March 4, 2026 1:55 pm
BoJ Reflation Picks Add Pressure on Japanese Yen Key Moments: The Japanese yen has lagged its peers as markets react to reflation-leaning nominations to the BoJ policy board. Markets currently price in 15 basis points of Bank of Japan tightening for April, although confirmation is still pending. MUFG highlights Deputy Governor Himino’s upcoming remarks as […]
Read moreMarch 2, 2026 8:35 am
Key Moments Atlantic SEE LNG Trade signed four long-term LNG supply agreements with counterparties in Albania, Bulgaria, Bosnia and Herzegovina, and Ukraine during a ministerial summit in Washington. The new contracts reinforce the role of the Vertical Gas Corridor, channeling U.S. LNG landed in Greece northward into Central and Southeastern Europe. European LNG imports from […]
Read moreMarch 2, 2026 8:13 am
Key Moments Mainichi Shimbun reports that Prime Minister Takaichi raised concerns about further rate hikes in a meeting with BOJ Governor Ueda last week. As a result, the BOJ may face a difficult decision on tightening, given its relationship with the prime minister. USD/JPY climbed to the 155.80–90 zone, broke the 100-day moving average at […]
Read moreFebruary 27, 2026 2:45 pm
Key Moments UBS upgraded Palantir to Buy from Neutral after a -35% pullback from its peak share price. The bank now values Palantir at 50x its 2027 FCF estimates, underpinned by projected 70% revenue growth in 2026 and mid-50% margins. UBS kept its $180 price target, citing strong AI-driven demand, a roughly 54% revenue CAGR […]
Read moreFebruary 27, 2026 2:02 pm
Key Moments EUR/JPY trades near 184.00, down 0.10% and extending losses into a second session as the Yen firms. Tokyo CPI excluding fresh food rises 1.8% YoY, dropping below the BoJ’s 2% target for the first time since 2024. German CPI eases to 1.9% YoY, missing the 2% consensus and reinforcing expectations for ECB policy […]
Read moreFebruary 27, 2026 1:44 pm
Key Moments The Druzhba pipeline had been carrying both Ukrainian and larger volumes of Russian oil to Hungary and Slovakia before a January 27 strike halted flows. Ukraine had been injecting around 40,000 metric tons of oil per month into Druzhba for export, according to one industry source, providing a crucial revenue stream. Transit volumes […]
Read moreFebruary 27, 2026 1:13 pm
Key Moments Brent April futures traded at $72.54 per barrel and WTI at $66.89, rising 2.4% and 2.6% at 07:50 ET (12:50 GMT). U.S.-Iran nuclear talks ended without a deal, adding a risk premium tied to possible military escalation and supply disruption. Oil sales linked to a U.S.-Venezuela supply deal may reach $2 billion by […]
Read moreFebruary 27, 2026 11:05 am
Key Moments USD/JPY is trading lower at 155.79 on Friday, heading for a second straight weekly decline. Mixed messages from Bank of Japan officials and slower Tokyo inflation are clouding the policy outlook. Technical setup points to short-term downside risk for USD/JPY, with potential for corrective rebounds. Macro Backdrop and Policy Uncertainty USD/JPY is trading […]
Read moreFebruary 27, 2026 9:54 am
Key Moments EUR/USD has traded mostly sideways as markets digest the US Supreme Court ruling on tariffs and the introduction of replacement levies. New US baseline tariffs of 10-15% leave average effective tariff rates only marginally lower than under the previous IEEPA framework, according to cited estimates. Nordea sees no need to adjust its ECB […]
Read moreFebruary 27, 2026 9:20 am
Key Moments USD/CAD remains confined between the 20-day SMA at 1.3650 and the 50-day SMA at 1.3714, last trading near 1.3670. Momentum signals are neutral, with RSI near 50, MACD turning up from negative territory, and stochastics softening around the midline. Key technical levels above 1.3714 and below 1.3650 are in focus as markets look […]
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