Live Updates

    25 March 2026
    UOB’s Lee Sue Ann says BoE unanimity to hold 3.75% underpins sterling as inflation risks persist

    BoE held rates at 3.75% unanimously; UOB expects no cuts through 4Q26 amid inflation risks.

    25 March 2026
    ABN AMRO economists say ECB may tighten further, countering renewed energy shocks and preventing second-round inflation effects

    ABN AMRO expects ECB to tighten twice after energy shock, limiting inflation; Lagarde urges temporary targeted fiscal support.

    25 March 2026
    US EIA crude inventories increased by 6.926M barrels, exceeding forecasts of 0.5M in March 20

    US EIA reported crude oil inventories rose 6.926M on March 20, far above the 0.5M forecast.

    25 March 2026
    TD Securities’ Ryan McKay says oil tightens as Hormuz restrictions persist and Gulf cuts exceed 10m b/d

    Hormuz oil flows plunge; Gulf output cuts deepen, storage draws accelerate, IEA releases limited; prices may surge.

    25 March 2026
    Brzeski says Germany’s rebound hopes weaken as March’s Ifo drop batters expectations, worst since Ukraine invasion

    Germany’s Ifo index fell in March; expectations slumped sharply, signalling weaker confidence amid geopolitical risks, higher energy.

    25 March 2026
    BNY’s Bob Savage says ECB may tighten on energy inflation, yet euro growth concerns intensify

    Lagarde warned ECB could tighten if Iran-war energy shocks lift broader inflation; action awaits clearer evidence.

    25 March 2026
    Amid US–Israel-Iran tensions, GBP/JPY moves sideways, as traders await UK inflation data and BoJ minutes

    GBP/JPY hovered near 213.00 as UK inflation, BOE rate expectations and BOJ minutes drove choppy trade.

    25 March 2026
    Amid ongoing geopolitical uncertainty, USD/JPY rises near 159.00, as Dollar demand outpaces hawkish BoJ stance

    USD/JPY near 159 as dollar demand rises, yen pressured by oil, geopolitics, Fed stance, intervention risk.

    25 March 2026
    TD Securities expects Norges Bank to hold rates at 4.00%, citing sticky inflation and energy shock risks

    TD Securities expects Norges Bank to hold rates at 4.00%, citing inflation risks, energy shock, uncertainty.

    25 March 2026
    BBH’s Elias Haddad says AUD/USD hovers near range lows, as energy-driven inflation may strengthen price pressures

    AUD/USD nears range lows as softer CPI meets RBA hawkish risks; May hike odds rise.

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