Australian job ads +1%; business confidence rises

The ECB is expected to keep rates unchanged on Thursday, signalling policy is “in a good place”. Deutsche Bank sees the central bank on hold through 2026, with the next move a hike in mid-2027 unless inflation risks intensify.

Barclays says the US dollar faces a rising risk premium despite economic outperformance. The bank sees more upside for the yen than the euro and says Fed rate decisions will be key in shaping the dollar’s path this year.

Nvidia’s planned AI chip sales to China face delays as the US negotiates licence conditions with the company. Washington is open to allowing exports to ByteDance, but security safeguards and KYC rules remain under discussion.

Oil jumps, dumps as Iran and US play phone tag. ... Oil prices whipsawed after reports Iran–US talks were called off lifted crude, before Iran confirmed Friday talks in Oman and prices reversed.

Bitcoin plunges 10% as traders bet below $65k; Indian investors shift to BTC, shrugging off speculative tokens.

US-Iran talks on nuclear program face hurdles as drone incident sends oil prices higher. Tensions rise.

Weak ADP jobs report sends TTMI down 10.4%, SATS 3.6%, JBL 5.8%. TTMI still up 36% YTD, below 52-wk high.