Live Updates

3

Apr 2026
BNP Paribas says Eurozone inflation risk from Iran-driven energy rises is muted; demand weaker, supplies freer, banks reactive

Eurozone energy prices jump on Iran war, but weak demand and responsive central banks limit spillovers.

3

Apr 2026
BNP Paribas says Eurozone energy shock is less inflationary: demand weaker, supply easier, central banks more responsive

BNP Paribas says 2026 Iran-war energy shock is milder than 2022, with limited inflation spread.

3

Apr 2026
Hardman says dollar upside fades as yield spreads turn, policy risk rises, and conflict optimism persists

Dollar’s post-shock rally has faded as conflict-end hopes grow, risk premium rises, and yield spreads flip.

3

Apr 2026
MUFG’s Lee Hardman says Dollar momentum fades as conflict optimism, policy risk, and yield spreads limit gains

Dollar gains from Middle East energy shock fade as policy uncertainty rises and rate outlook remains unclear.

3

Apr 2026
Commerzbank says Mexico’s US exports and USMCA compliance have shielded the peso from recent tariff shocks

USMCA shields Mexico from US tariffs, boosting exports, supporting peso strength, and guiding Banxico rate decisions.

3

Apr 2026
Commerzbank’s Pfister says robust US exports and USMCA adherence protect Mexico’s economy and Peso from tariffs

Mexico’s USMCA compliance softened tariff shocks, boosting exports; Banxico prioritized weak growth, keeping peso resilient.

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