- Singapore MAS survey: 2026 GDP seen at 3.6%, April tightening odds rise
- China Two Classes 2026: development goal, fiscal stance and fifteenth plan alerts in focus
- Toyota plans $19bn share unwind in landmark governance reform transfer – Reuters
- Recap – BOJ hawk Takata flags inflation overshoot danger, yen strengthened on hike alerts
- Financial institution of Korea dot plot factors to extended 2.50% maintain as chip exports help development
- BoJ’s Takata says Japan is close to 2% goal, backs additional gradual price hikes
- Australia This autumn capex beats expectations as renewable funding lifts outlook
- PBOC units USD/ CNY central price at 6.9228 (vs. estimate at 6.8605)
- Financial institution of Korea holds charges at 2.50%, introduces Fed-style dot plot steering
- PBOC is predicted to set the USD/CNY reference price at 6.8605 – Reuters estimate
- Nvidia’s Huang says markets misjudge AI risk as income and steering smash forecasts
- NZ enterprise confidence eases however inflation pressures construct – ANZ survey
- BOJ’s Ueda flags March, April hike likelihood, says wage beneficial properties might hasten 2% goal
- Rubio says Iran pursuing ICBMs, missile subject a “huge downside” earlier than talks
- IMF’s Georgieva says tariffs lifted US items inflation, backs Fed price at 3.25%–3.5%
- IMF sees US development at 2.4% in 2026, urges deficit cuts as debt heads to 140% GDP
- BOJ’s Ueda says charges will rise if outlook strengthens, inflation to re-accelerate
- investingLive Americas FX information wrap 25 Feb: The USD strikes decrease forward of Nvidia earnings
- Nvidia This autumn crushes, Q1 information tops Avenue as AI engine roars
- Main US indices shut larger for the 2nd consecutive day
- Financial institution of Japan Governor Ueda says will look at the impression of price hikes up to now
US Vice President JD Vance stated proof has been discovered that Iran is trying to renew the event of nuclear weapons, elevating the geopolitical temperature forward of renewed talks. Secretary of State Marco Rubio, talking earlier than discussions in Geneva, stated he wouldn’t characterise the assembly as something greater than the most recent in an ongoing collection of conversations. He added that negotiations will ultimately want to increase past Iran’s nuclear program to incorporate its ballistic missile capabilities, reinforcing Washington’s broader considerations.
Regardless of the rhetoric, oil costs remained rangebound as merchants balanced the resumption of US–Iran talks with a considerable construct in US crude stockpiles. Gold additionally traded in tight ranges, suggesting markets usually are not but pricing in an instantaneous escalation danger.
In FX, the yen led beneficial properties amongst G10 currencies. Financial institution of Japan Governor Ueda, in an interview with Yomiuri, reiterated that the Financial institution stays on observe to tighten additional if the financial outlook strengthens and inflation re-accelerates. These beneficial properties have been strengthened by remarks from BOJ board member Hajime Takata, extensively thought to be essentially the most hawkish member of the panel, who warned policymakers should deal with the chance of an inflation overshoot. Takata argued that medium- and long-term inflation expectations are rising and second-round value results have gotten extra evident.
AUD and NZD have been broadly regular. In New Zealand, the ANZ enterprise survey confirmed companies dealing with larger prices and an growing share anticipating to raise wages to draw or retain workers, pointing to persistent underlying inflation pressures.
South Korea’s central financial institution stored its benchmark price unchanged, citing monetary stability dangers and stable export efficiency. The Financial institution of Korea’s up to date dot plot strengthened a 2.50% maintain bias, with solely a small minority signalling scope for a minimize. The Korean received strengthened previous 1,420 per greenback to its highest degree since late October 2025, whereas the Taiwan greenback climbed to its strongest since mid-December. China’s offshore yuan additionally firmed to its strongest degree in practically three years.
Financial institution of Korea’s new dot plot!
In equities, Japan’s Nikkei rallied to a recent all-time excessive above 59,000, with the Topix additionally advancing. Chinese language markets have been softer, with the Dangle Seng underperforming amid weak spot in tech, client discretionary and insurers, whereas the Shanghai Composite was little modified within the absence of recent catalysts.
US fairness futures traded marginally decrease. They initially discovered help after Nvidia beat on each income and earnings, however early beneficial properties have been progressively pared, leaving the inventory flat in after-hours commerce and broader futures off their highs.
