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March 24, 2026
Eurozone Outlook: Conflicts of Interest
March 24, 2026 9:55 AM UTC
· Under our more likely view of limited further fighting in the Middle East, we see oil and gas prices largely falling back to the pre-war levels within a year, with the current situation very different from that of 2022 and the Ukraine War in which the EZ lost access to Russian gas as
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
Canada January retail sales - Positive start to Q1, but risks ahead
March 20, 2026 12:46 PM UTC
January Canadian retail sales with a 1.1% increase have fallen short of the provisional 1.5% estimate made with December’s report. Sales rose by 0.8% ex autos, 0.9% ex autos and gasoline and 1.0% overall in real terms. The preliminary estimate for February is for a 0.9% increase.
March 19, 2026
BoE Review: A Fragile MPC Truce?
March 19, 2026 12:59 PM UTC
Very clearly, the BoE kept rates on hold with no dissents as it understandably waits for more information about the length, breadth and repercussions of the Iran war. The individual MPC member statements (as expected) showed diverging views as to the extent and reaction of what are now unfolding r
March 18, 2026
Bank of Canada - Uncertainty Heightened Further but a Dovish Leaning
March 18, 2026 3:17 PM UTC
The Bank of Canada left rates at 2.25% as expected, but with uncertainty heightened still further removed from its statement a reference to the current policy being appropriate provided the economy evolves as expected. Uncertainty on policy has increased too. However, the BoC has taken a more dovish