United States MBA Mortgage Applications increased to 11% in February 27 from previous 0.4%

Mar 4, 2026

UK: Fiscal update supports modest growth – TD Securities

TD Securities’ Global Strategy Team notes that UK Chancellor Reeves delivered a cautious Spring Statement with no major new policies. Updated OBR projections show slightly slower UK growth in 2026 but stronger growth thereafter, alongside lower inflation forecasts.

USD/JPY: Safe haven support and BoJ path – Rabobank

Rabobank's Senior FX Strategist Jane Foley discusses USD/JPY backing off highs near 158 as profit taking and hawkish comments from BoJ Governor Ueda support the Japanese Yen. The bank highlights Japan’s vulnerability to higher energy prices but stresses the Yen’s safe haven role.