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USD/BRL: Markets weigh Selic path and inflows – Societe Generale
Societe Generale’s LatAm strategists describe money markets pricing a 50 bp Selic cut in March, while their economist Dev Ashish expects a smaller 25 bp move as the BCB remains cautious on inflation.
Fxstreet
Tue, Feb 10
EU–India trade: Long-run opportunity for Euro area – Danske Bank
Danske Bank analysts highlight the newly finalised EU–India trade agreement, which will remove tariffs on over 90% of traded goods within seven years. India currently represents just 1.5% of Euro area exports but is projected to grow around 6.5% annually to 2030.
Fxstreet
Tue, Feb 10
Argentina Consumer Price Index (MoM) increased to 2.9% in January from previous 2.8%
Argentina Consumer Price Index (MoM) increased to 2.9% in January from previous 2.8%
Fxstreet
Tue, Feb 10
US: Trade rhetoric seen as market noise – UBS
UBS’s Paul Donovan comments on US President Trump’s social media attacks on Canada, including threats to block a US-Canada bridge and link a Canada-China trade deal to ice hockey in Canada.
Fxstreet
Tue, Feb 10
Fed: Narrow easing window and range-bound yields – NBC
National Bank Of Canada (NBC) analysts Taylor Schleich, Ethan Currie and Warren Lovely, expect the Federal Reserve to resume rate cuts in March and June 2026, driven by labour market concerns despite firmer growth and inflation.
Fxstreet
Tue, Feb 10
Fed’s Logan: Policy near neutral, inflation risks still skewed to the upside
Federal Reserve (Fed) Bank of Dallas President Lorie Logan said that the labor market is stabilizing, with downside risks dissipating. She added that the economic activity has rebounded strongly, at the FIA-SIFMA Asset Management Derivatives Forum in Austin, Texas, on Tuesday.
US Dollar Index
Fxstreet
Tue, Feb 10
United States 3-Year Note Auction dipped from previous 3.609% to 3.518%
United States 3-Year Note Auction dipped from previous 3.609% to 3.518%
Fxstreet
Tue, Feb 10
USD rates: Cooler data expectations shape Fed path – DBS
DBS Group Research economist Eugene Leow notes that US Treasuries have been resilient despite headlines on China reducing US government debt exposure and higher Japanese government bond yields.
US Dollar Index
Fxstreet
Tue, Feb 10
Fed’s Hammack: Inflation is still too high
Federal Reserve (Fed) Bank of Cleveland President Beth Hammack said that the Fed is in a good position with its policy to see how things develop. She also added that the Fed rate policy could be on “hold” for some time, in a speech prepared for an event in Columbus, Ohio, on Tuesday.
US Dollar Index
Fxstreet
Tue, Feb 10
US Treasury Bessent: We see a very good partnership with Venezuela
United States (US) Treasury Secretary Scott Bessent said that they can have a very productive relationship with China, adding that the competition keeps you from stagnating. At a hearing on Capitol Hill on Tuesday, he added that the Trump administration sees a good partnership with Venezuela.
US Dollar Index
Fxstreet
Tue, Feb 10
Treasury Sec Lutnick sees 6% growth in Q1
US Treasury Secretary Howard Lutnick hit the newswires with an array of policy, trade, and economic outlook soundbites on Tuesday.
Fxstreet
Tue, Feb 10
Euro area: Growth holds as inflation softens – Danske Bank
Danske Bank economists Sofie Grundvad Pedersen and Rune Thyge Johansen note that Euro area GDP grew 0.3% q/q in Q4 2025, slightly above ECB projections, driven by Germany, Spain and Italy.
Fxstreet
Tue, Feb 10
Denmark: Inflation slide boosts households – Nordea
Nordea’s Helge J. Pedersen notes that Danish inflation dropped sharply to 0.8% year-on-year in January, largely due to the government’s cut in electricity tax to the EU minimum. Core inflation also eased, and goods prices are now lower than a year ago.
EUR/PLN
Fxstreet
Tue, Feb 10
United States Business Inventories registered at 0.1%, below expectations (0.2%) in November
United States Business Inventories registered at 0.1%, below expectations (0.2%) in November
Fxstreet
Tue, Feb 10
EUR/NOK: Inflation surprise challenges rate-cut hopes – Societe Generale
Societe Generale analysts note that stronger‑than‑expected Norwegian inflation is supporting the Norwegian Krone and questioning expectations for further Norges Bank easing.
USD/NOK
Fxstreet
Tue, Feb 10
US: Rising electricity prices challenge households and politics – BNP Paribas
BNP Paribas economists Anis Bensaidani and Pascal Devaux warn that US electricity inflation, driven partly by AI-related data centers and structural constraints, is set to remain elevated into 2026.
Fxstreet
Tue, Feb 10
ECB: Policy rate seen steady through 2027 – Danske Bank
Danske Bank analysts note that for a fifth straight meeting the ECB kept its key policy rate at 2.00%, in line with expectations. President Lagarde emphasized strong labour markets and solid balance sheets, while downplaying sub‑target inflation and Euro strength.
Fxstreet
Tue, Feb 10
US ADP Employment Change 4-week average declines for third week to 6.5K
The 4-week average of the US ADP Employment Change edged lower to 6.5K in the January 17, down from 7.75K previously. This marked the third consecutive weekly decline and the lowest level since the November 8 release, pointing to a gradual cooling in private-sector job creation momentum.
US Dollar Index
EUR/USD
Fxstreet
Tue, Feb 10
US Retail Sales remain unchanged at $735 billion in December
Retail Sales in the United States remained unchanged at $735 billion in December, the US Census Bureau reported on Tuesday. This print followed the 0.6% increase recorded in November and came in weaker than the market expectation for an increase of 0.4%.
Fxstreet
Tue, Feb 10
United States Redbook Index (YoY) dipped from previous 6.7% to 6.5% in February 6
United States Redbook Index (YoY) dipped from previous 6.7% to 6.5% in February 6
Fxstreet
Tue, Feb 10
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