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Central Bank of Malaysia: Oil price shocks may affect economic growth and inflation, depending on the duration and severity of the conflict.
2026-03-31
Central Bank of Malaysia: Oil price shocks may affect economic growth and inflation, depending on the duration and severity of the conflict.
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2026-03-31
Internationally: 1. Goldman Sachs: Maintains bullish outlook for gold; the upward logic remains unchanged. 2. Kpler: If the Bab el-Mandeb Strait is disrupted, the time for crude oil to reach Asia could double. 3. Mitsubishi UFJ: Middle East confli
Internationally: 1. Goldman Sachs: Maintains bullish outlook for gold; the upward logic remains unchanged. 2. Kpler: If the Bab el-Mandeb Strait is disrupted, the time for crude oil to reach Asia could double. 3. Mitsubishi UFJ: Middle East conflict may push the Indian rupee further down. 4. Mitsubishi UFJ: Intervention expectations and safe-haven sentiment limit further weakening of the yen. 5. Commerzbank: Japan and the US may jointly intervene in the yen; favorable conditions for a stronger dollar. 6. Commerzbank: If German inflation is higher than expected, it may boost the euro in the short term. 7. S&P Global: Middle East conflict may end the trend of rating upgrades for emerging markets. Domestically: 1. Huatai Securities: The logic for long-term asset reallocation of gold remains solid. 2. CITIC Securities: Helium prices are expected to rise against the backdrop of Middle East conflict. 3. CITIC Securities: Storage upgrades are the core demand for current intelligent agent inference; firmly optimistic about the storage growth trend. 4. CITIC Securities: The carbon fiber industry is expected to usher in investment opportunities. 5. CITIC Securities: The power sector is expected to see a dual opportunity for recovery in both fundamentals and valuation.
2026-03-31
Key Economic Data and Events to Watch Today: Tuesday, March 31, 2026 ① 07:30 Japan February Unemployment Rate ② 08:30 RBA Monetary Policy Meeting Minutes ③ 09:30 China March Official Manufacturing PMI ④ 14:00 UK Q4 GDP Annualized Final Reading ⑤
Key Economic Data and Events to Watch Today: Tuesday, March 31, 2026 ① 07:30 Japan February Unemployment Rate ② 08:30 RBA Monetary Policy Meeting Minutes ③ 09:30 China March Official Manufacturing PMI ④ 14:00 UK Q4 GDP Annualized Final Reading ⑤ 14:00 UK March Nationwide House Price Index MoM ⑥ 14:00 UK Q4 Current Account ⑦ 14:45 France March CPI MoM Preliminary Reading ⑧ 15:55 Germany March Seasonally Adjusted Unemployment Change ⑨ 15:55 Germany March Seasonally Adjusted Unemployment Rate ⑩ 17:00 Eurozone March CPI Annualized Preliminary Reading ⑪ 17:00 Eurozone March CPI MoM Preliminary Reading ⑫ 20:30 Canada January GDP MoM ⑬ 21:00 US January FHFA House Price Index (MoM) ⑭ 21:00 US January S&P/CS 20-City Composite Home Price Index (YoY) ⑮ 21:45 US March Chicago PMI ⑯ 22:00 US February JOLTs Job Openings ⑰ 22:00 US March Conference Board Consumer Confidence Index ⑱ 03:00 (Next Day) Fed Governor Barr Discusses Stablecoins ⑲ 03:10 (Next Day) Fed's Bouman Speaks ⑳ 04:30 (Next Day) US API Crude Oil Inventories for the Week Ending March 27
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