ANZ sees Brent above $90 for 2026 with risk of $100-plus into 2027 South Korea’s central bank ready to turn hawkish as chip boom masks inflation pressure RBNZ board member Gai says Hormuz shock does not warrant reflexive rate hikes US Navy to shadow Hormuz convoys but stop short…
ANZ sees Brent above $90 for 2026 with risk of $100-plus into 2027 South Korea’s central bank ready to turn hawkish as chip boom masks inflation pressure RBNZ board member Gai says Hormuz shock does not warrant reflexive rate hikes US Navy to shadow Hormuz convoys but stop short of direct escorts (Avios, echoing WSJ) Australian March 2026 building approvals -10.5% m/m (prior +29.7%) Australia Monthly Inflation Gauge showed “Monthly inflation rose again in April” CBA tips RBA rate hike tomorrow but warns Iran war makes it a close call. Split RBA board Barclays warns yen recovery likely temporary despite Tokyo’s $35bn intervention UKMTO says a tanker has reported being hit by unknown projectiles, Strait of Hormuz Pentagon puts full military weight behind Project Freedom (Hormuz freedom) from May 4 Iran draws red line (ceasefire breach) on Hormuz as US ship coordination plan takes shape Fed’s Kashkari refuses to rule out rate hikes as Iran conflict stokes inflation WSJ says Trump plan to guide ships through Hormuz doesn’t involve U.S.
Navy escorts Oil down, equities up on Trump’s Hormuz plan just announced. Leaves Iran all at sea. Trump launches Project Freedom to escort ships out of Hormuz.
Leaves Iran stranded. Weekend – Bulk carrier attacked by small craft off Iran’s Sirik coast, crew safe Trump: US Navy will make effort to free up ships in Hormuz beginning Monday Mid East time Opec+ crude oil output rise largely symbolic as Hormuz strait stays closed Monday open indicative forex prices, 04 May 2026 Newsquawk Week Ahead: US NFP, ISM Services PMI, RBA, Canadian jobs and OPEC+ At a glance: Thin Asia-Pacific session with Japan and China on public holidays; USD/JPY dipped early before grinding higher through the day Trump announces Project Freedom to guide neutral ships through the Strait of Hormuz; CENTCOM commits destroyers, 15,000 troops and 100-plus aircraft to support the operation WSJ and US officials clarify no formal naval escorts; CENTCOM deployment…