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US: Confidence and PCE in focus – TD Securities
TD Securities highlights PPI and consumer confidence as the key US data this week, with January PPI feeding into PCE forecasts.
Fxstreet
Mon, Feb 23
Euro area: Inflation risks tilt higher beyond 2026 – Nomura
Nomura’s Andrzej Szczepaniak expects Euro area HICP inflation to average just below the ECB’s 2.0% target in H1 2026, mainly on energy base effects, with little surprise versus consensus.
Fxstreet
Mon, Feb 23
Fed's Waller: High productivity, higher growth economy could mean higher interest rates
WASHINGTON, Feb 23 (Reuters) - Federal Reserve Governor Christopher Waller said on Monday that if the U.S. is moving to a higher-productivity, higher-growth economy it could imply that interest rates would also be higher, a counter to arguments that an unfolding change in U.S. productive capacity co...
Reuters
Mon, Feb 23
UK aircraft parts company's fraud caused millions in losses, prosecutors say
Fraud caused losses of 39.3 million pounds, prosecutors sayMore than 60,000 suspect engine parts sold by companyZamora Yrala has pleaded guilty to fraudulent tradingBy Sam Tobin LONDON, Feb 23 (Reuters) - The director of a London-based airline parts company used forged documents to sell tens of t...
Reuters
Mon, Feb 23
United States Chicago Fed National Activity Index : -0.21 (December) vs previous -0.04
United States Chicago Fed National Activity Index : -0.21 (December) vs previous -0.04
Fxstreet
Mon, Feb 23
Mexico economy beats expectations in fourth quarter, largest expansion in a year
By Aida Pelaez-Fernandez MEXICO CITY, Feb 23 (Reuters) - Mexico's economy grew more than expected in the fourth quarter, registering its strongest quarterly expansion in more than a year, official data showed on Monday. Latin America's second-largest economy grew 0.9% in the fourth quarte...
Reuters
Mon, Feb 23
US: Tariff reset shapes Dollar outlook – NBC
National Bank of Canada’s (NBC) Angelo Katsoras and Jocelyn Paquet analyze how the Supreme Court ruling and subsequent White House response reshape US trade policy. They note the effective tariff rate briefly fell before a new 15% Section 122 tariff restored most of the prior burden.
Fxstreet
Mon, Feb 23
United States Chicago Fed National Activity Index increased to 0.18 in December from previous -0.04
United States Chicago Fed National Activity Index increased to 0.18 in December from previous -0.04
Fxstreet
Mon, Feb 23
Ukraine reconstruction estimate jumps 12% to $588 billion, World Bank says
Estimated damages reach $195 billion up from $176 billionRussian attacks continue to target energy infrastructureSome 11 million people displaced by war, with 6 million outside UkraineReforms seen as key to unlocking private sector investmentsBy Andrea Shalal WASHINGTON, Feb 23 (Reuters) - Rebuil...
Reuters
Mon, Feb 23
Fed's Waller: January jobs data an upside surprise, if it continues a policy pause may be appropriate
Waller open to rate pause if February jobs data strongJanuary job growth of 130,000 positions surprises WallerInflation seen as impacted by tariffs, likely close to 2%By Howard SchneiderWASHINGTON, Feb 23 (Reuters) - Federal Reserve Governor Christopher Waller said he was open to leaving interest ra...
Reuters
Mon, Feb 23
Mexican economy bounces in December as all sectors grow
MEXICO CITY, Feb 23 (Reuters) - Mexico's economic activity expanded in December with all three sectors posting growth, rebounding from a contraction the previous month, the national statistics agency (INEGI) said on Monday.Mexico's economy grew 0.4% in December from November, INEGI said in a...
Reuters
Mon, Feb 23
Asia: Region-wide relief from US tariff reset – ING
ING’s Deepali Bhargava argues that Asia overall benefits from the US move from reciprocal IEEPA tariffs to a flat Section 122 surcharge.
Fxstreet
Mon, Feb 23
Germany: Survey divergence clouds growth signals – Deutsche Bank
Deutsche Bank Research economists Robin Winkler and Marc Schattenberg analyse conflicting German business surveys, noting that PMI points to a cyclical expansion while Ifo expectations still imply weakness. They find Ifo’s historical lead over PMI is mainly in manufacturing.
Fxstreet
Mon, Feb 23
Mexico Gross Domestic Product (QoQ) came in at 0.9%, above expectations (0.8%) in 4Q
Mexico Gross Domestic Product (QoQ) came in at 0.9%, above expectations (0.8%) in 4Q
Fxstreet
Mon, Feb 23
Mexico Gross Domestic Product (YoY) came in at 1.8%, above forecasts (1.6%) in 4Q
Mexico Gross Domestic Product (YoY) came in at 1.8%, above forecasts (1.6%) in 4Q
Fxstreet
Mon, Feb 23
US: New 15% global tariff reshapes landscape – Commerzbank
Commerzbank’s Economic Research team, led by Dr. Vincent Stamer, outlines how US trade policy is shifting after the Supreme Court ruling on earlier Trump tariffs. The new 15% global tariff is based on Section 122 of the Trade Act of 1974, interacts with MFN duties and sectoral tariffs.
Fxstreet
Mon, Feb 23
Brazil Economists See 2026 Inflation At 3.91% - Cenbank Poll
Feb 23 (Reuters) - Brazil central bank poll:BRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.91% IN 2026 VERSUS 3.95% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.80% IN 2027 VERSUS 3.80% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMI...
Reuters
Mon, Feb 23
BoE’s Taylor: Proceeding towards inflation normalisation at a reasonable pace
Bank of England (BoE) Monetary Policy Committee (MPC) member Alan Taylor said in a fireside chat at Deutsche Bank in London during European trading hours on Monday that the United Kingdom (UK) services inflation has cooled down at a moderate pace than what he hoped.
Fxstreet
Mon, Feb 23
USD: Data softens growth tone – TD Securities
TD Securities’ Global Strategy Team reviews recent US data, noting Q4 GDP growth slowed to 1.4% and was dragged by weaker government spending, while core GDP (PDFP) also lost momentum.
Fxstreet
Mon, Feb 23
US Treasuries: Bonds working again as shock absorber – HSBC
HSBC Asset Management highlights that recent US Treasury moves look counterintuitive, with stronger US data but lower 10-year yields near the bottom of their 12‑month range. The bank links this to stress in risk assets and renewed demand for havens.
Gold
Fxstreet
Mon, Feb 23
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