Haber Akışı

The 2026 US-Israeli war against Iran delivered one of the sharpest ironies in modern energy geopolitics: while Iranian infrastructure was taking a pounding, it managed to somewhat absorb the relentless airstrikes to its culture, its way of life, and its main target—the economy. However, the already

OCBC strategists Sim Moh Siong and Christopher Wong report that USD/SGD fell into the New York close, helped by a sharp Brent decline and a pullback in USD/JPY, easing immediate inflation and yield concerns.

Silver (XAG/USD) tumbles over 3% on Monday as the US Dollar rises on safe-haven demand amid escalating US-Iran tensions in the Strait of Hormuz, as the US Navy embarks on Donald Trump’s 'Operation Freedom'. At the time of writing, XAG/USD trades at $72.74 after reaching a high of $76.00.

UOB’s Enrico Tanuwidjaja and Vincentius Ming Shen note Indonesia’s April inflation slowed to 2.42% year-on-year, below expectations but within Bank Indonesia’s (BI) target. They highlight post-holiday normalization, contained energy inflation thanks to subsidized fuel, and steady core inflation.

Joachim Nagel, member of the European Central Bank (ECB) and President of the Bundesbank, spoke in Frankfurt am Main, Germany, on Monday. He said that the longer the Middle East conflict lasts, the greater the risk of high inflation will reimain without ECB intervention.

John Williams, President of the Federal Reserve (Fed) Bank of New York, said in a prepared speech at the Cynosure Group Spring Symposium in New York, United States (US) on Monday, that there is no way to know yet how the Iran war impact will play out for the United States economy.

Standard Chartered’s Hunter Chan and Shuang Ding expect robust external demand to support China’s April industrial production and trade, even as services and construction soften. They see higher Oil prices lifting PPI and energy CPI, while headline CPI stays at 1% year-on-year.

A fragile four-week ceasefire between the United States and Iran appears to be on the brink of collapse following a violent exchange of fire in the Persian Gulf on Monday. The flareup drew in the United Arab Emirates (UAE) and sent global oil prices soaring as threats to the strategic Strait of Horm