United States Construction Spending (MoM) below expectations (0.1%) in January: Actual (-0.3%)

Mar 23, 2026

ECB: Early insurance hike risks and data focus – Societe Generale

Societe Generale economists Fabien Bossy, Michel Martinez, Anatoli Annenkov and Sam Cartwright argue that the ECB is edging toward discussing early insurance rate hikes after the recent energy shock.

USD/JPY: Energy shock and flows point higher – MUFG

MUFG analysts see recent Yen weakness as fundamentally justified and expect further downside for the Japanese Yen if the Middle East crisis persists.