Monthly Archives: March 2026
Commerzbank’s Pfister expects Brazil’s central bank to begin cuts from 15%, starting 25–50bp, accelerating later in 2026
Written on March 18, 2026 at 9:02 pm, by josephine
Pfister expects Brazil’s central bank to start rate cuts from 15%, accelerating to 50bp moves in 2026.
Ahead of the Fed decision, rebounding dollar and yields pressure gold to a new monthly low
Written on March 18, 2026 at 9:00 pm, by josephine
Gold slips as dollar and yields rise before Fed decision; hot PPI, geopolitics pressure XAU/USD outlook.
TD Securities says the Bank of Canada kept rates at 2.25%, dropping hints the level remains appropriate
Written on March 18, 2026 at 8:05 pm, by josephine
Bank of Canada held 2.25%, dropped rate guidance; TD sees easing bias, Middle East conflict lifting USD/CAD.
USD/CAD edges lower near 1.3700 as BoC keeps rates steady; Fed decision keeps attention focused
Written on March 18, 2026 at 8:04 pm, by josephine
USD/CAD pared gains after BoC held rates, boosting loonie; upside capped as firm dollar awaited Fed decision.
ABN AMRO strategist says varied oil and gas shocks differently influence ECB expectations and Bund yields
Written on March 18, 2026 at 8:03 pm, by josephine
ABN AMRO explains how oil and gas shocks shift ECB rate expectations and German Bund yields dynamics.
ING strategists say copper prices fell as LME inventories hit 2019 highs, driven by Taiwan, Baltimore inflows
Written on March 18, 2026 at 6:09 pm, by josephine
Copper prices weaken as LME inventories hit highest since 2019, signaling softer demand and reduced bullish bets.
TD Securities says Gulf conflict disruptions reduced Bahrain and Qatar output, lifting aluminium prices amid Alba force majeure
Written on March 18, 2026 at 3:05 pm, by josephine
Gulf conflict-linked disruptions tighten aluminium supply; Hormuz risks loom, prices and premiums surge amid worsening global deficits.
MUFG’s Derek Halpenny says oil-backed Canadian Dollar resilience persists as Bank of Canada signals cautious rate hold amid inflation uncertainty
Written on March 18, 2026 at 3:05 pm, by josephine
MUFG says Canadian dollar resilient on oil support; BoC likely holds; weak jobs; USD/CAD range-bound unless conflict/oil surge.
Commerzbank’s Pfister says EUR/USD options now resemble pre-war patterns, resetting volatility and risk-reversal dynamics
Written on March 18, 2026 at 1:05 pm, by josephine
Pfister says EUR/USD options have reverted to pre-“Liberation Day” patterns, as post-April shifts faded recently.
Treasurer Jim Chalmers warned an Iran war might lift inflation 0.25 points and reduce GDP further
Written on March 18, 2026 at 10:03 am, by josephine
Treasury modelled Iran conflict oil shocks, lifting inflation up to 1.25 points and lowering GDP through 2029.
