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Monthly Archives: February 2026

TD Securities expects steady USD/CNY easing towards 6.7, with authorities limiting volatility while tolerating yuan strength

Written on February 26, 2026 at 1:46 pm, by

Strategists expect China to curb USD/CNY volatility through 2026 Two Sessions, allowing yuan strength before reforms.

Georgieva of the IMF said US goods inflation has been partly influenced by tariffs

Written on February 26, 2026 at 1:17 pm, by

Georgieva says tariffs lifted goods inflation, rate near neutral; debt must fall; deficits persist; tariffs average 10%.

Nvidia posts huge fiscal Q4 results, beating revenue forecasts, expanding margins, and projecting strong upcoming performance

Written on February 26, 2026 at 1:16 pm, by

Nvidia beat Q4 estimates, guided higher Q1 revenue, margins rose; hyperscalers drove half of sales.

AUD/JPY surpasses 111.00 as Australia’s CPI boosts expectations of further Reserve Bank of Australia hikes

Written on February 26, 2026 at 12:46 pm, by

AUD/JPY jumps 1.2% after Australia inflation boosts RBA hike bets; breaks new highs, eyes 112.00 next.

TD Securities expects Premier Li to set 2026 growth targets and deficits, prioritising demand-driven consumer stimulus

Written on February 26, 2026 at 12:46 pm, by

TD Securities expects China’s 2026 GDP target at 4.5–5.0%, with fiscal stimulus boosting domestic demand.

After markets closed, Nvidia exceeded Q4 forecasts, raised guidance, sending shares over 3% higher after-hours

Written on February 26, 2026 at 12:17 pm, by

Nvidia beat Q4 estimates, guided higher on AI demand; peers mixed as Salesforce, Snowflake, Trade Desk fell.

BNY’s Geoff Yu warns crowded carry leaves Brazilian assets overexposed after strong February 2026 inflows, raising rebalancing risks

Written on February 26, 2026 at 12:16 pm, by

February 2026 inflows stretched Brazil positioning: BRL and IBOVESPA surged, elevating rebalancing risks amid high real rates.

GBP/JPY climbed again, buoyed by a weaker yen after Takaichi nominated dovish academics; trading near 212.00

Written on February 26, 2026 at 11:46 am, by

GBP/JPY climbed 0.80% as yen weakened on dovish BOJ nominations; eyes 212.00 resistance, 214.44 next.

Following hotter-than-expected January CPI, the Australian Dollar rose to two-week highs, boosting RBA rate-hike expectations

Written on February 26, 2026 at 11:46 am, by

Australian Dollar hits two-week high after hot inflation; USD slips, majors steady, gold rises, key data ahead.

NVIDIA Stock Reverses After Blowout Earnings: Why Did NVDA Fall Despite Strong Results?

Written on February 26, 2026 at 11:34 am, by

NVIDIA (NVDA) shares reversed after reporting $68.13B revenue and strong guidance. Investors question long-term AI growth despite earnings beat. | VT Markets

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