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AI sector: Commercial shift raises macro risks – Standard Chartered
Standard Chartered's Global Research Team discusses how recent advances in Artificial Intelligence (AU), including Anthropic’s Claude Opus 4.6 and GPT 5.3-Codex, may accelerate commercial adoption compared with earlier waves that mainly boosted consumer surplus.Fxstreet
Mon, Feb 9
SEK: Low core inflation tests Riksbank resolve – Danske Bank
Danske Bank analysts note the Riksbank unanimously kept rates unchanged, but minutes show Jansson considered a cut and may reserve his vote in March. Flash CPIF core inflation fell to 1.7% year-on-year, well below expectations, adding downward pressure on front-end rates.
US: Above-potential growth and steady Fed stance – BNP Paribas
BNP Paribas analysts forecast US growth at 2.9% in 2026, above potential and stronger than 2025, driven by AI-linked investment and high-income consumption. Inflation is expected at 2.7% in 2026, above target due to tariffs, with overshooting persisting to at least end-2027.Fxstreet
Mon, Feb 9
Euro area: Growth steady as surveys flag two-speed economy – Deutsche Bank
Deutsche Bank analysts note euro area GDP is tracking around 0.2–0.3% QoQ, with PMIs showing a narrowing gap between core and periphery. Domestic demand and services remain the main growth engines, while manufacturing and industrial production are weak but volatile.Fxstreet
Mon, Feb 9
GBP: Gradual normalization with modest Dollar losses – BNP Paribas
BNP Paribas analysts see UK GDP growth slowing to 1.1% in 2026 due to carryover effects, though quarterly expansion should stabilize at 0.3% helped by monetary easing and higher defence spending. Inflation is expected to return to target only gradually, keeping policy restrictive.
US: Food and shelter prices keep pressures elevated – RBC Economics
RBC Economics economists Nathan Janzen and Abbey Xu expect January U.S. headline inflation to slow on lower gasoline prices, while core inflation holds steady near 2.6%, keeping it above the Federal Reserve’s 2% target.Fxstreet
Mon, Feb 9
ECB: Policy on hold as risks stay balanced – Deutsche Bank
Deutsche Bank economists Michael Kirker, Maria Contreras and Kuhumita Bhattacharya say the ECB kept rates at 2% and maintained a balanced risk assessment, despite some hawkish nuances. They highlight domestic resilience, anchored inflation expectations and a data-dependent stance.Fxstreet
Mon, Feb 9
USD: Labor signals and CPI risks – Wells Fargo
Wells Fargo’s Economics Group highlights softening US labor demand, with JOLTS openings at their lowest since 2020 and risks that layoffs could rise as firms cut costs. The team expects January Nonfarm Payrolls at 80K and unemployment at 4.4%.Fxstreet
Mon, Feb 9
ECB: Dovish rhetoric with high bar for cuts – Societe Generale
Societe Generale analysts report that several ECB officials have turned more dovish, emphasizing downside inflation risks and potential disinflation from rising Chinese imports. Others warn that a sharp Euro appreciation could prompt a policy response.Fxstreet
Mon, Feb 9
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