Trump wants future Iran talks focused on nuclear file, not Hormuz, sources say !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ^_`abcdefghijklmnopqrstuvwxyz{|}

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Omani Foreign Minister Badr Albusaidi said that a meeting in Oman between ‌Gulf countries and Iran to discuss possible agreements on the Strait of Hormuz, which had been scheduled for Monday, ‌has been postponed, Reuters reported on Sunday. Albusaidi said in a post on X that the meeting is being delayed “in the interests of consensus,” without offering any…

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ECB chief Lagarde says euro-area inflation shock will last longer than expected !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ^_`abcdefghijklmnopqrstuvwxyz{|}

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Central bank decisions are the major highlight of the week, with the Federal Reserve, Bank of England and Bank of Japan set to announce their monetary policy decisions. Much of the market’s attention will be on their policy statements and comments for clues about future rate paths as rates decisions are expected to be in line with expectations. Apart…

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Earnings losses are sticking, but Dell shows why not every pullback is a failure !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ^_`abcdefghijklmnopqrstuvwxyz{|}

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Review “Houthi militants seized a strategic island in the Bab al-Mandeb strait and a town along its mainland coast on Friday, taking effective control of one of the world’s most important shipping chokepoints after a rapid offensive.” —Summer Said, Georgi Kantchev and Saleh al-Batati, “Iran-Backed Houthis Take Effective Control of Key Red Sea Chokepoint,” The Wall Street Journal, September…

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Three central banks decide in 72 hours. The Fed hike is about 85% priced, so the dot plot and the press conference carry the week.

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Headlines: Markets: WTI crude oil down -3.46% to $98.93 Gold up +0.45% to $4335 EUR/USD down -0.15% to 1.1592 USD/JPY down -0.29% to 153.97 S&P 500 up +0.50% to 7636.75 Bitcoin up +0.32% to $76,770 It’s been a quiet session with limited data and news releases ahead of the US CPI release. The only economic report was the UK…

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The US dollar is mixed to start the North American session, with the greenback higher versus the EUR, GBP, CHF and CAD, but lower versus the JPY, AUD and NZD. The largest moves are against the commodity currencies, with the NZD up 0.45% and the AUD up 0.27% versus the dollar. The USD is also down 0.29% versus the…

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