Monthly Archives: February 2026
Currie and Schleich say tariffs cannot fix America’s unsustainable finances, influencing the dollar’s future direction
Written on February 14, 2026 at 4:37 am, by
National Bank warns US fiscal path unsustainable; CBO sees bigger deficits as tariffs, bills, and uncertainty grow.
Rabobank’s Marey says Warsh as Fed Chair implies three 25bp US rate cuts during 2026, below neutral
Written on February 14, 2026 at 4:36 am, by
Warsh Fed chair nomination signals three 2026 rate cuts, balance-sheet reduction, and possible rise in long-term yields.
After softer US CPI, gold rebounds towards $5,000 on Fed rate-cut hopes, after dipping near $4,880
Written on February 14, 2026 at 4:08 am, by
Gold rebounds near $5,000 as softer US CPI fuels Fed cut bets; volatility persists; technicals remain supportive.
ING economists say January CPI rose unexpectedly from technical effects, yet inflation stays below Poland’s central target
Written on February 14, 2026 at 4:07 am, by
January Poland CPI beat forecasts from technical, volatile factors; inflation stayed below NBP target; March cut expected.
Commerzbank’s Thu Lan Nguyen warns Germany’s gas reserves are 25% full, though LNG flexibility reduces shortages risk
Written on February 14, 2026 at 3:37 am, by
Germany’s gas storage is 25% full; LNG imports help, but shortages and price volatility risks rise.
EUR/USD holds near 1.1870 as softer US CPI undermines the dollar, allowing the euro recover losses
Written on February 14, 2026 at 3:36 am, by
EUR/USD hovered near 1.1870 after softer US CPI weakened the dollar, boosting Fed cut expectations, ECB cautious.
TD Securities’ strategists say escalating Middle East tensions and Iran-related scenarios may alter oil price risks
Written on February 14, 2026 at 3:08 am, by
TD Securities maps Iran conflict scenarios, from eased sanctions to regional escalation potentially pushing Brent above $120.
Sterling stays near 1.3600 versus the dollar after four-day losses, awaiting US inflation figures release
Written on February 14, 2026 at 3:07 am, by
Pound slips fourth day near 1.3600 as risk aversion lifts USD ahead of key CPI data.
Rabobank’s Bas van Geffen says EU leaders weigh a multi-speed Union to boost reforms, competitiveness
Written on February 14, 2026 at 2:38 am, by
EU ponders multi-speed integration, considering enhanced cooperation, 28th corporate regime, and savings-investment union without unanimity.
BLS reported US CPI annual inflation eased to 2.4% in January, below the 2.5% forecast
Written on February 14, 2026 at 2:37 am, by
US CPI inflation eased to 2.4% in January, below forecasts; core held 2.5%, dollar slipped.
