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US military poised for Iran strike as soon as Saturday

The US military is ready for possible strikes on Iran as soon as Saturday, CBS reported on Wednesday. Nonetheless, US President Donald Trump has yet to make a final decision on whether to carry out an attack.

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RBNZ’s Silk: The next move in interest rates will likely be up

Reserve Bank of New Zealand (RBNZ) Assistant Governor Karen Silk said in a Reuters interview on Thursday, the next move in interest rates will likely be up.

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WTI remains above $65.00 due to ongoing geopolitical tensions

West Texas Intermediate (WTI) Oil price edges lower after registering 4.9% losses in the previous session, trading around $65.00 per barrel during the Asian hours on Thursday.

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Australia Part-Time Employment dipped from previous 10.4K to -32.7K in January

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Australia Participation Rate registered at 66.7%, below expectations (66.8%) in January

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Australia Full-Time Employment dipped from previous 54.8K to 50.5K in January

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Australia Unemployment Rate s.a. below expectations (4.2%) in January: Actual (4.1%)

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Australia Employment Change s.a. came in at 17.8K below forecasts (20K) in January

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RBNZ’s Breman says will adjust policy if inflation outlook changes

Reserve Bank of New Zealand’s (RBNZ) new Governor Anna Breman said on Thursday that if the outlook for inflation changes, committee will adjust policy stance to ensure inflation returns to target.

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Japan Machinery Orders (MoM) registered at 19.1% above expectations (4.5%) in December

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Japan Foreign Investment in Japan Stocks: ¥1B (February 13) vs previous ¥543.2B

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Japan Machinery Orders (YoY) registered at 16.8% above expectations (3.9%) in December

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AI sector: Construction, capex and healthcare in focus – ING

ING’s Julian Geib outlines how Artificial Intelligence is reshaping real‑economy sectors in 2026. Data centre construction is booming but faces power and cost constraints, with EU building activity expected to recover.

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LatAm: Positioning at multi‑year highs – BNY

BNY’s EMEA Macro Strategist Geoff Yu reports that Latin American sovereign debt positioning in global portfolios has climbed to multi-year highs, with combined holdings in Brazil, Mexico, Argentina, Chile, Colombia and Peru now above 2023 peaks.

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United States Net Long-Term TIC Flows down to $28B in December from previous $220.2B

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United States Total Net TIC Flows down to $44.9B in December from previous $212B

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ZAR: Structural job strain caps rand gains – Commerzbank

Commerzbank’s Volkmar Baur highlights that South Africa’s unemployment has fallen to 31.4%, the lowest since the pandemic, but remains structurally very high. Employment growth lags population gains, and the labour force has shrunk as more people stop job hunting.

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EUR/HUF: Pre-cut strength and limited downside – ING

ING’s Frantisek Taborsky notes the Hungarian Forint is testing new highs as EUR/HUF trades near two-year lows ahead of expected NBH rate cuts.

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Global trade: China extends port dominance – Standard Chartered

Standard Chartered’s Madhur Jha and Ethan Lester highlight that around 80% of global trade moves via sea routes, with Asia, and particularly China, increasingly dominant in port rankings and liner shipping connectivity.

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FX carry: Conviction trades face funding risks – BNY

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.

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United States 20-Year Bond Auction down to 4.664% from previous 4.846%

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US: Trade, capital flows and Donroe Doctrine – Rabobank

Rabobank analysts highlight new US-linked investment projects under Japan’s large trade framework, including LNG and Oil infrastructure, as evidence Washington can steer partner capital into US real assets rather than just stocks or bonds.

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PLN: March cut seen but zloty lags – Commerzbank

Commerzbank’s Tatha Ghose notes Polish forwards have scaled back expected easing to under 25 bps over 3–6 months, even as dovish inflation data and MPC rhetoric point to a March cut.

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NBH: First cut seen as easing cycle starts – ING

ING economists Peter Virovacz and Frantisek Taborsky expect the National Bank of Hungary (NBH) to start an easing cycle at its 24 February meeting, cutting the base rate by 25bp to 6.25%.

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Fed: Data-driven cuts reshaped – Rabobank

Rabobank’s Senior US Strategist Philip Marey expects the FOMC to deliver three 25 bps cuts in 2026, but now sees the easing cycle starting in June rather than March. Stronger US labor market data have reduced the urgency for near-term easing, while softer CPI inflation supports cuts later in 2026.

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United States Capacity Utilization came in at 76.2%, below expectations (76.5%) in January

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United States Industrial Production (MoM) above forecasts (0.4%) in January: Actual (0.7%)

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Fed Minutes to shed light on January hold decision amid hawkish rate outlook

The Minutes of the United States (US) Federal Reserve’s (Fed) January 27-28 monetary policy meeting will be published on Wednesday at 19:00 GMT.

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CAD: Softer CPI lowers BoC reaction threshold – TD Securities

TD Securities analysts note that Canadian January CPI surprised slightly to the downside at 2.3% year-on-year, with core measures also easing. They argue the Bank of Canada is unlikely to overreact but say softer core momentum reduces the bar for policy response to future growth headwinds.

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United States Redbook Index (YoY) rose from previous 6.5% to 7.2% in February 13

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