Monthly Archives: March 2026
OCBC says BoE messaging drove market repricing, pricing 85bps tightening by 2026, delaying anticipated third-quarter cuts
Written on March 23, 2026 at 7:02 pm, by josephine
Bank of England messaging triggered repricing; 2026 hikes priced higher, cut less certain, GBP/USD stable amid stagflation risks.
Trump told Fox Business that Iran urgently seeks an agreement, possibly reached within five days or sooner
Written on March 23, 2026 at 7:01 pm, by josephine
Trump says Iran seeks deal within five days; markets turn risk-on as oil slides and stocks rise.
Stephan Miran told Bloomberg policymakers should ignore headlines, as the outlook still supports prospective rate cuts
Written on March 23, 2026 at 6:03 pm, by josephine
Fed Governor Miran urged patience, saying it’s premature to react to oil shocks; labour market softening supports cuts.
MUFG analysts say CHF lags G10 peers since conflict began, as SNB intervention risks curb haven demand
Written on March 23, 2026 at 6:03 pm, by josephine
Swiss franc lags G10 since Middle East conflict; SNB warns against sharp gains, but energy shock may reverse.
TD Securities’ Daniel Ghali says gold’s bull run reflects sequential investors, echoing carry-trade-like behaviour rather than fundamentals
Written on March 23, 2026 at 6:02 pm, by josephine
Gold demand shifts face pressure as Middle East dollar surpluses shrink; conflict risks prompt vulnerable near-term outlook.
Week Ahead: Fed’s Dot Plot Faces a Reality Check
Written on March 23, 2026 at 6:02 pm, by josephine
This week’s focus is on whether price action across the dollar, oil, gold, equities and crypto confirms a deeper macro repricing.
Chicago Fed President Austan Goolsbee told CNBC rates might fall by late 2026 amid heightened uncertainty
Written on March 23, 2026 at 6:01 pm, by josephine
Goolsbee warns inflation has stalled; Fed faces tough period, may cut rates by 2026 if inflation improves.
Rabobank analysts say Ras Laffan strike and Hormuz closure ended LNG glut, repricing TTF gas sharply
Written on March 23, 2026 at 5:04 pm, by josephine
Rabobank says Ras Laffan strike, Hormuz closure erase LNG surplus, lifting TTF; forecasts €61/MWh Q2 2026.
America’s Chicago Fed National Activity Index slipped from 0.18 previously to -0.11 in February
Written on March 23, 2026 at 5:03 pm, by josephine
Chicago Fed National Activity Index fell to -0.11 in February, down from 0.18 in January.
WTI crude trades near $92.20, down 5.45%, after falling from $100 as tensions ease supply fears
Written on March 23, 2026 at 5:03 pm, by josephine
WTI slid to $92 after Trump postponed Iran strike talk; IEA weighs reserve release, Hormuz threats persist.
