A collection of market updates from February 2026 covering BOJ policy, Middle East tensions, AI exports, and hawkish central bank commentary.

The entities involved

• BOJ →
  • BOJ debates rate increases due to inflation risks, while Trump expresses confidence in reopening the Strait of Hormuz amid proposed Iran-Oman deal.Mon 15:15
  • BOJ policy risks affecting bank shares, while Nikkei mirrors US chip sentiment and Micron earnings drive market catalysts.Mon 07:01
• FED →

  business

  • US-Iran truce aims to reopen Strait of Hormuz amid global monetary policy shifts and oil price drops.Mon 17:37
  • Iran closed the Strait of Hormuz, halting petroleum liquids movement and raising inflation concerns, which Donald Trump views as a potential solution.Mon 16:16
• Middle East →

  geopolitical region encompassing Egypt and most of Western Asia, including Iran

  • A US Air Force base in Fairford, located near the Oxfordshire border, is being utilized due to actions in the Middle East.Mon 17:54
  • Authorities are investigating an incident at a base in Fairford, with possible links to Iran and Russia.Mon 17:54
• Japan →
  • Japan is deepening economic cooperation with Sri Lanka through knowledge exchange, guided by Japanese principles.Mon 11:09
  • Sri Lanka joined the Sterling Assets Agreement and participated in the San Francisco Conference.Mon 11:09

Related events

• The Bank of Japan monitors inflation and interest rate signals, noting how geopolitical risks in the Middle East affect oil prices and imports.Jun 7
• Koike predicts the Bank of Japan may raise interest rates early due to inflation fueled by the Middle East conflict and issues in Iran.Jul 10
• Renewed military strikes drove oil prices above $100, while BoJ policy and HK market liquidity issues emerged.Sep 10
• The Bank of Japan is noting how its policy influences carry trades, while global capital flows connect the Japanese currency to Indian markets amid strong US dollar expectations driven by the FED.Jul 2
• AI boom drives rallies in the Korean market, while Trump seeks agricultural support amid global economic risks and central bank policy shifts.Jun 29