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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
27 minutes 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
31 minutes 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
41 minutes ago
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
2 hours ago
Europe must prepare for greater global safe haven role, ECB's Kocher says
U.S. govt appears unconcerned by dollar's weakness, Kocher saysECB policy risk balancedIt would take change in environment for ECB to debate policy changeFX move already factored into projectionsBy Balazs Koranyi and Francois Murphy VIENNA, Feb 9 (Reuters) - Europe must prepare to play a grea...Reuters
2 hours ago
US container imports fell 6.8% in January, but result points to more normalized trade, Descartes says
By Lisa Baertlein LOS ANGELES, Feb 9 (Reuters) - U.S. seaports in January handled 6.8% less container import volume than the year-ago month, when U.S. companies rushed in goods to front-run President Donald Trump's tariffs and sent imports soaring to a record high for the month, supply chain ...Reuters
2 hours ago
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
2 hours ago
FedEx, Advent-led consortium to buy parcel locker firm InPost in $9.2 billion deal
Offer price of 15.60 euros/share implies $9.2 bln valuationInPost to expand European reach, give FedEx access to its parcel locker networkFedEx and holding firm Advent will own 37% each in InPostShareholders representing 48% of capital committed to deal, at least 80% neededBy Alessandro Parodi, Rafa...Reuters
3 hours ago
ECB's Simkus sees equal chance of rate hike or cut
VILNIUS, Feb 9 (Reuters) - The European Central Bank is equally likely to raise or cut interest rates but it is hard to know when any such move will take place given the prevailing uncertainty about trade and geopolitics, ECB policymaker Gediminas Šimkus said on Monday."The probabilities that th...Reuters
4 hours ago
South Korea parliament forms committee to fast-track US investment legislation
Vote to form special committee comes after Trump's tariff threatParliamentary speaker urges swift legislative action by end of FebruaryCommittee includes members from ruling and opposition partiesBy Kyu-seok ShimSEOUL, Feb 9 (Reuters) - South Korea's parliament voted on Monday to form a spec...Reuters
4 hours ago
Euro zone yields mixed after Japan election; investors await US data
By Stefano Rebaudo Feb 9 (Reuters) - Euro zone government bond yields were mixed on Monday as investors were cautious at the dawn of a week packed with U.S. data, with Japan's election outcome lingering in the background. With a brief U.S. government shutdown delaying the January em...Reuters
5 hours ago
Japan's $1.4 trillion FX reserves under scrutiny as Takaichi hunts for revenue sources
Japan has $1.4 trillion currency reserves, mostly held in U.S. TreasuriesPM Takaichi notes recent yen weakness has boosted surplus from reservesOpposition lawmaker says size of reserves too excessiveAnalysts caution against using FX reserves to fund spendingBy Makiko Yamazaki and Takahiko Wada TO...Reuters
6 hours ago
Goldman Sachs raises India 2026 growth target by 20 bps to 6.9% post trade deals with US
Goldman Sachs expects India's economic growth to be higher than its previous projection in 2026 after the country secured a trade deal with U.S.It now expects growth at 6.9% year-on-year, up from its previous projection of 6.7%"...After exclusions, we estimate the effective tariff rate impos...Reuters
7 hours ago
