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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
10 minutes ago
TREASURIES-Longer-dated US yields rise to start data-packed week
Nonfarm payrolls, CPI and retail sales reports due this weekMarkets expect 50 basis points of Fed interest rate cuts this yearChinese regulators advise limiting US Treasury holdings due to risksBy Chuck Mikolajczak NEW YORK, Feb 9 (Reuters) - Longer-dated U.S. Treasury yields were higher on Monda...Reuters
20 minutes ago
German 10s/30s curve steepens to fresh 7-year peak after Japan vote
Japanese investors expected to focus on domestic bond marketsEuro zone investor morale rises unexpectedly in FebruaryU.S. data and British politics also in focus By Stefano Rebaudo Feb 9 (Reuters) - The gap between 10 and 30-year German yields hit a fresh seven-year high on Monday, driven by inve...Reuters
21 minutes ago
NY Fed survey: January near-term expected inflation lower amid better job market views
NY Fed: January inflation expectations decline, labor market views improveHouseholds less optimistic about future financial situations, credit availabilityFed sees stable long-term inflation expectations, aims to ease short-term credit costsBy Michael S. DerbyFeb 9 (Reuters) - Americans grew less wo...Reuters
47 minutes ago
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
an hour ago
Turkey's inflation-fighting quest risks stumbling again
Central bank expected to lift year-end forecast from 13-19%Bank could slow or even pause rate cuts in months aheadNear 5% monthly inflation in January higher than expectedUneven monetary easing cycle began in late 2024By Nevzat Devranoglu and Jonathan Spicer ANKARA, Feb 9 (Reuters) - Turkey's...Reuters
2 hours ago
Canada: Food prices and tariffs shape outlook – RBC Economics
RBC Economics analysts note that Canadian inflation drivers differ from those in the U.S., with limited tariff increases and easing business input cost pressures according to the Bank of Canada’s Business Outlook Survey.
Fxstreet
2 hours ago
Mexico inflation speeds up in January after new taxes go into effect
MEXICO CITY, Feb 9 - Inflation in Mexico sped up in January, data from the national statistics agency showed Monday, supporting the central bank's decision last week to hold its interest rate as it sees inflation taking longer to reach the bank's target. Consumer prices rose 3.79% in the yea...Reuters
3 hours ago
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.
German 10s/30s curve steepens to fresh 7-year peak after Japan vote
Japanese investors expected to focus on domestic bond marketsShorter‑dated borrowing costs edge higher ahead of US dataEuro zone investor morale rises unexpectedly in FebruaryBy Stefano Rebaudo Feb 9 (Reuters) - The gap between 10 and 30-year German yields hit a fresh seven-year high on Monday, d...Reuters
4 hours ago
Brazil Economists See 2026 Inflation At 3.97% - Cenbank Poll
Feb 9 (Reuters) - BRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.97% IN 2026 VERSUS 3.99% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.80% IN 2027 VERSUS 3.80% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMISTS SEE YEAR-END 2026 INTE...Reuters
5 hours ago
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
5 hours ago
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
5 hours ago
