March 23, 2026 3:28 pm
Key Moments Bank of America raised its price target on Dell Technologies to $172 from $155, citing stronger-than-expected AI-server revenue projections. BofA increased its Sandisk price target to $900 from $850 amid a “strong NAND outlook,” firm NAND pricing, and tightening supply. The bank flagged ongoing tightness in optical fiber supply and warned that pull-forward […]
Read moreMarch 23, 2026 3:16 pm
Key Moments ING’s model places EUR/GBP roughly 0.5% above its short-term fair value, suggesting only modest mispricing. Upcoming comments from European Central Bank and Bank of England officials are expected to influence rate expectations and the EUR/GBP outlook. Unstable global risk sentiment is viewed as a key factor limiting the scope for a stronger, sustained […]
Read moreMarch 23, 2026 3:07 pm
Key Moments Stifel upgraded Valvoline to Buy from Hold and set a $42 price target following a recent pullback in the stock. The firm highlighted Valvoline’s ability to pass through higher base oil costs, supported by pricing power and a 19-year streak of same-store sales growth. Stifel projected significant unit expansion from about 2,380 locations […]
Read moreMarch 23, 2026 1:42 pm
Key Moments EUR/JPY traded near 183.65 and was still down 0.30% on Monday despite rebounding from its intraday lows. Comments from US President Donald Trump about a five-day pause in potential military strikes on Iranian energy infrastructure eased safe-haven flows into JPY. Traders are watching an upcoming speech by ECB Chief Economist Philip Lane and […]
Read moreMarch 23, 2026 1:14 pm
Key Moments AUD/USD erased sharp early-session losses and traded near 0.7000 after a pause in planned U.S. military action against Iran. S&P 500 futures recovered from early weakness and were up more than 2% following the announcement. The US Dollar Index (DXY) reversed earlier gains and was down 0.2% around 99.30 as risk appetite improved. […]
Read moreMarch 23, 2026 10:54 am
Key Moments Gold has faced selling pressure as rising global yields, higher real rates, and renewed inflation concerns trim expectations for near-term Federal Reserve rate cuts. Outflows from gold-backed ETFs and stress-driven liquidations are adding to downside moves, even as geopolitical risks remain elevated. OCBC strategists still project a constructive medium-term outlook, anticipating that gold […]
Read moreMarch 23, 2026 10:17 am
Key Moments Bitcoin declined 0.7% to $68,652.0 by 01:34 ET (05:34 GMT), extending weekend losses amid intensifying Iran-related tensions. Despite recent volatility, Bitcoin was up about 6% over the past month, while spot gold was down about 18% as of Monday. Major altcoins, including Ether, XRP, BNB, Solana, Cardano, Dogecoin, and $TRUMP, also traded lower […]
Read moreMarch 23, 2026 9:41 am
Key Moments Brent crude and WTI futures have surged amid intensified Middle East conflict and an effective shutdown of the Strait of Hormuz. Rabobank now projects crude and product flows through the region to recover only gradually to about 80% of pre-war volumes by August. The bank has raised its Brent and WTI price forecasts […]
Read moreMarch 23, 2026 9:15 am
Key Moments USD/KRW trades near 1,510.00 after hitting a 17-year high of 1,516.76 on Monday. Foreign investors withdrew 1.8 trillion Won amid heightened risk aversion, putting pressure on the South Korean Won. Markets are pricing in an 85.5% chance that the Federal Reserve will keep rates unchanged at its April meeting. USD/KRW Pullback After Fresh […]
Read moreMarch 23, 2026 7:47 am
Key Moments Silver price (XAG/USD) extended its decline for a fifth straight session, trading near $65.60 per troy ounce during Asian hours on Monday. Heightened Middle East tensions, including a reported 48-hour ultimatum to Iran over the Strait of Hormuz, have driven oil prices higher and stoked inflation fears. Market participants increased wagers on a […]
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