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Live Updates

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.

14

Mar 2026
Mid-term election seasonality suggests the S&P 500 may peak in April, based on closing-price trends

Seasonality update: March turning points largely aligned (73%); projection calls for bottom, rally, decline, then April 18 peak.

13

Mar 2026
BEA cut US fourth-quarter annualised GDP growth to 0.7%, below the 1.4% forecast and first estimate

BEA revised Q4 US annualised GDP growth to 0.7%, citing weaker exports, spending, investment; dollar steady.

12

Mar 2026
BBH’s Elias Haddad says haven flows and stressed funding needs underpin the US Dollar short term

BBH says dollar may rise on safe-haven funding demand during stress, but remains bearish long-term overall.

12

Mar 2026
Standard Chartered’s Bader Al Sarraf expects Egypt’s central bank to hold 19% until FY26, then 13% by 2026-end

Standard Chartered expects Egypt’s central bank to hold 19% through FY26 amid inflation and FX pressure.

11

Mar 2026
DBS says DXY’s 99.7 rejection suggests 2026 risk sentiment shift as G7/IEA curb Dollar demand

DXY stalled below 99.7 as oil fell; fading safe-haven demand and restrictive Fed policy capped dollar gains.

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