News

Italy Producer Price Index (MoM) rose from previous -0.7% to 1.5% in January

Source  Fxstreet1773133352

Italy Producer Price Index (YoY) dipped from previous -1.4% to -1.6% in January

Source  Fxstreet1773133350
Brent: Volatile spike and policy response – Commerzbank

Commerzbank analysts describe a dramatic surge in Brent oil toward USD120 before prices eased after President Trump signalled the Iran war could be resolved soon.

Source  Fxstreet1773132585
Germany: Exports slump challenge recovery hopes – ING

ING’s Carsten Brzeski notes that German exports and imports fell sharply in January, undermining earlier optimism about Germany’s 2026 growth outlook.

Source  Fxstreet1773131635
ECB: Market questions zero-tolerance stance – Commerzbank

Commerzbank’s Christoph Rieger notes that markets have sharply repriced ECB expectations after the recent oil-driven sell-off, now discounting a more aggressive, zero-tolerance stance on inflation and higher year-end rates.

Source  Fxstreet1773130597

Austria Industrial Production (YoY) climbed from previous -3.3% to 0.3% in January

Source  Fxstreet1773129657

France Exports, EUR: €53.4B (January) vs €53.1B

Source  Fxstreet1773128701

France Current Account increased to €2.1B in January from previous €-0.6B

Source  Fxstreet1773128701

France Imports, EUR fell from previous €57.9B to €55.3B in January

Source  Fxstreet1773128701

France Trade Balance EUR above forecasts (€-4.6B) in January: Actual (€-1.8B)

Source  Fxstreet1773128701
Brent: Volatility eases after Trump comments – Deutsche Bank

Deutsche Bank’s Jim Reid and his team describe an extreme reversal in Brent Oil, with prices falling from an intraday high near $120 to around $90.

Source  Fxstreet1773128494
JPY: June hike prospects support currency – ING

ING's Senior Economist Min Joo Kang argues that stronger Japan GDP data and resilient private spending support continued Bank of Japan (BoJ) policy normalisation, with a rate hike more likely in June than April.

Source  Fxstreet1773126583
India: Tariff reset and sector winners – DBS

DBS Group Research’s Radhika Rao explains that the US and India have agreed a trade deal cutting reciprocal tariffs to 18%, with the final rate contingent on India continuing to reduce Oil imports from Russia.

Source  Fxstreet1773126086

Sweden Industrial Production Value (MoM) dipped from previous 5.1% to -5.7% in January

Source  Fxstreet1773126083

Sweden Industrial Production Value (YoY) fell from previous 4.2% to 1.9% in January

Source  Fxstreet1773126059
BoJ’s Nakamura: Appropriate to conduct bond taper in predictable manner

Bank of Japan (BoJ) Executive Director Koji Nakamura said on Tuesday that it’s appropriate to conduct a bond taper in a predictable manner. Nakamura further stated that he will listen to views of various market players in compiling a new bond taper plan at the June policy meeting.

Source  Fxstreet1773126044

Germany Trade Balance s.a. came in at €21.2B, above expectations (€15.2B) in January

Source  Fxstreet1773126005

Germany Exports (MoM) came in at -2.3%, below expectations (-2%) in January

Source  Fxstreet1773126004

Sweden New Orders Manufacturing (YoY) declined to -3.9% in January from previous 6.8%

Source  Fxstreet1773126004

Germany Imports (MoM): -5.9% (January) vs previous 1.4%

Source  Fxstreet1773126004
Brent: Volatile war premium unwinds on Iran headlines – MUFG

MUFG’s Senior Currency Analyst Michael Wan highlights extreme volatility in Brent as prices spiked from US$90/bbl to US$120/bbl before retracing, driven by comments from President Trump that the Iran war could be ending soon.

Source  Fxstreet1773125401
Saudi Aramco CEO: I am concerned about elevated risks that people are facing in region

The President and CEO of Saudi Aramco, Amin H. Nasser, said on Tuesday that he is concerned about the elevated risks that people are facing in the region. He added that the company are doing its best to meet the majority of our customers' requirements under the current circumstances.

Source  Fxstreet1773125366
Fed: Conflict complicates rate-cut path – BNY

BNY’s Americas Macro Strategist John Velis argues that the Middle East conflict hits the U.S. economy via higher Oil prices, weaker portfolios and greater uncertainty, creating a negative supply shock.

Source  Fxstreet1773124882
CNY: Export strength underpins currency – Commerzbank

Volkmar Baur highlights exceptionally strong Chinese export data, with February exports up nearly 40% year-on-year and the combined January–February surplus reaching about 6.2% of GDP.

Source  Fxstreet1773124234
RBA’s Hauser: Response depends on size and persistence of the price shock, that is very uncertain

Reserve Bank of Australia (RBA) Deputy Governor Andrew Hauser said on Tuesday that volatility in oil prices and the Middle East is a genuine challenge for central banks.  Hauser further stated that the response depends on the size and persistence of the price shock, which is very uncertain.

Source  Fxstreet1773122777
Europe: Energy shock tests policy response – Standard Chartered

Standard Chartered economists argue that Europe faces a renewed energy price shock from the Middle East conflict, with Oil and natural gas prices sharply higher.

Source  Fxstreet1773122760

Netherlands, The Consumer Price Index n.s.a (YoY) in line with forecasts (2.4%) in February

Source  Fxstreet1773120623

Netherlands, The Manufacturing Output (MoM) declined to 0.4% in January from previous 0.5%

Source  Fxstreet1773120603

Netherlands, The Consumer Spending Volume fell from previous 0.8% to 0% in January

Source  Fxstreet1773120601

China Trade Balance CNY came in at 1.5B, below expectations (950B) in February

Source  Fxstreet1773113460
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