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Fed minutes show officials grappling with policy split, impact of AI on economy
Fed held rates steady at January 27-28 meetingPolicymakers saw job, inflation risks as diminished last month'Several' officials saw risk that rates may need to riseArtificial intelligence's impact on jobs, productivity is now part of Fed's discussionBy Howard Schneider and Ann Saphir...Reuters
Wed, Feb 18
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.Fxstreet
Wed, Feb 18
RPT-NEWSMAKER-RBNZ's new boss takes on debut meeting with focus on transparency
By Stella Qiu WELLINGTON, Feb 18 (Reuters) - New Zealand's central bank chief played a straight bat at her inaugural policy meeting on Wednesday, with a focus on getting her messaging right and avoiding the missteps of her predecessor.Anna Breman, a 49-year-old Swedish national, became the Re...Reuters
Wed, Feb 18
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.
Fxstreet
Wed, Feb 18
TREASURIES-US yields rise on solid data, weak 20-year auction
Fed likely to keep rates steady amid solid economyWeak demand for 20-year bonds at Treasury auctionNew orders for capital goods exceed expectationsBy Karen Brettell NEW YORK, Feb 18 (Reuters) - U.S. Treasury yields rose on Wednesday as solid economic data reinforced expectations the Federal Reser...Reuters
Wed, Feb 18
Fed minutes downplay impact of Trump mortgage buying on housing affordability
Fed minutes flag little real world benefit from Trump mortgage buyingMinutes note Trump mortgage buying had improved spreadsBiggest issue for housing market is supply shortages, experts believeBy Michael S. Derby Feb 18 (Reuters) - An effort launched by the Trump administration to improve home bo...Reuters
Wed, Feb 18
What to Watch in the Day Ahead - Thursday, February 19
Walmart will report its fourth-quarter earnings, with the company's revenue expected to beat estimates after a strong holiday quarter. Investors will be watching closely for any hints on how Walmart's strategy might evolve under the new leadership. On the U.S. economic front, the Labor D...Reuters
Wed, Feb 18
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.Fxstreet
Wed, Feb 18
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.Fxstreet
Wed, Feb 18
WRAPUP 2-AI boom underpinning US business spending on equipment; housing market still weak
Core capital goods orders increase 0.6% in DecemberShipments of core capital goods jump 0.9%Manufacturing production advanced 0.6% in JanuarySingle-family housing starts rise 4.1%; building permits fall 1.7% By Lucia MutikaniWASHINGTON, Feb 18 (Reuters) - New orders for key U.S.-manufactured capital...Reuters
Wed, Feb 18
Canada's Carney edges closer to majority government as legislator defects to Liberals
Carney needs three more seats for a parliamentary majorityDefection increases pressure on Conservative leader PoilievreCarney has six months to call special elections for vacant seatsBy David Ljunggren OTTAWA, Feb 18 (Reuters) - Canadian Prime Minister Mark Carney on Wednesday edged closer to a p...Reuters
Wed, Feb 18
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.Fxstreet
Wed, Feb 18
Exxon's Uaru and Whiptail projects in Guyana are moving ahead of schedule, executive says
Uaru and Whiptail projects ahead of schedule, under budgetUaru to start this year, Whiptail in 2027, each with capacity to produce 250,000 bpdGuyanese government urges Exxon to expand gas projects for future industriesBy Sheila Dang and Kemol King GEORGETOWN, Feb 18 (Reuters) - Exxon Mobil's ...Reuters
Wed, Feb 18
Brazil Economists See 2026 GDP Growing 1.80% Versus 1.80% In Previous Estimate - Cenbank Poll
Feb 18 (Reuters) - BRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.95% IN 2026 VERSUS 3.97% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.80% IN 2027 VERSUS 3.80% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMISTS SEE YEAR-END 2026 INT...Reuters
Wed, Feb 18
