Daily Market Insight

• Geopolitical tensions persist as talks stall • Japan’s households cut spending even as wages kept growing • China CPI, PPI beat forecasts amid rising cost pressures • Thailand opposition challenges 400 billion baht borrowing plan • Dollar trades mixed amid uncertainty over middle east tensions

• US-Iran peace talks hit wall as Trump rejects Tehran response • NFP beats expectations, while the unemployment rate remains unchanged • China exports jump 14.1% as AI boom outpaces war disruptions • Thailand AI-Linked firm under scrutiny in alleged Nvidia chip diversion case • Dollar strengthens as Trump calls Iran peace offer “unacceptable”

• US, Iran exchange fire amid escalating tensions in Strait of Hormuz • Trump’s latest 10% tariffs found unlawful by US trade court • Malaysia holds key rate while warning over middle east risks • Thailand, Cambodia move to restore ties after deadly border clashes • Dollar firms as Middle East tensions keep investors cautious

• US and Iran near preliminary deal to end conflict • US private employment growth speeds up in April • China services sector growth accelerates in April • Thailand’s headline CPI surges in April as middle east conflicts bolster fuel prices • Thailand clears $29 billion investments led by TikTok project • Dollar falls on hopes of US-Iran deal

• US says ceasefire remains in place • US data mixed, takes back seat to geopolitics • RBA hikes interest rates by 25 bps as expected, warns on Middle East risks • Thailand to raise $12bn in debt for relief and energy transition • Dollar eases as US-Iran deal hopes grow

• Geopolitical tensions escalate amid renewed strikes • US data mixed as inflation pressures build and growth proves resilient • ECB and BoE hold rates amid rising inflation risks • Eurozone growth slows and below expectations • Tokyo Inflation cools on childcare support, backing BOJ caution • The dollar firms on safe-haven demand

• US–Iran deal remains stalled, with no progress on key issues • Fed holds rates steady but with highest level of dissent since 1992 • EU member inflation accelerates further above 2% • BOT holds key rate at 1% to support economy amid oil shock • Dollar firms on hawkish Fed signals

• There is little progress on the geopolitical situation • ECB says consumer inflation expectations jump in March • BOJ keeps rates steady but 3 board members call for hike • UAE quits OPEC as war disrupts oil markets and gulf tensions rise • Thailand sees weaker growth, higher inflation on middle east tensions • US dollar edges higher on geopolitical tensions and rising energy prices

• There is little progress on the geopolitical situation • ECB survey shows Eurozone companies see higher selling prices • China’s industrial profit surges 15.8% in March amid global tensions • Moody’s upgrades China outlook to stable on economic resilience • Dollar edges lower as markets weigh US–Iran talks, central bank meetings

• US-Iran negotiations are clouded by uncertainty • US and EU agree to coordinate on critical minerals to curb China reliance • German sentiment hits 2020 low as Iran war weighs • UK retail sales rise 0.7% in March, beating expectations • Thailand posts record exports in March, trade gap widens • The dollar softens in a risk-on backdrop on Friday night