Nikkei 225 Closes at Fresh Record as Yen Weakness Reignites Bank Rally
Mitsubishi UFJ and SMFG led financials higher after the dollar-yen rate touched 158.
World
Macro, rates, FX, and the cross-border economic and geopolitical backdrop.
Brent Crude Reclaims $90 Handle on OPEC+ Supply Discipline
The cartel's June rollover extends the 2.2 mb/d voluntary cut through Q4.
US-China Tariff Truce Extended Through Q2 2026
The bilateral framework holds the Section 301 tariffs at the November 2025 levels.
Gold Reaches Fresh Record on Sustained Central Bank Buying
PBOC, RBI, and Turkey's CBRT were net buyers in March for the 17th straight month.
US 10-Year Yield Holds the 4% Handle as Fed Priced for One Cut
Fed Funds futures now imply 1 cut in 2026 (down from 3 in January).
