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24

Mar 2026
After Trump delayed Iran energy-target strikes, WTI dropped 9%, slipping under $100, testing $90, amid extreme volatility

WTI tumbled 9% below $100 amid Iran-Hormuz fears, reserve releases, volatile swings, and technical pressure.

24

Mar 2026
Despite rebounding from year-to-date lows, silver’s bearish outlook persists amid conflicting headlines on US-Israel-Iran tensions

Silver rebounded near $68 after year-to-date low; Trump delayed Iran strikes, easing dollar/yields; technicals remain bearish.

24

Mar 2026
EUR/USD recovers from earlier declines as Euro strengthens, while a weaker Dollar follows Trump’s delayed Iran strikes plans

EUR/USD climbed as Trump delayed Iran strikes, weakening Dollar demand; oil fell, ECB hikes priced, Fed cuts delayed.

23

Mar 2026
Rabobank expects Banxico to hold 7.00%, as Iran conflict and Board splits heighten inflation risks

Rabobank expects Banxico to hold 7.00% March 26; inflation risks persist; two cuts seen from June.

23

Mar 2026
MUFG expects Middle East turmoil, energy shocks and flows to weaken the yen further, lifting USD/JPY

MUFG warns yen weakness may persist as Middle East tensions lift energy costs, yields, and unhedged outflows.

23

Mar 2026
US construction spending fell 0.3% month-on-month, missing the 0.1% rise forecast, according to latest data

US construction spending fell 0.3% in January, missing forecasts for a 0.1% rise, signaling sector slowdown.

23

Mar 2026
MUFG analysts say CHF lags G10 peers since conflict began, as SNB intervention risks curb haven demand

Swiss franc lags G10 since Middle East conflict; SNB warns against sharp gains, but energy shock may reverse.

23

Mar 2026
TD Securities’ Daniel Ghali says gold’s bull run reflects sequential investors, echoing carry-trade-like behaviour rather than fundamentals

Gold demand shifts face pressure as Middle East dollar surpluses shrink; conflict risks prompt vulnerable near-term outlook.

23

Mar 2026
Rabobank analysts say Ras Laffan strike and Hormuz closure ended LNG glut, repricing TTF gas sharply

Rabobank says Ras Laffan strike, Hormuz closure erase LNG surplus, lifting TTF; forecasts €61/MWh Q2 2026.

23

Mar 2026
In January, Mexico’s monthly retail sales climbed to 1%, improving from the prior -0.1% figure

Mexico retail sales increased 1% month-on-month in January, rebounding from December’s 0.1% decline, official data showed.

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