Forex
EUR/USD Is Caught Between Two Forces That Never Usually Move Together
EUR/USD fell to $1.156 as oil topped $100 and the ECB was repriced from cuts to hikes in a week. The pair is now caught between dollar safe-haven bids and ECB hawkishness, both driven by the same Iran shock.
Economy
US CPI Holds at 2.4% in February as Oil Shock Rewrites the Inflation Outlook
US CPI held at 2.4% in February 2026, in line with forecasts. But the clean data precedes an oil shock from the Iran war that analysts warn will reshape the March and April readings and the Fed's rate path.
Economy
Japan’s GDP Just Crushed Every Forecast. The Yen Is Still Getting Destroyed.
Japan's Q4 GDP was revised to 1.3% annualized from 0.2%. Business investment hit a one-year high. Wages beat forecasts. The yen fell anyway. Energy explains why.
Americas
Oil Touched $120 and Crashed to $86 in the Same Session. Here’s What Actually Changed.
Brent hit $119.50 and crashed to $86 in the same session. Trump said the war is "very complete." Iran said that's nonsense. Here's what the curve is pricing.
Economy
Germany Is Borrowing €174 Billion in a Single Year. The Factories Just Started Responding.
Germany is borrowing €174 billion in 2026. A €500 billion infrastructure fund and a €83 billion defence budget are rewriting Europe's largest economy from scratch.
Crypto
Pakistan Just Gave 40 Million Crypto Users a Legal Framework. The Real Target Is $38 Billion in Remittances.
Pakistan passed its first crypto law. 40 million users just got legal. But the real play is $38 billion in remittances and a stablecoin corridor to replace hawala.
Europe
US Gasoline Just Posted Its Biggest Weekly Jump Since Russia Invaded Ukraine. Diesel Is Worse.
US gasoline hit $3.41, up 14% in a week. Diesel surged 15.3%. The biggest weekly pump price jump since Russia invaded Ukraine. And the strait is still closed.
Economy
Trump Gathered 12 Latin American Leaders in Miami. The Two Biggest Economies Did Not Show Up.
Trump convened 12 Latin American leaders in Miami. Brazil and Mexico stayed home. China's $518B regional trade explains why the absence list matters most.
