Live Updates

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.

17

Mar 2026
TD Securities’ Daniel Ghali warns exchange copper inventories may be tapped increasingly as global deficits tighten supply

TD Securities warns copper deficits may draw exchange stocks down, as off-exchange supplies are constrained globally.

17

Mar 2026
Societe Generale says Eurozone January industrial output plunged, despite stronger PMIs and German orders, from sector shocks

Euro area industrial output fell 1.5% in January, driven by pharmaceutical and energy-intensive industry declines.

17

Mar 2026
In February, US industrial production rose 0.2% month-on-month, exceeding forecasts of a 0.1% increase

US industrial production increased 0.2% in February, beating forecasts of 0.1%, signalling output slightly stronger than expected.

17

Mar 2026
In February, US capacity utilisation exceeded forecasts, reaching 76.3% versus an expected 76.2% in latest data

US capacity utilisation edged up to 76.3% in February, beating the 76.2% forecast by 0.1 points.

17

Mar 2026
Warren Patterson says oil markets reprice for extended Hormuz disruption, with about 8m b/d already halted

Oil markets reprice for prolonged Hormuz disruption, 8m b/d shut-ins, delayed US response, elevated record prices.

17

Mar 2026
TD Securities’ Daniel Ghali says Chinese demand supports global silver buying, while visible stocks still outweigh shorts

Chinese silver demand keeps Shanghai import arbitrage profitable, boosting imports and inventories, easing scarcity as global coverage rises.

17

Mar 2026
US index futures rebound entering New York; Dow and S&P recover, Nasdaq lags, VIX pivots 26.38

US index futures steadied; Dow and S&P reclaimed pivots, Nasdaq lagged. Focus turns to resistance holds and VIX.

17

Mar 2026
Rabobank’s Jane Foley says Swiss franc lags safe-haven behaviour amid Middle East tensions and SNB warnings near 0.90

Swiss franc ranks seventh among G10 since February; SNB intervention warnings keep EUR/CHF near 0.90.

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