Monthly Archives: February 2026
Rabobank says Japan’s trade scheme backs US investment projects, shifting partner capital into energy assets, beyond markets

Written on February 19, 2026 at 8:42 am, by
US-Japan trade deal launches three US projects; real-asset investment focus pressures EU on Mercosur amid US-Argentina pact.
Gold steadies near $5,000 as traders await Fed minutes, rebounding after Tuesday’s 2% drop

Written on February 19, 2026 at 8:41 am, by
Gold rebounded as traders awaited FOMC minutes; mixed US data, easing Iran tensions, and key XAU/USD levels.
Cautious investors push AUD/USD near 0.7060 as firmer US dollar awaits FOMC minutes, Australian jobs data

Written on February 19, 2026 at 8:12 am, by
AUD/USD slips to 0.7060 as traders await FOMC minutes and Australian jobs data, weighing rate-cut expectations.
USD/JPY trades near 154.48 as calmer swings accompany yen softness and improving US dollar demand

Written on February 19, 2026 at 8:11 am, by
USD/JPY climbed 0.78% near 154.48 as yen weakened; firm US data lifted dollar; Fed minutes awaited.
Commerzbank’s Tatha Ghose says Polish markets price under 25bps easing, despite March cut signals, zloty lagging

Written on February 19, 2026 at 7:42 am, by
Polish forwards now price under 25bps cuts; MPC signals possible March cut amid improved inflation outlook uncertainty.
WTI crude rose as US-Iran nuclear talks unsettled markets, fuelling Strait of Hormuz closure fears
Written on February 19, 2026 at 7:41 am, by
US-Iran nuclear talks showed progress, but disputes persist; Hormuz drills lifted WTI despite rising inventories.
Ahead of Federal Reserve minutes, Dow climbs 300 points as dip-buyers return, buoyed by Nvidia-Meta deal

Written on February 19, 2026 at 7:12 am, by
US stocks rose third day; investors awaited Fed minutes. Nvidia rallied on Meta AI chips; Palo Alto sank.
Asian markets may diversify AI trades as investors rotate from pioneers to enablers with faster cashflows

Written on February 19, 2026 at 7:11 am, by
AI selloff spreads beyond megacaps as investors rotate to cashflow firms; Asia benefits from AI hardware demand.
GBP/USD edges lower after UK inflation cools; BoE watches disinflation as FOMC minutes approach closely

Written on February 19, 2026 at 6:42 am, by
UK inflation cools; BOE cuts eyed. Fed holds. GBP/USD slips near 1.3540, testing 50-day EMA.
ING economists expect Hungary’s central bank to launch easing, reducing the base rate by 25bp to 6.25%

Written on February 19, 2026 at 6:41 am, by
ING expects Hungary’s central bank to start easing on Feb 24, cutting 25bp, with further cuts possible.