Daily Market Insight

• 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

• Trump signals possible US–Iran talks, pauses strikes on key infrastructure • Japan’s inflation slips below BOJ’s target first time since 2022 • Japan’s labor union wins wage hike topping 5% for third year • China to expand overseas investment quotas for domestic institutions • Dollar slips amid renewed risk-on mood

• Iran war tensions spike with Trump’s two-day deadline • Fed split: Waller cautious, Bowman sees cuts ahead • South Korea’s early exports show resilience despite Iran turmoil • South Africa imposes anti-dumping duties on Chinese, Thai steel • Dollar gains amid Strait of Hormuz tensions and bond selloff

• US and Israeli leaders calmed investors after Persian Gulf energy damage • Major central banks keep rates unchanged as expected • Trump-Japan summit highlights Japan’s unclear role and controversial comment • Thai PM Anutin secures new term • Dollar drifts lower on Thursday amid global central bank caution and market risk sentiment

• Middle East tensions escalate, infrastructure targeted • Fed holds rates steady, Powell signals hawkish tone • US PPI rises faster than expected in February • Thai court accepts ballot challenge, threatening election • Dollar firms on hawkish Powell, Middle East energy disruptions, and strong US PPI

• Few major developments in Middle East news • Japan trade balance grows in Feb as exports rise more than expected • RBA hikes interest rates by 25 bps on inflation • Thailand hikes diesel price cap to 33 baht amid subsidy pressures • Dollar eases further as risk appetite improves

• Trump says Hormuz coalition announcement coming, Iran ‘wants a deal’ but not ready • Trump asks China to delay Xi summit over Iran war • China’s economy shows surprise rebound despite rising risks • China home prices drop at slower pace as slump abates • Dollar opens week softer, trimming Middle East gains

• Trump strikes Iran’s Kharg oil hub, urges Hormuz reopening • US economic data sends mixed signals • UK GDP unexpectedly stalls at start of the year • Thailand plans higher biodiesel use and Russian oil talks • Dollar firms across G10 as markets focus on Middle East conflict

• Iran’s new supreme leader urges Hormuz to stay closed • US begins section 301 investigation into global manufacturing capacity • US treasury expands approval for Russian oil sales • US initial jobless claims slightly lower than expected • Dollar rallies to YTD high amid $100 oil and rising yields

• IEA release fails to curb oil rally as Iraq halts ports • Donald Trump says Iran war could end soon • US CPI meets expectations, overshadowed by Iran war • Thai cargo ship hit near Strait of Hormuz • Dollar strengthens on higher yields and rising oil prices