Monthly Archives: March 2026
Deutsche Bank’s Raja anticipates calm UK data, watching March DMP on Iran, inflation, hiring, with GDP steady
Written on March 27, 2026 at 11:31 pm, by davin
UK data sparse; March DMP to gauge Iran conflict impacts on inflation expectations, wages, hiring, GDP.
Müller suggests prolonged war may force ECB action, after assessing second-round inflation before policy changes
Written on March 27, 2026 at 11:30 pm, by davin
ECB’s Müller says energy-driven inflation risks may warrant timely action, awaiting evidence of second-round effects.
Intervention fears lift USD/JPY towards 160.00, while the Dollar beats peers, including safe-haven Yen
Written on March 27, 2026 at 11:01 pm, by davin
USD/JPY neared 160.00 as dollar strength and oil-driven Japan worries stoked intervention expectations and BoJ tightening.
India’s foreign exchange reserves fell to $698.35B from $709.76B, reflecting a recent decline
Written on March 27, 2026 at 11:00 pm, by davin
India’s forex reserves fell $11.41 billion to $698.35 billion on March 16, from $709.76 billion.
Commerzbank’s Krämer says the ECB may raise rates once as energy inflation rises, then eases
Written on March 27, 2026 at 10:31 pm, by davin
Commerzbank expects at most one ECB rate hike as war-driven inflation rises, eurozone 2026 growth slows.
BBH’s Elias Haddad says Japanese officials intensify verbal intervention as USD/JPY nears 160, a possible red line
Written on March 27, 2026 at 10:30 pm, by davin
Japan warns of possible yen intervention near 160; BOJ nudges natural-rate estimate, signaling slightly less accommodation.
TD Securities says February UK retail sales exceeded forecasts, sustaining a three-month uptrend despite weather-driven softness
Written on March 27, 2026 at 10:01 pm, by davin
UK February retail sales slipped 0.4% amid bad weather; three‑month growth held up, confidence fell.
Kuroda told Asahi the Bank of Japan should keep advancing monetary policy normalisation without pausing
Written on March 27, 2026 at 10:00 pm, by davin
Former BOJ Governor Kuroda urges continued policy normalization, backing April hike and multiple rises to 1.5%.
Nordea’s Jan von Gerich says oil stays below recent peaks as yields jump and equities weaken amid conflict
Written on March 27, 2026 at 9:31 pm, by davin
Oil hasn’t hit new highs; German yields rose, equities fell, and ECB fears nonlinear energy shocks fueling inflation.
ING analysts say copper steadied after rising, nearing its month’s first weekly gain as Iran deadline extension eased risk sentiment
Written on March 27, 2026 at 9:30 pm, by davin
Copper climbed Friday toward first monthly weekly gain as Trump extended Iran deal deadline, easing market fears.
