investingLive Asia-Pacific FX news wrap: Iran-US clashes escalate as Bahrain, Kuwait bases hit; oil barely moves

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Summary:

  • The US bombed two railway bridges in Iran’s Golestan province with cruise missiles, the first US strike on Iranian infrastructure since the ceasefire, according to Axios’ Barak Ravid citing a senior official
  • CENTCOM said US forces struck about 90 Iranian coastal military targets, including air defence systems, missile and drone storage sites, naval forces and logistics infrastructure
  • Iran’s IRGC said it would respond to the bridge strike; Parliament Speaker Ghalibaf said the Strait of Hormuz will only reopen on Iran’s terms, not under American threats
  • Iran launched retaliatory ballistic missiles and drones at US bases in Bahrain and Kuwait, with Bahrain also taking part in the US strikes on Iran, according to Al Arabiya citing a US official
  • The White House is bracing for a multi-day or multi-week exchange of fire, while Axios reports Iran’s leverage over the Strait has eroded as hundreds of ships now use a southern route near Oman
  • Despite the sharp overnight escalation, oil prices stayed in a tight range, showing little reaction
  • China’s PPI hit a near four-year high of 4.1% y/y in June while CPI growth cooled to 1.0% y/y, underscoring the country’s two-track economy
  • Japan’s Nikkei and South Korea’s Kospi both rebounded on chipmaker strength, tracking an overnight Wall Street rally, even as rising oil prices capped broader sentiment

Overnight escalation between the US and Iran deepened sharply, with Bahrain and Kuwait now directly caught in the crossfire. Al Arabiya, citing a US official, reported that Bahrain took part in the latest US strikes on Iran, while Iran responded with a two rounds of retaliatory attacks on US bases in both countries. The US bombed two railway bridges in Iran’s Golestan province using cruise missiles, marking the first US strike on Iranian infrastructure since the ceasefire took hold, according to Axios’ Barak Ravid, citing a senior US official. CENTCOM said US forces had struck roughly 90 Iranian coastal military targets in total, spanning air defence systems, coastal surveillance facilities, missile and drone storage sites, naval assets and logistics infrastructure.

Iran confirmed a bridge west of Aghala had been struck, reporting several explosions, and the IRGC said it would respond. Reports emerged of a US military base in Kuwait being hit, along with explosions heard near the US Fifth Fleet headquarters in Bahrain, and footage geolocated to the vicinity of the Fifth Fleet base appeared to confirm at least one impact.

Iranian Parliament Speaker Ghalibaf struck a defiant tone, saying Washington had not yet learned that bullying and broken promises carry a cost, and insisted the Strait of Hormuz would only reopen on Tehran’s own terms. Despite the rhetoric, Axios reported that Iran’s actual leverage over the Strait has been quietly eroding, with hundreds of vessels now routing through a southern corridor near the Omani coast instead. The White House, for its part, is said to be preparing for a conflict that could run for days or even weeks rather than resolve quickly. Amid all this, Trump told reporters aboard Air Force One that Iranian officials had called seeking to make a deal, a notable diplomatic signal even as the military exchanges continue.

Oil markets, however, barely reacted to any of it. Prices stayed confined to a small range through the session, a muted response given the scale of the overnight escalation, and one that suggests the market may already have priced in a large share of the geopolitical risk premium, or is simply waiting for more clarity on how the White House’s “multi-day or multi-week" framing plays out before repricing further.

Elsewhere, China’s inflation data offered a reminder that the region’s macro backdrop is moving on its own track regardless of the Gulf story. Producer prices rose 4.1% year-on-year in June, a near four-year high, driven by higher costs in coal mining, electrical machinery, electronics and ferrous metals, while consumer inflation cooled to 1.0% year-on-year, its slowest pace in months. The divergence points to China’s two-speed economy: export-linked and upstream sectors gaining pricing power from the global AI-driven manufacturing boom, while weak household demand keeps that pressure from reaching consumers.

Asian equities, meanwhile, found support from a different source entirely. Japan’s Nikkei and South Korea’s Kospi both rebounded, led by chipmakers tracking an overnight rally in US semiconductor stocks after a Broadcom-Apple supply deal and reports China may allow limited Nvidia chip purchases. SK Hynix, Samsung Electronics, Kioxia and Advantest all posted strong gains, though rising oil prices tied to the Iran escalation kept a lid on broader sentiment, pushing Japanese bond yields to a fresh multi-decade high and weighing on rate-sensitive sectors like real estate and transport. 

This article was written by fl6553e4b45d84486a91658a8b3f02bf22 at investinglive.com.

最近のFX関連情報

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