Monthly Archives: March 2026
Rabobank’s Jane Foley says BOJ outlook is steady; markets expect gradual tightening, mindful of intervention risks
Written on March 27, 2026 at 10:51 am, by davin
BoJ tightening expectations remain gradual; yen firms amid intervention fears; new data support hikes, USD/JPY seen easing.
ONS reports UK retail sales fell 0.4% monthly in February, missing 0.8% forecasts, after January’s 2% rise
Written on March 27, 2026 at 10:50 am, by davin
UK retail sales dipped 0.4% in February; annual growth slowed, and the pound edged lower.
UK retail sales excluding fuel declined 0.4% monthly, outperforming forecasts predicting a 0.8% fall
Written on March 27, 2026 at 8:55 am, by davin
UK retail sales excluding fuel fell 0.4% in February, beating forecasts for a 0.8% monthly decline.
UK retail sales rose 2.5% year-on-year in February, beating expectations of 2.1% from forecasts
Written on March 27, 2026 at 8:54 am, by davin
UK retail sales grew 2.5% year-on-year in February, beating the 2.1% forecast and expectations overall.
UK retail sales fell 0.4% month-on-month in February, beating forecasts for a 0.8% decline
Written on March 27, 2026 at 8:54 am, by davin
UK retail sales fell 0.4% in February month-on-month, beating forecasts for a 0.8% decline.
UK retail sales excluding fuel slowed year-on-year to 3.4%, compared with a prior 5.5% rate
Written on March 27, 2026 at 8:53 am, by davin
UK retail sales excluding fuel increased 3.4% annually in February, slowing from 5.5% in previous period.
During European trading, the BoJ report estimated Japan’s natural interest rate between roughly -0.9% and +0.5%
Written on March 27, 2026 at 8:52 am, by davin
BoJ reviews natural interest rate, sees estimates rising; will gauge accommodation via spending, conditions, and data.
UOB analysts see GBP/USD slipping near 1.3340, downside capped at 1.3305, resistance 1.3355/1.3375
Written on March 27, 2026 at 8:52 am, by davin
GBP/USD slipped to 1.3340; downside limited near 1.3305. Resistance 1.3355/1.3375; range 1.3220–1.3480, mixed outlook.
Michael Barr warned Iran’s oil-shock may lift inflation expectations, delay rate cuts, despite economic resilience
Written on March 27, 2026 at 8:51 am, by davin
Fed’s Barr: resilient US economy, but persistent inflation risks entrenchment; Fed cautious, conflict and banking concerns.
Fed Governor Miran says a smaller balance sheet would ease rate-setting; sceptics of shrinkage lack imagination
Written on March 27, 2026 at 8:50 am, by davin
Fed’s Miran says shrinking balance sheet $1–$2 trillion over years could ease rate policy, improve crisis options.
