National Bank of Canada (BoC) economists Alexandra Ducharme and Jocelyn Paquet interpret recent Bank of Canada communication as favouring policy flexibility in response to supply shocks.
UOB’s Global Economics & Markets Research notes a major setback in the US jobs market in February, as Non-farm payrolls fell 92,000, the largest drop since October 2025.
TradingKey - The Federal Reserve is caught in a policy dilemma: on one hand, there is the immediate pressure of a cooling labor market, and on the other, the inflationary risks posed by surging energy
Deutsche Bank's Jim Reid and colleagues expect a firmer US headline CPI than core in February, driven by higher energy prices, with year-on-year headline inflation near 2.4% and core edging slightly lower.
Commerzbank’s Michael Pfister notes that the Swiss Franc has reached a new all-time high just below 0.90 against the Euro despite repeated Swiss National Bank warnings about possible FX intervention.
Rabobank’s Senior Global Strategist Michael Every argues the US and broader Americas are relatively shielded from the latest commodity and Oil shock due to energy and commodity self-sufficiency.
Japan Prime Minister Sanae Takaichi said on Monday that it’s hard to say how the conflict in the Middle East could affect Japan's economy.
The International Monetary Fund (IMF) Managing Director Kristalina Georgieva said on Monday that we are seeing resilience tested again by new conflict in the Middle East. Georgieva further stated that if the conflict is prolonged, it could potentially affect market sentiment, growth, and inflation.
Israel's Defense Minister Israel Katz on Saturday warned the Lebanese government to disarm Hezbollah or "pay a very heavy price."
US President Donald Trump said that the rise in oil prices is a "very small price to pay" for defeating Iran and to ensure world peace, the Telegraph reported on Sunday.
During an address broadcast by Iranian state TV, President Masoud Pezeshkian apologised to the neighbouring countries for attacks launched following US-Israel strikes but asserted that Tehran will not strike "unless they attack first".