advisers that he thinks the conflict is in the final stages.Israeli media reported that US President Trump may announce a ceasefire with Iran by next Saturday, even without reaching a final agreement, while a separate report noted the working assumption in Israel is that Trump may announce a ceasefire by this coming Saturday, according to N12 News.Yemen's Houthis are ready to enter the field and take control of the Bab al-Mandab Strait, according to a Tasnim Telegram citing sources.White House confirmed that US President Trump is to hold a Cabinet meeting from 10:00EDT/14:00GMT today.APAC stocks traded cautiously; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.8%.Looking ahead, highlights include German GfK (Apr), Spanish GDP Final (Q4), US Initial Jobless Claims (Mar/21), and Norges Bank Policy Announcement. Speakers include ECB's de Guindos, BoE's Breeden, Taylor & Greene, Fed's Cook, Miran, Jefferson & Barr, BoC's Rogers. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US special envoy Witkoff and Jared Kushner are working on a mechanism which aims for a one-month ceasefire, while this would be very similar to understandings in Gaza and Lebanon, and a 15-point agreement will be negotiated during the month of a possible ceasefire.Iran has reportedly received the 15-point US ceasefire proposal, according to AP citing Pakistani officials.Crude slips as an Iranian ceasefire framework emerges.Global equities rise on plans of a Middle East ceasefire; ARM surging after the announcement of the sale of its own chips.USD slightly firmer but off best, AUD lags following a cooler inflation report while EUR unmoved following German Ifo. Fixed income firmer as softer energy prices dictates price action. Looking ahead, highlights include US Import/Export Prices (Feb), SNB Quarterly Bulletin (Q1). Speakers include ECB's Rehn & Kocher, BoE's Greene, Fed's Miran, US President Trump, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said they are having tremendous success in Iran and that Iran has no leaders left, while he said the US is talking to the right people and they want to make a deal. Trump said they are in negotiations right now with Iran and that Iran is talking sense.US President Trump said they are going to make a deal with Iran, and Iran gave the US a significant prize/present worth a tremendous amount of money, which is related to the Strait of Hormuz. Trump did not offer any more details.US special envoy Witkoff and Jared Kushner are working on a mechanism which aims for a one-month ceasefire, while this would be very similar to understandings in Gaza and Lebanon, and a 15-point agreement will be negotiated during the month of a possible ceasefire.United Command of Iranian Armed Forces spokesperson said the US is negotiating with itself, according to IRNA.APAC stocks traded higher; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.9%.Looking ahead, highlights include UK Inflation Report (Feb), German Ifo (Mar), US Import/Export Prices (Feb), SNB Quarterly Bulletin (Q1). Speakers include ECB's Lagarde & Lane, BoE's Greene, Fed's Miran, Supply from Italy, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Iranian Foreign Minister Araghchi is said to have secretly informed US Envoy Witkoff of Iranian Supreme Leader Mojtaba Khamenei’s agreement to negotiate, Al Arabiya reports citing Israeli press citing sources.European equities subdued while PUIG SM surges on EL merger; US equity futures pull back from Monday's highs.DXY finds its footing following recent losses, Antipodeans lag, EUR digests PMIs which indicate slowing growth.Fixed income mixed ahead of a busy speaker slate. Firmer trade across oil as markets digest conflicting reports while attacks continue.Looking ahead, highlights include US Flash PMIs (Mar), ADP Employment Change Weekly. Speakers include ECB's Sleijpen, Cipollone, Lane & Nagel, BoE's Pill, SNB's Schlegel & Tschudin, Fed's Barr. Supply from Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump reiterated that the US and Iran had preliminary talks over the past few days, and that they had very good discussions with Iran.Iran denied talks with the US and called it fake news, but said messages had been conveyed in recent days through several friendly countries.Washington set April 9th as the date to end the war on Iran, according to an Israeli official cited by Yedioth Ahronoth.US officials said the Strait of Hormuz is dotted with about a dozen Iranian mines, although an IRGC spokesperson said there is no need to mine the Strait of Hormuz as Iranian armed forces have full control.A partial rebound in oil was spurred by a report that some gas-related facilities were hit amid US-Israeli strikes on Isfahan.APAC stocks took their cues from the positive performance on Wall Street; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.6%.Looking ahead, highlights include Global Flash PMIs (Mar), US ADP Employment Change Weekly. Speakers include ECB's Cipollone, Lane & Nagel, BoE's Pill, SNB's Schlegel, Fed's Barr. Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump gave Iran a 48-hour ultimatum on Saturday evening at 19:44EDT/23:44GMT to fully open the Strait of Hormuz or the US will “obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST”.Iran’s Revolutionary Guards warned that if US President Trump executes threats to target Iran’s energy facilities, the Strait of Hormuz will be completely closed and will not reopen until damaged plants are rebuilt.Crude buoyed amid US-Iran threat exchange, Brent trading above USD 100/bbl. European equities fall further into correction territory; US equity futures weak with ES holding at 6,500.DXY buoyed by geopolitics, AUD hit as metals prices sink.Fixed income falters as energy climbs and pricing turns ever more hawkish, also weighing on metals prices. Looking ahead, highlights include EU Consumer Confidence Flash (Mar), US Chicago Fed National Activity Index (Feb), Atlanta Fed GDP, Australian Flash PMIs (Mar), Japanese CPI (Feb). Speakers include ECB's Cipollone, Lane and Fed's Miran. Supply from the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump gave Iran a 48-hour ultimatum on Saturday evening at 19:44EDT/23:44GMT to fully open the Strait of Hormuz or the US will “obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST”.Iran’s Revolutionary Guards warned that if US President Trump executes threats to target Iran’s energy facilities, the Strait of Hormuz will be completely closed and will not reopen until damaged plants are rebuilt.US President Trump posted earlier on Saturday that he is considering "winding down" the Iran war because the US was "getting very close" to meeting its military objectives.APAC stocks were pressured after the US and Iran exchanged threats over the weekend, with US President Trump announcing a 48-hour ultimatum for Iran to fully open the Strait of Hormuz or the US will obliterate Iranian power plants, while Iran responded with its own threats.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 1.6% after the cash market closed with losses of 2.0% on Friday.Looking ahead, highlights include ECB Wage Tracker (Q1), EU Consumer Confidence Flash (Mar), US Chicago Fed National Activity Index (Feb), Atlanta Fed GDP, Australian Flash PMIs (Mar), Japanese CPI (Feb). Speakers include ECB's Cipollone & Lane. Supply from the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The Trump Administration is reportedly considering plans to occupy or blockade Iran's Kharg Island to pressure Iran to reopen the Strait of Hormuz, Axios reported, citing sources.Crude edges higher amid the US plans to pressure Iran to reopen the Strait of Hormuz. European equities give back earlier gains following the Axios report; SMCI nose-dives pre-market amid a probe.DXY trims some of Thursday's losses as crude futures continue grinding higher—G10s are broadly lower against the USD. Fixed income under pressure as energy drives yields higher; Gilts underperform as markets fully price 3 rate hikes by the BoE.Looking ahead, highlights include Canadian Retail Sales (Jan), PPI (Feb). Speakers include ECB's Nagel, Fed's Bowman and Waller. Credit Rating Update with Scope Ratings/Morningstar DBRS on France.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The US Pentagon is considering sending more troops to the Middle East, according to Politico sources who stated the size and scope of additional deployments are still evolving.Saudi officials see the base case for oil to rise to USD 180/bbl if the disruptions persist until late April, according to WSJ.APAC stocks were mostly subdued but with downside limited as the region reacted to the recent oil swings, deluge of central bank meetings and mixed geopolitical headlines, while conditions were thinned with the absence of Japanese participants due to the Vernal Equinox holiday.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.7%, after the cash market closed with losses of 2.1% on Thursday.Looking ahead, highlights include German PPI (Feb), UK PSNB (Feb), Canadian Retail Sales (Jan), PPI (Feb). Speakers include ECB's Nagel. Credit Rating Update with Scope Ratings/Morningstar DBRS on France.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Iran's armed forces said Iran's retaliation against attacks on its energy infrastructure is not yet complete, SNN reported; any repeat of such attacks will lead to a far stronger retaliation against the enemy, enemy infrastructure and that of their allies.US President Trump said Israel violently lashed out at Iran's major facility and that the US did not know about the attack, while he said there will be no more attacks by Israel on South Pars; added that the US will retaliate by massively blowing up the entirety of the South Pars Gas Field if Qatar's LNG is attacked again.FX mixed amid the central bank bonanza; SNB, Riksbank and BoJ all left rates unchanged, as expected, while the BoE and ECB await. Crude surges as attacks in the Persian Gulf threaten long-term damage to major energy facilities.European equities suffer as Energy continues to surge; US equity futures follow suit, Micron slips after increasing capex plans.Fixed income weighed on energy upside and hawkish Chair Powell.Looking ahead, highlights include US Initial Jobless Claims (Mar/14), Atlanta Fed GDP, New Zealand Trade Balance (Feb), BoE & ECB Policy Announcements. Speakers include ECB's Lagarde. Supply from the US. Earnings from FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said Israel violently lashed out at Iran's major facility and that the US did not know about the attack, while he said there will be no more attacks