Live Updates

17

Mar 2026
TD Securities’ Ryan McKay says Red Sea chokepoints shift Saudi export risks, tightening oil supply globally

Hormuz disruptions boost reliance on Saudi East-West pipeline; Yanbu VLCC exports vulnerable to Bab El-Mandeb risks.

17

Mar 2026
NBC economists say Canada’s inflation remains controlled, with CPI below 2%, despite recent oil price rises

Canada’s February CPI slowed to 1.8%, core eased, shelter cooled; oil prices may lift inflation soon.

17

Mar 2026
INGING’s Warren Patterson raises the energy market outlook, dropping expectations of a brief Strait of Hormuz shutdown

ING revised its Hormuz disruption outlook, now expecting prolonged blockage into late March with slow recovery afterward.

17

Mar 2026
RBC economist Claire Fan says February inflation cooled to 1.8%, though tax changes skew comparisons, with risks lingering

Canada’s inflation slowed to 1.8% in February; core measures fell, while oil risks may lift March.

17

Mar 2026
Rabobank’s Jane Foley says Swiss franc’s haven appeal troubles SNB amid low inflation and zero interest rates

Swiss franc’s safe-haven strength challenges SNB, amid low inflation, limited rate cuts, and constrained FX intervention.

17

Mar 2026
In March, the US NAHB Housing Market Index reached 38, exceeding the 37 forecast by analysts

NAHB Housing Market Index rose to 38 in March, beating 37 forecast, signaling slightly improved builder sentiment.

17

Mar 2026
USD/CAD edges lower as easing Canadian inflation and softer US Dollar shift focus towards US-Iran conflict concerns

USD/CAD slips near 1.3659 as softer Canadian CPI and BoC/Fed decisions dominate, oil risks support prices.

17

Mar 2026
Bob Savage says dollar, oil and equity links are changing as investors confront Iran tensions and central banks

Bob Savage cites Iran conflict, central banks, shifting dollar-oil-equity links; oil/gold ratio signals deleveraging.

17

Mar 2026
MUFG analysts stay short EUR/USD, expecting energy-driven terms-of-trade losses to keep the euro pressured

MUFG stays short EUR/USD, citing oil and gas-driven terms-of-trade shocks; higher crude implies lower EUR/USD.

17

Mar 2026
Federal Reserve data showed US output rising 0.2% monthly, whilst capacity use held at 76.3% thereafter

US industrial production rose 0.2% in February; capacity utilization steady at 76.3%, DXY eased afterward.

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