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European Central Bank (ECB) policymaker and Governor of the Central Bank of Ireland Gabriel Makhlouf stated during European trading hours on Friday that the central bank doesn’t have a pre-determined rate path and the decision would be made meeting by meeting.

Silver prices (XAG/USD) rose on Friday, according to FXStreet data. Silver trades at $73.17 per troy ounce, up 0.45% from the $72.84 it cost on Thursday.

ING’s Francesco Pesole highlights that the ECB’s cautious tone masks a hawkish shift, with officials reportedly considering an April rate hike if inflation overshoots. Markets now price earlier tightening and higher odds of back-to-back moves.

ING’s Francesco Pesole notes that the Bank of England surprised markets with a unanimous hold and strong guidance that it is ready to act against any inflation spike. Markets added substantial tightening by year-end, though ING views this as too aggressive.

MUFG’s Derek Halpenny notes that the recent retracement in Brent has eased immediate upward pressure on the Dollar, but he doubts the move will last given ongoing Middle East tensions and constrained supply.

MUFG’s Derek Halpenny highlights that the Bank of England’s unanimous hold and sharp front-end repricing have driven a notable rise in UK yields, supporting the Pound.

DBS Group Research economist Radhika Rao notes that the ECB kept rates unchanged but highlighted spillover risks from geopolitical tensions, with updated projections showing higher Eurozone inflation and weaker growth.

Derek Halpenny at MUFG underlines that Brent’s sharp pullback from near USD 120 to below USD 105 has been driven by hopes of conflict de-escalation, but he questions its durability.

ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note that the Dollar has weakened as hawkish shifts by the ECB and BoE overshadow Jerome Powell’s recent comments.

During European trading hours, ECB officials: François Villeroy de Galhau and Madis Muller delivers remarks on inflation and geopolitical uncertainty.