Live Updates

24

Mar 2026
Pesole at ING says risk-off conditions cap sterling gains, keeping EUR/GBP slightly above fair value estimate

EUR/GBP trades slightly above ING fair value; ECB and BoE speakers, plus PMIs, may drive moves.

24

Mar 2026
OCBC says BoE messaging drove market repricing, pricing 85bps tightening by 2026, delaying anticipated third-quarter cuts

Bank of England messaging triggered repricing; 2026 hikes priced higher, cut less certain, GBP/USD stable amid stagflation risks.

24

Mar 2026
Trump told Fox Business that Iran urgently seeks an agreement, possibly reached within five days or sooner

Trump says Iran seeks deal within five days; markets turn risk-on as oil slides and stocks rise.

24

Mar 2026
Stephan Miran told Bloomberg policymakers should ignore headlines, as the outlook still supports prospective rate cuts

Fed Governor Miran urged patience, saying it’s premature to react to oil shocks; labour market softening supports cuts.

24

Mar 2026
MUFG analysts say CHF lags G10 peers since conflict began, as SNB intervention risks curb haven demand

Swiss franc lags G10 since Middle East conflict; SNB warns against sharp gains, but energy shock may reverse.

24

Mar 2026
TD Securities’ Daniel Ghali says gold’s bull run reflects sequential investors, echoing carry-trade-like behaviour rather than fundamentals

Gold demand shifts face pressure as Middle East dollar surpluses shrink; conflict risks prompt vulnerable near-term outlook.

24

Mar 2026
Chicago Fed President Austan Goolsbee told CNBC rates might fall by late 2026 amid heightened uncertainty

Goolsbee warns inflation has stalled; Fed faces tough period, may cut rates by 2026 if inflation improves.

24

Mar 2026
Rabobank analysts say Ras Laffan strike and Hormuz closure ended LNG glut, repricing TTF gas sharply

Rabobank says Ras Laffan strike, Hormuz closure erase LNG surplus, lifting TTF; forecasts €61/MWh Q2 2026.

24

Mar 2026
America’s Chicago Fed National Activity Index slipped from 0.18 previously to -0.11 in February

Chicago Fed National Activity Index fell to -0.11 in February, down from 0.18 in January.

24

Mar 2026
WTI crude trades near $92.20, down 5.45%, after falling from $100 as tensions ease supply fears

WTI slid to $92 after Trump postponed Iran strike talk; IEA weighs reserve release, Hormuz threats persist.

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