Monthly Archives: March 2026
Australian CFTC data shows AUD non-commercial net positions increasing from 69.1K to 70.9K
Written on March 28, 2026 at 9:31 am, by davin
Australia CFTC data shows AUD NC net positions rose to 70.9K from 69.1K, up 1.8K.
DBS expects Indonesia’s March CPI near 4% annually, driven by fuel costs, festivals, and base effects

Written on March 28, 2026 at 9:30 am, by davin
DBS forecasts Indonesia March inflation at 4%, citing energy costs, holiday demand, and possible fuel subsidy changes.
Amid escalating conflict and rising inflation, gold climbs 3%, trading near $4,510 after rebounding from $4,375

Written on March 28, 2026 at 9:01 am, by davin
Gold jumped 3% to $4,510 as Middle East tensions, rising inflation expectations, and higher yields boosted demand.
Societe Generale’s Kunal Kundu says Iran tensions reveal India’s vulnerabilities from energy imports, trade routes, price spillovers
Written on March 28, 2026 at 9:00 am, by davin
Iran conflict heightens India’s energy, trade, and inflation risks via oil dependence, shipping disruptions, and external balances.
AUD/USD slips for a fourth session; Australian Dollar weakens under 0.6900 as US Dollar gains on Middle East tensions
Written on March 28, 2026 at 8:31 am, by davin
AUD/USD hit two-month lows near 0.6866, pressured by strong dollar, Middle East tensions and oil.
In North America, Sterling remains above 1.3300, but edges towards weekly losses versus a haven-supported Dollar

Written on March 28, 2026 at 8:30 am, by davin
British Pound holds above 1.3300 vs dollar; energy shock fears boost USD, weekly and monthly losses.
DBS expects South Korea’s March exports to grow strongly, boosting surplus despite pricier, energy-led imports

Written on March 28, 2026 at 8:01 am, by davin
South Korea’s exports stay strong on AI chips; imports rise on energy, widening surplus amid inflation.
Hormuz tensions spurred a selloff, pushing the Dow down 510 points, into correction below 45,500

Written on March 28, 2026 at 8:00 am, by davin
Stocks slid into correction as Hormuz tensions lifted oil above $110, souring sentiment and edging inflation expectations higher.
NZD/USD extends four-day decline near 0.5750, as Middle East conflict, weak NZ confidence and strong dollar weigh

Written on March 28, 2026 at 7:31 am, by davin
NZD/USD slips to 0.5750 as risk aversion, Middle East tensions, higher US yields boost dollar demand.
Deepali Bhargava says oil price rises and disruptions threaten Philippine growth, inflation, and external balances, complicating BSP policy
Written on March 28, 2026 at 7:30 am, by davin
ING says oil shock weakens Philippine growth, boosts inflation and external deficits; peso still at depreciation risk despite BSP.