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14

Feb 2026
Currie and Schleich say tariffs cannot fix America’s unsustainable finances, influencing the dollar’s future direction

National Bank warns US fiscal path unsustainable; CBO sees bigger deficits as tariffs, bills, and uncertainty grow.

14

Feb 2026
Rabobank’s Marey says Warsh as Fed Chair implies three 25bp US rate cuts during 2026, below neutral

Warsh Fed chair nomination signals three 2026 rate cuts, balance-sheet reduction, and possible rise in long-term yields.

14

Feb 2026
After softer US CPI, gold rebounds towards $5,000 on Fed rate-cut hopes, after dipping near $4,880

Gold rebounds near $5,000 as softer US CPI fuels Fed cut bets; volatility persists; technicals remain supportive.

14

Feb 2026
ING economists say January CPI rose unexpectedly from technical effects, yet inflation stays below Poland’s central target

January Poland CPI beat forecasts from technical, volatile factors; inflation stayed below NBP target; March cut expected.

14

Feb 2026
Commerzbank’s Thu Lan Nguyen warns Germany’s gas reserves are 25% full, though LNG flexibility reduces shortages risk

Germany’s gas storage is 25% full; LNG imports help, but shortages and price volatility risks rise.

14

Feb 2026
EUR/USD holds near 1.1870 as softer US CPI undermines the dollar, allowing the euro recover losses

EUR/USD hovered near 1.1870 after softer US CPI weakened the dollar, boosting Fed cut expectations, ECB cautious.

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