Monthly Archives: March 2026
MUFG’s Derek Halpenny says IEA plans releasing 300–400 million barrels, easing supply pressures for weeks
Written on March 11, 2026 at 3:51 pm, by
IEA proposes releasing 300–400 million barrels, covering Hormuz disruption, amid rising prices and G7 talks.
In January, Brazil’s monthly retail sales rose 0.4%, surpassing economists’ forecast of a 0.1% decline
Written on March 11, 2026 at 3:51 pm, by
Brazil retail sales rose 0.4% in January, beating forecasts of -0.1% and signalling stronger activity.
Nomura raises eurozone HICP forecasts; Iran conflict-led energy costs may prompt ECB action, with above-target 2026 inflation
Written on March 11, 2026 at 3:50 pm, by
Nomura raises Eurozone HICP outlook on higher energy assumptions; sees above-target inflation in early 2026.
WTI falls as Japan and Germany release oil reserves ahead of an IEA emergency stock decision
Written on March 11, 2026 at 2:59 pm, by
IEA weighs emergency oil release; Japan and Germany plan reserve drawdowns, pushing WTI crude prices lower.
BBH’s Elias Haddad expects US markets to shrug off February CPI, with annual headline, core, and super-core steady
Written on March 11, 2026 at 2:58 pm, by
US February CPI due 12:30pm London; inflation steady expected, but energy pressures may complicate Fed cuts, stagflation risk.
UBS’s Paul Donovan says February US CPI still matters; underlying inflation looks benign; Fed should heed broad rises
Written on March 11, 2026 at 2:56 pm, by
February US CPI predates volatility; Fed watches benign inflation, while consumers feel petrol and grocery price pressures.
Deutsche Bank sees Brent reversing sharply, sliding 11% amid Iran optimism, Aramco news, US remarks, IEA talks
Written on March 11, 2026 at 2:55 pm, by
Brent crude plunged 11% as Iran supply fears eased; Aramco boosted flows, IEA reserve release considered.
Gold falls beneath $5,200 to a fresh session low as traders await US CPI data
Written on March 11, 2026 at 2:54 pm, by
Gold slid under $5,200 as dollar firmed; oil retreated; traders await US CPI amid Middle East risks.
MUFG’s Derek Halpenny says IEA oil reserve releases may ease Hormuz shocks, as attention shifts to US inflation
Written on March 11, 2026 at 2:53 pm, by
IEA oil release could ease Hormuz disruption briefly; focus shifts to today’s US CPI, with energy inflation rising.
DBS says DXY’s 99.7 rejection suggests 2026 risk sentiment shift as G7/IEA curb Dollar demand
Written on March 11, 2026 at 2:53 pm, by
DXY stalled below 99.7 as oil fell; fading safe-haven demand and restrictive Fed policy capped dollar gains.
