Monthly Archives: March 2026
Trump told Fox Business that Iran urgently seeks an agreement, possibly reached within five days or sooner
Written on March 23, 2026 at 7:51 pm, by davin
Trump says Iran seeks deal within five days; markets turn risk-on as oil slides and stocks rise.
Stephan Miran told Bloomberg policymakers should ignore headlines, as the outlook still supports prospective rate cuts
Written on March 23, 2026 at 7:51 pm, by davin
Fed Governor Miran urged patience, saying it’s premature to react to oil shocks; labour market softening supports cuts.
MUFG analysts say CHF lags G10 peers since conflict began, as SNB intervention risks curb haven demand
Written on March 23, 2026 at 7:50 pm, by davin
Swiss franc lags G10 since Middle East conflict; SNB warns against sharp gains, but energy shock may reverse.
TD Securities’ Daniel Ghali says gold’s bull run reflects sequential investors, echoing carry-trade-like behaviour rather than fundamentals
Written on March 23, 2026 at 5:53 pm, by davin
Gold demand shifts face pressure as Middle East dollar surpluses shrink; conflict risks prompt vulnerable near-term outlook.
Chicago Fed President Austan Goolsbee told CNBC rates might fall by late 2026 amid heightened uncertainty
Written on March 23, 2026 at 5:53 pm, by davin
Goolsbee warns inflation has stalled; Fed faces tough period, may cut rates by 2026 if inflation improves.
Rabobank analysts say Ras Laffan strike and Hormuz closure ended LNG glut, repricing TTF gas sharply
Written on March 23, 2026 at 5:52 pm, by davin
Rabobank says Ras Laffan strike, Hormuz closure erase LNG surplus, lifting TTF; forecasts €61/MWh Q2 2026.
America’s Chicago Fed National Activity Index slipped from 0.18 previously to -0.11 in February
Written on March 23, 2026 at 5:51 pm, by davin
Chicago Fed National Activity Index fell to -0.11 in February, down from 0.18 in January.
WTI crude trades near $92.20, down 5.45%, after falling from $100 as tensions ease supply fears
Written on March 23, 2026 at 5:51 pm, by davin
WTI slid to $92 after Trump postponed Iran strike talk; IEA weighs reserve release, Hormuz threats persist.
Societe Generale says gilt yields hit 5% amid tightening fears, but expects MPC unchanged until 2026 due energy-shock
Written on March 23, 2026 at 5:50 pm, by davin
UK gilt yields hit 5% as sell-off reflects BoE tightening bets, amid energy shock and inflation.
Silver rebounds towards $68.20 in European trade after Trump halts planned strikes on Iran’s power plants
Written on March 23, 2026 at 4:56 pm, by davin
Silver rebounds near $68.20 after Trump pauses Iran strikes; risk-on sentiment weakens dollar and oil prices.
