Monthly Archives: March 2026
US RealClearMarkets/TIPP monthly economic optimism registered 47.5, undershooting forecasts of 50.1 in March
Written on March 4, 2026 at 5:20 am, by
RealClearMarkets/TIPP Economic Optimism Index fell to 47.5 in March, missing forecasts and remaining below 50.0.
Deutsche Bank’s Sanjay Raja says the Spring Statement was quiet, adding few measures and £6bn borrowing by 2030/31
Written on March 4, 2026 at 4:51 am, by
Spring Statement offered few new measures; borrowing up GBP 6bn by 2030/31, but headroom risks persist.
After Iranian drones damaged three Middle Eastern data centres, Amazon shares opened 2% lower, affecting UAE, Bahrain
Written on March 4, 2026 at 4:51 am, by
Amazon shares fell as Iranian drone strikes damaged Middle East data centres, degrading AWS services amid war.
Nomura analysts expect worsening conflict risks to boost Swiss franc strength, prompting potential Swiss National Bank interventions
Written on March 4, 2026 at 4:21 am, by
Nomura expects conflict risks to strengthen CHF; SNB likely to intervene via FX purchases, avoiding negative rates.
Despite firmer Eurozone inflation, EUR/GBP slips as traders reassess central-bank policy amid US-Iran oil tensions
Written on March 4, 2026 at 4:21 am, by
EUR/GBP slips near 0.8710 as oil, Iran tensions and shifting BoE/ECB expectations boost pound, cap euro.
Commerzbank’s Stamer says February eurozone inflation hit 1.9%, core 2.4%, exceeding forecasts as oil prices rose
Written on March 4, 2026 at 3:51 am, by
Euro area inflation beats forecasts as Iran-related energy spikes lift prices; Commerzbank warns 3% risk.
America’s Redbook Index showed annual growth accelerating to 7% from 6.7%, according to latest figures
Written on March 4, 2026 at 3:50 am, by
US Redbook Index accelerated to 7% year-on-year on February 27, up from 6.7% previously.
ING’s Patterson and Manthey say Brent surged on Middle East tensions; later eased as traders reassessed supply disruptions
Written on March 4, 2026 at 3:21 am, by
Brent climbed on Middle East tensions, but gains eased as markets reassessed risks of supply disruptions.
BNY’s Bob Savage says Katayama is watching closely, ready to counter abrupt yen moves above 157
Written on March 4, 2026 at 3:20 am, by
Japan warns of FX action as yen weakens past 157 amid Iran attack volatility and energy risks.
Lee Hardman says RBA hawkishness and commodities support AUD and CAD versus USD, outperforming European peers
Written on March 4, 2026 at 2:52 am, by
AUD and CAD outperform USD amid hawkish RBA, higher yields; energy-driven inflation supports, but risk-off threatens.
