United States Baker Hughes US Oil Rig Count down to 409 from previous 414

Mar 27, 2026

USD/MXN: Downside risks for Peso after Banxico cut – Standard Chartered

Standard Chartered’s Dan Pan and Erwin He note that Banxico’s surprise 25 bps cut and guidance for another easing step have increased downside risks for the Mexican Peso (MXN). They highlight crowded MXN long positioning and a narrower carry advantage versus other EM high-yielders.

PHP: Oil shock, inflation risks and BSP path – ING

ING’s Deepali Bhargava warns that higher Oil prices and supply disruptions are worsening growth, inflation and external balances in the Philippines.