USD/JPY: Japanese data improve as Yen stays soft – BNY.USD/JPY: Japanese data improve as Yen stays soft – BNY

BoC: Dovish stance versus market pricing – TD Securities.BoC: Dovish stance versus market pricing – TD Securities

ECB: Divergent energy shock response scenarios – Nomura.ECB: Divergent energy shock response scenarios – Nomura

Germany: Recovery prospects delayed – Deutsche Bank.Germany: Recovery prospects delayed – Deutsche Bank

investingLive European markets wrap: Oil down, risk mood picks up on hopeful optimism.There's still a lot of mixed messages all over the place but the narrative seems to be that we will be moving forward to the next phase of the war, whatever that may be.

Pound Sterling Price News and Forecast: GBP remains on the back foot against USD.Pound Sterling Price News and Forecast: GBP remains on the back foot against USD

INR: Oil shock and outflows weigh on Rupee – Commerzbank.INR: Oil shock and outflows weigh on Rupee – Commerzbank

USD: Range support holds as conflict persists – ING.USD: Range support holds as conflict persists – ING

Currency Market Awaits Negotiations.The world is moving towards stagflation, and the currency market risks repeating the experience of the 1970s. Back then, the oil crisis led to soaring prices and a slowdown in economic growth.

Sterling steady as traders remain cautious about efforts to end Iran war.Sterling was steady on Wednesday with traders cautious about efforts to end the U.S.-Israeli war against Iran as they took stock of the conflict's potential economic impact.

German Ifo Business Sentiment Drops as Iran War Hits Confidence.Germany's Ifo Business Climate index deteriorated in March, falling from 88.4 to 86.4, as the escalation in the Middle East weighed heavily on corporate sentiment. The decline was driven by a notable drop in expectations, which fell from 90.2 to 86.0, while the current situation index remained unchanged at 86.7.

Rupee slips but averts record low as intervention blunts outflow pressure.The Indian rupee ​weakened slightly on Wednesday but ​held off pressure from dollar demand linked to maturing ​non-deliverable forwards and foreign portfolio outflows, as the central bank intervened to support the currency.

ECB: Wait-and-see for second-round effects from energy shock – TD Securities.ECB: Wait-and-see for second-round effects from energy shock – TD Securities

BoE: War-driven inflation outlook reshapes rate path – Nomura.BoE: War-driven inflation outlook reshapes rate path – Nomura

USDJPY Price Outlook: Key Levels to Watch Amid Cautious Optimism.Key levels remain in focus amid cautious market optimism, following Trump's 15-point proposal plan to end the US-Iran war. Market caution persists after Iran's denial of any meaningful progress in negotiations, with the DXY holding near the 98 support level and major dollar pairs, including USDJPY, facing short-term drawdown risks.

First Light News: Ceasefire Stalemate – Markets Caught in the Crossfire of Middle East Uncertainty.Oil prices are lower this morning; Brent Crude dipped back under the widely watched US$100/barrel mark and is down 3.6% to reach US$96 as of writing.

ECB's Lane flags selling prices and wages as key indicators.The European Central Bank's chief ​economist Philip Lane ‌on Wednesday flagged companies' price-hike expectations and ​wages for new ​hires as some of ⁠the key indicators ​that the ECB will ​monitor amid fears of a war-fuelled spike in ​inflation.

UK house prices rise by least since September 2024 in January.British house prices rose at ​the slowest pace since ‌September 2024 in the year to January, official ​figures showed on Wednesday, ​while the pace of ⁠increase in rents ​was unchanged.

Natural Gas and Oil Forecast: WTI Triangle Squeeze – Is an $88 Breakout Next?.WTI Crude compresses near $88 as supply risks and diplomacy collide. Will the triangle break lead to $97 or a plunge to $81?

Crude Oil –25.03.2026.  Crude Oil tested the resistance zone of 91.50-92.50 before dropping towards 86.00. If prices remain below the resistance zone of 91.50-92.50, the pressure could continue with supports at 84.20-85.20 and 80.95.

USD/JPY –25.03.2026.The pair hit a correction towards the target and support of 157.25-65 last week. The market is still holding a trading zone with resistances around 160.20 and 161.95 where each resistance could push for drop a toward the 157.25-65 zone.

USD/JPY: Range breakout risk grows – Societe Generale.USD/JPY: Range breakout risk grows – Societe Generale

BoE: Hawks keep hike risk alive – ING.BoE: Hawks keep hike risk alive – ING

USD/JPY: Oil shock keeps pressure on Yen – OCBC.USD/JPY: Oil shock keeps pressure on Yen – OCBC

Oil price surge to $150 could spark global recession, says BlackRock CEO.He covered a bunch of topics in his interview with the BBC. Here's his take on the Middle East conflict: If Iran remains a threat and higher oil prices hold, it will have "profound implications" to the global economy It is too early to say what the outcome will be on the conflict However, it is likely to lean towards one of two extreme outcomes The first being the war ending and Iran becomes a country that can be accepted again by the international community That will see oil prices fall back to below where it was before the war started The other, could lead to "years of above $100, closer to $150 oil" And that will probably trigger a stark and steep recession If oil prices keep closer to $150 for a few years, many countries would be rapidly moving to solar and maybe wind energy As for the overall market feel and how equities are faring, he had this to say: There are zero similarities to the financial crisis in 2007-08 Overall market and investment from institutions remain strong "I do not believe we have a bubble at all" There could be a few stumbling blocks with AI but "that I'm fine with" There is a race now for technology dominance, mandatory to build out AI capabilities His comments aren't ones that will move markets but they are worth noting generally.

UK: Persistent price pressures challenge BoE – Deutsche Bank.UK: Persistent price pressures challenge BoE – Deutsche Bank

USD/JPY Maintains Growth Mood: Market Sympathies on the US Dollar Side.USD/JPY continues its upward trajectory on Wednesday, rising to 158.78 following a volatile start to the week. Pressure on the yen has eased amid a pullback in oil prices and expectations of a potential resolution to the Middle East conflict-a development of particular significance for Japan's energy-importing economy.

WTI steadies near $88.00 as US-Iran peace talks gain attention.WTI steadies near $88.00 as US-Iran peace talks gain attention

It's “the Fog of Uncertainty” in Full Swing.“The fog of uncertainty cannot be an excuse for inaction.” The quote is from Bank of England's chief economist Huw Pill but could have come from any monetary policymaker serious about preserving credibility central banks had to restore following the 2020-2022 inflation spike.

USD: Risk premia keeps upside in place – TD Securities.USD: Risk premia keeps upside in place – TD Securities