Monthly Archives: March 2026
BNY’s Bob Savage says rising energy costs pressure Eurozone and other surplus economies’ funding currencies
Written on March 14, 2026 at 1:20 am, by
Higher energy costs threaten current-account surpluses, pressuring euro-area currencies as oil rises shift balances.
The Census Bureau reported US January durable goods orders were largely steady, dipping to $321.2 billion
Written on March 14, 2026 at 12:51 am, by
US durable goods orders unexpectedly fell in January, dragged by transportation, while the dollar stayed firm.
In January, Russia’s foreign trade dropped to $6.597B, down from the prior $10.021B figure
Written on March 14, 2026 at 12:50 am, by
Russia’s foreign trade balance fell to $6.597bn in January from $10.021bn, narrowing export-import gap.
Commerzbank says aluminium is up 10%, supported by Iran conflict supply fears, Gulf producers, China cap
Written on March 14, 2026 at 12:22 am, by
Aluminium up 10% on Iran supply fears; tight Asia premiums, China capped output, LME withdrawals surge.
Following weaker UK economic figures, sterling slides against the yen, with GBP/JPY near 211.50, erasing week gains

Written on March 14, 2026 at 12:21 am, by
Sterling slid versus yen after flat UK GDP and weak output data; GBP/JPY retreated near 211.50.
Following weak UK GDP figures, sterling faces heavy selling, pushing GBP/USD towards its year-to-date low again

Written on March 13, 2026 at 11:51 pm, by
GBP/USD slid toward mid-1.3200s after flat UK January GDP, weaker output data, and renewed dollar strength.
Rabobank’s strategists say Middle East tensions and market stress have reinforced the US Dollar’s safe-haven role
Written on March 13, 2026 at 11:51 pm, by
Middle East tensions boost dollar safe-haven demand; Rabobank expects de-dollarisation fears ease as inflation risks rise.
BEA cut US fourth-quarter annualised GDP growth to 0.7%, below the 1.4% forecast and first estimate
Written on March 13, 2026 at 11:21 pm, by
BEA revised Q4 US annualised GDP growth to 0.7%, citing weaker exports, spending, investment; dollar steady.
BEA reports US annual PCE inflation slipped to 2.8%, below expectations, down from December’s 2.9%
Written on March 13, 2026 at 11:20 pm, by
US PCE inflation eased to 2.8% in January; core held 3.1%, income and spending rose 0.4%.
Fourth-quarter US GDP Price Index increased to 3.8%, edging up from the prior 3.7% reading

Written on March 13, 2026 at 10:51 pm, by
US GDP price index rose to 3.8% in Q4 from 3.7%, signaling slightly higher inflation pressures.