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18

Mar 2026
Yu observes EM carry trades stay resilient amid Middle East conflict; only INR and RON remain underheld now

EM FX carry trades remain resilient; real rates support returns, while Fed caution and EM policy credibility persist.

18

Mar 2026
TD Securities expects UK jobs to weaken, unemployment to reach 5.3%, wages to cool, sustaining BoE easing bias

TD Securities sees UK jobs falling 20k, unemployment rising to 5.3%, while wage growth cools slightly.

18

Mar 2026
BLS reported February US producer prices up 3.4% annually, exceeding forecasts and January’s 2.9% rise

US producer prices beat forecasts in February, boosting core inflation and lifting the dollar index toward 99.80.

18

Mar 2026
ABN AMRO’s Quaedvlieg says Hormuz closure-driven energy shock lifts US inflation, slows growth, justifying a dovish Fed hold

ABN AMRO says Hormuz energy shock may lift inflation, weaken growth, prompting Fed to hold rates.

18

Mar 2026
In February, US core producer prices rose 0.5% month-on-month, exceeding the 0.3% forecast

US core producer prices rose 0.5% in February, topping forecasts of 0.3% and highlighting stronger inflation pressures.

18

Mar 2026
In February, the US Producer Price Index rose 3.4% year-on-year, beating forecasts of 2.9%

US Producer Price Index rose 3.4% year-on-year in February, exceeding expectations of 2.9% by 0.5 points.

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