Monthly Archives: March 2026
TD Securities’ Daniel Ghali warns exchange copper inventories may be tapped increasingly as global deficits tighten supply
Written on March 17, 2026 at 2:51 am, by
TD Securities warns copper deficits may draw exchange stocks down, as off-exchange supplies are constrained globally.
Societe Generale says Eurozone January industrial output plunged, despite stronger PMIs and German orders, from sector shocks
Written on March 17, 2026 at 2:51 am, by
Euro area industrial output fell 1.5% in January, driven by pharmaceutical and energy-intensive industry declines.
In February, US industrial production rose 0.2% month-on-month, exceeding forecasts of a 0.1% increase
Written on March 17, 2026 at 2:21 am, by
US industrial production increased 0.2% in February, beating forecasts of 0.1%, signalling output slightly stronger than expected.
In February, US capacity utilisation exceeded forecasts, reaching 76.3% versus an expected 76.2% in latest data
Written on March 17, 2026 at 2:20 am, by
US capacity utilisation edged up to 76.3% in February, beating the 76.2% forecast by 0.1 points.
Warren Patterson says oil markets reprice for extended Hormuz disruption, with about 8m b/d already halted
Written on March 17, 2026 at 1:51 am, by
Oil markets reprice for prolonged Hormuz disruption, 8m b/d shut-ins, delayed US response, elevated record prices.
TD Securities’ Daniel Ghali says Chinese demand supports global silver buying, while visible stocks still outweigh shorts
Written on March 17, 2026 at 1:50 am, by
Chinese silver demand keeps Shanghai import arbitrage profitable, boosting imports and inventories, easing scarcity as global coverage rises.
US index futures rebound entering New York; Dow and S&P recover, Nasdaq lags, VIX pivots 26.38
Written on March 17, 2026 at 1:23 am, by
US index futures steadied; Dow and S&P reclaimed pivots, Nasdaq lagged. Focus turns to resistance holds and VIX.
Rabobank’s Jane Foley says Swiss franc lags safe-haven behaviour amid Middle East tensions and SNB warnings near 0.90
Written on March 17, 2026 at 1:21 am, by
Swiss franc ranks seventh among G10 since February; SNB intervention warnings keep EUR/CHF near 0.90.
Silver trades near $79.70, down 1.12%, as investors stay cautious ahead of Federal Reserve policy updates
Written on March 17, 2026 at 12:51 am, by
Silver slips to $79.70 as markets await Fed decision; higher rates and Middle East tensions shape sentiment.
February saw Canada’s annual CPI ease to 1.8%, below forecasts; monthly prices rose 0.5%
Written on March 17, 2026 at 12:51 am, by
Canada’s CPI slows to 1.8% in February; core eases, base effects cited; loonie strengthens, USD/CAD slips.
