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.

Australia Westpac Leading Index (MoM) declined to -0.1% in February from previous -0.04%

Japan Adjusted Merchandise Trade Balance: ¥-374.2B (February) vs previous ¥455.5B

Japan Merchandise Trade Balance Total above expectations (¥-483.2B) in February: Actual (¥57.3B)

Japan Exports (YoY) came in at 4.2%, above expectations (1.6%) in February

Japan Imports (YoY) came in at 10.2%, below expectations (11.5%) in February

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.

New Zealand Westpac Consumer Survey up to 94.7 in 4Q from previous 90.9

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.

New Zealand Current Account - GDP Ratio dipped from previous -3.5% to -3.7% in 4Q

New Zealand Current Account (QoQ) below forecasts ($-4.75B) in 4Q: Actual ($-5.98B)

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.

United States Monthly Budget Statement dipped from previous $-95B to $-308B in January

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.

United States 20-Year Bond Auction climbed from previous 4.664% to 4.817%

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.

United States (US) President Donald Trump said that the US has been informed by most NATO allies that they don’t want to get involved with the military operation in Iran. He claimed that the US no longer needs or wants NATO countries' assistance in a Truth Social post on Tuesday.

United States 52-Week Bill Auction rose from previous 3.345% to 3.485%

New Zealand GDT Price Index declined to 0.1% from previous 5.7%

TD Securities strategists Prashant Newnaha and Alex Loo maintain a constructive stance on the Australian Dollar (AUD) despite the Reserve Bank of Australia's (RBA) close 5-4 vote. A positive terms of trade shock and increased hedging by Australian pension funds underpin AUD outperformance in G10.

United States Pending Home Sales (YoY) fell from previous -0.4% to -0.8% in February

United States Pending Home Sales (MoM) above expectations (-0.5%) in February: Actual (1.8%)

Societe Generale economists assess how the reformed German debt brake and approved 2025–2026 budgets will lift German fiscal spending and affect the Euro area.