ECB: Hawkish tilt with limited 2026 hikes – TD Securities.ECB: Hawkish tilt with limited 2026 hikes – TD Securities

US initial jobless claims fall to 213k, vs exp 215k.US initial jobless claims fell -1k to 213k in the week ending March 7, below expectation of 215k. Four-week moving average of initial claims fell -4k to 212k.

US: Initial Jobless Claims dropped to 213K last week.US: Initial Jobless Claims dropped to 213K last week

US initial claims 213K vs 215K estimate.The US Jobless Claims indicator is a high-frequency economic report that tracks how many people are applying for state unemployment benefits. It is considered one of the most timely gauges of the health of the US labor market because it is released every Thursday at 8:30 a.m.

US Energy Secretary Wright: Iran operations to take weeks, not months.In two days it's going to be already two weeks since the US-Iran war started, and it's hard to see a quick end to it at this point. Markets have been the best tool to change Trump's policies as we've seen time and time again last year with tariffs.

USD: Haven demand versus structural headwinds – BBH.USD: Haven demand versus structural headwinds – BBH

Brent: Range trade after sharp oil spike – Societe Generale.Brent: Range trade after sharp oil spike – Societe Generale

investingLive European FX news wrap: Markets back in defensive mode as optimism fades.It's been an unusually calm session with very limited news releases and no economic data. The IEA chief confirmed the release of 400 million barrels in strategic oil reserves, which is the largest ever.

EU: Neighbourhood demand offsets China drag – BNP Paribas.EU: Neighbourhood demand offsets China drag – BNP Paribas

Oil: Supply shock risk supports Dollar – BBH.Oil: Supply shock risk supports Dollar – BBH

Portugal Global Trade Balance: €-7.457B (January) vs €-7.798B.Portugal Global Trade Balance: €-7.457B (January) vs €-7.798B

Sterling sinks for third day as oil crisis burnishes dollar.The pound headed for a third daily ​loss against the dollar on Thursday, as concern about a lasting rise in energy prices ‌and nervousness about the war in the Middle East drove investors into the dollar.

Ireland Consumer Price Index (YoY) unchanged at 2.7% in February.Ireland Consumer Price Index (YoY) unchanged at 2.7% in February

India's inflation rate increases to 3.2% in February, slightly above consensus.CPI Y/Y 3.2% vs 3.1% expected Prior 2.1% (revised to 2.7%) India's retail inflation accelerated more than expected in February, reaching 3.21% on an annual basis. This follows a revised reading of 2.74% in January and surpasses the 3.1% consensus estimate predicted by economists.

USD/JPY Approaches Key Resistance Level.On one hand, the US dollar is strengthening due to increased demand for safe-haven assets. On the other, the Japanese economy is under pressure because of its heavy reliance on oil imports from the Middle East.

Chart alert: WTI crude oil resumes uptrend above $88.00 despite historical IEA stockpile release.West Texas Intermediate crude oil remains highly volatile as the US–Iran war 2026 fuels fears of supply disruptions near the Strait of Hormuz. Prices rebounded despite a record 400-million-barrel emergency release by the International Energy Agency.

Rupee trims losses after hitting record low, all eyes on oil prices.The Indian rupee plunged to a record low as Middle East tensions fueled a surge in crude oil prices. This significant rise in energy costs is expected to prompt central bank intervention to stabilize the currency.

Morning Bid: Triple digit crude.What matters in U.S. and global markets today

Oil Price Forecast: Key Levels in Focus as Middle East Energy Disruptions Intensify.Key levels on crude oil charts are in focus as energy disruptions intensify in the Middle east, along with the extended closure of the strait of Hormuz. Brent retested the $100 mark, reinforcing bullish expectations for the commodity.

Oil Price Forecast: Key Levels as Energy Disruptions Intensify.These events follow earlier strikes on oil facilities in Saudi Arabia and Tehran, pressuring several OPEC producers and forcing partial operational halts. Shipping routes have diverged, while insurance premiums have surged, adding further strain to global energy supply chains.

Crude Oil –12.03.2026.  Oil prices rallied after an attack on tankers in Iraqi waters highlighted the threat to energy infrastructure and stoked concerns of an escalating conflict in the Middle East. Prices managed to hit the target of 94.50.

USD/JPY –12.03.2026.  As we see over the chart, the market is facing a grey zone at 158.00-159.45 which is considered as a resistance zone, which could maintain the risk for another drop wave towards 155.30-50 and 152.00-50. Above 159.45 more advance could hit the market while facing resistance at 160.20.

First Light News – Strait Talking: Oil Bid as Hormuz Closure Drags On.While Trump has declared victory, Iran has demonstrated no signs of backing down.

Natural Gas News: Energy Market Shaken by Oil Surge – Natural Gas Forecast Today.Oil near $100 rattles global markets as Strait of Hormuz disruption fuels inflation fears. Energy volatility raises new questions for natural gas futures outlook.

JPY: Energy shock raises bar for intervention – MUFG.JPY: Energy shock raises bar for intervention – MUFG

TRY: Policy stays tight as CBRT holds – Societe Generale.TRY: Policy stays tight as CBRT holds – Societe Generale

Oil: Central bank pain threshold and policy bias – TD Securities.Oil: Central bank pain threshold and policy bias – TD Securities

ECB: Hawkish words as oil shock risk rises – ING.ECB: Hawkish words as oil shock risk rises – ING

USD/JPY: Hawkish BOJ risks at multi‑decade highs – DBS.USD/JPY: Hawkish BOJ risks at multi‑decade highs – DBS

We Believe ECB Will Hike at Next Week's Meeting or in April.We believe that the ECB will hike its policy rate at next week's meeting or in April. In absence of any surprise cease-fire this weekend, the central bank be presented with a $100/b oil price and a tough dilemma when it gathers next Thursday.