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Rabobank strategists Molly Schwartz and Christian Lawrence preview the March 26 Banxico meeting, expecting the overnight policy rate to be held at 7.00%. They note rising inflation risks linked to the Iran war and internal Board divisions between inflation hawks and growth doves.

The Pound Sterling (GBP) appreciates sharply against the US Dollar (USD) on Monday after US President Donald Trump postponed further military action against Iran, adding that talks between the two countries were productive and could end hostilities in the Middle East.

The Dow Jones Industrial Average surged more than 600 points on Monday, climbing roughly 1.5% to recapture the 46,000 handle as investors bet that the worst of the Iran crisis may be nearing an end.

NZD/USD trades around 0.5850 on Monday at the time of writing, up 0.24% on the day, benefiting from a broader pullback in the US Dollar (USD) amid a relative easing of geopolitical tensions.

Gold (XAU/USD) rebounds from year-to-date lows on Monday as bargain hunting emerges after a steep sell-off, with the metal finding support after news that US President Donald Trump postponed planned strikes against Iran's power plants and energy infrastructure.

BNY’s Bob Savage highlights that Central and Eastern European (CEE) currencies such as Hungarian Forint (HUF) and Polish Złoty (PLN) have held up relatively well into the fourth week of the conflict, supported by high real rates and liquidity.

United States (US) President Donald Trump said that he had some strong talks over the Iran war and that they’ll see where the talks lead. Adding that if the talks can carry through, the conflict will end, speaking to reporters before boarding his presidential plane on Monday.

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

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 falls by 0.40% on Monday and trades around 158.60 at the time of writing, after dropping from the 159.60 area to an intraday low near 158.25, as the US Dollar (USD) weakens following an unexpected geopolitical development.