Monthly Archives: March 2026
HSBC prioritises steady bond income, keeping bonds central while carefully choosing duration amid current market conditions
Written on March 12, 2026 at 11:51 pm, by davin
HSBC keeps bonds core, expects contained inflation, near-end rate cuts, and favors gilts, Australia, EM.
At the US four-week Treasury bill auction, the yield stayed unchanged, holding at 3.64%
Written on March 12, 2026 at 11:50 pm, by davin
U.S. 4-week Treasury bill auction saw unchanged high rate at 3.64%, matching prior yield levels.
USD/CAD climbs as the US Dollar strengthens, while the Canadian Dollar slips amid US-Iran conflict concerns
Written on March 12, 2026 at 10:52 pm, by davin
Canadian Dollar weakened as USD demand stayed firm amid US-Iran tensions; elevated oil supported CAD, limiting losses.
TD Securities says Strait of Hormuz tensions and Iran scenarios widen oil prices; ceasefire odds remain modest
Written on March 12, 2026 at 10:51 pm, by davin
Markets eye Strait of Hormuz; Iran conflict risks push oil to $70–75 or $150, boosting inflation, hurting GDP.
AUD/USD falls as risk worries support the US dollar, despite continuing expectations of RBA tightening measures
Written on March 12, 2026 at 10:50 pm, by davin
AUD/USD slid to 0.7095 as dollar demand rose on geopolitical tensions; Australia rate-hike bets limited downside.
BNY’s Geoff Yu says Brazil’s real bolsters Latin America against global shocks, aided by commodities, high rates
Written on March 12, 2026 at 10:50 pm, by davin
Brazil and the real buoy Latin markets as oil premiums surge and high real rates support stability.
Deutsche Bank expects the ECB to leave policy unchanged, amid Middle East uncertainty and rising energy prices
Written on March 12, 2026 at 9:52 pm, by davin
Deutsche Bank expects ECB to hold rates March 19, citing energy uncertainty; policy tightens only if inflation unanchors.
The EIA reported US natural gas storage fell 38B, beating expectations of a 42B decline
Written on March 12, 2026 at 9:51 pm, by davin
EIA reported a 38B cubic feet gas storage withdrawal, 4B smaller than forecast, reducing inventories less than expected.
Knightley of ING says February US inflation was contained, yet energy shocks may lift headline CPI soon
Written on March 12, 2026 at 9:51 pm, by davin
February US inflation was contained pre-Iran action; rising energy costs may push headline inflation above 3%.
RBC economist Abbey Xu reports Canada’s trade gap widened in January, with exports and imports falling amid volatility
Written on March 12, 2026 at 9:50 pm, by davin
Canada’s trade deficit hit $3.6B in January as exports dropped; irregular shipments and energy prices sway outlook.
