Donald Trump gives Iran days to resume talks or ceasefire ends, warns of force. Internal rifts stall deal. Iran calls US blockade act of war, vows “oil tanker for tanker” retaliation.
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China’s “national team,” led by Central Huijin Investment Ltd, cut ETF stakes below 20% in Q1, likely selling heavily in Jan; signals shift from market support to curbing speculation.
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Trump extends Iran ceasefire at Pakistan’s request, halts Vance’s visit, keeps port blockade. US awaits Iran’s unified proposal as truce nears expiry and tensions risk escalating again.
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Goldman CEO David Solomon says US recession risk is “one tweet away” amid Iran war. Goldman Sachs sees 20% risk. Oil $80–$100, could hit $170; crude up ~30%, near $95 now.
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MoD signs Rs 975 crore deal with BEML and Electro Pneumatics for DRDO TRAWL systems for T72 T90 tanks, boosting Indian Army minefield breaching and Aatmanirbhar Bharat push.
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US opens $166B tariff refunds after court ruling. 330000 importers, 53M shipments eligible via CAPE portal. $12B tied to India. Only US firms can claim. Payout in 60 to 90 days with interest.
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International Maritime Organization plans phased evacuation of ships stuck in the Persian Gulf after weeks of US–Israel strikes on Iran, using set sea lanes once tensions ease, prioritizing crews stranded longest.
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Bank of America strategist Sebastian Raedler warns stocks look too complacent as risk premiums hit 20 year lows, sees ~15% downside in Euro Stoxx 600 despite recent inflows on ceasefire hopes.
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Fitch Ratings: China consumption weak, confidence low; resilient to energy shocks but demand soft. FY26 deficit ~7.3%. Prolonged energy crisis risks trade/manufacturing. FII flows may boost India financials.
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Donald Trump builds $550M campaign cash as GOP eyes midterms. Big donors boost funds, but Democrats gain pace with strong Senate fundraising and ActBlue’s $568M Q1 haul.
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🇺🇸⚡US to refund $166B in Trump tariffs after Supreme Court ruled them unlawful. Businesses can file claims from April 20 via new Customs system. Over 330000 importers may qualify. Refunds plus interest arrive in 60-90 days.
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Trump warns escalation if Iran ceasefire ends, says bombs could follow. US demands Iran drop nuclear plans. Talks ongoing in Islamabad. Says gas prices will fall if tensions ease despite ~$4 levels now.
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🇮🇷🇺🇸⚡Iran is reviewing joining US peace talks but no final decision yet. Pakistan is pushing to ease tensions, end blockade, and bring Iran to talks. More details on outreach expected soon.
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🇮🇳 India core sector falls -0.4% in March 2026 vs 2.8% in Feb. Fertilizers plunge 24.6%, crude oil -5.7%, coal -4%. Steel +2.2%, cement +4%. Slowdown signal or temporary dip? Full analysis inside👇
🇮🇷🇵🇰🇺🇸⚡Iran President Masoud Pezeshkian said war benefits no one and urged diplomacy, while stressing vigilance. Iran will continue US talks but not at any cost, as Pakistan pushes to start dialogue by Tuesday.
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UAE sought a US dollar swap line as the Iran conflict hits liquidity. Governor Khaled Mohamed Balama raised it with Scott Bessent as Hormuz disruptions cut dollar inflows despite bond funding efforts.
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Asia hedge funds fell 7.3% in March, then rebounded on ceasefire rally. With truce expiring Wednesday and tensions rising, Goldman warns S&P 500 may drop if disruptions resume.
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Donald Trump said US Navy stopped Iran-linked ship TOUSKA in Gulf of Oman, seized it after warning. Iran claims it retaliated with drone attacks on US ships, per Reuters.
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Donald Trump says Iran violated the Strait of Hormuz ceasefire by firing at ships, says “no more Mr. Nice Guy,” warns of US strikes if talks fail as envoys head to Islamabad.
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India summoned Iran’s envoy after firing on two Indian-flagged ships in Hormuz. India raised safety concerns, urged safe passage. Iran assured it will convey concerns to authorities.
#India
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Donald Trump says Iran talks progressing but warns strikes if no deal by Wednesday. Strait of Hormuz partly open with limits, while Iran warns blockade could shut it; traders bet $760M on oil fall.
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🇺🇸🇮🇷⚡U.S. and Iran are nearing a deal to release $20B in frozen funds in exchange for curbs on enriched uranium. Key gaps remain on nuclear limits, but progress in talks pushed WTI oil down over 5%.
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Donald Trump said Iran made key concessions, raising hopes of a near-term deal to end the war, though officials expect months of talks. Markets rose, but Asian gains cooled slightly.
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Deutsche Bank sees the U.S. Federal Reserve holding rates steady in 2026 amid inflation risks, strong growth, and a tight labor market, with markets pricing a 69% chance of no cuts.
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Franklin Templeton CIO says the dollar has no credible rivals, and alternatives will take decades despite 2025 weakness, while the yuan’s ~2% reserve share limits its challenge.
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Goldman Sachs says Iran conflict is an inflation shock, not a growth hit, keeping risk assets supported. Bitcoin rose from $60K to $74K, but gains remain fragile without ceasefire, lower oil, and Fed rate cuts.
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🇮🇳 India approves its first chip fabrication plant at Dholera SEZ by Tata with Rs 91,000 crore investment. Project spans 66.166 hectares, creates 21,000 jobs, boosting India’s semiconductor ecosystem and reducing import dependence.
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🇷🇺🇺🇸🇮🇷 Russia warns US–Iran talks may mask war prep as 50,000+ US troops deploy, including 82nd Airborne Division, Delta Force. ~500 aircraft, 20+ ships, carriers USS George H.W. Bush moving as truce nears end.
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