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25

Mar 2026
BBH’s Elias Haddad says improved risk mood supports USD, as DXY consolidates below 100 amid Iran talks

Markets rebound on Iran de-escalation hopes; BBH sees DXY range-bound near-term, bearish long-term outlook.

25

Mar 2026
Scotiabank’s strategists say CAD weakens as USD strength lifts USD/CAD beyond its estimated fair value

USD/CAD climbs on stronger US Dollar; weaker CAD, lower oil push fair value higher and resistance.

25

Mar 2026
UOB’s Lee Sue Ann says BoE unanimity to hold 3.75% underpins sterling as inflation risks persist

BoE held rates at 3.75% unanimously; UOB expects no cuts through 4Q26 amid inflation risks.

25

Mar 2026
ABN AMRO economists say ECB may tighten further, countering renewed energy shocks and preventing second-round inflation effects

ABN AMRO expects ECB to tighten twice after energy shock, limiting inflation; Lagarde urges temporary targeted fiscal support.

25

Mar 2026
US EIA crude inventories increased by 6.926M barrels, exceeding forecasts of 0.5M in March 20

US EIA reported crude oil inventories rose 6.926M on March 20, far above the 0.5M forecast.

25

Mar 2026
TD Securities’ Ryan McKay says oil tightens as Hormuz restrictions persist and Gulf cuts exceed 10m b/d

Hormuz oil flows plunge; Gulf output cuts deepen, storage draws accelerate, IEA releases limited; prices may surge.

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