MUFG warns yen weakness may persist as Middle East tensions lift energy costs, yields, and unhedged outflows.
US construction spending fell 0.3% in January, missing forecasts for a 0.1% rise, signaling sector slowdown.
Societe Generale says ECB may consider earlier insurance rate hikes if energy shock boosts inflation more than growth.
USD/JPY slid to 158.60 as Trump delayed Iran strike plans, easing safe-haven demand and boosting yen.
TD Securities forecasts Bank of Canada holding 2.25% through 2026, despite markets pricing 75 bps tightening.
Canadian Dollar mixed as US dollar eased after Trump delayed Iran strikes; oil fell, limiting CAD pressure.
BNP Paribas sees stronger 2026 U.S. growth, steady Fed rates, higher inflation, and a weaker dollar.
EUR/GBP trades slightly above ING fair value; ECB and BoE speakers, plus PMIs, may drive moves.
Bank of England messaging triggered repricing; 2026 hikes priced higher, cut less certain, GBP/USD stable amid stagflation risks.
Trump says Iran seeks deal within five days; markets turn risk-on as oil slides and stocks rise.
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