Overnight Headlines 27th April 2026

Multi-Asset Morning Pack – Monday 27 April 2026

Asia Overnight

Tone: Asia mostly firmer, led by Japan and Korea, while oil remains the key macro swing factor.

Nikkei 225	60,846	+1.89%
KOSPI	6,638	+2.51%
Shenzhen	15,019	+0.52%
Shanghai	4,086	+0.15%
Hang Seng	26,016	+0.15%
ASX 200	8,773	-0.15%
STI	4,905	-0.37%
NZX 50	12,875	-0.08%

Linkable News Headlines

1. Stocks rise on Iran offer report; oil pares gain
   Risk tone improved after reports Iran offered a proposal to reopen the Strait of Hormuz.
2. Iran offers U.S. deal to reopen Strait but postpone nuclear talks
   Axios reports Iran has proposed reopening Hormuz while delaying the nuclear track.
3. Reuters confirms Axios report on Iran proposal
   Reuters cites Axios and says the proposal was delivered through Pakistani mediators.
4. Chips carry stocks higher; oil jumps on stalled peace talks
   Reuters notes AI/chip strength alongside elevated crude prices.
5. Goldman and JPMorgan diverge in quantum computing race
   Useful tech/finance crossover story as AI and compute themes continue to support risk.

US Futures

Dow Futures	49,346	-0.09%
S&P Futures	7,204	+0.13%
Nasdaq Futures	27,536	+0.37%
Russell 2000 Futures	2,798	+0.08%

Read-through: Nasdaq continues to lead, while the Dow is softer. Oil is keeping the inflation/rates debate alive.

US Cash Close

Dow Jones	49,230.71	-0.16%
Nasdaq Composite	24,836.60	+1.63%
S&P 500	7,165.08	+0.80%
Russell 2000	2,787.00	+0.43%
VIX	18.71	-3.11%

Bonds

US 2Y	3.799%	+2.3bp
US 5Y	3.938%	+1.8bp
US 7Y	4.119%	+1.6bp
US 10Y	4.322%	+1.2bp
US 30Y	4.926%	+1.0bp

Rates tone: Yields are firmer as higher crude complicates the Fed easing narrative.

Commodities

Brent Crude	$106.59	+1.20%
WTI Crude	$95.28	+0.93%
Natural Gas	$2.515	-0.32%
RBOB Gasoline	$3.4955	+0.95%
Heating Oil	$4.0224	+3.47%
Uranium	$86.50	UNCH

Macro driver: Oil remains the centre of the report — it is driving inflation expectations, rates and risk appetite.