Monthly Archives: March 2026
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 2:53 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 2:53 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 2:52 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 2:51 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 2:51 pm, by davin
Copper climbed Friday toward first monthly weekly gain as Trump extended Iran deal deadline, easing market fears.
Commerzbank expects weaker 2026 Eurozone growth, fewer ECB hikes, more Fed cuts, and a softer Dollar outlook
Written on March 27, 2026 at 2:50 pm, by davin
Commerzbank cuts 2026 eurozone growth outlook, expects fewer ECB hikes; sees EUR/USD rising to 1.21.
Nordea’s Jan von Gerich says Middle East energy rises cloud ECB rates, leaving April hikes possible yet early
Written on March 27, 2026 at 12:53 pm, by davin
Middle East conflict-driven energy price surge clouds ECB rate outlook; April hike possible, but clearer data may wait.
Gold retains gains in Europe, but fresh US dollar demand and hawkish banks curb further advances
Written on March 27, 2026 at 12:52 pm, by davin
Gold edges higher, but stronger dollar, rising yields, and US-Iran tensions cap gains amid tight policy outlook.
Patsalides says policymakers should avoid hasty monetary policy changes until the ECB has enough information
Written on March 27, 2026 at 12:51 pm, by davin
ECB’s Patsalides urges patience on rate changes, citing insufficient data; war unchanged, euro barely reacted.
Following Trump’s Iran deadline extension to 6 April, oil steadied, retaining a geopolitical risk premium after pressures eased
Written on March 27, 2026 at 12:50 pm, by davin
Oil steadied as Trump extended Iran deadline; geopolitical risks persist, while LNG outages tighten global gas supply.
