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Monday, April 27, 2026

Asia Market Movers | Heads up for Japan market holiday this week, and then three the following week

Monday, 27 Apr, 2026

News

Heads up for Japan market holiday this week, and then three the following week

Tomorrow we get the Bank of Japan: Preview: BOJ expected to stay on hold next week but deliver hawkish signal on June move BOJ may lean more hawkishly to ease pressure on the yen - Nomura Holidays fol

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Central Banks

PBOC is expected to set the USD/CNY reference rate at 6.8282 – Reuters estimate

Earlier: China imports set to overtake exports for first time since 2021 on AI chip surge - The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Easter

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News

China imports set to overtake exports for first time since 2021 on AI chip surge

China's import growth is forecast to hit a five-year high of 5% in 2026, overtaking export growth for the first time since 2021, driven by a surge in AI-related chip purchases. (Info via Bloomberg, ga

News

Trump's 60 Minutes interview has nothing on his war on Iran so far

Trump's interview on 60 Minutes. Trump says he is unsure he was the target in the Hilton hotel attack. Earlier: Trump: Iran war will come very soon and it will be victorious He's been saying this for

News

Economic and event calendar in Asia Monday, April 27, 2026. Very light.

Very sparse. Not likely to move financial markets the one set of items that is due.

Commodities

Goldman Sachs raises Q4 2026 oil forecasts. Mid East output loss drive big inventory draw

Goldman Sachs raised its Q4 2026 Brent forecast to $90/bbl and WTI to $83/bbl, citing 14.5 mln bpd of Middle East output losses driving a record 11-12 mln bpd global inventory draw in April. Info via

Commodities

US futures (Globex) are open. Oil up, stocks down on US-Iran talks stalling

Talks are stalled. No progress to report. Soon: Trump interview on 60 Minutes , 7pm US Eastern time His recent remarks have been delusional: Trump: Iran war will come very soon and it will be victorio

Commodities

Iran’s FM said had discussion with Oman on ways to ensure safe transit in Hormuz Strait

Iran Foreign Minister met with Oman: Important discussions ... focus included ways to ensure safe transit that is to benefit of all dear neighbors and the world

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News

Reports a cargo ship has been attacked south of Bab al-Mandab Strait. Second front opening

This is the second large commercial vessel in the past week have now been hijacked my Somali pirates. Trump's assertion that the war is nearly done: Trump: Iran war will come very soon and it will be

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