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RBNZ Survey: NZ two-year inflation expectations pick up to at 2.37% QoQ in Q1 2026
New Zealand's (NZ) inflation expectations rose on a 12-month time frame and on a two-year time frame for the first quarter of 2026, the Reserve Bank of New Zealand’s (RBNZ) latest monetary conditions survey showed on Friday.
Fxstreet
Fri, Feb 13
USD/KRW: Downside risks build as flows improve – OCBC
OCBC analysts Sim Moh Siong and Christopher Wong note that USD/KRW has traded lower on Dollar weakness, stronger JPY, pro-risk sentiment and sizeable foreign inflows into Korean equities, with the KOSPI outperforming regionally.Fxstreet
Thu, Feb 12
Indonesia: Growth momentum seen extending into 2026 – Standard Chartered
Standard Chartered’s Senior Economist Aldian Taloputra notes that Indonesia’s Q4-2025 GDP rose 5.4% year-on-year, driven by domestic demand and stronger household consumption, lifting full-year 2025 growth to 5.1%.Fxstreet
Thu, Feb 12
EMEA: CEE carry seen vulnerable as flows reverse – BNY
BNY’s EMEA Macro Strategist Geoff Yu highlights a sharp divergence between LatAm (Latin America) and EMEA (Europe, Middle East, and Africa) FX flows, with LatAm seeing six‑month high inflows while EMEA suffers its strongest selling in six months.
Fxstreet
Thu, Feb 12
Hungary: Low inflation opens path for rate cuts – ING
ING economists Peter Virovacz and Zoltán Homolya note that Hungary’s January inflation fell sharply to 2.1% year-on-year, below the National Bank of Hungary’s 3% target. Core inflation also dropped under target, helped by price shield measures and a strong Forint.
Denmark: Inflation drop boosts purchasing power – Nordea
Nordea’s Group Chief Economist Helge J. Pedersen highlights that Danish inflation fell sharply to 0.8% year-on-year in January, mainly due to a large cut in electricity tax and lower goods prices. Core inflation also declined, and EU-harmonized inflation is well below the Eurozone.
Fxstreet
Thu, Feb 12
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