06 Jul 2026, 11:22 by Newsquawk Desk
- Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.
- OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.
- European equity futures trade tentatively; US equity futures are indicative of a stronger open, NQ +1%.
- G10s are mostly lower against the USD. USD/JPY continues to rise, and sits back above...
06 Jul 2026, 07:05 by Newsquawk Desk
- Asia-Pac stocks initially started the session with broad gains, but later reversed. Crude futures started the week on the back foot.
- Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.
- OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.
- Ship-tracking data showed that at least 8 ships...
03 Jul 2026, 12:16 by Newsquawk Desk
- MON: BoC Business Outlook Survey (Jul), German FactoryOrders (May), Swiss Unemployment Rate (Jun), EZ Construction PMI (Jun), RetailSales (May), PPI (May), US Composite/Services PMI Finals (Jun), ISM ServicesPMI (Jun)
- TUE: EIA STEO (Jul), Japanese Household Spending(May), German Industrial Production (May), French Balance of Trade (May), USADP Weekly Employment Change, Balance of Trade, RCM/TIPP Economic Optimism(Jul), Canadian Balance of Trade (May)
- WED:...
03 Jul 2026, 06:47 by Newsquawk Desk
- US President Trump warned that Iran has some missiles left and that they could wipe those out. It was separately suggested that Trump made it clear Iran cannot impose fees on the Strait of Hormuz.
- APAC stocks gained, with strength seen in the KOSPI (+4.6%); European equity futures are indicative of a slightly firmer open.
- DXY traded subdued at around 100.70; USD/JPY holds just above the 161.00 mark, taking a breather following recent...
02 Jul 2026, 11:17 by Newsquawk Desk
- Qatar and Pakistan mediators concluded separate meetings with US and Iranian negotiators in Doha, highlighting positive progress on issues related to the Islamabad MoU.
- US equity futures trade mixed, with the NQ weighed by tech selling in South Korean stocks.
- DXY slips below the 101.00 handle, as the JPY strengthens on possible intervention.
- Fixed income benchmarks trade on the softer side heading into the US jobs report; NFP expected at...
02 Jul 2026, 06:56 by Newsquawk Desk
- US and Iran talks in Doha focused on management of the Strait of Hormuz and the terms of a 60-day MoU aimed at a comprehensive nuclear deal, Axios reported.
- Qatari and Pakistani mediators suggested that positive progress was made, and stated that both parties agreed to continue discussion over the coming period; Brent -0.9%.
- USTR said the US had not agreed to renew the USMCA in its current form and would continue engaging with Canada and Mexico to address...
01 Jul 2026, 11:22 by Newsquawk Desk
- Indirect US-Iran technical talks are reportedly underway in Doha, with Qatar and Pakistan acting as mediators. However, US envoy Witkoff and Kushner will not be attending the talks themselves.
- Iran is reportedly insisting on retaining control over the Strait of Hormuz and could charge ships to transit from mid-August, according to sources. The source added that Iran are not going to discuss other points until Hormuz is agreed.
- Global equities start Q3 with...
01 Jul 2026, 06:58 by Newsquawk Desk
- US President Trump was briefed on all-out war options on Iran, but opted to stick with talks, while he told aides he's okay if talks go past the August 18th deadline, WSJ reported. However, VP Vance said Trump is ready to drop bombs again.
- A US official said ships are transiting the Strait of Hormuz at higher levels.
- Iran's Foreign Ministry Spokesperson said the meeting on Wednesday in Doha will primarily focus on the release of blocked funds and the ceasefire in...
30 Jun 2026, 11:18 by Newsquawk Desk
- US President Trump's envoys Kushner and Witkoff are flying to Doha for talks; Iran believes the trip is focused on ceasefire compliance, and is not there for talks with the US, NYT reported.
- US equity futures are slightly firmer (NQ +0.1%) and set for their biggest quarterly gain in 6 years.
- DXY strengthens, lifting USD/JPY firmly above 162.00; EUR weakness helped by cooler French and German State CPIs.
- Fixed income...
