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Societe Generale’s technical team notes USD/CAD has found tentative support near 1.3480, forming a small base, but sees no clear evidence yet of a larger uptrend.

TD Securities strategists Paul Soumalias and Alex Loo report that global equity funds kept strong aggregate inflows near recent levels, but with a sharp shift in regional allocation. South Korean equities drew record weekly inflows, while Japan saw its largest since 2013.

Commerzbank economists Jörg Krämer and Marco Wagner argue that the ECB is likely to keep its deposit rate at 2.0% next week and, in their main scenario of a short Middle East war, throughout 2026.

Silver prices (XAG/USD) fell on Friday, according to FXStreet data. Silver trades at $82.37 per troy ounce, down 1.72% from the $83.82 it cost on Thursday.

Brown Brothers Harriman’s (BBH) Elias Haddad notes that the Dollar is supported as markets focus on risks to shipping through the Strait of Hormuz and higher Oil prices. With Brent above $100 and stagflation concerns weighing on bonds and stocks, USD is near cyclical highs.

Deutsche Bank’s Sanjay Raja expects the Bank of England (BoE) to keep Bank Rate at 3.75% in March, abandoning earlier expectations for an imminent cut as the Iran-related energy shock lifts inflation risks.

Standard Chartered’s Anubhuti Sahay and Saurav Anand assess India’s macro outlook as Middle East tensions raise risks for Oil and global rates.

Danske Bank’s Danske Research Team notes that Oil remains supported near USD 100 as Middle East tensions and disruptions around the Strait of Hormuz weigh on supply and sentiment.

Gold (XAU/USD) surrenders a major part of its modest intraday gains and drops to the lower end of its daily range during the first half of the European session on Friday.

BNP Paribas notes that earlier disinflation allowed the European Central Bank to cut rates and support a growth rebound in 2025, but the Iran conflict could reverse this. Under moderate scenarios, the ECB may stay cautious without hiking.