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The Euro recovers some ground versus the US Dollar on Monday, up by 0.37%, after US President Donald Trump announced a five-day truce following productive talks between Tehran and Washington, as revealed on his social network. The EUR/USD trades at 1.1613 after bouncing off daily lows near 1.1484.

The US Dollar Index (DXY) swung wildly on Monday, briefly pushing above the 100.00 level to a session high near 100.15 on early safe-haven demand before reversing sharply to settle around 99.12, down roughly 0.5% on the day.

The NZD/USD pair is trading near the 0.5860 price region at the start of the Asian session, having receded almost half its intraday gains late in the American session.

Commerzbank’s Dr. Henry Hao and Moses Lim highlight how Chinese policymakers are defending China’s large trade surplus while aiming to keep the CNY broadly stable.

Standard Chartered economists argue that higher Oil and commodity prices are driving a cost‑push reflation process in China, with CPI inflation in 2026 now projected at 1.2% instead of 0.6%.

ING economist Min Joo Kang argues that Shin Hyun-song’s nomination as Bank of Korea (BoK) governor points to a more hawkish policy stance, with preemptive rate hikes likely.

The US Dollar Index (DXY) fell below the 100 mark on Monday and is now trading at 99.10, as improved risk appetite offsets support from steady yields and cautious expectations for the Federal Reserve.

Silver (XAG/USD) stages a rebound on Monday after briefly slipping to year-to-date lows earlier in the Asian trading session, as traders digest conflicting headlines surrounding geopolitical tensions linked to the US-Israel war with Iran.

BNP Paribas projects Eurozone growth at 1.6% in 2026, supported by German fiscal measures, higher military and AI-related investment, and a resilient labour market. Inflation is expected to stay below 2% in 2026 before gradually accelerating in 2027.

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.