Monthly Archives: March 2026
Miran says the Fed usually ignores oil price moves and remains cautious about interpreting one month’s jobs data
Written on March 7, 2026 at 6:20 am, by davin
Fed Governor Stephen Miran downplayed one jobs report, called policy too tight, and pegged neutral rate 2.5–2.75%.
ABN AMRO foresees China’s February CPI rising near 1% annually, lifted by Lunar New Year spending effects
Written on March 7, 2026 at 5:51 am, by davin
ABN AMRO forecasts China February inflation near 1%, smaller producer-price falls, and stronger exports/imports on tech-led growth.
USD/CAD falls as softer US payrolls weaken the dollar, while higher oil prices lift the loonie
Written on March 7, 2026 at 5:50 am, by davin
USD/CAD drops on weak US jobs report, stronger oil prices, while Canada PMI rises sharply.
Gold climbs as softer US payrolls weaken the dollar, with Middle East tensions boosting safe-haven demand
Written on March 7, 2026 at 5:21 am, by davin
Gold jumps above $5,140 on weak payrolls, risk-off Middle East tensions; still weekly loss on dollar.
Amid rising geopolitical and economic uncertainty, the Swiss Franc strengthens, pushing USD/CHF down to around 0.7780
Written on March 7, 2026 at 5:20 am, by davin
USD/CHF slid to 0.7780 as weak US jobs, rising tensions, and safe-haven franc demand grew.
MUFG says Asia FX will track Iran conflict risks, energy shocks, and widening macro policy divergence
Written on March 7, 2026 at 4:51 am, by davin
MUFG warns US-Israel-Iran tensions and energy risks, plus policy divergence, may weaken Asian FX further.
Following a -92K NFP shock, the Dow sank 600 points to 47,340, ending a 1K-loss week
Written on March 7, 2026 at 4:51 am, by davin
Stocks slid as payrolls missed badly; unemployment rose, oil climbed, yields jumped, and volatility spiked.
Commerzbank’s Balz says the Fed remains cautious as February payrolls missed forecasts, distorted by strike, cold weather
Written on March 7, 2026 at 4:21 am, by davin
US employment fell 92,000 in February; revisions cut 69,000. Unemployment rose to 4.4%; earnings grew.
Turkey’s Treasury posted a February cash deficit of 94.42B, narrowing from the earlier 246B shortfall
Written on March 7, 2026 at 4:20 am, by davin
Turkey’s Treasury cash deficit narrowed in February to 94.42B, improving from January’s deeper 246B shortfall.
ING’s Ewa Manthey says Middle East conflict escalation raises aluminium above $4,000/t amid tightening supply risks
Written on March 7, 2026 at 3:51 am, by davin
ING raises aluminium forecasts as Hormuz conflict threatens Gulf exports; worst-case disruption could briefly push prices above $4,000.
