Market Insights
In-depth insights on market events and major trades
European natural gas sparks supply fears
Qatar's Ras Laffan suspension and a choked Strait of Hormuz have delivered the most disruptive supply shock to global gas markets, European natural gas futures rising more than 5% to trade above €56 per megawatt-hour levels not seen in over three years. In just two days, prices have surged roughly 60%, a move that underscores how fragile the global energy balance remains.
4 Mar 2026, 09:09
Gold’s seven-month run meets geopolitical tension in March
Gold has just closed seven consecutive months higher, the longest monthly winning run in more than five decades — and it’s kicking off March with a familiar fuel: Middle East risk. After weekend U.S strikes on Iran jolted global markets, bullion jumped back above $5,400 an ounce, reminding investors why the metal tends to “wake up” when geopolitics gets loud. The question hanging over this rally isn’t whether gold can move on headlines — it’s whether anyone is prepared to price a clean exit from
2 Mar 2026, 10:37
US Dollar gains on geopolitical risk but eyes on Labour data for direction
The US dollar strengthened at the start of the week as escalating tensions in the Middle East drove investors toward safe-haven assets. Military actions involving the United States, Israel, and Iran over the weekend have intensified regional instability. Aerial strikes are continuing, with Iranian missiles reportedly targeting Tel Aviv and parts of the Persian Gulf.
2 Mar 2026, 10:29
Higher for now fed signals extended pause
Thomas Barkin of the Federal Reserve Bank of Richmond said policy is “well positioned” to handle economic risks, and inflation has now eased to 2.4%, its lowest level since May 2025, a meaningful step closer to target. At the same time, the unemployment rate printed 4.3% lowest number since July 2025.
25 Feb 2026, 09:08
Australia’s sticky inflation keeps RBA on watch
On Wednesday, annual inflation is expected between 3.6% and 3.7%, easing slightly but still above the Reserve Bank of Australia 2–3% target band. Even if upcoming inflation data comes in slightly below the central bank’s own projections, the focus inside the Reserve Bank of Australia has clearly broadened beyond just CPI prints.
24 Feb 2026, 08:37
The BoJ hits the brakes on rate hikes
Bank of Japan has been navigating the opposite challenge: figuring out when to finally tighten. However, the latest market pricing suggests that the much-anticipated Japanese rate hike cycle is being pushed further down the road. BoJ is buying time. A combination of shifting political headwinds and easing inflation has given policymakers the breathing room to delay their next move.
23 Feb 2026, 08:58
UK economy edges toward easier policy
UK economy is gradually slowing, with inflation trending lower and the labour market showing signs of stress. While headline prices remain above target, disinflationary trends are giving policymakers room to consider monetary easing, especially if economic slack widens further.
18 Feb 2026, 09:26
Hold rates is Bank of Canada most likely path
CPI has been relatively contained for over a year, fluctuating in the 2% to 2.5% range. That stability has helped rebuild confidence, the mid-2025 contraction, when GDP shrank by 0.5% in a single quarter, marked the peak of economic stress following the aggressive rate hikes of 2023.
17 Feb 2026, 08:52
RBNZ between sticky inflation and weakening labour
New Zealand heads into Wednesday’s Monetary policy statement with a genuine split in expectations around what the Reserve Bank of New Zealand will signal next. The Official Cash Rate sits at 2.25%, and most economists surveyed expect Governor Anna Breman and her committee to leave it unchanged. The bigger debate is not about this week’s decision it is about what comes next.
16 Feb 2026, 09:22
ECB’s next move in a stagnant economy
Inflation numbers at 1.7% are at its lowest level since September 2024, sliding comfortably below the ECB’s 2.0% target. Today’s final Q4 2025 GDP numbers expectations stay stable by 1.3% year-on-year. Unemployment has just dropped to 6.2%, the lowest rate since October 2024.
13 Feb 2026, 09:15