About: davin
Recent Posts by davin
Rabobank expects Banxico to hold 7.00%, as Iran conflict and Board splits heighten inflation risks
Rabobank expects Banxico to hold 7.00% March 26; inflation risks persist; two cuts seen from June.
Written on March 23, 2026 at 9:52 pm
Categories: Live Updates
Bob Savage says HUF and PLN remain resilient, aided by liquidity, despite weakening real rates during conflict’s fourth week
CEE currencies HUF and PLN stay resilient on high real rates, but pressures may spur quicker tightening.
Written on March 23, 2026 at 9:51 pm
Categories: Live Updates
Trump told reporters that talks on Iran might end conflict and reopen the Strait of Hormuz soon
Trump touts strong Iran war talks, possible call soon; claims Iran accepts no nukes, US wants enrichment ban.
Written on March 23, 2026 at 9:50 pm
Categories: Live Updates
Following Trump’s negotiation claims despite Iranian denial, US equities surged; NASDAQ and Dow rose 2%, S&P 1.7%
US stocks surged, oil plunged after Trump claimed Iran talks; officials disputed, as traders watched key levels.
Written on March 23, 2026 at 9:50 pm
Categories: Live Updates
MUFG expects Middle East turmoil, energy shocks and flows to weaken the yen further, lifting USD/JPY
MUFG warns yen weakness may persist as Middle East tensions lift energy costs, yields, and unhedged outflows.
Written on March 23, 2026 at 8:52 pm
Categories: Live Updates
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