Monthly Archives: March 2026
Warren Patterson says oil markets reprice for extended Hormuz disruption, with about 8m b/d already halted
Written on March 16, 2026 at 7:04 pm, by josephine
Oil markets reprice for prolonged Hormuz disruption, 8m b/d shut-ins, delayed US response, elevated record prices.
TD Securities’ Daniel Ghali says Chinese demand supports global silver buying, while visible stocks still outweigh shorts
Written on March 16, 2026 at 7:03 pm, by josephine
Chinese silver demand keeps Shanghai import arbitrage profitable, boosting imports and inventories, easing scarcity as global coverage rises.
US index futures rebound entering New York; Dow and S&P recover, Nasdaq lags, VIX pivots 26.38
Written on March 16, 2026 at 7:02 pm, by josephine
US index futures steadied; Dow and S&P reclaimed pivots, Nasdaq lagged. Focus turns to resistance holds and VIX.
Rabobank’s Jane Foley says Swiss franc lags safe-haven behaviour amid Middle East tensions and SNB warnings near 0.90
Written on March 16, 2026 at 7:01 pm, by josephine
Swiss franc ranks seventh among G10 since February; SNB intervention warnings keep EUR/CHF near 0.90.
February saw Canada’s annual CPI ease to 1.8%, below forecasts; monthly prices rose 0.5%
Written on March 16, 2026 at 5:03 pm, by josephine
Canada’s CPI slows to 1.8% in February; core eases, base effects cited; loonie strengthens, USD/CAD slips.
February’s Canadian monthly CPI rose 0.5%, undershooting the 0.6% forecast, data showed
Written on March 16, 2026 at 4:04 pm, by josephine
Canada’s February CPI rose 0.5% month-on-month, missing the 0.6% forecast by 0.1 percentage points.
Canada’s core Consumer Price Index, tracked by the BoC, fell year-on-year to 2.3% from 2.6% in February
Written on March 16, 2026 at 4:03 pm, by josephine
Bank of Canada core CPI inflation slowed to 2.3% in February, easing from 2.6% previously.
BNY’s Bob Savage says hawkish RBA expectations bolster AUD resilience, despite insufficient G10 inflows ahead of meeting
Written on March 16, 2026 at 4:03 pm, by josephine
Australian dollar nears hawkish RBA meeting; AUD/USD inflows improve, but cross-currency flows drag broader performance overall.
Bessent told CNBC Washington sees Iran conflict length shaping oil prices and worldwide energy supplies
Written on March 16, 2026 at 4:02 pm, by josephine
Bessent said US oil price response depends on Iran conflict duration, amid supply shortfalls and Strait of Hormuz.
In February, Canada’s annualised housing starts totalled 250.9K, falling short of the 252.5K forecast
Written on March 16, 2026 at 3:04 pm, by josephine
Canada’s February seasonally adjusted housing starts came in at 250.9K, slightly below the 252.5K forecast.