TD Securities argues US political dynamics will shape Dollar and EMFX performance into 2026.
Standard Chartered economists Christopher Graham and Saabir Salad argue that stronger UK activity data in early 2026 raises questions about how quickly the Bank of England will cut rates.
Federal Reserve (Fed) Governor Stephen Miran said that he has not seen anything worrisome yet in private credit despite some bumps, and added that prices right now seem stable, in an interview with Fox Business on Thursday.
Commerzbank’s Dr. Marco Wagner introduces a new financial impulse indicator based on the Fed's FCI-G indicator that signals how strongly the financial environment is driving or slowing down the economy.
TD Securities’ Oscar Munoz and Eli Nir argue that a stable US labor market and contained inflation should keep the Federal Reserve on hold in the near term, even as growth remains firm.
Deutsche Bank’s Sanjay Raja expects the UK Spring Statement on 3 March to be a low-key update, with few new policy measures after the Autumn Budget. The Office for Budget Responsibility will refresh forecasts, with borrowing projected to undershoot and fiscal headroom to rise.
There were 212K Initial Jobless Claims in the week ending February 21, the US Department of Labor (DOL) reported on Thursday. This print followed 208K (revised from 206K) recorded in the previous week and came in slightly better than the market expectation of 215K.
Rabobank’s Michael Every highlights a key UK by‑election as a potential catalyst for Pound and Gilts volatility. Polls show Reform UK, Greens and Labour clustered around 27–28% support, implying any winner will represent a minority of voters.
Commerzbank’s Michael Pfister notes that some European central bankers, including at the ECB and Riksbank, are increasingly worried about a strong Euro as the US Dollar weakens.
European Central Bank (ECB) President Christine Lagarde said in her introductory statement before the Committee on Economic and Monetary Affairs (ECON) of the European Parliament during European trading hours on Thursday that the Eurozone inflation is expected to stabilize at the central bank’s 2% t
ING’s Francesco Pesole notes that strong Nvidia earnings and buoyant equities have supported high‑beta currencies and pressured the Dollar, with only the Japanese Yen performing worse in G10. Oil price moderation and stable geopolitical risk pricing also limit safe‑haven demand.