by Israel on South Pars.US President Trump said the US will retaliate by massively blowing up the entirety of the South Pars Gas Field if Qatar's LNG is attacked again.The Fed left rates on hold as expected in an 11-1 vote split, while dot plots were largely unchanged, with little reaction seen.Fed Chair Powell noted how the Fed will not look through energy-induced inflation lightly and stated that rate hikes in the future were discussed, but caveated that it is not the base case for the vast majority.BoJ kept its short-term interest rate unchanged at 0.75%, as expected, with the decision made by an 8-1 vote as Takata dissented and voted for a 25bps hike.APAC stocks declined as the region took its cue from the losses stateside; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 1.7%.Looking ahead, highlights include UK Jobs/Average Earnings (Jan), US Initial Jobless Claims (Mar/14), Atlanta Fed GDP, New Zealand Trade Balance (Feb), Riksbank, SNB, BoE & ECB, Policy Announcements. Speakers include BoJ's Ueda, SNB's Schlegel, Riksbank's Thedeen & ECB's Lagarde. Supply from Spain, France & US. Earnings from FedEx & Alibaba.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Israel attempted to assassinate Iran's Intelligence Minister Khatib overnight, Jerusalem Post reported, citing an Israeli official, but is still awaiting the results of the target. Iran's Foreign Minister said Iran will target US forces wherever they assemble, including near urban areas. Iran fired retaliatory missiles towards Tel Aviv for the killing of Larijani.European equities gain, Banks benefiting from a delay in capital requirements; US equity futures follow peers.Mostly flat FX trade heading into the FOMC; CHF narrowly lags ahead of tomorrow’s SNB.Crude continues to dictate macro sentiment; Gold rotates around USD 5,000/oz.Fixed income firmer amid energy downside ahead of key central bank announcements.Looking ahead, highlights include US PPI (Feb), New Zealand GDP (Q4), BoC, Fed & BCB Policy Announcements. Speakers include BoC's Macklem & Rogers, Fed Chair Powell & NVIDIA (NVDA) CEO Huang. Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said they had a big day on Tuesday, knocking out targets, and said it will be a couple of weeks regarding Iran, not much longer, and that they are way ahead of schedule.Iran confirmed that its security chief Larijani was killed, according to Iranian media.Iran's Foreign Minister said Iran will target US forces wherever they assemble, including near urban areas, he understands neighbours' concerns and holds the US responsible for the conflict.APAC stocks were mostly higher following the positive handover from Wall Street and as oil prices retreated, while markets now await a flurry of upcoming central bank policy decisions, including from the FOMC later today.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.5% after the cash market closed with gains of 0.5% on Tuesday.Looking ahead, highlights include EZ CPI Final (Feb), US PPI (Feb), New Zealand GDP (Q4), BoC, Fed & BCB Policy Announcements. Speakers include BoC's Macklem & Rogers, Fed Chair Powell & NVIDIA (NVDA) CEO Huang. Supply from Germany. Earnings from Micron & HelloFresh.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
A senior Iranian official said the new Supreme Leader rejected proposals that were sent to Iran's Foreign Ministry by two intermediary countries, with the Leader stating it is not the right time for peace and that the US and Israel must be defeated.Israeli Defence Minister Katz said Iran's Top Security Chief Larijani was killed in the airstrike; Iran has not confirmed the status of Larijani.Crude gains in choppy trade as the Iranian war continues; metals move with the dollar.European bourses are mixed, Neste lifts the Utilities sector; US equity futures fall following Nvidia's GTC event.DXY muted, G10s mixed while AUD outperforms after the RBA hiked rates.Fixed income continues to be driven by energy and geopolitics.Looking ahead, highlights include US ADP Employment Weekly, Japanese Trade Balance (Feb), Comments from ECB's Nagel, and Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said Iran wants to make a deal and is talking with their people, but he does not know if Iran is ready yet.US Envoy Witkoff and Iranian Foreign Minister Araghchi have reportedly been in contact over text messages in recent days; Iran denied these reports.US President Trump said regarding the potential Strait of Hormuz coalition that Secretary of State Rubio will announce the countries, while he added it takes a while to get to the Hormuz and that some countries are fairly local.The RBA hiked rates for a second consecutive meeting as expected, through a narrow majority of 5-4 votes, which dragged the currency lower. However, AUD later rebounded as RBA Governor Bullock provided a hawkish tone.APAC stocks eventually traded mixed, with the region initially following suit to the gains on Wall Street; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.6%.Looking ahead, highlights include Italian HICP Final (Feb), German/EZ ZEW Economic Sentiment Index (Mar), US ADP Employment Weekly, Japanese Trade Balance (Feb), Comments from ECB's Nagel, Supply from UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
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