IATA says Middle East war drove April global air passenger demand down 3.4%
The International Air Transport Association said global passenger demand fell 3.4% in April 2026 compared with April 2025, as war in the Middle East sharply reduced traffic on regional carriers and weighed on the worldwide market. Total capacity fell 2.9% year on year, and the overall load factor was 83.1%, down 0.4 percentage points from April 2025. IATA said demand excluding the Middle East rose 1.2%, showing that the global decline was concentrated in the region. International demand fell 5.3% year on year, while domestic demand was flat. Capacity on international routes fell 5.1% and the international load factor was... [Continue Reading]
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Tokyo and Asia-Pacific close mixed as Nikkei extends gains, Kospi surges, and commodities swing on oil and dollar moves
Executive summary: Asia-Pacific trading ended with a sharp split, led by a powerful rally in South Korea and solid gains in Japan, while Hong Kong and Australia finished lower. The Kospi jumped +13.6%, the Nikkei 225 rose +2.1%, and the Hang Seng fell -2.6%. In commodities, WTI crude dropped -5.6% and gold slipped -2.4%, while natural gas gained +5.5%. The yen weakened modestly against the dollar, and the yuan strengthened slightly, underscoring a session shaped by risk rotation, energy volatility, and a strong bid for Japanese equities. [Continue Reading]
Tokyo Opens Higher as Nikkei Extends Record Run, Korea Surges, Oil Slides on Risk Repricing
Executive summary: Tokyo and broader Asia-Pacific markets opened with a clear risk-on tone, led by a fresh Nikkei advance and a powerful rally in South Korea. The move came alongside a weaker WTI crude price, softer gold and silver, and a firmer yen versus the dollar, while the Hang Seng lagged. The standout was the Kospi, which posted an outsized jump that points to a major re-rating in Korean equities, especially semiconductors and export-linked names. [Continue Reading]
Tokyo and Asia-Pacific close mixed as Nikkei surges, Kospi jumps and oil retreats on Iran peace hopes
Executive summary: Tokyo and broader Asia-Pacific trading ended with a sharp split, led by a powerful rally in Japan and South Korea while Hong Kong lagged. The Nikkei 225 rose +5.4% to 64,999.41 and the Kospi surged +13.1% to 8,225.26, while the Hang Seng fell -1.8%. Commodities were softer, with WTI crude down -4.6% and gold lower -1.2%, as the yen weakened against the dollar and the yuan strengthened modestly. [Continue Reading]
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Tokyo Opens With a Risk-On Surge as Korea, Japan and Australia Jump on Asia-Pacific Repricing
Executive summary: Asia-Pacific markets opened sharply higher in Tokyo trading, led by a dramatic surge in Korea’s Kospi, a strong rally in Japan’s Nikkei 225 and gains in Australia’s ASX 200. The move came alongside a weaker WTI crude price, firmer silver and mixed moves in gold and currencies, while Hang Seng and Ether traded lower. The scale of the Korea and Japan advances points to a broad re-rating of regional risk assets, though the exact catalyst is not confirmed in the supplied data. [Continue Reading]
Tokyo and Asia-Pacific Close Sharply Higher as Nikkei Surges, Oil Slides and Risk Appetite Broadens
Executive summary: Tokyo led a powerful Asia-Pacific session, with the Nikkei 225 jumping +8.7% and the Kospi rising +7.3%, while the ASX 200 added +0.6%. The move came alongside a steep drop in WTI crude, a firmer yen only marginally changing, and a softer USD/CNY, pointing to a broad risk-on tone across equities, commodities and FX. [Continue Reading]

