📊 Middle East Conflict Shows No Sign of Ending — USD/JPY Approaches 160, Heightening Intervention Risk
📊 Middle East Conflict Shows No Sign of Ending — USD/JPY Approaches 160, Heightening Intervention Risk ■ Market Overview Tensions in the Middle East continue with no clear sign of resolution. After Mojtaba Khamenei, the new Supreme Leader of Iran, emphasized retaliation and Donald Trump, President of the United States, issued hardline remarks, safe-haven demand […]
📊 Mojtaba Khamenei Signals Stronger Pressure Using the Strait of Hormuz
📊 Mojtaba Khamenei Signals Stronger Pressure Using the Strait of Hormuz ■ Statement from Iran’s New Supreme Leader Mojtaba Khamenei, the newly appointed Supreme Leader of Iran, issued his first statement on March 12 since assuming leadership. In the statement, he emphasized that the closure of the Strait of Hormuz should continue as a strategic tool to pressure Iran’s enemies. He also […]
📊 Concerns Grow Over Prolonged Middle East Conflict — Stronger Dollar, Weaker Yen, and Rising Intervention Risk
📊 Concerns Grow Over Prolonged Middle East Conflict — Stronger Dollar, Weaker Yen, and Rising Intervention Risk ■ Market Overview As tensions in the Middle East show signs of prolonging, financial markets continue to see safe-haven demand for the U.S. dollar. Rising concerns over higher oil prices are driving the following market dynamics: Stronger U.S. […]
🌍 Strait of Hormuz Situation — March 12, 2026
🌍 Strait of Hormuz Situation — March 12, 2026 1️⃣ Ship Attacks Reported Three vessels were hit by projectiles near the Strait of Hormuz. One vessel is possibly a container ship operated by Mitsui O.S.K. Lines. A Thai-flagged cargo ship caught fire following the attack. 2️⃣ Iran Effectively Acknowledges the Attack Officials from Iran stated: […]
📊 War-Driven Dollar Buying Pauses as Oil Falls — Yen Selling Dominates for Now, Middle East Risks Persist
📊 War-Driven Dollar Buying Pauses as Oil Falls — Yen Selling Dominates for Now, Middle East Risks Persist ■ Market Overview The safe-haven dollar buying that had been driven by Middle East tensions has paused temporarily. The main reason is the sharp decline in oil prices, which has slightly eased inflation concerns. As a result, […]
📊 Markets Reverse Sharply After Trump Comments — War-Driven Markets Remain Highly Volatile and News-Led
📊 Markets Reverse Sharply After Trump Comments — War-Driven Markets Remain Highly Volatile and News-Led ■ Market Overview Amid the ongoing U.S.–Israel vs. Iran conflict in the Middle East, global financial markets remain in a geopolitical risk-driven “war market.” Late in the New York session yesterday, U.S. President Donald Trump stated that the war will […]
📊 Safe-Haven Dollar Buying Continues Amid Middle East War — Oil Volatility Drives High Market Turbulence
📊 Safe-Haven Dollar Buying Continues Amid Middle East War — Oil Volatility Drives High Market Turbulence ■ Market Overview Amid the ongoing military conflict between the United States–Israel and Iran in the Middle East, financial markets continue to see safe-haven demand for the U.S. dollar driven by risk aversion. At the start of the week, […]
🗞️ Middle East Conflict Continues — Markets Enter “War Mode”
🗞️ Middle East Conflict Continues — Markets Enter “War Mode” 🌍 Market Theme “War × Inflation × Volatility” This week, military conflict between the United States–Israel alliance and Iran continues to intensify, with tensions spreading across the Middle East. In addition: Growing risk of a closure of the Strait of Hormuz Sharp surge in oil […]
🗞️ Crisis Risk Persists — Stocks Plunge, Dollar Buying Continues but FX Turns Nervous
🗞️ Crisis Risk Persists — Stocks Plunge, Dollar Buying Continues but FX Turns Nervous 🌍 Market Theme “Risk Aversion” and “Renewed Inflation Concerns” In the Middle East, exchanges of attacks between the U.S., Israel, and Iran continue.President Donald Trump warned that the war could potentially “last forever,” raising fears that the conflict may become prolonged. […]
🗞️ Prolonged Middle East War Risk — Dollar Strong, FX Relatively Calm
🗞️ Prolonged Middle East War Risk — Dollar Strong, FX Relatively Calm 🌍 Expanding Frontlines, Rising Long-Term Risk The U.S. and Israel have signaled the possibility of further large-scale attacks on Iran.What was initially framed as a conflict that could conclude within “4–5 weeks” has shifted toward a stance that does not rule out a […]