30 Jun 2026, 06:53 by Newsquawk Desk
- US President Trump's envoys Kushner and Witkoff are flying to Doha for talks; Iran believes the trip is focused on ceasefire compliance, and is not there for talks with the US, NYT reported.
- Iranian Foreign Ministry Spokesperson Baghaei said "we will not hold any negotiation meetings at any level with the American side in the coming days”, Tasnim reported. Journalist Mallick suggested talks may occur through Pakistani/Qatari mediators.
- US Secretary of State Rubio...
29 Jun 2026, 11:12 by Newsquawk Desk
- Over the weekend, the US CENTCOM announced that it conducted strikes against multiple Iranian targets after Iran hit a Panama-flagged tanker. In response, Iran struck US military bases in Gulf nations.
- Thereafter, the US and Iran agreed to halt strikes and to resume meetings this week. The talks are reportedly to be held on Tuesday, with a focus on the Strait of Hormuz and the recent escalation. Crude futures off best levels, Brent +1.3%.
- South Korea...
29 Jun 2026, 07:00 by Newsquawk Desk
- Over the weekend, the US and Iran exchanged fire; the US said it responded to the Iranian’s decision to hit a Panama-flagged tanker. In response, Iran struck military bases in Gulf nations.
- Thereafter, the US and Iran agreed to halt strikes and to resume meetings this week. The talks are reportedly to be held on Tuesday, with a focus on the Strait of Hormuz and the recent escalation.
- US, Israel, and Lebanon signed a trilateral framework agreement on Friday;...
26 Jun 2026, 12:38 by Newsquawk Desk
- MON: Japanese Retail Sales (May), Spanish HICP Flash (Jun), Retail Sales (May), EZ Consumer Confidence Final (Jun), US Dallas Fed Manufacturing Index (Jun)
- TUE: RBA Minutes (Jun), Japanese Industrial Production (May), Unemployment Rate (May), Chinese NBS Manufacturing PMI (Jun), German Retail Sales (May), Import Prices (May), Swedish Retail Sales (May), UK GDP Final (Q1), French HICP Flash (Jun), PPI (May), German Unemployment Rate (Jun), German State/Nationwide CPI (Jun), Italian...
26 Jun 2026, 11:04 by Newsquawk Desk
- Iranian Deputy Foreign Minister said the safe passage through the Strait of Hormuz without consideration of Iran's sovereignty is not guaranteed. This follows an Iranian strike on a Singapore-flagged cargo ship after failing to follow the set route.
- US President Trump said we have a new market coming up called Iran and added that Iran wants to make a deal with us very badly and thinks they will make a deal.
- US equity futures are softer, with the NQ...
26 Jun 2026, 06:56 by Newsquawk Desk
- Iran attacked a Singapore-flagged cargo ship on Thursday in the Strait of Hormuz, WSJ reported, citing sources. Separately, the UN shipping agency temporarily paused its evacuation plan for stranded ships and seafarers out of Hormuz after the attack.
- Iran's PGSA said vessels outside PGSA-set routes will not be guaranteed safe passage.
- APAC stocks were broadly on the backfoot, with hefty declines in the tech-heavy KOSPI; European equity futures are indicative of a...
25 Jun 2026, 11:00 by Newsquawk Desk
- Conflicting reports on whether Israeli forces have pulled away from southern Lebanon, with Israeli and Lebanese sources denying earlier comments by a US State Department official stating Israel has pulled back.
- A senior Iraqi Oil Ministry official said the nation will consider all available options if its OPEC quota is not significantly increased and has considered the idea of leaving OPEC.
- Micron surges over 16% pre-market after it beat expectations and issued...
25 Jun 2026, 06:50 by Newsquawk Desk
- US stocks finished mixed. APAC trade was similar, but with KOSPI, +5.9%, leading and NQ, +1.9%, outperforming after strong Micron results, +18%.
- Micron beat expectations and issued stronger guidance, benefiting from surging AI-driven demand, rising memory prices and long-term customer agreements.
- DXY under modest pressure, peers generally contained. Brief JPY support seen on hawkish comments from BoJ's Tamura.
- Fixed contained, USTs...
