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23

Mar 2026
TD Securities’ Daniel Ghali says gold’s bull run reflects sequential investors, echoing carry-trade-like behaviour rather than fundamentals

Gold demand shifts face pressure as Middle East dollar surpluses shrink; conflict risks prompt vulnerable near-term outlook.

23

Mar 2026
Chicago Fed President Austan Goolsbee told CNBC rates might fall by late 2026 amid heightened uncertainty

Goolsbee warns inflation has stalled; Fed faces tough period, may cut rates by 2026 if inflation improves.

23

Mar 2026
Rabobank analysts say Ras Laffan strike and Hormuz closure ended LNG glut, repricing TTF gas sharply

Rabobank says Ras Laffan strike, Hormuz closure erase LNG surplus, lifting TTF; forecasts €61/MWh Q2 2026.

23

Mar 2026
America’s Chicago Fed National Activity Index slipped from 0.18 previously to -0.11 in February

Chicago Fed National Activity Index fell to -0.11 in February, down from 0.18 in January.

23

Mar 2026
WTI crude trades near $92.20, down 5.45%, after falling from $100 as tensions ease supply fears

WTI slid to $92 after Trump postponed Iran strike talk; IEA weighs reserve release, Hormuz threats persist.

23

Mar 2026
Societe Generale says gilt yields hit 5% amid tightening fears, but expects MPC unchanged until 2026 due energy-shock

UK gilt yields hit 5% as sell-off reflects BoE tightening bets, amid energy shock and inflation.

23

Mar 2026
In January, Mexico’s monthly retail sales climbed to 1%, improving from the prior -0.1% figure

Mexico retail sales increased 1% month-on-month in January, rebounding from December’s 0.1% decline, official data showed.

23

Mar 2026
In January, Mexico’s yearly retail sales rose 5%, surpassing forecasts of 3.1%

Mexico’s retail sales rose 5% year-on-year in January, beating forecasts and signaling stronger consumer spending.

23

Mar 2026
BNY’s Bob Savage says ECB hawkishness after Iran-linked energy shocks lifted short-term rates, while inflation stayed anchored

Iran-linked energy shock prompts ECB, BoE and Fed hawkish shift; rates rise, breakevens surge; PMIs, ifo awaited.

23

Mar 2026
Amid easing Middle East tensions signalled by Trump, EUR/JPY recovers yet stays 0.30% lower near 183.65

EUR/JPY rebounds near 183.65 as easing Middle East tensions weaken yen; ECB and Japan CPI awaited.

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