Monthly Archives: March 2026
Rabobank’s Jane Foley says Swiss franc’s haven appeal troubles SNB amid low inflation and zero interest rates
Written on March 16, 2026 at 9:54 pm, by davin
Swiss franc’s safe-haven strength challenges SNB, amid low inflation, limited rate cuts, and constrained FX intervention.
In March, the US NAHB Housing Market Index reached 38, exceeding the 37 forecast by analysts
Written on March 16, 2026 at 9:54 pm, by davin
NAHB Housing Market Index rose to 38 in March, beating 37 forecast, signaling slightly improved builder sentiment.
USD/CAD edges lower as easing Canadian inflation and softer US Dollar shift focus towards US-Iran conflict concerns
Written on March 16, 2026 at 9:53 pm, by davin
USD/CAD slips near 1.3659 as softer Canadian CPI and BoC/Fed decisions dominate, oil risks support prices.
Bob Savage says dollar, oil and equity links are changing as investors confront Iran tensions and central banks
Written on March 16, 2026 at 9:52 pm, by davin
Bob Savage cites Iran conflict, central banks, shifting dollar-oil-equity links; oil/gold ratio signals deleveraging.
MUFG analysts stay short EUR/USD, expecting energy-driven terms-of-trade losses to keep the euro pressured
Written on March 16, 2026 at 9:52 pm, by davin
MUFG stays short EUR/USD, citing oil and gas-driven terms-of-trade shocks; higher crude implies lower EUR/USD.
Federal Reserve data showed US output rising 0.2% monthly, whilst capacity use held at 76.3% thereafter
Written on March 16, 2026 at 9:51 pm, by davin
US industrial production rose 0.2% in February; capacity utilization steady at 76.3%, DXY eased afterward.
TD Securities’ Daniel Ghali warns exchange copper inventories may be tapped increasingly as global deficits tighten supply
Written on March 16, 2026 at 9:51 pm, by davin
TD Securities warns copper deficits may draw exchange stocks down, as off-exchange supplies are constrained globally.
Societe Generale says Eurozone January industrial output plunged, despite stronger PMIs and German orders, from sector shocks
Written on March 16, 2026 at 9:50 pm, by davin
Euro area industrial output fell 1.5% in January, driven by pharmaceutical and energy-intensive industry declines.
In February, US industrial production rose 0.2% month-on-month, exceeding forecasts of a 0.1% increase
Written on March 16, 2026 at 6:53 pm, by davin
US industrial production increased 0.2% in February, beating forecasts of 0.1%, signalling output slightly stronger than expected.
In February, US capacity utilisation exceeded forecasts, reaching 76.3% versus an expected 76.2% in latest data
Written on March 16, 2026 at 6:52 pm, by davin
US capacity utilisation edged up to 76.3% in February, beating the 76.2% forecast by 0.1 points.
