TD Securities strategists Oscar Munoz and Eli Nir argue that the Federal Reserve will stay on hold near term as the Iran conflict and mixed US labor data keep uncertainty elevated.
MUFG strategists Derek Halpenny, Lee Hardman and Abdul-Ahad Lockhart note that the Japanese Yen has not yet benefited from the latest volatility spike, with the BoJ’s trade‑weighted JPY index near year‑to‑date lows.
HSBC Asset Management discusses how recent geopolitical tensions have driven Oil higher and raised market volatility.
MUFG’s Senior Currency Analyst Lee Hardman highlights that February nonfarm payrolls fell by 92k, reversing January’s gains and underscoring a still-weak underlying US labour trend.
Commerzbank’s Senior Economist Dr. Ralph Solveen notes that German industry remains weak, with January industrial orders dropping sharply after earlier distortions from big ticket defense and public-sector contracts.
TradingKey - US non-farm payrolls saw a net decrease of 92,000 in February, far below expectations and marking the second monthly contraction since 2020. Meanwhile, the unemployment rate rose to 4.4%.
United Kingdom (UK) Prime Minister (PM) Keir Starmer said during European trading hours on Monday that the administration is in continuous talks with international partners about what more we can do to reduce the economic impact amid the ongoing war in the Middle East between the United States (US),
Deutsche Bank's Chief UK Economist Sanjay Raja outlines how the Bank of England and UK Government might respond to different energy-shock paths.
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.