The Bank of Japan kept its policy rate at 0.75% while explicitly tying upside inflation risk to the Iran conflict. JGBs stabilized, the yen stayed weak above 150, and oil-driven imported inflation is back on the agenda — here is what market participants need to monitor.
The Federal Reserve bumped its 2026 core PCE forecast to 2.8%, blaming higher global energy prices after renewed Iran-related disruptions. Oil’s rebound is reshaping rate expectations, equity sector leadership, bond yields and FX flows. Here’s a clear, trader-friendly breakdown of what’s happened, why it matters and the key indicators to watch next.
The Fed is set to keep rates unchanged, balancing persistent inflation against a cooling labor market while rising Middle East tensions push investors into bonds and gold. All eyes are on Chair Powell and the upcoming CPI print.
US 30-year fixed mortgage rates edged down 0.06 percentage point on Monday after hitting seven-month highs. A more than 5% drop in oil and a matching decline in the 10-year Treasury yield eased inflation worries and briefly supported housing affordability, though Fed policy and inflation data remain the key risks.
China surprised markets with stronger-than-expected 1-2 month data, lifting equities and easing yields — but Iran’s war-driven oil shock complicates the outlook. Here’s what markets and investors should watch next.
The IEA announced a coordinated release of over 411 million barrels of emergency crude and products to ease supply tightness. This piece breaks down likely effects on Brent, oil majors, airlines, FX, bonds and key watchpoints while noting no verifiable updates in the last 14 days
*Investment involves risk. You may use the information, strategies and trading signals on this website for academic and reference purposes at your own discretion. 1uptick cannot and does not guarantee that any current or future buy or sell comments and messages posted on this website/app will be profitable. Past performance is not necessarily indicative of future performance. It is impossible for 1uptick to make such guarantees and users should not make such assumptions. Readers should seek independent professional advice before executing a transaction. 1uptick will not solicit any subscribers or visitors to execute any transactions, and you are responsible for all executed transactions.
*Investment involves risk. You may use the information, strategies and trading signals on this website for academic and reference purposes at your own discretion. 1uptick cannot and does not guarantee that any current or future buy or sell comments and messages posted on this website/app will be profitable. Past performance is not necessarily indicative of future performance. It is impossible for 1uptick to make such guarantees and users should not make such assumptions. Readers should seek independent professional advice before executing a transaction. 1uptick will not solicit any subscribers or visitors to execute any transactions, and you are responsible for all executed transactions.
 |
| Gold V.1.3.1 signal Telegram Channel (English) |
