Live Updates

18

Mar 2026
TD Securities expects AUD strength as trade gains and pension fund hedging outweigh geopolitical risks, post-split RBA vote

TD Securities expects Aussie dollar to outperform G10, supported by trade shock, hedging flows, and LNG strength.

18

Mar 2026
INGING’s strategist Ewa Manthey says Alba and Qatalum cuts tighten Gulf aluminium supply, impacting regional output

Middle East aluminium supply tightens as Alba and Qatalum curtail output amid disrupted Hormuz shipments, dwindling alumina.

18

Mar 2026
Commerzbank’s Carsten Fritsch says disruptions, reserves and shifting demand may reshape oil balances over time

IEA warns Strait of Hormuz blockade cuts record oil output, echoing 1970s crises; reserves may ease shortages.

18

Mar 2026
Traders keep GBP/JPY steady, awaiting BoE and BoJ interest-rate decisions, while sparse data mutes moves

GBP/JPY holds near 212.15 ahead of BoE/BoJ decisions; oil-driven inflation boosts Pound, guidance watched closely.

18

Mar 2026
Scotiabank strategists say USD/CAD stays rangebound; oil strength and tight yield spreads underpin the Canadian dollar

Scotiabank says loonie undervalued; USD/CAD near 1.37 faces resistance, with Fed and BoC meetings ahead.

18

Mar 2026
TD Securities’ Daniel Ghali warns gold faces policy headwinds as rising US two-year yields shift macro conditions

US 2-year yields break downtrend, shifting Fed expectations; crowded gold positioning faces headwinds despite central-bank support.

18

Mar 2026
In February, US pending home sales year-on-year slipped to -0.8% from -0.4% previously

US pending home sales dropped 0.8% year-on-year in February, signalling weaker purchase pipelines than last year.

18

Mar 2026
Deutsche Bank says Iran conflict links markets to oil, bolstering dollar; Asian currencies face greatest strain risk

Iran war-linked energy shocks lift oil, weaken growth, boosting dollar; Asia FX vulnerable amid Hormuz disruption risks.

18

Mar 2026
Societe Generale economists say Germany’s reformed debt brake and 2025–2026 budgets boost Euro area growth outlook

Germany’s relaxed debt brake boosts spending, lifting growth through 2029, raising inflation risks, and limited euro-area spillovers.

18

Mar 2026
Celanese shares face resistance near $61.24 as investors watch for a breakout or renewed bearish pressure

Celanese shares rebounded to $61, but repeated rejections make $56 support key; breakout or breakdown next.

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