Monthly Archives: March 2026
In January, Brazil’s monthly retail sales rose 0.4%, surpassing economists’ forecast of a 0.1% decline
Written on March 11, 2026 at 10:51 pm, by
Brazil retail sales rose 0.4% in January, beating forecasts of -0.1% and signalling stronger activity.
Nomura raises eurozone HICP forecasts; Iran conflict-led energy costs may prompt ECB action, with above-target 2026 inflation

Written on March 11, 2026 at 10:51 pm, by
Nomura raises Eurozone HICP outlook on higher energy assumptions; sees above-target inflation in early 2026.
WTI falls as Japan and Germany release oil reserves ahead of an IEA emergency stock decision
Written on March 11, 2026 at 10:21 pm, by
IEA weighs emergency oil release; Japan and Germany plan reserve drawdowns, pushing WTI crude prices lower.
BBH’s Elias Haddad expects US markets to shrug off February CPI, with annual headline, core, and super-core steady

Written on March 11, 2026 at 10:21 pm, by
US February CPI due 12:30pm London; inflation steady expected, but energy pressures may complicate Fed cuts, stagflation risk.
US MBA mortgage applications rose 3.2%, easing from the previous 11% increase, latest reported figures

Written on March 11, 2026 at 9:51 pm, by
US MBA mortgage applications rose 3.2% in week to March 6, slowing from prior week’s 11% jump.
WTI trades near $86.30, rising 1.20%, as Middle East tensions prompt G7 and IEA reserve talks
Written on March 11, 2026 at 9:51 pm, by
WTI rose to $86.30 as Middle East tensions grew; G7 and IEA weighed coordinated strategic oil releases.
UBS’s Paul Donovan says February US CPI still matters; underlying inflation looks benign; Fed should heed broad rises

Written on March 11, 2026 at 9:21 pm, by
February US CPI predates volatility; Fed watches benign inflation, while consumers feel petrol and grocery price pressures.
Deutsche Bank sees Brent reversing sharply, sliding 11% amid Iran optimism, Aramco news, US remarks, IEA talks
Written on March 11, 2026 at 9:21 pm, by
Brent crude plunged 11% as Iran supply fears eased; Aramco boosted flows, IEA reserve release considered.
Gold falls beneath $5,200 to a fresh session low as traders await US CPI data

Written on March 11, 2026 at 8:51 pm, by
Gold slid under $5,200 as dollar firmed; oil retreated; traders await US CPI amid Middle East risks.
MUFG’s Derek Halpenny says IEA oil reserve releases may ease Hormuz shocks, as attention shifts to US inflation
Written on March 11, 2026 at 8:51 pm, by
IEA oil release could ease Hormuz disruption briefly; focus shifts to today’s US CPI, with energy inflation rising.