Will the upcoming eurozone flash PMI readings point to further stagnation or are we about to see green shoots? A bit more momentum in the manufacturing sector could be encouraging enough for the ECB to shift to a more optimistic stance, but another slump to contraction could reopen easing talks. Here’s what to look out for in these data…
Korean stocks hit a record high on tech strength, with a Kosdaq sidecar briefly triggered. Summary: KOSPI surged 2.46% to a record 5,642, breaking above 5,600 for the first time Tech stocks led gains, with Samsung Electronics up 4.0% Kosdaq programme trading was briefly halted after sidecar activation Foreign investors were net sellers despite the rally Won weakened while…
The AUD/JPY cross trades on a flat note near 109.00 during the Asian trading hours on Thursday. The release of the Australian employment report for January fails to boost the Australian Dollar (AUD) against the Japanese Yen (JPY). Traders brace for Japan’s National Consumer Price Index (CPI), which is due later on Friday. Data released by the Australian Bureau…
Crude oil prices appear to have hit a ceiling after posting strong gains in the past few trading sessions. Will this lead to Black Crack dipping back toward its previous support areas? Here’s what we’re seeing on the 4-hour time frame: WTI Crude Oil (USOIL) 4-hour Chart Faster with TradingView Progress in the U.S.-Iran nuclear talks appears to have…
Japanese firms remain wary of fiscal discipline under Takaichi, even as concerns over China tensions ease. Summary: Two-thirds of Japanese firms express concern about PM Takaichi’s fiscal discipline Markets rattled by proposed temporary food tax suspension IMF urges fiscal restraint to maintain bond market stability Fewer firms now fear business fallout from China tensions Weaker yen and higher borrowing…
AUD/JPY firmed modestly on Wednesday, climbing around 0.4% as the Reserve Bank of Australia’s (RBA) hawkish stance continues to underpin the Australian Dollar (AUD) side of the cross. The RBA’s minutes released earlier this week flagged that inflation risks have increased and the Board is prepared to act again, contrasting with the Bank of Japan’s (BoJ) more gradual normalization…
2026.02.18 2026.02.18 Greenback Extends Rebound Ahead Of FOMC Minutes. Forecast as of 18.02.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ The stability of EUR/USD quotes has its temporary limits. US dollar bears prevail on Forex. They expect a reduction in the federal funds rate and an increase in the share of the euro in portfolios. Let’s discuss these topics and make a trading plan….
The RBNZ held the OCR at 2.25% — expected — but the tone was the market mover. Governor Breman’s updated forecast track pushed the first potential hike to late 2026/early 2027, well short of the near-two-hikes-by-year-end that markets had priced in. The Kiwi sold off sharply across the board. For AUD/NZD, the setup is constructive: the RBA has unanimously…
Two officials dissented in favor of 25 basis point rate cut at Jan. meeting (Waller and Miran) Almost all participants supported maintaining rates at 3.5%-3.75% Several participants open to ‘two-sided’ guidance including possible rate hikes Vast majority judged downside risks to employment had diminished Most officials saw risk of inflation stalling above 2% target Staff economic outlook was stronger…
BNY’s EMEA Macro Strategist Geoff Yu notes that FX risk appetite and carry trades have stayed resilient despite weaker global equities, with investors adding to overheld high-yielders such as MXN, BRL and PLN, and some low-yielding Asia-Pacific currencies. G10 Dollar-bloc currencies like AUD, CAD and NZD are being used as funding, but potential tightening pivots there pose a key…
