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Fed's Miran: Fed should remain independent, but 100% independence impossible
Federal Reserve (Fed) Board of Governors member Stephan Miran noted on Monday that, among other things, the Fed should maintain complete autonomy from political operations. Miran then walked back the outside edges of his own comment, stating that 100% Fed independence is "impossible".Fxstreet
Mon, Feb 9
ECB’s Lagarde: We expect inflation to stabilise sustainably at our 2% medium term target
European Central Bank (ECB) President Christine Lagarde said that they expect inflation to stabilise sustainably at the ECB's 2% medium-term target, during the plenary debate on the state of the Eurozone economy and ECB activities in Strasbourg, France, on Monday.
Fxstreet
Mon, Feb 9
AUD: Rally pause as RBA stays hawkish – HSBC
HSBC analysts note that the Reserve Bank of Australia raised its cash rate to 3.85% and revised growth and inflation forecasts higher, assuming the rate reaches 4.2% by end-2026. HSBC economists see the stance as hawkish and expect another 25bp hike in 3Q26.
Fxstreet
Mon, Feb 9
Germany: Orders surge while construction set to rebound – Deutsche Bank
Deutsche Bank analysts note a strong upside surprise in German manufacturing orders, up 7.8% MoM on defence and transport-related demand, with underlying orders ex‑large items also rising. Construction PMIs weakened on bad weather, but healthy order books suggest a spring rebound.Fxstreet
Mon, Feb 9
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.
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