Live Updates

18

Apr 2026
BNP Paribas economist Hélène Baudchon expects the Iran-war fuel surge to trigger milder inflation than 2022

BNP Paribas economist compares Iran-war energy shock to 2022, tracking inflation, growth, and central bank reactions.

18

Apr 2026
Netanyahu said Trump insists on maintaining the Hormuz Strait blockade, while Israel pursues a historic Lebanon deal

Netanyahu says historic Lebanon deal possible, accepts ten-day ceasefire, demands Hezbollah dismantled, Israel retains security zone.

18

Apr 2026
WTI crude drops towards $80, as Iran reopens Hormuz Strait, calming supply concerns after $90 spike

WTI crude plunged to $81.50 after Iran declared Strait of Hormuz open, easing blockade disruption fears.

18

Apr 2026
Deutsche Bank says political risk drove up 10-year gilt yields after Mandelson’s security clearance was reportedly overruled

UK 10-year gilt yields jumped after Mandelson vetting report, fuelling leadership-change fears and looser fiscal outlook.

18

Apr 2026
Nordea analysts expect the ECB to raise rates by 25bp four times from June as inflation persists

Nordea forecasts four ECB 25bp hikes from June, despite ceasefire; resilient economy and sticky core inflation.

18

Apr 2026
Markets move on risk sentiment as Iran’s minister says Hormuz shipping stays open during ceasefire period

Iran says Strait of Hormuz fully open during Lebanon ceasefire; Trump confirms passage, markets rise, dollar slips.

18

Apr 2026
Lagarde told the IMF committee that ECB inflation may exceed expectations outlined in its baseline forecast

Lagarde warned euro area inflation uncertainty rose after Middle East war, with upside risks from wages, expectations.

18

Apr 2026
Commerzbank analysts say the International Copper Study Group expects 2026 deficits and further tightening into 2027 ahead

ICSG now expects copper deficits through 2026-2027, despite rising Chinese output, tightening markets and supporting prices.

18

Apr 2026
GBP/JPY edges lower as Iran hints at reopening Hormuz, oil falls, and the yen outperforms sterling

GBP/JPY dipped to 215.05 as firmer Yen, easing oil fears; resistance 216.39, support 212.92.

18

Apr 2026
BBH’s Elias Haddad says markets are consolidating, as investors monitor whether the US-Iran ceasefire endures

Markets consolidate amid US-Iran ceasefire watch; oil under $100, stocks pause; BBH sees rangebound, bearish dollar.

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