Monthly Archives: February 2026
Rabobank’s Michael Every says RBA hiked 25bps on stronger forecasts; IMF urges scrapping 5% deposit scheme inflating housing
Written on February 18, 2026 at 11:41 am, by
Australia’s outlook shifts as RBA signals stronger forecasts, while IMF warns housing scheme fuels inflation.
EUR/USD trades near 1.1845 as hawkish Fed sentiment and US-Iran tensions bolster the dollar briefly
Written on February 18, 2026 at 11:12 am, by
EUR/USD dips as risk-off USD gains on US–Iran tensions; data firms, Eurozone sentiment and output soften.
Fourth-quarter New Zealand output producer prices rose 0.1% quarter-on-quarter, undershooting forecasts of 0.7% markedly
Written on February 18, 2026 at 11:11 am, by
New Zealand’s PPI output rose 0.1% in Q4, missing the 0.7% forecast and undershooting expectations.
In New Zealand, quarterly producer input prices fell 0.5%, missing forecasts of a 0.5% rise
Written on February 18, 2026 at 10:42 am, by
New Zealand’s Q4 PPI input dropped 0.5% quarter-on-quarter, missing forecasts that predicted a 0.5% increase.
TD Securities predicts US Q4 2025 GDP growth at 2.3%, with spending easing, outlays falling, exports dragging
Written on February 18, 2026 at 10:41 am, by
TD Securities sees Q4 2025 GDP slowing to 2.3%, with softer spending, easing inflation, recession odds 25%.
Commerzbank says Takaichi’s strong mandate enables proactive fiscal measures, including a temporary VAT cut on food
Written on February 18, 2026 at 10:12 am, by
Takaichi’s landslide gives LDP budget control, enabling fiscal expansion; markets fear deficits may weaken yen, finances.
Despite robust ADP employment figures, the US Dollar reduces earlier gains as private hiring rises to 10.3K
Written on February 18, 2026 at 10:11 am, by
US and Canada data moved major FX pairs; dollar firm, gold below $5,000 ahead of key events.
Gold drops over 3% as improving US-Iran negotiations lift the dollar, pushing XAU/USD to $4,869
Written on February 18, 2026 at 9:42 am, by
Gold slid over 3% as dollar, yields rose on US–Iran talk progress; Fed-cut expectations eased.
BNY’s John Velis expects three Federal Reserve rate cuts by year-end, outpacing current market pricing by nearly one
Written on February 18, 2026 at 9:41 am, by
BNY’s Velis expects three Fed rate cuts despite markets pricing two; narrow job gains, easing inflation.
Barr says US data suggests stabilising jobs, while warning AI may cause short-term labour market disruptions
Written on February 18, 2026 at 9:12 am, by
Fed’s Barr sees stabilising jobs, cooling inflation ahead, rates steady; AI boosts productivity but may disrupt workers.
