Bitcoin turpina piedzīvot spiedienu, jo cerības uz ātro konflikta beigām Irānā vājinās — Tirgus pārskats

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0858 ET - Bitcoin stays weaker as hopes for a swift resolution to the Iran war fade. Pakistan said the U.S. and Iran were engaged in indirect talks and Tehran was privately considering Washington's proposal to end the conflict. However, Iran's Foreign Minister Abbas Araghchi said Tehran had no intention of negotiating. President Trump said in a social media post that Iran needed to get serious about talks before it was too late. Investors are caught between the risk of further escalation and expectations that neither side ultimately wants to push the conflict to its most destructive outcome, Capital.com's Daniela Hathorn says in a note. "The result is heightened volatility without a clear directional trend." Bitcoin falls 2.3% to $69.327, LSEG data show.(renae.dyer@wsj.com)

0850 ET - The European credit sector faces growing risks including the energy supply shock due to the Middle East war, trade disputes, AI disruption, and political uncertainty, analysts at S&P Global Ratings say in a note. "Supply chain disruptions could increase inflation, tighten credit conditions, and impair earnings, particularly for energy-intensive industries," they say. Lower-rated corporate issuers and companies in sectors such as chemicals and autos are more exposed to the risks, the analysts say. (miriam.mukuru@wsj.com)

0846 ET - Treasury yields and the dollar rise as U.S. jobless claims increase slightly, in line with a WSJ consensus. The weekly figure remains rangebound, rising to 210,000 from 205,000 and indicating labor markets are holding up. The Treasury will auction seven-year bonds at 1 p.m. ET, following lukewarm demand for two-year and five-year tenders earlier this week. Oil prices rise 4% as hostilities continue in the Mideast. The 10-year is at 4.376%, up from yesterday's 4.326%. The two-year rises to 3.935% from 3.880%. The WSJ Dollar Index rises 0.2%. (paulo.trevisani@wsj.com; @ptrevisani)

0828 ET - The default rate for European high-yield credit could climb to 4.5% by the end of 2026 as conditions deteriorate, analysts at S&P Global Ratings say in a note. The Middle East war, trade disputes, AI disruptions, and political uncertainty pose risks to European credit, the analysts say. Credit rating downgrades have increased in recent weeks among speculative-grade nonfinancial corporates, particularly in the European chemicals sector, they say. (miriam.mukuru@wsj.com)

0750 ET - Sterling falls as investors weigh cautious remarks from Bank of England policymakers about raising interest rates in response to rising energy prices stemming from the Iran war. BOE official Megan Greene, known for favoring tight monetary policy, said Wednesday that she wasn't tempted to raise rates at last week's meeting. The BOE's Sarah Breeden said Thursday that it isn't wise to act until there's more information about second round effects of the energy price shock. The remarks come in contrast to strong signals about potential rate rises from European Central Bank President Christine Lagarde on Wednesday. Sterling falls 0.3% to $1.3330. The euro rises 0.1% to 0.8652 pounds. (renae.dyer@wsj.com)

0746 ET - European credit conditions are expected to weaken over the coming 12 months given the Middle East conflict and increased credit risks, S&P Global Ratings says in a note. If the Middle East war continues for long and trade disputes intensify, European credit conditions are expected to deteriorate, they say. "This would likely result in wider credit spreads, higher financing costs for speculative-grade and peripheral sovereign borrowers, and renewed pressure on ratings, especially in vulnerable sectors," S&P Global Ratings' Paul Watters says in a note. (miriam.mukuru@wsj.com)

0735 ET - U.S. Treasury yields rise as oil prices remain elevated as the uncertain time horizon of an end to hostilities in the Middle East keep oil prices high. "A return of energy prices to the upside could continue to reinforce inflationary fears," says DHF Capital S.A.'s Bas Kooijman in a note. "This backdrop has prompted markets to scale back expectations for Federal Reserve interest-rate cuts this year, with forecasts pointing to rates staying unchanged for a longer period of time than previously anticipated, supporting both the dollar and Treasury yields," he says. The 10-year Treasury yield rises 5.6 basis points to 4.384%, according to Tradeweb. The dollar also rises, with the DXY dollar index up 0.2% at 99.772. (emese.bartha@wsj.com)

0637 ET - The European Central Bank's signals about possible interest-rate rises could be cushioning the euro against the impact of the Iran war, MUFG Bank's Derek Halpenny says in a note. ECB President Christine Lagarde on Wednesday said the ECB isn't "paralyzed by hesitation" and could raise rates if higher energy prices resulting from the war lift inflation above target. This is possibly curtailing the negative terms of trade shock for the euro, Halpenny says. However, if broader risk aversion rises and global equities fall more sharply on global recession risks, relative yields will have much less impact and the euro could fall against a stronger safe haven dollar, he says. The euro trades steady at $1.1562. (renae.dyer@wsj.com)

0634 ET - The U.K. government isn't likely to provide as much support for household and businesses as during the previous energy crunch in 2022, Ruth Gregory and Capital Economics says in a note. The rise in energy prices is so far smaller, while the U.K.'s fiscal position is weaker. "This leaves the government facing a delicate balancing act between its desire to reduce the hit to household incomes and its desire not to unsettle the bond market," Gregory says. During the previous crisis, government support amounted to 50 billion pounds. This time around, CapEcon's base case assumes support of around 24 billion pounds, and 40 billion pounds in an adverse scenario. "Overall, we doubt the government will announce a significant fiscal support package," Gregory says. (don.forbes@wsj.com)

0607 ET - The cost of insuring euro credit against default climbs due to increased uncertainty around the Middle East war. "Investors have eagerly awaited a ceasefire in the Middle East this week but once again there are mixed messages from the U.S. and Iran, leaving markets confused," AJ Bell's Dan Coatsworth says in a note. Markets fear that the conflict could have long-lasting impacts on the global economy and inflation. The iTraxx Europe Crossover index of euro high-yield credit default swaps rises 9 basis points to 340bps, S&P Global Market Intelligence data show. The iTraxx Europe Main index of euro investment-grade CDS climbs 2bps to 69bps. (miriam.mukuru@wsj.com)

0533 ET - The Norwegian krone extends gains slightly against the euro after the Norges Bank held its policy rate at 4% and said it could raise rates at one of its forthcoming meetings. Inflation has remained above the 2% target for several years and the outlook indicates inflation will be higher than previously projected, Norges Bank Governor Ida Wolden Bache said. Uncertainty is elevated due to the Middle East conflict but tighter policy is needed to return inflation to target, she said. The Norges Bank forecast rates reaching between 4.25% and 4.5% by year-end. The euro is last 0.3% lower at 11.1665 krone, extending falls from 11.1769 krone before the decision. (renae.dyer@wsj.com)

0521 ET - Investors raise their bets on the possibility of the Bank of England raising interest rates in April due to increased inflation risk as oil prices stay high. Concerns about a possible resurgence in inflation have caused investors to price out expectations for BOE interest-rate cuts and instead price in several rate rises in 2026. Markets price in 75% chance of a quarter-point BOE rate increase in April, up from 65% chance priced on Wednesday, LSEG data show. (miriam.mukuru@wsj.com)
source: https://www.tradingview.com/news/DJN_DN20260326005611:0/