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…
2026.02.18 2026.02.18 Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 18.02.2026 Roman Oneginhttps://www.litefinance.org/blog/authors/roman-onegin/ Dear readers, I’ve prepared a short-term forecast for Bitcoin, Ripple, and Ethereum based on the Elliott Wave analysis. The article covers the following subjects: Major Takeaways BTCUSD: The final part of impulse (A) is likely developing. The price may decline to 60,622.63. Consider short positions. XRPUSD:…
The Reserve Bank of New Zealand (RBNZ) kept its Official Cash Rate (OCR) unchanged at 2.25% today, signaling that monetary policy will remain accommodative for the time being as the economy recovers from a prolonged downturn. The decision was unanimous and widely expected by market participants. Key points from the RBNZ statement: Annual CPI inflation rose to 3.1% in…
The USDCHF has been stuck in a relatively tight 80-pip trading range over the last five to six trading days. For a full week of activity, that’s fairly compressed price action. When volatility contracts like this, it often precedes expansion — meaning at some point the pair is likely to break and run. The key question is direction. Short-term…
United States Industrial Production (MoM) above forecasts (0.4%) in January: Actual (0.7%)
