UK rate-cut bets fade as energy-driven inflation risks rise, boosting sterling and shifting BoE outlook toward hikes.
Nordea expects Riksbank to hold 1.75% March 19, steady through 2026; Middle East conflict raises inflation, hike risk.
Hormuz disruptions boost reliance on Saudi East-West pipeline; Yanbu VLCC exports vulnerable to Bab El-Mandeb risks.
Canada’s February CPI slowed to 1.8%, core eased, shelter cooled; oil prices may lift inflation soon.
ING revised its Hormuz disruption outlook, now expecting prolonged blockage into late March with slow recovery afterward.
Canada’s inflation slowed to 1.8% in February; core measures fell, while oil risks may lift March.
Swiss franc’s safe-haven strength challenges SNB, amid low inflation, limited rate cuts, and constrained FX intervention.
NAHB Housing Market Index rose to 38 in March, beating 37 forecast, signaling slightly improved builder sentiment.
USD/CAD slips near 1.3659 as softer Canadian CPI and BoC/Fed decisions dominate, oil risks support prices.
Bob Savage cites Iran conflict, central banks, shifting dollar-oil-equity links; oil/gold ratio signals deleveraging.
Hello there 👋
On hold
Hello there 👋
Scan the QR code with your smartphone to start a chat with us, or click here.
Don’t have the Telegram App or Desktop installed? Use Web Telegram instead.
