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FACTBOX-Major brokerages expect ECB rate hikes, delayed BoE cuts as inflation risks rise
March 27 (Reuters) - Global brokerages are increasingly betting the European Central Bank could raise rates as early as April, while pushing back rate-cut expectations for the Bank of England, after policymakers warned the U.S.-Israeli war on Iran is stoking inflation risks.Wall Street giants such a...Reuters
Fri, Mar 27
EXCLUSIVE-Trump's Iran war pushes India to rekindle old friendship with Russia
India and Russia discuss resuming LNG trade amid Gulf supply disruptions, sources sayNew Delhi has approached Washington for potential sanctions waiverIndia's Russian crude imports could also soon double to 40% of its total supplyU.S. had spent years pressuring India to curtail Russian energy pu...Reuters
Fri, Mar 27
UK: Surveys and GDP outlook – Deutsche Bank
Deutsche Bank’s Sanjay Raja expects a relatively quiet UK data week, with focus on March DMP survey signals around the Iran conflict, inflation expectations, and hiring plans. He forecasts only marginal upside risk to Q4-25 GDP, with the ONS likely confirming 0.1% q-o-q growth.Fxstreet
Fri, Mar 27
ECB’s Müller: The longer the war lasts, the more likely that we will have to respond
European Central Bank (ECB) Governing Council member Madis Müller said in an interview with Econostream that the central bank might need to wait for the release of second-round inflation effects before making any monetary policy adjustment.
Fxstreet
Fri, Mar 27
ECB: Limited hikes despite inflation spike – Commerzbank
Commerzbank’s Jörg Krämer expects the ECB to react to war‑driven energy inflation with at most one additional rate hike. Inflation is projected to rise above 3% by summer before easing, while Eurozone growth is revised down to 0.6% in 2026.Fxstreet
Fri, Mar 27
Santander reaffirms targets as its divisified business helps to cushion against economic uncertainty
Santander says is on track to meet 2026-2028 targets Bank has improved efficiency by 250 basis points in Q1Botin says diversification will help weather uncertaintyInvestors to vote on capital increase to help fund Webster dealBy Jesús Aguado MADRID, March 27 (Reuters) - Santander SAN.MC on Friday...Reuters
Fri, Mar 27
China willing to actively expand EU imports, says commerce minister
BEIJING, March 27 (Reuters) - China is willing to "actively" expand European Union imports, and hopes the 27-state bloc will relax controls on high-tech exports to China and refrain from politicising trade issues, Chinese Commerce Minister Wang Wentao told his EU counterpart. China also hope...Reuters
Fri, Mar 27
