PLN: Political tensions to keep zloty lagging – Commerzbank.PLN: Political tensions to keep zloty lagging – Commerzbank

Czech lawmakers approve new 2026 budget with rising deficit, defence cuts.The Czech lower house approved on Wednesday a 2026 budget drawn up by Prime Minister Andrej Babis' new government, setting a higher 310 billion crown ($14.75 billion) ​deficit, as spending on wages and subsidies increases and defence outlays fall.

USD/JPY Update: The Yen Weakens Rapidly After the Release of US CPI.The trading week continues and, for now, over the last two sessions, USD/JPY has begun to show a renewed buying bias, accumulating gains of more than 0.7% in the short term in favor of the US dollar and highlighting consistent weakness in the Japanese yen.

Netherlands: Inflation sensitivity to Iran energy shock – ABN AMRO.Netherlands: Inflation sensitivity to Iran energy shock – ABN AMRO

US Dollar, Crude Oil Linkage Clouds Major FX Trend Potential.The build and breakout of the ascending triangle in the US Dollar was textbook, as the close two weeks ago had the DXY basket finishing the week at the bullish trendline and the next weekly open followed with a massive move-higher.

United States 10-Year Note Auction increased to 4.217% from previous 4.177%.United States 10-Year Note Auction increased to 4.217% from previous 4.177%

Egypt: Easing delayed as inflation rebounds – Standard Chartered.Egypt: Easing delayed as inflation rebounds – Standard Chartered

U.S. Dollar Moves Higher As CPI Meets Estimates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.Rising demand for safe-haven assets provided support to the American currency.

USD/JPY rises as Oil supply fears and firm USD keep Yen under pressure.USD/JPY rises as Oil supply fears and firm USD keep Yen under pressure

Pound Sterling Price News and Forecast: Steadies near 1.34 despite Oil shock, hot US inflation.Pound Sterling Price News and Forecast: Steadies near 1.34 despite Oil shock, hot US inflation

ECB's Schnabel: Must be vigilant to upside inflation risks..ECB's Schnabel: Must be vigilant to upside inflation risks.

French President Macron: Government may decide further measures to cushion oil prices.French President Macron: Government may decide further measures to cushion oil prices

HUF: Disinflation supports dovish MNB without hurting forint – Commerzbank.HUF: Disinflation supports dovish MNB without hurting forint – Commerzbank

ECB: Energy path keeps outlook uncertain – ING.ECB: Energy path keeps outlook uncertain – ING

Canada: Oil-driven inflation risks and growth trade-offs – RBC Economics.Canada: Oil-driven inflation risks and growth trade-offs – RBC Economics

AUD: RBA signals support recovery prospects – OCBC.AUD: RBA signals support recovery prospects – OCBC

Natural Gas Price Analysis – Natural Gas Continues to See a Bounce.Natural gas is bullish again early on Wednesday, as traders continue to react to the overall pressures of the war in the Middle East.

IEA announces largest coordinated release of 400 million barrels from Oil reserves.IEA announces largest coordinated release of 400 million barrels from Oil reserves

Oil surges again to $86 as Iran attacks ship in Hormuz – Intraday Analysis.WTI Oil Update: Crude prices experience a major correction from $120 highs as extreme volatility exhausts itself. Despite G7 verbal interventions pushing prices to $76, Iranian attacks on vessels in the Strait of Hormuz triggered a bounce to 87 dollars.

Oil shrugs off record IEA reserve release as supply deficit persists.The IEA has officially pulled the trigger on a “historic bazooka,” yet the oil market's response has been a collective shrug. By authorizing a 400-million-barrel release—the largest coordinated action in the agency's history—the IEA intended to crush speculative fervor.

US Dollar Index (DXY) Rises as US Inflation in Line With Forecasts.The US annual inflation rate remained stable at 2.4%, holding firm from January and matching market expectations. This figure represents a continued cooling of the economy, maintaining the lowest inflationary levels seen since May 2025.

USD/JPY, USD/CAD and GBP/USD Forecasts – US Dollar Fighting Back on Wednesday.The US dollar is strengthening in general as the Americans are coming on board. That being said, risk appetite will continue to be an important thing to watch closely.

USDJPY – Bulls Hold Grip and Eye Key Barriers at 160 Zone.USDJPY keeps firm tone and heads towards Monday's peak (158.89) after broader uptrend (from 152.26, Feb 12 low) was briefly interrupted by shallow pullback (158.89/157.27 on Mon-Tue) when rally was capped by upper 20-d Bollinger band and subsequent dip contained by rising 20DMA (near-term price action continues to channel higher between these two indicators).

OPEC keeps 2026-2027 Oil demand growth forecast steady, WTI uncertain.OPEC keeps 2026-2027 Oil demand growth forecast steady, WTI uncertain

Energy price surge a risk to Hungary's rating, S&P says.Hungary's investment-grade credit rating could be at risk if the surge in energy prices since the U.S.-Iran war accelerates and persists, a top analyst at rating ​agency S&P told Reuters on Wednesday.

Copper: Scarcity and CTA buying skew – TD Securities.Copper: Scarcity and CTA buying skew – TD Securities

Fed: Cautious stance with inflation risks – Commerzbank.Fed: Cautious stance with inflation risks – Commerzbank

US: Inflation Progress Slows Ahead of Oil Shock.The Consumer Price Index (CPI) rose 0.3% month-on-month (m/m) in February, meeting the Bloomberg consensus forecast. On a twelve-month basis, CPI was unchanged at 2.4%.

Dollar Mildly Higher After CPI as Markets Await Massive Strategic Oil Release.Dollar edged modestly higher in early US session, but the move lacked conviction as investors digested February CPI data that broadly matched expectations. Although the annual core rate remains somewhat elevated around 2.5%, the key takeaway is that inflation is not reaccelerating.

US CPI steady at 2.4% in February, core unchanged at 2.5.US inflation rose slightly faster than expected in February, though the broader price trend remained stable. Headline CPI increased 0.3% mom, above the expected 0.2% rise, while core CPI—which excludes food and energy—rose 0.2% on the month, matching market expectations.