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TD Securities said the BoC minutes seemed mildly dovish, citing stimulative rates, geopolitical risks, and USMCA uncertainty
Bank of Canada stays cautiously dovish: rates seen slightly stimulative, cuts not imminent despite slowing jobs, with 2.9% inflation sticky. USMCA and geopolitics add risk, keeping CAD range-bound. – vtmarketsmy.com
Written on February 12, 2026 at 8:09 pm
Categories: Live Updates
BNY’s Geoff Yu says Bullock warned the RBA may hike rates if inflation persists amid productivity concerns
Australia’s RBA warns more rate hikes may come as inflation stays above target and expectations rise. With cash rates at 3.85%, bond yields and the Australian dollar could climb. – vtmarketsmy.com
Written on February 12, 2026 at 8:09 pm
Categories: Live Updates
In January, the UK’s NIESR three-month GDP estimate fell sharply from 4.296% to 0.3%
UK growth just plunged: NIESR’s three‑month GDP estimate sank to 0.3% in January from 4.296%. Markets now expect BoE rate cuts, weaker pound, FTSE 250 risk, gilts upside. – vtmarketsmy.com
Written on February 12, 2026 at 7:09 pm
Categories: Live Updates
RBC’s Claire Fan expects the Fed to keep rates near neutral, with slightly lower unemployment ahead and an unchanged 2026 average
RBC sees steady US outlook: productivity boosts 2025 growth, unemployment near 4.5% in 2026. Data delays muddy inflation; Fed holds 3.5–3.75%. Trade calm, hedge shocks: sell rate vol, buy VIX. – vtmarketsmy.com
Written on February 12, 2026 at 7:09 pm
Categories: Live Updates
In the US, new unemployment benefit applications fell to 227,000 in the week ending 7 February
Jobless claims dipped to 227K, but rising four-week averages and continuing claims hint labor weakening. Markets shrugged, easing Fed tightening odds. With low volatility, investors may hedge stocks and dollar downside. – vtmarketsmy.com
Written on February 12, 2026 at 7:09 pm
Categories: Live Updates
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