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March 2026 Monthly

February 28, 2026
March seems to be more about the unfolding of current forces driving the capital markets, rather than new forces or policies. All the G10 central banks but the Reserve Bank of New Zealand meet in March, and none are likely to change policy. China formalizes its next Five-Year Plan. In the US, the Supreme Court's ruling that the president's…
March 2026 Monthly March 2026 Monthly Reviewed by Marc Chandler on February 28, 2026 Rating: 5
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PBOC Steadies the Yuan, Denmark Calls Snap Election, Greens' Win the UK Special Election PBOC Steadies the Yuan, Denmark Calls Snap Election, Greens' Win the UK Special Election Reviewed by Marc Chandler on February 27, 2026 Rating: 5
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Yen and Yuan Gains Featured in Quiet FX Market

February 26, 2026
In a reversal of fortunes, the Japanese yen is the only G10 currency that is gaining on the dollar through the European morning. Yesterday, it was the only G10 currency to have weakened against the greenback. Still, the general tone in the foreign exchange market is one of consolidation. The notable exception is the Chinese yuan. The onshore yuan …
Yen and Yuan Gains Featured in Quiet FX Market Yen and Yuan Gains Featured in Quiet FX Market Reviewed by Marc Chandler on February 26, 2026 Rating: 5
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Yen and JGBs Sold on New BOJ Nominees While Japanese Stocks Rally to Record Highs Yen and JGBs Sold on New BOJ Nominees While Japanese Stocks Rally to Record Highs Reviewed by Marc Chandler on February 25, 2026 Rating: 5
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Yen Slides on a Double Whammy

February 24, 2026
The US dollar is mostly slightly firmer against the most of the G10 currencies but largely confined to its recent ranges. The yen is the notable exception. Beijing announced it is sanctioning more Japanese companies with military ties and put others on a watch-list, which no doubt will have a cooling effect. At the same time, recent data shows man…
Yen Slides on a Double Whammy Yen Slides on a Double Whammy Reviewed by Marc Chandler on February 24, 2026 Rating: 5
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When All is Said and Done in FX, Little has been Done

February 23, 2026
The US dollar was fairly resilient in the face of the softer than expected Q4 GDP reading and the Supreme Court’s tariff decision. However, it came under pressure earlier today in the Asia Pacific session, in which Tokyo was closed for a national holiday. It clawed its way back in Europe and is now narrowly mixed. If American leadership is sought …
When All is Said and Done in FX, Little has been Done When All is Said and Done in FX, Little has been Done Reviewed by Marc Chandler on February 23, 2026 Rating: 5
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Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling?

February 21, 2026
The Supreme Court struck down President Trump's use of emergency powers to impose widespread tariffs. The court did not rule on refunds. Trump quickly announced a 10% across-the-board tariff under Section 122 of the 1974 Trade Act, which allows the president to impose up to 15% tariff for 150 days. The dollar remained firm after the softer tha…
Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling? Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling? Reviewed by Marc Chandler on February 21, 2026 Rating: 5
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