United Kingdom Retail Sales ex-Fuel (MoM) above expectations (-0.8%) in February: Actual (-0.4%)

Mar 27, 2026

United Kingdom Retail Sales (YoY) came in at 2.5%, above forecasts (2.1%) in February

USD/JPY: Policy clarity and intervention risks – Rabobank

Rabobank’s Senior FX Strategist Jane Foley notes that Bank of Japan policy expectations have changed little versus other G10 central banks, with markets already pricing a gradual tightening path.