Daily Market Insight

• US and Iran strike two week ceasefire deal • Durable goods orders fall 1.4% in March as aircraft demand slumps • Thai inflation narrows decline in March • US reports $71.9B trade deficit with Thailand, highlights barriers and IP delays • Dollar slips ahead of Trump’s Iran Strait deadline

• Trump sets Tuesday deadline for Iran, threatens strikes on infrastructure • Nonfarm payrolls surge, underscoring economic resilience • US services PMI dips below expectations • China services PMI slows post-holiday • The dollar softens against G10 as Middle East tensions steer early-week sentiment

• Trump’s address sparks renewed tensions • Trump pushes new tariff wave on medicines and industrial metals • Iran, Oman draft hormuz traffic protocol • US initial jobless claims fall, surpassing forecasts • The dollar rises on Trump’s comments

• Trump eyes Iran de escalation while hinting at further strikes • US economic data overall comes in stronger than expected • Chinese private manufacturing PMI slips as Iran conflict raises exporters’ costs • The dollar weakens on optimism over a possible diplomatic resolution

• US and Iran signal war could end soon as Trump sets 2–3 week exit timeline • US economic data beats expectations but has limited impact on market sentiment • Eurozone inflation hits 2.5% on Iran-driven energy spike • China PMI rises despite oil price pressures • Thai PM Anutin gets cabinet approval, keeps core economic team • Dollar slides as Middle East de-escalation hopes boost risk sentiment

• Trump warns of escalation as Iran targets Hormuz and Houthi risks rise • Powell says Fed stays patient as inflation and energy risks loom • German CPI hits 1-year high on Iran conflict • Tokyo CPI cools to slowest in two years as food cost gains ease • Dollar extends gains on escalating Iran tensions

• Middle East war escalates as Houthis join conflict • BOJ debated faster rate hikes in March meeting • Spain’s inflation rate jumps to 3.3% in March amid energy shock • UK retail sales post first drop in three months • Thailand negotiates agreement with Iran to use Strait of Hormuz • Dollar climbs on escalating geopolitical tensions

• Trump reverses early optimism before extends pause on strikes • US initial jobless claims edge higher • OECD says Iran war wipes out growth upgrade, boosts inflation risks • Thailand fuel prices surge 22% after subsidy cuts • Dollar strengthens on rising oil prices and yields

• Iran turns down US plan, complicating path to peace • Trump to visit China May 14-15 for summit with Xi • UK inflation holds at 3.0% in February ahead of energy price surge • Thailand scraps diesel price cap amid soaring oil costs • Dollar is supported by Iran standoff and month-end flows

• US signals potential for diplomacy with Iran • Iran imposes Hormuz transit fees on select ships • US PMI sends mixed signals • Thai Feb exports miss forecast; imports surge on gold • Dollar overall eases on Iran truce proposal