Financial Markets Daily Report17 abril 2026
President Trump announced that Israel and Lebanon had agreed to a 10-day ceasefire, but investors remained cautious amid limited progress on US–Iran talks and the ongoing blockade of Iranian ports through the Strait of Hormuz. Energy prices moved higher, with Brent crude rising toward $100/bbl and TTF gas moving above €42/MWh.
Sovereign bond yields were broadly stable in the euro area and edged higher in the US, supported by hawkish Fed rhetoric. NY Fed President John Williams warned of rising inflationary pressures linked to the conflict, and even traditionally dovish Governor Miran signaled that price dynamics had already become “less favorable” and could warrant slower rate cuts.
Equity markets were mixed globally, with gains in Asia, a mixed performance in the euro area, and further advances in the US, where major indices reached fresh record highs for a third consecutive session amid a strong earnings season. In currency markets, the US dollar stabilized, with EUR/USD trading just below 1.18.