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13

Feb 2026
BNY’s Geoff Yu says Bullock warned of possible RBA hikes if inflation persists, amid productivity concerns

Bullock warns further RBA rate hikes possible if inflation stays high; expectations rebound above 5%, cash rate 3.85%.

13

Feb 2026
In January, the UK’s NIESR three-month GDP estimate dropped sharply from 4.296% to 0.3%

UK NIESR estimates GDP growth slowed to 0.3% in January, down from 4.296% previously.

13

Feb 2026
RBC’s Claire Fan expects the Fed to hold rates near neutral, with slightly lower unemployment ahead, unchanged 2026 average

RBC sees minor US outlook shifts: 2026 unemployment 4.5%, steady Fed, productivity-led growth, tariff-driven inflation risks.

13

Feb 2026
In the US, new unemployment benefit applications fell to 227K in the week ending 7 February

US jobless claims fell to 227K; four-week average rose, continuing claims increased; dollar index steady near 96.80.

13

Feb 2026
Rabobank’s Jane Foley says reassessed views on Takaichi ease BOJ dovish pressure, aiding yen towards 145

USD/JPY surged on “Takaichi trade,” then eased as BoJ turned hawkish; Rabobank forecasts gradual yen recovery.

13

Feb 2026
US continuing jobless claims exceeded forecasts, reaching 1.862M compared with the expected 1.85M in January 30

US continuing jobless claims beat forecasts, rising to 1.862 million versus expectations of 1.85 million for January 30.

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