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Japan’s Katayama: Aware there is high volatility in financial markets

Japan’s Finance Minister Satsuki Katayama said on Tuesday that there is high volatility in financial markets, adding that she will respond against volatility in financial markets including foreign exchange.

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US President Donald Trump says he wants to delay his meeting with Xi in China due to Iran war

US President Donald Trump said that the US has asked to delay his planned meeting with Chinese President Xi Jinping in Beijing by “a month or so” due to the ongoing war with Iran, CNBC reported on Monday.

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China: Growth risks from Oil and US tensions – TD Securities

TD Securities’ Alex Loo notes China’s economy started 2026 strongly, with upside surprises in Industrial Production, Exports and a rebound in Fixed-Asset Investment driven by quasi-fiscal policy.

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Malaysia: Constructive investment outlook supports Ringgit – UOB

UOB’s Global Economics & Markets Research, led by Julia Goh and Loke Siew Ting, highlights Malaysia’s record MYR426.7bn of approved investments in 2025, with a tilt toward higher-quality digital, E&E, chemicals and next‑generation mobility projects.

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South Korea Export Price Growth (YoY) rose from previous 7.8% to 10.7% in February

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South Korea Import Price Growth (YoY) climbed from previous -1.2% to 1.2% in February

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China: Growth outlook stays resilient – Commerzbank

Commerzbank’s Senior Economist Dr. Henry Hao highlights a resilient start to 2026 for China, driven by strong industrial production, exports and infrastructure investment, despite ongoing property sector weakness.

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GBP: Hawkish BoE repricing underpins Pound – MUFG

MUFG highlights that United Kingdom (UK) rate expectations have flipped from cuts to a possible hike as the energy shock lifts inflation risks, supporting recent Pound Sterling (GBP) outperformance versus European peers.

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Colombia Retail Sales (YoY) below forecasts (10.1%) in January: Actual (7.8%)

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Riksbank: War risk keeps policy on hold – Nordea

Nordea economists Kjetil Olsen and Sara Midtgaard expect the Sweden's central bank, Riksbank to leave its policy rate at 1.75% on 19 March and through 2026, as inflation forecasts are only modestly revised and uncertainty over energy prices is high.

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CAD: BoC seen looking through Oil spike – NBC

National Bank of Canada (NBC) economists Matthieu Arseneau and Alexandra Ducharme say Canada’s latest CPI print shows inflation under control before the recent rise in Oil prices. Headline and core measures are both below 2.0%, with shelter inflation moderating.

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Energy: Base case shifts to higher prices – ING

ING’s Warren Patterson revises the base case for global Energy markets, abandoning an earlier assumption of a quick two-week disruption in the Strait of Hormuz.

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Canada: Core inflation easing but supply risks persist – RBC

Royal Bank of Canada (RBC) Senior Economist Claire Fan notes that Canadian headline inflation slowed to 1.8% in February, but base effects from last year’s GST/HST holiday and the removal of the consumer carbon tax distort comparisons.

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United States NAHB Housing Market Index came in at 38, above forecasts (37) in March

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US Industrial Production increased 0.2% in February

The United States (US) Industrial Production rose 0.2% MoM in February versus the 0.7% advance from January. At the same time, Capacity Utilization stood at 76.3%, matching the revised figure from January, according to a Federal Reserve (Fed) report.

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Copper: Visible stocks signal looming crunch – TD Securities

TD Securities’ Daniel Ghali warns Copper will increasingly need to draw from exchange warehouses as global deficits bite.

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Euro area: Industrial recovery delayed by sector shocks – Societe Generale

Societe Generale economists note Euro area industrial production fell sharply in January despite improving PMIs and German orders.

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United States Industrial Production (MoM) registered at 0.2% above expectations (0.1%) in February

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United States Capacity Utilization above expectations (76.2%) in February: Actual (76.3%)

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EUR/CHF: Safe-haven test around 0.90 – Rabobank

Rabobank’s Senior FX Strategist Jane Foley notes that the Swiss Franc has underperformed typical safe-haven expectations since the Middle East conflict began, partly due to the SNB’s intervention warnings.

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Norges Bank: Inflation shock drives June hike – Nordea

Nordea economists Kjetil Olsen and Sara Midtgaard argue that much higher Norwegian inflation and an energy price shock will force Norges Bank to tighten further.

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Canada Consumer Price Index - Core (MoM): 0.2% (February)

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Canada Consumer Price Index (MoM) below forecasts (0.6%) in February: Actual (0.5%)

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Canada Consumer Price Index (YoY) registered at 1.8%, below expectations (1.9%) in February

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Canada BoC Consumer Price Index Core (MoM) increased to 0.4% in February from previous 0.2%

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Canada BoC Consumer Price Index Core (YoY) down to 2.3% in February from previous 2.6%

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United States NY Empire State Manufacturing Index below forecasts (3.2) in March: Actual (-0.2)

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US Treasury Sec Bessent: duration of Iran conflict key for oil prices and global supply

In a CNBC interview, US Treasury Secretary Scott Bessent offered fresh insight into how Washington is assessing the energy risks stemming from the escalating confrontation involving Iran and the broader Middle East.

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Canada Housing Starts s.a (YoY) came in at 250.9K below forecasts (252.5K) in February

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Riksbank: Rates steady as energy risks build – Nomura

Nomura economists expect the Riksbank to keep its policy rate at 1.75% on 19 March and unchanged through 2026.

출처  Fxstreet1773662956
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