Brazil IPCA Inflation above forecasts (0.65%) in February: Actual (0.7%)

Mar 12, 2026

USD: Haven demand versus structural headwinds – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad argues the US Dollar is supported in the short term by haven flows and elevated Dollar funding needs during market stress.

AUD: RBA hike bets and 0.7200 target – ING

ING’s Francesco Pesole highlights the Australian Dollar as a key G10 outperformer, supported by strong RBA hike expectations and high Oil prices. Markets now assign a 70% probability to a 25bp hike next week, with AUD/USD seen targeting 0.7200 if equities hold up.