Monthly Archives: March 2026
MUFG’s Derek Halpenny says IEA plans releasing 300–400 million barrels, easing supply pressures for weeks
Written on March 11, 2026 at 3:51 pm, by davin
IEA proposes releasing 300–400 million barrels, covering Hormuz disruption, amid rising prices and G7 talks.
In January, Brazil’s monthly retail sales rose 0.4%, surpassing economists’ forecast of a 0.1% decline
Written on March 11, 2026 at 3:51 pm, by davin
Brazil retail sales rose 0.4% in January, beating forecasts of -0.1% and signalling stronger activity.
Nomura raises eurozone HICP forecasts; Iran conflict-led energy costs may prompt ECB action, with above-target 2026 inflation
Written on March 11, 2026 at 3:50 pm, by davin
Nomura raises Eurozone HICP outlook on higher energy assumptions; sees above-target inflation in early 2026.
WTI falls as Japan and Germany release oil reserves ahead of an IEA emergency stock decision
Written on March 11, 2026 at 2:59 pm, by davin
IEA weighs emergency oil release; Japan and Germany plan reserve drawdowns, pushing WTI crude prices lower.
BBH’s Elias Haddad expects US markets to shrug off February CPI, with annual headline, core, and super-core steady
Written on March 11, 2026 at 2:58 pm, by davin
US February CPI due 12:30pm London; inflation steady expected, but energy pressures may complicate Fed cuts, stagflation risk.
US MBA mortgage applications rose 3.2%, easing from the previous 11% increase, latest reported figures
Written on March 11, 2026 at 2:57 pm, by davin
US MBA mortgage applications rose 3.2% in week to March 6, slowing from prior week’s 11% jump.
WTI trades near $86.30, rising 1.20%, as Middle East tensions prompt G7 and IEA reserve talks
Written on March 11, 2026 at 2:56 pm, by davin
WTI rose to $86.30 as Middle East tensions grew; G7 and IEA weighed coordinated strategic oil releases.
UBS’s Paul Donovan says February US CPI still matters; underlying inflation looks benign; Fed should heed broad rises
Written on March 11, 2026 at 2:56 pm, by davin
February US CPI predates volatility; Fed watches benign inflation, while consumers feel petrol and grocery price pressures.
Deutsche Bank sees Brent reversing sharply, sliding 11% amid Iran optimism, Aramco news, US remarks, IEA talks
Written on March 11, 2026 at 2:55 pm, by davin
Brent crude plunged 11% as Iran supply fears eased; Aramco boosted flows, IEA reserve release considered.
Gold falls beneath $5,200 to a fresh session low as traders await US CPI data
Written on March 11, 2026 at 2:54 pm, by davin
Gold slid under $5,200 as dollar firmed; oil retreated; traders await US CPI amid Middle East risks.
