Analysis

The Risk-Off scenario from this week’s Fundies Cheat Sheet is now fully confirmed across all six tracked assets. Here’s what Wednesday’s FOMC shock means for Thursday.

Canada’s inflation just hit its target, but between stale data and surging oil prices, that milestone may already be moot.

With rates on hold at 3.75% and the focus squarely on the MPC vote count and Bailey’s tone, here’s how Sterling traders can position for the outcome.

There’s been some chatter of a potential ECB rate hike soon, so traders will be looking to the actual central bank announcement for some clarity. Here’s what to look out for.

Will the Fed’s dot plot signal the end of rate cuts — or leave the door open despite soaring oil prices?

The Bank of Canada (BOC) is still widely expected to keep rates on hold for the time being, but markets are eager to see how the policy outlook changed with the ongoing US-Iran conflict. Here’s what to look out for.

February’s U.S. CPI landed exactly on target — but with Iran dominating headlines and oil surging, an on-consensus print barely moved the needle before geopolitics took over.

The ECB may raise rates in 2026, possibly before the Fed does anything. But EUR/USD might not have a straightforward response because of a major policy plot twist.

Is another RBA interest rate hike in the cards? And what does the central bank have in mind when it comes to future tightening? Here’s what to look out for in the upcoming RBA decision.

US forces struck Iran’s Kharg Island oil hub Friday as the war entered week three. Six central banks decide this week. Here’s your scenario map.

The US-Iran war ran the FX show this week — rewarding the dollar and punishing energy importers, while the Aussie defied the gloom and the pound got stagflation’d.

Number crunchers are projecting weaker headline inflation for Canada in January, possibly supporting the dovish BOC bias. What else should we look out for in this top-tier report?

The Aussie rally gained traction as hawkish RBA signals, stronger energy exports, and broader U.S. dollar weakness all lined up.

The Canadian economy has had its fair share of hits and misses with economic data these days. What will the upcoming employment report imply about BOC policy expectations?

USD/CHF may be breaking its falling highs pattern after an in-line U.S. CPI print. Here’s how to think about scaling entries and managing risk on a low-conviction long bias.

An Iran driven oil shock is reviving stagflation fears, pushing inflation risks higher while slowing growth and putting the Fed in a tough spot.

Every Magnificent Seven stock is down in 2026, but NVIDIA’s GTC Conference next week could change everything. CEO Jensen Huang’s March 16 keynote will reveal new AI tech that could either prove the spending is worth it—or make investors more nervous.

Can hotter inflation figures push the dollar on another leg higher? Here’s what I’m watching on USD/JPY and GBP/USD in case the U.S. CPI reinforces the hawkish Fed narrative.

The Strait of Hormuz closure has prompted G7 leaders to discuss the idea of releasing oil from their emergency stockpile. But why is tapping into strategic petroleum reserves not a simple fix?

If the CPI data meets expectations or comes in a bit softer, NZD/USD and USD/CHF’s charts could start leaning toward dollar weakness.