Daily Market Insight

• US–Iran tensions persist, but markets remain hopeful for a ceasefire • IMF cuts global growth outlook amid oil shock and war risks • US inflation misses forecasts but shows an upward trend amid high oil prices • Chinese economic data show some signs of impact from Middle East tensions • Thailand expects $950 million in revenue as tourists surge during Songkran • The dollar falls overall this week amid improving risk sentiment

• Ceasefire hopes persist but remain fragile • US fourth-quarter GDP growth revised lower to a 0.5% rate • PCE meets expectations but signals firming inflation ahead of energy-driven rise • Thai central bank pledges long rate pause to support economy • Dollar weakens but off intraday lows

• US Iran ceasefire deal remains fragile as tensions persist • Fed minutes show officials saw two-sided risks from Iran war • April’s first US treasury auctions attract stronger demand • Euro area retail sales dip slightly in February amid rising price pressures • Dollar weakens as a US–Iran ceasefire drives markets

• 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