Bitcoin tăng giá nhưng chỉ nhẹ, trong bối cảnh nhiều bất ổn liên quan đến cuộc chiến ở Iran - Giao dịch thị trường

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1139 GMT - Bitcoin turns higher but only modestly as investors digest the latest developments in the Iran war. President Trump said Israel and Lebanon will extend their cease-fire by three weeks. However, he suggested he was in no rush to agree a peace deal with Iran, keeping investors cautious on risky assets. Despite continuing uncertainties, bitcoin has risen about 30% since its low in early February, LSEG data show. Some profit-taking could creep in, particularly as bitcoin is yet to return above $80,000, Trade Nation's David Morrison says in a note. Bitcoin rises 0.5% to $78,273, according to LSEG.(renae.dyer@wsj.com)

1050 GMT - Markets trade on the belief that a peaceful settlement will be reached in the Middle East which will allow energy markets to slowly normalise, says BNP Paribas Asset Management's Chris Iggo in a note. This would minimise the disruption to longer-term prices and to economic activities that rely on oil and gas products, he syas. However, investors need to be prepared for potentially less benign outcomes, says Iggo, who is chair of AXA IM Investment Institute and CIO Core at BNP Paribas AM. "The political outcome and situation in the region over the coming months and years is unknown," he says. The potential exists for recurring disruptions to the oil trade and for a persistent political risk premium, he says. (emese.bartha@wsj.com)

1044 GMT - The Hungarian forint could extend its recent appreciation as Hungary's central bank is likely in no rush to cut interest rates, ING's Frantisek Taborsky says in a note ahead of Tuesday's policy decision. The market is expecting two rate cuts over a one-year horizon but this pricing could come under pressure given the current energy price shock due to the Iran war, he says. The forint could continue to rise, albeit more gradually given already significant bets on it rising through long positions, he says. ING sees the euro potentially falling to 350.00 forints by mid-year. The euro rises 0.6% to 367.01 forints, having reached a four-year low of 358.14 Monday in the wake of Tisza's election victory. (renae.dyer@wsj.com)

1042 GMT - The decisive factor at next week's central bank meetings is likely to be whether verbal signals from the monetary authorities force market players to adjust their rate expectations for the following central bank meetings, LBBW's Elmar Voelker says in a note. For the Federal Reserve, which announces policy decisions on April 29, "we believe that the potential for major shifts in expectations is limited," the senior fixed income analyst says. With regard to both the Fed and the European Central Bank, the market players' focus may already shift to the meetings after next in June, when fresh sets of macro and key interest-rate projections are due to be published, he says. (emese.bartha@wsj.com)

1039 GMT - Bausch + Lomb should benefit from other currencies having strengthened in 1Q. RBC's Douglas Miehm says in a report that just like 4Q, "FX should serve as a net tailwind for BLCO in 1Q/26, supported by broad currency strength versus the USD." At the overall level for the company, Miehm notes that revenue excluding U.S. accounted for about half of 2025 revenue. He estimates that the eye-health company should see a foreign-exchange benefit of about $40 million, up from $37 million in the previous quarter. "We believe FX will be a net tailwind for BLCO driven by the observed strength in most currencies relative to the USD in 1Q,"he adds. (adriano.marchese@wsj.com)

1039 GMT - Yields on U.K. 10-year government bonds rise to a four-week high following stronger-than-expected economic data this week. U.K. purchasing manager index data was stronger than forecast, showing solid manufacturing and services activity. Friday's U.K. retail sales data also showed robust consumer activity, raising the prospects of the Bank of England increasing interest rates in the coming months. Investors fully price in two quarter-point BOE interest-rate rises in 2026, with the first one expected by July, LSEG data show. Ten-year gilt yields are up 6.3 basis points to last trade at 4.986%, having hit a four-week high of 4.994%, Tradeweb data show. (miriam.mukuru@wsj.com)

1027 GMT - Some Gulf banks use the private placement market to raise funds as the Middle East conflict continues, CreditSights' Pramod Shenoi says in a note. Private placements are non-public forms of raising capital by selling debt securities to accredited investment institutions. This method of raising capital has the advantage of not subjecting the issuer to intra-day volatility, though the issuer is paying higher costs to get the deal than issuing in a public market, Shenoi says. Qatar's QNB bank and Saudi Arabia's Al Rajhi Bank have raised $2.75 billion and $750 million, respectively, through private placements in recent weeks, Shenoi says. (miriam.mukuru@wsj.com)

1025 GMT - The Japanese yen is at risk of renewed falls if the Bank of Japan leaves interest rates unchanged Tuesday and sounds cautious about raising interest rates, MUFG Bank's Derek Halpenny says in a note. "There is an impression that the government want policy kept loose but the rising inflation risks will see that stance increasingly questioned by the markets." The BOJ needs to signal rate rises given there is about 18 basis points of tightening priced for June, he says. The real policy rate adjusted for inflation remains deeply negative and could encourage yen selling despite the threat of currency interventions, he says. The dollar is flat at 159.76 yen and MUFG sees a risk of it rising above 160.(renae.dyer@wsj.com)

1022 GMT - The cost of insuring Middle East nations' sovereign debt against default rise due to ongoing tensions between the U.S. and Iran. Investors are cautious as the Middle East conflict remains unresolved. Bahrain's 5-year credit default swap spreads rise 1 basis point to 237bps, S&P Global Market Intelligence data show. Emirate of Dubai's CDS spreads climb 1 basis point to 78bps. (miriam.mukuru@wsj.com)

1020 GMT - U.S. Treasury yields edge higher and the dollar is stable, while the standstill over the reopening of the Strait of Hormuz continues. "Persistent uncertainty around the Strait of Hormuz has kept risk sentiment fragile and maintained the dollar's safe-haven appeal," Tickmill's Joseph Dahrieh says in a note. The dollar remains on track for its first weekly gain in three weeks, as stalled peace efforts continue to support demand, the managing director says. Moves in the dollar and yields will remain closely tied to Middle East developments, he says. The 10-year Treasury yield rises 1.4 basis points to 4.337%, according to Tradeweb. The DXY dollar index is flat at 98.784. (emese.bartha@wsj.com)

1001 GMT - The U.S. considering offering currency swap lines to allies in the Gulf and Asia appears akin to a precautionary credit line than needing to address systemic dollar shortages, ING's Chris Turner says in a note. There are no signs of stress in dollar funding markets as yet, he says. "We are more interested in whether another potential $20 billion commitment on the U.S. Treasury's Exchange Stabilisation Fund will raise queries over its limitations." Treasury Secretary Scott Bessent said Wednesday that the United Arab Emirates and many other countries had requested a financial backstop amid the Iran war, according to media reports. He said swap lines, used to ensure access to dollars, could prevent sales of U.S. assets in a disorderly way. (renae.dyer@wsj.com)

0933 GMT - The war in Iran is putting huge strain on the German economy, Joerg Kraemer at Commerzbank says in a note. The Ifo Business Climate Index fell sharply in April to 84.4, from 86.3 a month prior. Confidence and activity is taking a beating, with high energy prices dragging Commerzbank's growth forecast for 2026 to 0.6%, or just 0.3% when adjusted for working days. "But every additional day without oil shipments through the Strait of Hormuz increases the risk of recession," Kraemer says. Despite strong fiscal stimulus, this is largely being offset by a lack of broad-based reforms and lingering headwinds from U.S. tariffs, in addition to the energy shock, he adds. (don.forbes@wsj.com)

source: https://www.tradingview.com/news/DJN_DN20260424004227:0/