Monthly Archives: March 2026
In March, the US NAHB Housing Market Index reached 38, exceeding the 37 forecast by analysts
Written on March 16, 2026 at 9:54 pm, by
NAHB Housing Market Index rose to 38 in March, beating 37 forecast, signaling slightly improved builder sentiment.
Bob Savage says dollar, oil and equity links are changing as investors confront Iran tensions and central banks
Written on March 16, 2026 at 9:52 pm, by
Bob Savage cites Iran conflict, central banks, shifting dollar-oil-equity links; oil/gold ratio signals deleveraging.
Federal Reserve data showed US output rising 0.2% monthly, whilst capacity use held at 76.3% thereafter
Written on March 16, 2026 at 9:51 pm, by
US industrial production rose 0.2% in February; capacity utilization steady at 76.3%, DXY eased afterward.
TD Securities’ Daniel Ghali warns exchange copper inventories may be tapped increasingly as global deficits tighten supply
Written on March 16, 2026 at 9:51 pm, by
TD Securities warns copper deficits may draw exchange stocks down, as off-exchange supplies are constrained globally.
Societe Generale says Eurozone January industrial output plunged, despite stronger PMIs and German orders, from sector shocks
Written on March 16, 2026 at 9:50 pm, by
Euro area industrial output fell 1.5% in January, driven by pharmaceutical and energy-intensive industry declines.
In February, US industrial production rose 0.2% month-on-month, exceeding forecasts of a 0.1% increase
Written on March 16, 2026 at 6:53 pm, by
US industrial production increased 0.2% in February, beating forecasts of 0.1%, signalling output slightly stronger than expected.
Warren Patterson says oil markets reprice for extended Hormuz disruption, with about 8m b/d already halted
Written on March 16, 2026 at 6:51 pm, by
Oil markets reprice for prolonged Hormuz disruption, 8m b/d shut-ins, delayed US response, elevated record prices.
TD Securities’ Daniel Ghali says Chinese demand supports global silver buying, while visible stocks still outweigh shorts
Written on March 16, 2026 at 6:50 pm, by
Chinese silver demand keeps Shanghai import arbitrage profitable, boosting imports and inventories, easing scarcity as global coverage rises.
US index futures rebound entering New York; Dow and S&P recover, Nasdaq lags, VIX pivots 26.38
Written on March 16, 2026 at 5:57 pm, by
US index futures steadied; Dow and S&P reclaimed pivots, Nasdaq lagged. Focus turns to resistance holds and VIX.
Rabobank’s Jane Foley says Swiss franc lags safe-haven behaviour amid Middle East tensions and SNB warnings near 0.90
Written on March 16, 2026 at 5:56 pm, by
Swiss franc ranks seventh among G10 since February; SNB intervention warnings keep EUR/CHF near 0.90.
