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18

Mar 2026
TD Securities says Gulf conflict disruptions reduced Bahrain and Qatar output, lifting aluminium prices amid Alba force majeure

Gulf conflict-linked disruptions tighten aluminium supply; Hormuz risks loom, prices and premiums surge amid worsening global deficits.

18

Mar 2026
MUFG’s Derek Halpenny says oil-backed Canadian Dollar resilience persists as Bank of Canada signals cautious rate hold amid inflation uncertainty

MUFG says Canadian dollar resilient on oil support; BoC likely holds; weak jobs; USD/CAD range-bound unless conflict/oil surge.

18

Mar 2026
Commerzbank’s Pfister says EUR/USD options now resemble pre-war patterns, resetting volatility and risk-reversal dynamics

Pfister says EUR/USD options have reverted to pre-“Liberation Day” patterns, as post-April shifts faded recently.

18

Mar 2026
Treasurer Jim Chalmers warned an Iran war might lift inflation 0.25 points and reduce GDP further

Treasury modelled Iran conflict oil shocks, lifting inflation up to 1.25 points and lowering GDP through 2029.

18

Mar 2026
NZD/USD rebounds toward 0.5860 as escalating Middle East conflict and pre-Fed jitters weaken the US Dollar

NZD/USD hovered near 0.5860 as weaker US Dollar offset Middle East tensions; focus shifts to Fed decision.

17

Mar 2026
Ahead of forthcoming ECB and Bank of England policy decisions, EUR/GBP stays near 0.8640, little changed

EUR/GBP hovered near 0.8640 as traders awaited ECB and BoE decisions, plus UK jobs data Thursday.

17

Mar 2026
TD Securities expects AUD strength as trade gains and pension fund hedging outweigh geopolitical risks, post-split RBA vote

TD Securities expects Aussie dollar to outperform G10, supported by trade shock, hedging flows, and LNG strength.

17

Mar 2026
Traders keep GBP/JPY steady, awaiting BoE and BoJ interest-rate decisions, while sparse data mutes moves

GBP/JPY holds near 212.15 ahead of BoE/BoJ decisions; oil-driven inflation boosts Pound, guidance watched closely.

17

Mar 2026
TD Securities’ Daniel Ghali warns gold faces policy headwinds as rising US two-year yields shift macro conditions

US 2-year yields break downtrend, shifting Fed expectations; crowded gold positioning faces headwinds despite central-bank support.

17

Mar 2026
In February, US pending home sales year-on-year slipped to -0.8% from -0.4% previously

US pending home sales dropped 0.8% year-on-year in February, signalling weaker purchase pipelines than last year.

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