Monthly Archives: February 2026
Rabobank’s Michael Every says Europe is trapped near 1.5% growth, amid fragmentation, deindustrialisation and rearmament
Written on February 10, 2026 at 11:03 pm, by
Europe nears 1.5% growth amid division, German deindustrialisation, rearmament, stalled EU reforms, and euro-dollar ambitions.
Since mid-2025, the Hang Seng Index has surged, potentially nearing a peak and imminent reversal
Written on February 10, 2026 at 10:33 pm, by
HSI rally slows near resistance; Chinese New Year often triggers pivots. Watch candles; 21,417 support; SPX divergence.
Commerzbank’s Fritsch says oil slid first, as Oman talks eased strike fears, offset by supply risks
Written on February 10, 2026 at 10:32 pm, by
Oil dipped after US–Iran talks eased strike fears, then rebounded on Kazakhstan, India, Russia supply risks.
Nomura analysts expect Norges Bank to make one more 2026 rate cut, reaching 3.75% after inflation surprises
Written on February 10, 2026 at 10:03 pm, by
Nomura expects Norges Bank’s final rate cut in December 2026 after hot inflation, wage growth keep pricing sticky.
Ahead of US Retail Sales, the dollar weakens again, leaving USD/JPY near 155 at weekly lows
Written on February 10, 2026 at 10:03 pm, by
Dollar slips versus yen near 155 as rate-cut bets rise ahead of Retail Sales; Japan signals intervention.
Societe Generale analysts see the Swiss franc firm as EUR/CHF drops to fresh post-2015 lows amid risk-on
Written on February 10, 2026 at 9:33 pm, by
EUR/CHF hit post-2015 lows as franc funding pressures, Alphabet bond issuance, and sell calls outweighed risk-on markets.
Based on market data, silver trades at $82.63 per troy ounce, 1.49% below Monday’s $83.88
Written on February 10, 2026 at 9:32 pm, by
Silver slid 1.49% Tuesday to $82.63/oz; year-to-date up 16.24%; gold/silver ratio rose to 61.16.
The Dollar remains range-bound; put demand is strong, while upcoming US data may shift sentiment and direction
Written on February 10, 2026 at 9:04 pm, by
DXY weakened as investors bought dollar puts; attention shifts to US data, retail sales, jobs, auctions.
Gold stabilises near $5,050, regaining earlier losses below $5,000, while awaiting US data for direction
Written on February 10, 2026 at 9:03 pm, by
Gold steadied near $5,050 as risk appetite rose; Fed-cut bets and weaker dollar supported demand.
HSBC observes USD/JPY staying choppy yet high into 2H26, as Takaichi’s supermajority shifts Japan’s policy outlook
Written on February 10, 2026 at 8:33 pm, by
HSBC says Japan’s new supermajority may spur yen-supporting policies, but USD/JPY remains volatile, elevated.
