May 11, 2026
United States:
US, Iran Far Apart in Talks to End War and Reopen Hormuz
The US and Iran remain far apart on a framework to end their war and reopen the Strait of Hormuz, with President Donald Trump calling the Islamic Republic’s reply to his proposed peace plan unworkable.
Tehran demanded a lifting of the US naval blockade and sanctions relief, while maintaining a degree of control over traffic through Hormuz, according to a person familiar with the matter, who asked not to be identified discussing sensitive information.
Europe:
ECB to Hike Rates Twice in 2026 as Inflation Jumps, Survey Shows
The European Central Bank will raise interest rates twice this year as the Iran war drives inflation higher, a Bloomberg survey showed.
Economists see quarter-point hikes in both June and September, aligning more closely with market expectations for at least two moves this year, according to the May 4-7 poll.
Asia:
Japan Panel Urges BOJ to Take Cautious Approach to Rate Hikes
A key panel advising Japan’s government urged the Bank of Japan to consider risks of worsening corporate funding conditions when formulating monetary policy, in a sign that Governor Kazuo Ueda may face pushback if he seeks to raise the benchmark rate next month.
“We expect the BOJ to implement appropriate monetary policy while taking into account funding conditions in financial markets and monitoring price developments,” private sector members of the government’s economic and fiscal policy council said in materials submitted at Monday’s meeting.
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