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Brown Brothers Harriman’s (BBH) Elias Haddad highlights that Brent crude Oil briefly moved back above $100 per barrel after tanker attacks near Iraq and Dubai, reviving stagflation concerns and pressuring bonds and equities.

ING’s FX team argues that while Europe is better positioned on gas than in 2022, the Euro remains vulnerable against the Dollar.

Societe Generale expects the CBRT to keep the one-week repo rate at 37.0% and maintain a hawkish stance, with effective funding already pushed to 40% via the overnight lending window. The bank notes heavy FX reserve use and liquidity draining to support the Lira and tight conditions.

Gold (XAU/USD) climbs to the top end of its daily trading range during the first half of the European session on Thursday, though it remains below the $5,200 mark.

EUR/USD continues to lose ground for the third consecutive day, trading around 1.1550 during the European hours on Thursday. Daily chart technical analysis indicates a persistent bearish bias as the pair moves downwards within a descending channel pattern.

TD Securities’ James Rossiter argues that major central banks have shifted their reaction functions after recent supply shocks, now placing greater emphasis on inflation and expectations than on growth.

TD Securities’ Prashant Newnaha expects the Reserve Bank of Australia to raise rates by 25 bps in March and again in May, fully reversing last year’s cuts and taking the cash rate back to 4.35%.

MUFG’s Senior Currency Analyst Michael Wan warns the Indian Rupee is vulnerable under a prolonged Iran–Middle East conflict and Strait of Hormuz closure, with USD/INR potentially rising above 95.

USD/INR continues its winning streak for the third successive session on Thursday.

GBP/USD extends its losses for the third successive session, trading around 1.3380 during the early European hours on Thursday.