Live Updates

    23 March 2026
    Following Trump’s delayed Iranian energy strike plans, the weakening US Dollar leaves USD/CAD directionless, with CAD steady

    Canadian Dollar mixed as US dollar eased after Trump delayed Iran strikes; oil fell, limiting CAD pressure.

    23 March 2026
    BNP Paribas expects 2026 US GDP 2.9% and inflation 3.0%, keeping Fed rate range 3.5–3.75%

    BNP Paribas sees stronger 2026 U.S. growth, steady Fed rates, higher inflation, and a weaker dollar.

    23 March 2026
    Pesole at ING says risk-off conditions cap sterling gains, keeping EUR/GBP slightly above fair value estimate

    EUR/GBP trades slightly above ING fair value; ECB and BoE speakers, plus PMIs, may drive moves.

    23 March 2026
    OCBC says BoE messaging drove market repricing, pricing 85bps tightening by 2026, delaying anticipated third-quarter cuts

    Bank of England messaging triggered repricing; 2026 hikes priced higher, cut less certain, GBP/USD stable amid stagflation risks.

    23 March 2026
    Trump told Fox Business that Iran urgently seeks an agreement, possibly reached within five days or sooner

    Trump says Iran seeks deal within five days; markets turn risk-on as oil slides and stocks rise.

    23 March 2026
    Stephan Miran told Bloomberg policymakers should ignore headlines, as the outlook still supports prospective rate cuts

    Fed Governor Miran urged patience, saying it’s premature to react to oil shocks; labour market softening supports cuts.

    23 March 2026
    MUFG analysts say CHF lags G10 peers since conflict began, as SNB intervention risks curb haven demand

    Swiss franc lags G10 since Middle East conflict; SNB warns against sharp gains, but energy shock may reverse.

    23 March 2026
    TD Securities’ Daniel Ghali says gold’s bull run reflects sequential investors, echoing carry-trade-like behaviour rather than fundamentals

    Gold demand shifts face pressure as Middle East dollar surpluses shrink; conflict risks prompt vulnerable near-term outlook.

    23 March 2026
    Chicago Fed President Austan Goolsbee told CNBC rates might fall by late 2026 amid heightened uncertainty

    Goolsbee warns inflation has stalled; Fed faces tough period, may cut rates by 2026 if inflation improves.

    23 March 2026
    Rabobank analysts say Ras Laffan strike and Hormuz closure ended LNG glut, repricing TTF gas sharply

    Rabobank says Ras Laffan strike, Hormuz closure erase LNG surplus, lifting TTF; forecasts €61/MWh Q2 2026.

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