Monthly Archives: March 2026
Conflicting US-Iran ceasefire reports bolster the Dollar, leaving the Euro struggling in EUR/USD trading on Wednesday
Written on March 25, 2026 at 9:52 pm, by davin
Euro slips versus US Dollar as safe-haven demand persists amid mixed US-Iran ceasefire reports and policy divergence.
BBH’s Elias Haddad says improved risk mood supports USD, as DXY consolidates below 100 amid Iran talks
Written on March 25, 2026 at 9:51 pm, by davin
Markets rebound on Iran de-escalation hopes; BBH sees DXY range-bound near-term, bearish long-term outlook.
Scotiabank’s strategists say CAD weakens as USD strength lifts USD/CAD beyond its estimated fair value
Written on March 25, 2026 at 9:51 pm, by davin
USD/CAD climbs on stronger US Dollar; weaker CAD, lower oil push fair value higher and resistance.
UOB’s Lee Sue Ann says BoE unanimity to hold 3.75% underpins sterling as inflation risks persist
Written on March 25, 2026 at 9:50 pm, by davin
BoE held rates at 3.75% unanimously; UOB expects no cuts through 4Q26 amid inflation risks.
ABN AMRO economists say ECB may tighten further, countering renewed energy shocks and preventing second-round inflation effects
Written on March 25, 2026 at 8:52 pm, by davin
ABN AMRO expects ECB to tighten twice after energy shock, limiting inflation; Lagarde urges temporary targeted fiscal support.
US EIA crude inventories increased by 6.926M barrels, exceeding forecasts of 0.5M in March 20
Written on March 25, 2026 at 8:51 pm, by davin
US EIA reported crude oil inventories rose 6.926M on March 20, far above the 0.5M forecast.
TD Securities’ Ryan McKay says oil tightens as Hormuz restrictions persist and Gulf cuts exceed 10m b/d
Written on March 25, 2026 at 8:51 pm, by davin
Hormuz oil flows plunge; Gulf output cuts deepen, storage draws accelerate, IEA releases limited; prices may surge.
Brzeski says Germany’s rebound hopes weaken as March’s Ifo drop batters expectations, worst since Ukraine invasion
Written on March 25, 2026 at 8:50 pm, by davin
Germany’s Ifo index fell in March; expectations slumped sharply, signalling weaker confidence amid geopolitical risks, higher energy.
BNY’s Bob Savage says ECB may tighten on energy inflation, yet euro growth concerns intensify
Written on March 25, 2026 at 7:53 pm, by davin
Lagarde warned ECB could tighten if Iran-war energy shocks lift broader inflation; action awaits clearer evidence.
Amid US–Israel-Iran tensions, GBP/JPY moves sideways, as traders await UK inflation data and BoJ minutes
Written on March 25, 2026 at 7:52 pm, by davin
GBP/JPY hovered near 213.00 as UK inflation, BOE rate expectations and BOJ minutes drove choppy trade.
