RBC Capital: European Medtech Firms Show Minimal Middle East and Energy Risk Exposure 
Bank of America Identifies Top Asia-Pacific Semiconductor Stocks Poised for AI-Driven Growth 
Goldman Sachs Cuts 2026 Copper Price Forecast Amid Global Growth Concerns 
Strait of Hormuz Disruption Sparks Global Oil Supply Fears 
U.S. Strikes on Iran Draw War Crimes Warnings from International Law Scholars 
Citigroup Delays Fed Rate Cut Forecast Amid Strong Jobs Data and Inflation Concerns 
Goldman Sachs, ANZ Cut Oil Forecasts Amid U.S.-Iran Ceasefire Hopes 
Gold Loses Shine as Crude Oil Surges: Safe-Haven Metal Retreats Toward USD 4,500 Support 
Economic dockets are less today, with low risk associated.
Data released so far -
- Australia - Westpac leading index dropped by -0.3% in March compared to 0.1% growth prior. Consumer price index grew at slower pace of 1.3% y/y in 1st quarter whereas RBA's trimmed mean CPI grew faster at 2.3% y/y in 1st quarter.
- China - CB leading economic index dropped to 0.2 in March from 1.4 prior.
Upcoming -
- Italy - Industrial orders to be released at 8:00 GMT followed by retail sales at 9:00 GMT.
- UK - BOE will release minutes of meeting around 8:30 GMT. Very vital for pound. Vote change to hawkish or dovish could result in extreme move.
- Switzerland - Zew survey expectation would be announced at 9:00 GMT.
- Portugal - Current account balance to be released at 10:00 GMT.
- Euro zone - Consumer confidence to be released at 14:00 GMT.
- US - MBA mortgage application to be released at 11:00 GMT, followed by house price index at 13:00 GMT and existing home sales at 14:00 GMT.
- Japan - Trade balance statistics to be published at 23:50 GMT.
- Auction - Japan will release foreign investment statistics in Japanese bonds and stocks around 23:50 GMT.
