Monthly Archives: February 2026
Commerzbank’s Volkmar Baur says China’s record Q4 2025 surplus strengthens evidence of a tightly managed yuan
Written on February 17, 2026 at 8:41 am, by
China’s Q4 2025 current account surplus hit a record USD 242 billion, while FDI surged to USD 38.8 billion.
With fading Fed cut expectations and ongoing geopolitical strains, silver trades near $76.50, down 0.70%
Written on February 17, 2026 at 8:12 am, by
Silver slips to $76.50 on profit-taking as cooling US inflation, firm Fed stance, stronger dollar pressure.
With US markets shut, sterling dips on light liquidity; GBP/USD falls to 1.3635 as UK CPI awaited
Written on February 17, 2026 at 8:11 am, by
Pound Sterling slipped versus the Dollar in thin President’s Day trading, with investors awaiting upcoming UK CPI data.
After dovish MPC cues, UK markets price a BoE cut next month; Bailey and Mann await data
Written on February 17, 2026 at 7:42 am, by
UK markets price possible Bank of England rate cut next month after dovish MPC signals, key data awaited.
Economists polled by Reuters expect the Bank of England to lower rates 25 basis points to 3.50% in March
Written on February 17, 2026 at 7:41 am, by
Economists in Reuters poll expect Bank of England to cut rates in March; year-end forecast 3.25%.
With US markets shut, thin trading pulls GBP/USD lower in North America as investors await UK CPI
Written on February 17, 2026 at 7:12 am, by
Pound dips in thin trade; investors eye UK labour and CPI, amid rising BoE cut expectations.
EUR/JPY climbs near 181.76 as Japan’s soft GDP pressures the Yen, while bears probe 100-day SMA
Written on February 17, 2026 at 7:11 am, by
Euro gains versus yen as weak Japan GDP fuels BOJ easing bets; EUR/JPY edges higher near 181.76.
Societe Generale’s Dev Ashish says Brazil attracts 2026 equity inflows, driven by cheap valuations post-2022–24 compression
Written on February 17, 2026 at 6:41 am, by
Brazil sees strong 2026 equity inflows as valuations stay attractive; easing hopes persist, though election risks linger.
Colombia’s year-on-year GDP growth measured 2.3% in Q4, undershooting forecasts of 3.1%
Written on February 17, 2026 at 6:41 am, by
Colombia’s GDP grew 2.3% year-on-year in the fourth quarter, falling short of the expected 3.1% increase.
DBS’s Taimur Baig says US consumption is easing, with softer retail sales and downgraded GDP nowcasting estimates
Written on February 17, 2026 at 6:12 am, by
US drives 30% of global consumption; 4Q25 signals softening demand. Fed cuts expected 2H26, inflation elevated.
