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March 23, 2026
Norges Bank Preview (Mar 26): How Hawkish Will the Board Sound?
March 23, 2026 10:56 AM UTC
While no change in policy is expected from the Norges Bank’s verdict due on Mar 26, a clear shift in rhetoric is almost inevitable. It may very well drop its recently repeated assertion that ‘the policy rate will be reduced further in the course of the coming year’. The question is whether
Chartbook: Chart EUR/JPY: Extending gains to multi-year high
March 23, 2026 5:54 AM UTC
Saw break to fresh high at the start of the year at 186.87 before turning lower in choppy trade to consolidate at the 180.80 low.
Consolidation from the January high is expected to give way to renewed buying pressure later to extend the underlying bull trend from the 2000/2012 double bottom year lo
March 20, 2026
CBR Cuts Key Rate by 50 Bps to 15% Despite Risks
March 20, 2026 6:16 PM UTC
Bottom Line: Despite adverse global developments and proinflationary risks, the Central Bank of Russia (CBR) reduced the policy rate by 50 bps to 15% on March 20 likely to stimulate the economy as it comes under increasing strain from high borrowing costs. CBR noted in its written statement that it
Preview: Due April 1 - U.S. February Retail Sales - Autos and gasoline to rise, trend now subdued
March 20, 2026 5:30 PM UTC
We expect February retail sales to see a modest bounce of 0.4% after a 0.2% decline in January, with sales ex auto increasing by 0.3% after two straight unchanged months. Ex autos and gasoline however we expect a rise of only 0.2%, down from 0.3% in January, keeping trend subdued.
Preview: Due March 31 - Canada January GDP - Flat on the month and near flat yr/yr
March 20, 2026 3:07 PM UTC
We expect January Canadian GDP to be unchanged in line with a preliminary estimate made with December’s data. We expect a positive preliminary estimate for February of around 0.2%, though Q1 is still likely to fall short of a 1.8% annualized Bank of Canada forecast made in January.