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Is the U.S.-Iran ceasefire merely a delaying tactic? How much longer can Canadian-dollar bulls hold on? - Moomoo
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Is the U.S.-Iran ceasefire merely a delaying tactic? How much longer can Canadian-dollar bulls hold on? Moomoo
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U.S.-Iran ceasefire boosts Australian dollar; RBA's 'hawkish pause' emerges as key short-term variable - Moomoo
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FX Daily: New ceasefire, still many open questions
UBS ON AIR
UBS On-Air: Paul Donovan Daily Audio 'Extending the “ceasefire”'
Per the full note [source], Paul Donovan argues that the ceasefire extension between the US and Iran is cautiously received by oil markets, with Trump needing days to approve and Iranian officials signaling insufficient concessions. This suggests limited near-term relief for oil prices, keeping upward pressure on inflation-sensitive currencies. Japan's May Tokyo CPI slowed, partly from base effects and gasoline subsidies, while retail sales proved resilient due to government cost-shifting. The desk frames the oil supply risk as a persistent factor for FX markets, with no near-term resolution expected.