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23

Mar 2026
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.

23

Mar 2026
US construction spending fell 0.3% month-on-month, missing the 0.1% rise forecast, according to latest data

US construction spending fell 0.3% in January, missing forecasts for a 0.1% rise, signaling sector slowdown.

23

Mar 2026
Societe Generale economists say the ECB may weigh early insurance rate rises, prioritising energy-shock data analysis

Societe Generale says ECB may consider earlier insurance rate hikes if energy shock boosts inflation more than growth.

23

Mar 2026
Geopolitical easing weakens the US dollar, sending USD/JPY down 0.40% to around 158.60, after 158.25

USD/JPY slid to 158.60 as Trump delayed Iran strike plans, easing safe-haven demand and boosting yen.

23

Mar 2026
TD Securities expects the Bank of Canada to hold its overnight rate at 2.25% through 2026, despite markets pricing tightening

TD Securities forecasts Bank of Canada holding 2.25% through 2026, despite markets pricing 75 bps tightening.

23

Mar 2026
Following Trump’s delayed Iranian energy strike plans, the weakening US Dollar leaves USD/CAD directionless, with CAD steady

Canadian Dollar mixed as US dollar eased after Trump delayed Iran strikes; oil fell, limiting CAD pressure.

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