GBP: Hawkish BoE repricing underpins Pound – MUFG.GBP: Hawkish BoE repricing underpins Pound – MUFG

Colombia Retail Sales (YoY) below forecasts (10.1%) in January: Actual (7.8%).Colombia Retail Sales (YoY) below forecasts (10.1%) in January: Actual (7.8%)

Natural Gas Price Analysis – Natural Gas Continues to See Overhead Pressure.Natural gas markets continue to show signs of hesitation, as the season for natural gas is starting to disappear. This time of year I typically only short this market.

Riksbank: War risk keeps policy on hold – Nordea.Riksbank: War risk keeps policy on hold – Nordea

Crude Oil Price Analysis – Oil Continues to See Volatile Moves.If we do drop oil traders will more likely than not do what they can to start buying again, as the war will continue to cause traders to worry about global supply.

AUD/JPY Forecast And Why the Yen's Rebound is On Shaky Ground.The AUD/JPY currency pair has been among the stronger performers in 2026, reaching levels not seen since the early 1990s. Since the start of the year, it has gained roughly 7%, although recent trading sessions indicate a shift.

RBA Preview: Why a 25bps hike to 4.1% is the most likely outcome.A geopolitical "nightmare scenario", the Iran conflict and Strait of Hormuz closure forces the RBA's abrupt pivot. We analyze the high probability of a 25bps hike to 4.1%, the risk of a tightening cycle toward 4.35%, and key technical levels for AUD/USD volatility.

USD/ZAR, USD/MXN and USD/JPY Forecasts – US Dollar Drifting a bit Lower in Early Trading.The US dollar continues to drive where we go in multiple markets. On Monday, it looks like risk appetite is a bit stronger.

Canada: Core inflation easing but supply risks persist – RBC.Canada: Core inflation easing but supply risks persist – RBC

Russian central bank to cut benchmark rate by 50 bps amid Iran war uncertainty, analysts say.The Russian central bank is likely to cut its benchmark interest ​rate by 50 basis points to 15% at a meeting on March 20 as a ‌spike in global oil prices after the U.S.-Israeli attacks on Iran creates new uncertainty, a Reuters poll of 23 analysts showed on Monday.

CHF: Intervention risk and safe-haven role – Rabobank.CHF: Intervention risk and safe-haven role – Rabobank

S&P500 Forecast: SPX rises as oil prices cool on Hormuz hopes.In Europe                                                                           

US Industrial Production increased 0.2% in February.US Industrial Production increased 0.2% in February

Euro area: Industrial recovery delayed by sector shocks – Societe Generale.Euro area: Industrial recovery delayed by sector shocks – Societe Generale

Canada's Inflation Pressures Cooled Further in February.Headline CPI inflation cooled in February to 1.8% year-on-year (y/y) slightly below consensus expectations. The GST/HST break ended partway through February 2025, which lead to large price increases in that month, but puts downward pressure on the year-on-year price change in February 2026.

United States Industrial Production (MoM) registered at 0.2% above expectations (0.1%) in February.United States Industrial Production (MoM) registered at 0.2% above expectations (0.1%) in February

United States Capacity Utilization above expectations (76.2%) in February: Actual (76.3%).United States Capacity Utilization above expectations (76.2%) in February: Actual (76.3%)

Oil: Higher prices on prolonged Gulf disruption – ING.Oil: Higher prices on prolonged Gulf disruption – ING

Dollar Falls and Oil Slips Below $100 as Hormuz Remains Navigable.Oil slipped back below $100 today as signs emerged that the Strait of Hormuz remains navigable, easing fears of a full disruption to global energy supply. Dollar weakened broadly as traders scaled back the most extreme oil shock scenarios tied to the US-Israel conflict with Iran.

Canada CPI slows to 1.8% in February, inflation pressure eases before oil shock.Canada's inflation slowed more than expected in February, with headline CPI easing from 2.3% yoy to 1.8% yoy, below market expectations of 1.9%. On a monthly basis, prices rose 0.5% mom, also slightly below forecasts of 0.6%, suggesting price pressures continued to moderate.

Canada Consumer Price Index (MoM) below forecasts (0.6%) in February: Actual (0.5%).Canada Consumer Price Index (MoM) below forecasts (0.6%) in February: Actual (0.5%)

Riksbank: Rates steady as energy risks build – Nomura.Riksbank: Rates steady as energy risks build – Nomura

 BIS urges central banks not to overreact to energy price spike.The body that advises the world's central banks has urged policymakers not to overreact to the Iran crisis-driven spike in global energy prices, calling it a textbook case of when to "look through" a shock, ​especially if it proves temporary.

Fed: Stagflation dilemma in Iran War – DBS.Fed: Stagflation dilemma in Iran War – DBS

JPY: BoJ caution and energy shock weigh on currency – MUFG.JPY: BoJ caution and energy shock weigh on currency – MUFG

investingLive European markets wrap: Oil off early highs, risk mood picks up for now.The market mood early this week seems to be one that hints that it is ready to move on. However, it could be a false dawn with traders and investors underpricing the risks of prolonged disruption in the Middle East.

Chart Alert: WTI Crude Oil Rally Almost Reached $102.25, Risk of Minor Setback Towards $88.36.The price actions of the West Texas (WTI) crude oil have staged an expected bullish reversal after the two-day decline of around 35% from its four-year high printed on last Monday, 9 March 2026, to the 11 March 2026 low.

UK consumers hit by worries over war in Iran, S&P Global says.British consumers have turned their least confident since the start of last year ​following the outbreak of war in the ‌Middle East, financial data firm S&P Global said on Monday in an early sign of the potential ​impact of the conflict on the ​economy.

XTI/USD Chart Analysis: WTI Oil Price Fluctuates Near $100.For the third Monday in a row, trading in the oil market has opened with a bullish gap, although this time it is not as wide as the gap seen, for example, on 9 March. The reason for the volatility is clear — the ongoing military conflict in the Middle East, with no visible signs of de-escalation so far.

CAD: Softer jobs and CPI seen versus Oil risk – TD Securities.CAD: Softer jobs and CPI seen versus Oil risk – TD Securities