Underlying inflation must be judged comprehensively by examining a wide range of information on economic activity and prices from multiple perspectives.

MUFG’s Senior Currency Analyst Lloyd Chan notes that the US–Iran conflict and threats to Middle Eastern energy infrastructure are keeping energy risk premia elevated, supporting the Dollar.

West Texas Intermediate (WTI) oil price edges lower after three days of gains, trading around $98.90 per barrel during the Asian hours on Monday. However, crude oil prices may recover on supply concerns as expectations for a quick resolution to the Iran conflict continue to fade.

EUR/JPY depreciates after registering small gains in the previous trading day, hovering around 184.00 during the Asian hours on Monday. The currency cross weakens as the Japanese Yen (JPY) firms following remarks from the Bank of Japan (BoJ) Governor Kazuo Ueda.

Bank of Japan (BoJ) Governor Kazuo Ueda said during Asian trading hours on Monday, after the release of the central bank’s Summary of Opinions, that changes in the foreign exchange (FX) market are key factors that have a huge impact on Japan's economy, and prices.

Reuters is reporting the latest comments delivered by US President Donald Trump in his interview with the Financial Times (FT).

The Bank of Japan (BoJ) published its Summary of Opinions of the March monetary policy meeting, with the key takeaways found below.

European Central Bank (ECB) Governing Council (GC) member and Bank of France Governor, François Villeroy de Galhau made some comments on the monetary policy in his speech early Monday.

In its latest post on X, the Israel Defense Forces (IDF). the nation’s military, said that “in the past hour, the Air Force intercepted two unmanned aerial vehicles launched from Yemen.”

The Japanese Yen (JPY) continues to remain at the receiving when compared to the US Dollar (USD) as a new week begins in Asia on Monday.

Here’s a brief recap of important developments that occurred over the weekend as the Middle East war enters its fifth week, with no signs of any truce.

DBS Group Research economist Chua Han Teng highlights that Thailand’s financial markets, particularly the Thai Baht (THB) and equities, are under pressure due to vulnerability to Middle East conflict-related commodity shocks.

UOB’s Global Economics & Markets Research, via Julia Goh and Loke Siew Ting, notes that the central bank of the Philippines, Bangko Sentral ng Pilipinas (BSP) kept the RRP (Reverse Repurchase Rate) rate at 4.25% in an off-cycle meeting as supply-driven inflation and Middle East risks intensify.

Commerzbank economists Dr. Henry Hao and Volkmar Baur say China’s industrial profits surged early in 2026, led by AI-related electronics, but this strength predates the recent energy shock.

United Kingdom CFTC GBP NC Net Positions climbed from previous £-65.5K to £-58.4K

Japan CFTC JPY NC Net Positions: ¥-62.8K vs ¥-67.8K

United States CFTC Gold NC Net Positions climbed from previous $159.9K to $168.3K

United States CFTC S&P 500 NC Net Positions climbed from previous $-113.1K to $-80.9K

United States CFTC Oil NC Net Positions rose from previous 218.7K to 233.6K

Eurozone CFTC EUR NC Net Positions declined to €9.3K from previous €21.1K

Australia CFTC AUD NC Net Positions rose from previous $69.1K to $70.9K

DBS Group Research expects Indonesia’s March CPI inflation to stay firm at 4% year-on-year, slightly below February’s 4.8%, but with a faster monthly pace. Analysts highlight the impact of higher energy prices and festive demand, as well as base effects.

DBS Group Research sees South Korea’s March exports remaining in double-digit growth, supported by strong AI and data centre demand, higher memory prices and supply shortages, leading to a wider trade surplus despite rising import costs.

ING’s Deepali Bhargava warns that higher Oil prices and supply disruptions are worsening growth, inflation and external balances in the Philippines.

Federal Reserve (Fed) Richmond President Thomas Barkin said on Friday that it is prudent to keep interest rates steady for now, as policymakers await greater clarity on the economic outlook.

ING notes that ECB officials have offered little resistance to hawkish market pricing as Oil rises, reinforcing front-end EUR rate expectations.

Royal Bank of Canada (RBC) economists Claire Fan and Abbey Xu expect Canadian GDP to be essentially flat in January after December’s 0.2% gain, with weakness concentrated in autos and housing but offset by energy and retail.

United States UoM 1-year Consumer Inflation Expectations above forecasts (3.4%) in March: Actual (3.8%)

United States Michigan Consumer Expectations Index came in at 51.7 below forecasts (54.1) in March

United States UoM 5-year Consumer Inflation Expectation in line with forecasts (3.2%) in March