Monthly Archives: February 2026
Rabobank says EU capital markets plans and Sweden’s EMU reconsideration could structurally bolster the euro currency
Written on February 19, 2026 at 2:11 am, by
European Commission to advance capital markets union, Savings and Investment Union, redirecting €10 trillion savings; Sweden reevaluates EMU.
US housing starts rose month-on-month, reaching 1.322 million from 1.246 million in the previous month
Written on February 19, 2026 at 1:41 am, by
US housing starts climbed to 1.322 million in November from 1.246 million, signalling faster residential construction.
In November, US building permits declined month-on-month to 1.388M, down from 1.412M previously
Written on February 19, 2026 at 1:41 am, by
US building permits slipped in November, falling from 1.412 million to 1.388 million, down 24,000.
In November, US housing starts increased to 6.2%, rebounding from the prior -4.6% reading
Written on February 19, 2026 at 1:12 am, by
US housing starts rose 6.2% in November, rebounding from a prior 4.6% decline, signaling stronger construction activity.
US building permits exceed forecasts, reaching 1.448M against 1.4M expected during December month-on-month data
Written on February 19, 2026 at 1:11 am, by
US building permits rose to 1.448 million in December, beating the 1.4 million forecast by 48,000.
US December durable goods orders declined 1.4%, outperforming projections of a 2% fall
Written on February 19, 2026 at 12:42 am, by
US durable goods orders declined 1.4% in December, a smaller drop than the forecast 2.0% decrease.
Societe Generale’s Kit Juckes says crowded dollar shorts falter; DXY dips, yet modest rebounds could reverse trends
Written on February 19, 2026 at 12:41 am, by
Speculators hold biggest euro long since 2020; crowded dollar shorts risk reversal as DXY hovers near averages.
Japan’s exports saw their strongest growth since 2022, while yen response stayed muted as USD/JPY edged lower
Written on February 19, 2026 at 12:12 am, by
Japan January exports surged 16.8%, Asia-led; US shipments fell. Tokyo pledged $36bn US energy, minerals investment.
Despite cooler UK inflation, EUR/GBP declines as euro weakens amid reports Lagarde may leave ECB early
Written on February 19, 2026 at 12:11 am, by
EUR/GBP slips as Lagarde exit rumours unsettle euro; sterling steadier as UK inflation cools, easing-cuts expectations.
TD Securities says US yield curve flattened amid profit-taking, as investors await data, FOMC minutes, Fed caution
Written on February 18, 2026 at 11:43 pm, by
Treasury yields flattened as traders took profits; officials stayed cautious on inflation ahead of key data, minutes.
