New Zealand January 2026 trade data, exports and imports not as large as in December

Australia will underwrite fuel imports via Ampol and Viva to boost supply amid Iran war disruptions, highlighting ongoing strain in global energy markets despite ceasefire, with Hormuz flows still uncertain.

Drop in gold retail demand reflects sensitivity to price and rate expectations rather than weakening fundamentals. It reinforces how higher yields and a firmer USD can weigh on gold in the short term.

HGV jumps 4.9% on Iran de-escalation news, but volatility persists. Down YTD, but 5yr return is 12.4%.

TXRH jumps 4.4% on Iran conflict reprieve; lower costs boost margins. Trades 16.4% below 52-wk high.

JACK jumps 2% on Iran conflict reprieve, but down 40% YTD. High volatility, 61% below 52-week high.

WSJ’s Nick Timiraos says the US-Iran ceasefire may weaken the case for Fed cuts, as it removes downside growth risks but leaves inflation pressures intact, making near-term easing less likely despite improved market sentiment.

AMZN jumps 45% on AI bets & lower energy costs. Analysts see $200B capex fueling AI revenue.