UBS' Chief Economist Paul Donovan notes that the Federal Reserve is widely expected to keep policy unchanged, with attention centered on Fed Chair Powell’s press conference. Markets are looking for Powell’s reaction to Oil prices, the war and implications for US retail gasoline.
China's foreign ministry said during the European trading session on Wednesday that it will provide updates about the delay in United States (US) President Donald Trump’s meeting with Chinese leader Xi Jinping.
Commerzbank strategist Hauke Siemßen argues that ECB expectations will dominate trading, with forwards now fully pricing the first rate hike by September and only a 50% chance of another move by year-end.
TD Securities stategists expect the Bank of Canada to keep its overnight rate at 2.25% with a cautious tone, as growth and inflation run below projections. They highlights elevated uncertainty and new inflation risks from the Iran conflict and higher Oil prices.
Danske Research Team notes that EUR/USD moved back above 1.15 as US Treasury yields declined and risk sentiment recovered. The bank does not expect the upcoming FOMC meeting to significantly alter the EUR/USD outlook, seeing the Federal Reserve in a wait-and-see mode regarding the Iran conflict.
Standard Chartered’s Christopher Graham expects the Bank of England to keep rates unchanged at its 19 March meeting, with a 7–2 split as two members likely back a 25 bps cut.
Australia’s Treasurer Jim Chalmers said on Wednesday that Iran war could add a further quarter of a percentage point to headline inflation and double the negative impact on Gross Domestic Product (GDP).
Commerzbank’s Michael Pfister expects the Bank of Canada to leave rates unchanged, in line with Bloomberg consensus.
Russia has been expanding its intelligence sharing and military cooperation with Iran, providing satellite imagery and improved drone technology to aid Tehran’s targeting of US forces in the region, the Wall Street Journal reported on Tuesday.
UOB economists Enrico Tanuwidjaja and Sathit Talaengsatya expect Bank of Thailand to keep the BoT 1-D Repo Rate at 1.00% through at least 1Q27, despite higher headline inflation from the Oil shock.
OCBC strategists Sim Moh Siong and Christopher Wong note USD/THB has risen over 4% month‑to‑date as markets scaled back expectations for near‑term Fed easing and Oil prices surged, hurting Thailand’s terms of trade.
TD Securities highlights that China’s economy started 2026 on a positive note, led by a rebound in fixed-asset investment driven by quasi-fiscal policy.
UOB economists Enrico Tanuwidjaja and Sathit Talaengsatya assess how higher global Oil and gas prices are shifting Thailand from a low-inflation backdrop into a cost-shock environment.
Commerzbank’s Michael Pfister and Norman Liebke argue that, after strong gains versus the Dollar, the Brazilian Real faces more downside risks than the Mexican Peso.
BNP Paribas underlines Türkiye’s acute sensitivity to higher energy prices and exchange rate moves. The report notes a large energy deficit, strong exchange rate pass‑through and a sharp rise in local yields, as markets price faster monetary tightening.
National Bank of Canada (NBC) analyst Matthieu Arseneau highlights that Canadian households saw net worth rise 5.8% in 2025, reaching a record high, as financial assets outpaced modest credit growth. The S&P/TSX delivered a 31.7% total return, aided by higher Gold prices.