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China: Growth slowdown and export risks – BNP Paribas
BNP Paribas analysts see Chinese GDP growth at 5.0% in 2025, easing moderately in 2026 as domestic demand weakens and property sector stress persists. Authorities are expected to maintain supportive but cautious fiscal and monetary policies, prioritizing private consumption.Fxstreet
Tue, Feb 17
Australia: Housing policy, RBA shift and IMF warning – Rabobank
Rabobank’s Michael Every discusses a material shift in Australia’s macro backdrop. RBA minutes explain a 25 bps rate hike against stronger forecasts, while the IMF warns that the 5% deposit scheme for first-time buyers will fuel housing inflation and should be scrapped.Fxstreet
Tue, Feb 17
Fed's Daly says businesses 'cautiously optimistic'
Feb 17 (Reuters) - Federal Reserve Bank of San Francisco President Mary Daly on Tuesday said that what had been widespread uncertainty last year about the strength of demand has given way to cautious optimism among the business leaders she talks with."It's somewhat of a surprise to many of t...Reuters
Tue, Feb 17
Japan: Political shift and fiscal debate shape Yen – Commerzbank
Commerzbank’s Volkmar Baur links Japan’s political landscape to Japanese Yen dynamics. Prime Minister Sanae Takaichi’s landslide victory and two-thirds majority enable expansive but ‘responsible and proactive’ fiscal policy, including a temporary VAT cut on food.
Fxstreet
Tue, Feb 17
Fed's Daly says US central bank still needs to get inflation down
Feb 17 (Reuters) - San Francisco Federal Reserve President Mary Daly on Tuesday said the U.S. central bank still needs to get inflation down, and that while artificial intelligence potentially helps in that regard, the Fed's modestly or slightly restrictive policy is also important to making tha...Reuters
Tue, Feb 17
TREASURIES-US Treasury yields mixed amid Fed rate cut speculation
Yields influenced by weak UK data and Fed policy expectationsTraders expect Fed rate cuts amid improving inflation dataGeopolitical risks include US-Iran nuclear talksBy Karen Brettell NEW YORK, Feb 17 (Reuters) - U.S. Treasury yields rose from multi-month lows on Tuesday as traders evaluated lik...Reuters
Tue, Feb 17
Fed must dig deep on AI impact to make right rate calls ahead, Daly says
SAN JOSE, California, Feb 17 (Reuters) - The Federal Reserve must dig deep into the data to assess whether artificial intelligence is boosting productivity growth and enabling faster economic growth without igniting inflation that would require it to tap the brakes with tighter policy, San Francisco...Reuters
Tue, Feb 17
Fed must dig deep on AI impact to make right rate calls ahead, Daly says
Feb 17 (Reuters) - The Federal Reserve must dig deep on the data to assess whether artificial intelligence is boosting productivity growth and enabling faster economic growth without igniting inflation or requiring the Fed to tap the brakes with tighter policy, San Francisco Fed President Mary Daly ...Reuters
Tue, Feb 17
Nigeria: Slower trajectory supports cautious easing – Standard Chartered
Standard Chartered’s Razia Khan notes that Nigeria’s January CPI surprised to the downside, with headline inflation at 15.1% year-on-year after a 2.88% monthly fall. Incorporating rebased data, the bank now forecasts average CPI of 12.0% in 2026, rising to 13.8% in 2027 and 13.3% in 2028.
Fxstreet
Tue, Feb 17
Fed's Barr says central bank likely on hold for some time as it watches for easing inflation
Fed likely to hold rates steady amid inflation risks, Barr saysBarr sees risk of persistent inflation above 2% targetAI adoption impacts job market but not major factor in employment levelsBy Michael S. DerbyNEW YORK, Feb 17 (Reuters) - Federal Reserve Governor Michael Barr said on Tuesday that anot...Reuters
Tue, Feb 17
Guyana's oil growth potential rises as Venezuela tensions set to ease
Guyana Energy Conference began on TuesdayU.S. removal of Maduro may ease Guyana-Venezuela tensionsExxon, Chevron discuss Guyana operations at conferenceBy Sheila Dang and Kemol King GEORGETOWN, Feb 17 (Reuters) - The tiny oil-producing nation of Guyana, already one of the world's fastest-grow...Reuters
Tue, Feb 17
Fed's Barr: AI investment 'wildly indifferent' to monetary policy stance
NEW YORK, Feb 17 (Reuters) - Federal Reserve Governor Michael Barr said on Tuesday central bank monetary policy is having no impact on an artificial investment activity surge.“My sense of the investments today in AI is that they are wildly indifferent” to where the Fed sets the costs of short-term c...Reuters
Tue, Feb 17
