Psychology for major markets Mar 10

March 10, 2026 1:27 PM UTC

Oil Exploded

Preview: Due March 11 - U.S. February CPI - A moderate gain, but inflation not yet defeated

March 10, 2026 12:15 PM UTC

We expect February’s CPI to increase by 0.3%, with a 0.2% increase ex food and energy.  Before rounding we expect the gains will be similar, with the overall CPI rounded up from 0.26% and the core rounded down from 0.24%.  CPI has slowed, but it is too soon for the Fed to declare victory.

Chart EUR/CAD Update: Limited tests higher

March 10, 2026 11:56 AM UTC

Consolidation above support at congestion around 1.5600 and the 1.5615 current year low of 9 March has given way to a steady bounce

March 10, 2026 11:53 AM UTC

Once again and in line with consensus thinking we see SNB policy being unchanged when it gives its next quarterly assessment with little shift in the forecast for either growth or inflation.  Admittedly, the tone of the economic outlook will be more guarded but where it will be underscored that it

Asia Country Risk Ratings

March 10, 2026 11:00 AM UTC

We provide country risk reviews for Asia countries including China, India, Indonesia, Taiwan and Phillipines.  

March 10, 2026 10:56 AM UTC

It is highly likely that the Riksbank will (again) keep policy on hold with the key rate left at 1.75% when it gives its next verdict.  However, what will be more important is what the Board says; explicitly in terms of the recent (less pleasing to it) data flow and, implicitly in terms of updated

Trump’s Fiscal Dominance

March 10, 2026 10:35 AM UTC

·       Voting will be done by 12 FOMC members and while Kevin Warsh could mellow some centrists, 5 district Fed presidents and Barr/Jefferson are at the Fed until at least 2031. Warsh may merely bring interest rate cuts sooner from June or potentially engineer a small dip below the 3% neutra

Chart AUD/USD Update: Back within the .7100/.7000 range

March 10, 2026 12:28 AM UTC

Turned back from above the .6945 support to return to the .7100/.7000 range area