24 Jun 2026, 11:10 by Newsquawk Desk
- Pakistan's Foreign Ministry said it is conducting communications between the US and Iran to effectively implement the MoU and that technical talks will continue next week, potentially on Monday or Tuesday.
- US equity futures hold steady ahead of Micron earnings after-hours, with focus on guidance.
- DXY continues to gain, reaching new levels not seen since May 2025; Antipodeans underperform, with AUD softer amid cooler-than-expected...
24 Jun 2026, 07:15 by Newsquawk Desk
- US President Trump reiterated that they are making a deal with Iran and will see how it goes. Though he pushed back on Iranian claims that there will be no IAEA inspectors at their nuclear facilities. Brent Aug’26 -0.8%.
- US Secretary of State Rubio said the Lebanon file is separate from the agreement with Iran and that the US will deal directly with the Lebanese government. He added that Iran will not able to charge tolls when a final deal is agreed upon.
- Israeli...
23 Jun 2026, 11:06 by Newsquawk Desk
- Tech rout leads stocks lower; KOSPI declined c. 10%, which has weighed on the NQ -2.3%.
- Focus remains on the US-Iran situation; Brent Aug’26 -0.4%. The Lebanon-Israel situation appears to be flaring up, with recent fatalities reported in Lebanon by Israeli gunfire.
- USD attracts haven demand as tech sells off; Antipodeans underperform, GBP awaiting further Burnham/Chancellor updates.
- Fixed benefits from modest energy downside and traditional...
23 Jun 2026, 07:20 by Newsquawk Desk
- Mixed US handover continued into APAC before performance deteriorated, KOSPI -5% as the regions chip/tech momentum unwinds.
- European futures point to a lower open, Euro Stoxx 50 -0.9%.
- Crude relatively contained after Monday's pressure. US President Trump said they are negotiating with Iran and will see how it goes.
- DXY firmer to the modest detriment of peers, Antipodeans lagged given the broader risk tone.
- Fixed...
22 Jun 2026, 11:00 by Newsquawk Desk
- Over the weekend, Iran shut the Strait of Hormuz amidst continued Israeli strikes on southern Lebanon. This led to Brent Aug’26 to gap higher by c. USD 2/bbl.
- Thereafter, attention turned to negotiations, which yielded progress and improved the geopolitical mood. Brent Aug’26 then moved into the red, currently -1.8%.
- China added 10 US firms to its export control list, including USA Rare Earths, while the Finance Ministry announced it would take relevant measures...
22 Jun 2026, 06:44 by Newsquawk Desk
- Crude opened firmer after reports suggested Iran had closed the Strait of Hormuz. However, this then reversed on a joint mediator statement, Brent currently in the red.
- Thereafter, Iranian Foreign Minister Araghchi flagged major progress, mediators say technical talks will continue this week.
- APAC stocks were mixed give the above. European futures point to a softer open, Euro Stoxx 50 -0.4%.
- USD choppy but marginally firmer vs major peers....
19 Jun 2026, 16:21 by Newsquawk Desk
- MON: CNB Minutes (Jun), Chinese LPR, Canadian Inflation (May)
- TUE: BCB Minutes (Jun), Global Flash PMIs (Jun), US ADP Employment Change Weekly, Richmond Fed Index (Jun)
- WED: Riksbank Minutes (Jun), BoJ SOO (Jun), BoC Minutes (Jun), Holiday: Canada Provincial Holiday (Quebec), Australian Inflation (May), German Ifo (Jun), Canadian Manufacturing Sales (May)
- THU: Banxico Policy Announcement, Australian Jobs (May), German GfK Consumer...
19 Jun 2026, 06:45 by Newsquawk Desk
- US VP Vance is no longer travelling to Switzerland. Reports suggest this is due to the situation around Lebanon. Crude in the red, but off lows.
- Labour’s Burnham won the UK Makerfield by-election, meaning he is on course to become PM though the process for that largely depends on current PM Starmer.
- Two-way APAC trade in thin holiday conditions. European futures points to a softer open, Euro Stoxx 50 -0.4%.
- USTR has commenced a Section 301...