Monthly Archives: February 2026
TD Securities says US PPI and consumer confidence lead, with January PPI shaping PCE inflation forecasts this week
Written on February 24, 2026 at 5:11 am, by
TD Securities eyes US PPI and consumer confidence; expects modest rebound, core PCE cooling, end-2026 inflation projections.
ING’s FX team expects weaker US growth and front-end rates to drive EUR/USD towards 1.22 in 2026
Written on February 24, 2026 at 4:42 am, by
ING forecasts EUR/USD reaching 1.22 by end-2026 on Fed cuts, slower US growth, stronger Eurozone data.
Nomura’s Szczepaniak sees Eurozone HICP slightly under ECB’s 2% target in early 2026, energy-led
Written on February 24, 2026 at 4:41 am, by
Nomura sees euro area inflation slightly below 2% in H1 2026, with higher risks later.
With markets quiet in Japan and UK data scarce, GBP/JPY stays rangebound as BoE cuts loom
Written on February 24, 2026 at 4:12 am, by
GBP/JPY edged lower in thin trade; BoE cut bets weighed, while softer Japan inflation kept caution.
BBH’s Elias Haddad says the dollar began softer after a US tariff ruling, though not decisive yet
Written on February 24, 2026 at 4:11 am, by
Supreme Court tariff ruling weakens dollar; BBH stays bearish long-term, neutral near-term amid easing expectations, patient Fed.
The Chicago Fed National Activity Index in the United States fell to -0.21, from -0.04 previously
Written on February 24, 2026 at 3:42 am, by
Chicago Fed National Activity Index fell to -0.21 in December, down from prior reading of -0.04.
NBC’s Katsoras and Paquet say Supreme Court and White House actions reset tariffs, steadying Dollar outlook broadly
Written on February 24, 2026 at 3:41 am, by
Supreme Court briefly cut tariffs; President invoked Section 122, restoring 15% duties, maintaining leverage amid uncertainty.
In December, the US Chicago Fed National Activity Index rose to 0.18 from -0.04 previously
Written on February 24, 2026 at 3:11 am, by
Chicago Fed National Activity Index climbed to 0.18 in December from -0.04, indicating stronger US activity.
Rabobank’s Jane Foley says tariff uncertainty boosts the Swiss franc, strengthening its G10 safe-haven position amid SNB dilemmas
Written on February 24, 2026 at 3:11 am, by
Rabobank says tariff uncertainty boosted Swiss franc; SNB negative rates unlikely; intervention possible; EUR/CHF forecast cut.
In London, futures diverge: S&P leads above CP/POC, Dow below pivot, Nasdaq probes lower-gate support
Written on February 24, 2026 at 2:42 am, by
London futures mixed pre-New York: ES above CP/POC, YM below CP, Nasdaq below CP near lower-gate support.
