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19

Mar 2026
Rabobank’s Stefan Koopman says the BoE held rates at 3.75% but sounded hawkish amid renewed energy-driven inflation concerns

Bank of England held rates at 3.75%, turned hawkish as energy shocks lifted inflation outlook, possible April hike.

18

Mar 2026
TD Securities says Gulf conflict disruptions reduced Bahrain and Qatar output, lifting aluminium prices amid Alba force majeure

Gulf conflict-linked disruptions tighten aluminium supply; Hormuz risks loom, prices and premiums surge amid worsening global deficits.

17

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.

17

Mar 2026
Rabobank’s Jane Foley flags opposing risks for the yen amid G10 meetings and possible BoJ tightening shifts

Rabobank’s Foley sees USD/JPY supported by geopolitics; BoJ tightening continues, but intervention fears and rate hikes limit declines.

17

Mar 2026
The GDX Gold Miners ETF shows a zigzag Elliott Wave correction, with waves A and B completed

GDX corrects in Elliott Wave zigzag; wave ((C)) targets $71.6–$84.6 as wave (2) rebounds.

17

Mar 2026
Commerzbank’s Henry Hao says China began 2026 resiliently, supported by industry, exports, infrastructure, despite property weakness

Early-2026 China growth looks firm on exports, industry and infrastructure, but property remains weak amid risks.

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