Monthly Archives: March 2026
TD Securities expects AUD strength as trade gains and pension fund hedging outweigh geopolitical risks, post-split RBA vote
Written on March 17, 2026 at 9:50 pm, by
TD Securities expects Aussie dollar to outperform G10, supported by trade shock, hedging flows, and LNG strength.
Digital Yuan Is Reshaping Global FX Markets
Written on March 17, 2026 at 9:47 pm, by
Is the US dollar losing its grip? Explore how the 2026 Digital Yuan 2.0 and mBridge are decentralising FX markets and reshaping global trade settlement. | VT Markets
INGING’s strategist Ewa Manthey says Alba and Qatalum cuts tighten Gulf aluminium supply, impacting regional output
Written on March 17, 2026 at 8:52 pm, by
Middle East aluminium supply tightens as Alba and Qatalum curtail output amid disrupted Hormuz shipments, dwindling alumina.
Commerzbank’s Carsten Fritsch says disruptions, reserves and shifting demand may reshape oil balances over time
Written on March 17, 2026 at 8:51 pm, by
IEA warns Strait of Hormuz blockade cuts record oil output, echoing 1970s crises; reserves may ease shortages.
Traders keep GBP/JPY steady, awaiting BoE and BoJ interest-rate decisions, while sparse data mutes moves
Written on March 17, 2026 at 8:51 pm, by
GBP/JPY holds near 212.15 ahead of BoE/BoJ decisions; oil-driven inflation boosts Pound, guidance watched closely.
Scotiabank strategists say USD/CAD stays rangebound; oil strength and tight yield spreads underpin the Canadian dollar
Written on March 17, 2026 at 8:50 pm, by
Scotiabank says loonie undervalued; USD/CAD near 1.37 faces resistance, with Fed and BoC meetings ahead.
Deutsche Bank says Iran conflict links markets to oil, bolstering dollar; Asian currencies face greatest strain risk
Written on March 17, 2026 at 7:54 pm, by
Iran war-linked energy shocks lift oil, weaken growth, boosting dollar; Asia FX vulnerable amid Hormuz disruption risks.
Central bank policy updates and inflation fears keep traders cautious, leaving gold rangebound with minimal direction
Written on March 17, 2026 at 7:51 pm, by
Gold holds near $5,020 as softer dollar offsets rate-cut delays and Middle East tensions support prices.
Rabobank’s Jane Foley flags opposing risks for the yen amid G10 meetings and possible BoJ tightening shifts
Written on March 17, 2026 at 7:50 pm, by
Rabobank’s Foley sees USD/JPY supported by geopolitics; BoJ tightening continues, but intervention fears and rate hikes limit declines.
Ahead of the Bank of England decision, GBP/USD hovers near 1.3315, close to three-month lows amid conflict worries
Written on March 17, 2026 at 5:52 pm, by
GBP/USD steadied near 1.3315 as Middle East tensions boosted dollar demand; markets await BoE decision Thursday.
