Monthly Archives: March 2026
BNY’s Geoff Yu says European central banks may underdeliver hikes as households weaken; discretionary lags, utilities lead
Written on March 25, 2026 at 12:06 pm, by josephine
Developed market central banks may not deliver all priced hikes as demand weakens; stagflation risks rise. Utilities outperform.
Deutsche Bank’s Sanjay Raja says UK inflation met forecasts; services costs lifted core CPI, challenging BoE
Written on March 25, 2026 at 12:05 pm, by josephine
UK inflation hit 3% as expected; core and services stayed firm, limiting rate cuts amid rising costs.
WTI trades around $88 per barrel in Europe, stabilising after losses as US-Iran talks draw focus
Written on March 25, 2026 at 12:04 pm, by josephine
WTI rebounded near $88, then eased as truce talks eased fears; Saudi exports rose, US stocks built.
Despite uncertainty surrounding US-Iran talks, optimism persists in forex markets, with traders maintaining upbeat sentiment overall
Written on March 25, 2026 at 12:03 pm, by josephine
European markets edge higher; ceasefire and Hormuz reopening reports watched, ahead of Germany IFO and US trade prices.
TD Securities expects the US Dollar to rise as risk premia stay high, despite bearish 2026 outlook
Written on March 25, 2026 at 12:03 pm, by josephine
TD Securities says dollar may keep rising on risk premia, but war off-ramp could weaken it.
ONS reports UK annual CPI inflation held at 3.0% in February, matching forecasts and January’s pace
Written on March 25, 2026 at 12:02 pm, by josephine
UK inflation holds at 3.0% in February; core rises to 3.2%, pushing GBP/USD slightly lower.
Britain’s monthly non-seasonally adjusted output PPI in February fell 0.5%, undershooting the expected 0.2% rise
Written on March 25, 2026 at 10:05 am, by josephine
UK Producer Price Index output fell 0.5% in February, missing forecasts of a 0.2% monthly rise.
Britain’s core producer output prices fell 0.8% month-on-month, seasonally unadjusted, after a 0.2% rise
Written on March 25, 2026 at 10:04 am, by josephine
UK core output producer price index fell 0.8% in February month-on-month, reversing January’s 0.2% increase.
In February, the UK’s annual unadjusted output PPI rose 1.7%, undershooting the 2.6% forecast
Written on March 25, 2026 at 10:04 am, by josephine
UK output producer prices rose 1.7% year-on-year in February, undershooting the 2.6% market forecast.
February’s UK core CPI year-on-year rose to 3.2%, exceeding the 3.1% forecast expectations
Written on March 25, 2026 at 10:03 am, by josephine
UK core consumer price inflation rose 3.2% year-on-year in February, beating the 3.1% forecast, remaining elevated.
