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US-Iran Tensions Flare Again Over Strait of Hormuz as BOJ Signals Potential Rate Hikes

US-Iran Tensions Flare Again Over Strait of Hormuz as BOJ Signals Potential Rate Hikes

Iran says the Strait of Hormuz will not return to its pre-war operating conditions; the U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983...

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US-Iran Talks Remain Deadlocked as Weak Payrolls Trigger Market Repricing

US-Iran Talks Remain Deadlocked as Weak Payrolls Trigger Market Repricing

Iranian Foreign Minister Abbas Araghchi reiterated that Iran is not currently negotiating with the United States; US nonfarm payrolls unexpectedly fell by 23,000 in July...

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Trump Addresses Strait and Tariffs

Trump Addresses Strait and Tariffs

Trump Says Strait Agreement Has Not Been Reached, Imposes Tariffs on Polysilicon...

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Draft Hormuz Strait Deal Reached, Fed Rate Hike Expectations Rise Again

Draft Hormuz Strait Deal Reached, Fed Rate Hike Expectations Rise Again

Iran and Oman finalize a draft agreement on the Strait of Hormuz; Cook: If inflation does not ease, I will be prepared to support a rate hike......

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Iran Signals Easing in Negotiations, Easing Supply Pressures in Oil Markets May Follow

Iran Signals Easing in Negotiations, Easing Supply Pressures in Oil Markets May Follow

Iran has softened its stance and is considering charging European countries fees for maintaining the Strait of Hormuz; OPEC crude oil production recovered further in July......

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Trump Bets on a Final Chance for Talks as Japan Steps Up Yen Intervention

Trump Bets on a Final Chance for Talks as Japan Steps Up Yen Intervention

Trump says talks with Iran represent the final opportunity; Japan may have spent $36.5 billion last Friday to support the yen, signaling an escalation in intervention efforts...

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U.S.-Iran Military Conflict Paused as Japan and U.S. Move Toward Joint Yen Intervention

U.S.-Iran Military Conflict Paused as Japan and U.S. Move Toward Joint Yen Intervention

Trump says he has agreed to call off strikes against Iran; Japan's finance minister is set to announce joint U.S.-Japan intervention in the foreign-exchange market to support the yen...

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Japan Suspected of Intervening in FX Market as Spillover Risks from the U.S.-Iran Conflict Rise

Japan Suspected of Intervening in FX Market as Spillover Risks from the U.S.-Iran Conflict Rise

The yen rebounded more than 3%; a port near the Suez Canal was attacked, raising concerns that the U.S.-Iran conflict could open a new front...

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U.S.-Iran Military Tensions Intensify as Expectations of a Hawkish Fed Shift Rise

U.S.-Iran Military Tensions Intensify as Expectations of a Hawkish Fed Shift Rise

Trump again threatened to strike Iran; Waugh: The Fed will act without hesitation to address inflation......

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U.S.-Iran Tensions Escalate Sharply as Risks Surrounding the Strait of Hormuz Persist

U.S.-Iran Tensions Escalate Sharply as Risks Surrounding the Strait of Hormuz Persist

The informal ceasefire collapsed as Iran launched missiles at a U.S. military base in Jordan; Oman proposed a new mechanism for jointly managing the Strait of Hormuz......

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Highlights Details

Highlights Details

Trump says the U.S. is prepared to launch a large-scale military operation if talks with Iran fail; oil prices fall 1% to a one-week low.

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U.S.-Iran Diplomatic Mediation Continues as Energy Transportation Risks and Policy Uncertainty Intersect

U.S.-Iran Diplomatic Mediation Continues as Energy Transportation Risks and Policy Uncertainty Intersect

U.S.-Iran Diplomatic Mediation Continues as Energy Transportation Risks and Policy Uncertainty Intersect

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U.S.-Iran Tensions Persist as Tariff Escalation Intersects with Energy Supply Expectations

U.S.-Iran Tensions Persist as Tariff Escalation Intersects with Energy Supply Expectations

Trump says he is close to deciding on a "large-scale strike" against Iran; the United States announces new tariffs effective July 24.

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Rising Middle East Conflict Risks Accompanied by U.S. Government Shutdown Concerns and Hawkish BOJ Signals

Rising Middle East Conflict Risks Accompanied by U.S. Government Shutdown Concerns and Hawkish BOJ Signals

Trump threatened to destroy Iranian power plants; the weakening yen is intensifying inflation risks, with reports suggesting the Bank of Japan is open to a faster pace of interest rate hikes.

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Hopes for a Middle East Ceasefire Emerge as U.S. Tariff Escalation Adds to Energy Risks

Hopes for a Middle East Ceasefire Emerge as U.S. Tariff Escalation Adds to Energy Risks

Reports suggest that Iran was the first to propose a 10-day ceasefire, while Canadian Prime Minister Mark Carney said Canada would consider all available options in response to the latest U.S. tariff measures.

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Ceasefire Hopes Fail to Ease Middle East Risks as Escalating Tariffs and Oil Supply Concerns Persist

Ceasefire Hopes Fail to Ease Middle East Risks as Escalating Tariffs and Oil Supply Concerns Persist

A senior Iranian official said mediators have proposed a 10-day ceasefire between the United States and Iran; the United States announced an additional 50% tariff on selected Canadian products......

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Middle East Conflict Continues to Escalate, Fueling Oil Supply Concerns and Interest Rate Pressure

Middle East Conflict Continues to Escalate, Fueling Oil Supply Concerns and Interest Rate Pressure

The U.S. Energy Secretary said military operations against Iran will continue; Hammack: U.S. inflation remains too high......

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Middle East Tensions Escalate Further as Hawkish Fed Remarks Reinforce Rate Hike Expectations

Middle East Tensions Escalate Further as Hawkish Fed Remarks Reinforce Rate Hike Expectations

The U.S. military launched a new round of airstrikes, marking the fifth consecutive night of attacks on Iran; Dallas Fed President Logan said she supports a moderate rate hike to bring inflation down......

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Trump Considers Expanding Military Strikes, While Unexpected PPI Decline Fails to Ease Policy Divergence

Trump Considers Expanding Military Strikes, While Unexpected PPI Decline Fails to Ease Policy Divergence

Trump is leaning toward expanding U.S. military operations against Iran; U.S. June PPI posted its largest decline in 14 months, but inflation risks remain tilted to the upside......

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U.S. Resumes Strikes on Iran, Cooling CPI Fails to Ease Energy and Rate Pressures

U.S. Resumes Strikes on Iran, Cooling CPI Fails to Ease Energy and Rate Pressures

The U.S. Central Command confirmed a new round of strikes against Iran; U.S. inflation slowed more than expected in June, but escalating tensions in the Middle East kept markets pricing in the possibility of another rate hike this year...

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