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Live Updates

30

Mar 2026
Following Mimura’s bold-action warning, the yen steadied after USD/JPY surged near 160.50 at open

USD/JPY hit 160.50 as yen weakened; Mimura warned “bold action.” Intervention unlikely; Japan jobs, sales, output due.

30

Mar 2026
NBC’s Angelo Katsoras warns an Iran conflict may disrupt oil and gas, threatening Hormuz and infrastructure

National Bank warns Iran conflict could disrupt energy supplies, mining Hormuz and attacking Kharg, triggering lasting price shocks.

30

Mar 2026
Miran said oil-price rises haven’t shifted inflation expectations; he expects target inflation within a year, despite labour worries

Fed’s Miran says oil hasn’t shifted inflation expectations; no wage-price spiral evidence; policy could ease by one point.

30

Mar 2026
The Dallas Fed’s US manufacturing business index fell from 0.2 to -0.2 during March, slipping marginally

Dallas Fed Manufacturing Business Index slipped to -0.2 in March, down from 0.2 the previous month.

30

Mar 2026
BNP Paribas expects 2026 US growth above trend, 2.7% GDP, 3.1% inflation; Fed holds 3.5–3.75%

BNP Paribas sees stronger 2026 US growth, sticky inflation, steady Fed rates, and a weaker dollar.

30

Mar 2026
Societe Generale says markets expect 70bp BoE easing in 2026, though officials resist; no cuts expected this year

UK markets price 2026 BoE cuts, but SocGen sees none; inflation near 3–3.5% persists.

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