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RBA Hikes in a 5-4 Decision, Trump-Xi Meeting Postponed, Beijing Tightens Restrictions on Fertilizer RBA Hikes in a 5-4 Decision, Trump-Xi Meeting Postponed, Beijing Tightens Restrictions on Fertilizer Reviewed by Marc Chandler on March 17, 2026 Rating: 5
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Precarious Calm in the Capital Markets, with a Softer Greenback

March 16, 2026
The war continues to dominate, but the dollar is trading lower against the G10 currencies. April WTI is trading in around a $3 range on both sides of $99 a barrel. US and European benchmark 10-year yields are a little softer. If the markets seem calmer, recognize that it is precarious as the fog of war limits visibility. Meanwhile, Chinese macro d…
Precarious Calm in the Capital Markets, with a Softer Greenback Precarious Calm in the Capital Markets, with a Softer Greenback Reviewed by Marc Chandler on March 16, 2026 Rating: 5
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Week Ahead: Eight of the G10 Central Banks Meet, Maybe One Moves

March 14, 2026
The Middle East War dominates the investment climate. The inflationary implications are first order considerations and there has been a large swing in expectations of central bank policy this year. Japan is a notable exception as the swaps market continues to discount almost two hikes this year. Eight of the G10 central banks meet in the week ahea…
Week Ahead: Eight of the G10 Central Banks Meet, Maybe One Moves Week Ahead: Eight of the G10 Central Banks Meet, Maybe One Moves Reviewed by Marc Chandler on March 14, 2026 Rating: 5
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The War Rages On; Equities and Bonds Don't Like It,

March 13, 2026
The war and rhetoric around it keep investors on edge, even though WTI and Brent are consolidating now after reaching marginal new four-day highs. The greenback is firm against the G10 currencies. Disappointing UK January GDP has weighed on sterling, whose 0.65% loss leads the majors. The proximity of the JPY160 level may be encouraging a more cau…
The War Rages On; Equities and Bonds Don't Like It, The War Rages On; Equities and Bonds Don't Like It, Reviewed by Marc Chandler on March 13, 2026 Rating: 5
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The War Escalates and Markets are Unimpressed with IEA Oil Move

March 12, 2026
The Middle East war is escalating. The market seems unimpressed with the announcement that strategic oil reserves will be released. The announcement is light on details, such as pace and composition. Moreover, the markets’ understanding of the disruption is well beyond oil and includes gas, fertilizer, sulfur, and urea. Adding to the geo-economic …
The War Escalates and Markets are Unimpressed with IEA Oil Move The War Escalates and Markets are Unimpressed with IEA Oil Move Reviewed by Marc Chandler on March 12, 2026 Rating: 5
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Middle East War Intensifies, IEA Proposes a Coordinated Release of Strategic Reserves, G7 to Consider Middle East War Intensifies, IEA Proposes a Coordinated Release of Strategic Reserves, G7 to Consider Reviewed by Marc Chandler on March 11, 2026 Rating: 5
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Investors Find Hope in the Fog of War

March 10, 2026
The markets have put much stock in President Trump’s signal that the war on Iran may be nearly over. News today suggests that the Strait of Hormuz remains mostly blocked and several European countries have committed more military hardware to defend the UAE. In the fog of war, public pronouncements are part of the war effort. Nevertheless, the mark…
Investors Find Hope in the Fog of War Investors Find Hope in the Fog of War Reviewed by Marc Chandler on March 10, 2026 Rating: 5
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