Latest Finance-Economy News
US Economy Strong but Sustainability Cracks Emerging
US Q4 GDP growth expected solid, benefiting global economy with strong dollar, but warning signs appear under the hood. Tax cuts minimal as most households face net hikes; studies show tariffs burden consumers.
Key data this week includes PCE and PMIs for early 2026 momentum.
Bank of Canada to Ignore Upcoming CPI Volatility
January CPI report Tuesday likely overlooked by BoC ahead of March decision, signaling no policy shift soon. Headline CPI to jump y/y post-carbon tax drop, but core measures align with 2.5% forecast for Q1.
BoC fading inflation data amid conflicting signals.
RBNZ Holds Rates Amid Persistent Inflation
New Zealand central bank to keep 2.25% cash rate Tuesday, with fresh forecasts on spare capacity and inflation return to 2%. Inflation surprised higher at 3.1% Q4, previously eyed mid-2026 target.
No rate change expected.
Australia Jobs and Wages to Influence RBA Hike Odds
January jobs report Wednesday and Q4 wages Tuesday across Asia-Pacific may adjust pricing for additional RBA rate hikes. Japan's Q4 GDP rebounds Monday, core CPI above BoJ 2% target Thursday.
Key regional data ahead.
Nvidia Top AI Stock Pick for February with 37% Upside
Wall Street average price target $253.62 on Nvidia shares from $185, implying 37% gain; one analyst at $352. Fiscal 2026 revenue consensus $213B, 2027 at $326B with 53% growth.
AI hyperscalers' capex supports bull case despite high valuation.
Economic Calendar Highlights US Data and Fed Minutes
US Durable Goods ex-Transp, Housing Starts Wednesday; FOMC Minutes Thursday. Flash PMIs Friday; ECB and Fed speeches throughout week.
Global events include RBA Minutes, Japan auctions.
Multipolarity Redefines Global Economy Without Rules
North's world GDP share fell from 60% in 1990 to 40%, rise of China/India fueling populism. Shift to segmented polarity in energy/tech; emerging like India, SE Asia as growth engines.
Need rules to avoid instability in new order.
Europe Faces Challenges from Russia, Needs Resilience
Europe's 'holiday from history' over; resilience in defense, energy, competitiveness key amid Russia threat. Lessons: fiscal discipline, banking rules, central bank independence for shocks.
Emerging markets better prepared post-past crises.
Bangladesh Urged to Reform Troubled Banks Immediately
Rebuilding business confidence cannot wait; reform 15 troubled banks/NBFIs led by credible asset firms and bankers essential. Swift action needed to restore stability.
Focus on essential reforms.
Climate Adaptation Critical Security Imperative for Africa
GCA report at Munich Security Conference warns droughts/floods fuel Sahel/Horn instability, global security risks. Calls for NATO-like spending on adaptation in fragile regions; lowers conflict, protects gains.
H.E. Macky Sall: Investing in adaptation invests in peace.
Bank Indonesia and Others Hold Steady This Week
Three central banks decide rates; only one expected cut, BI and RBNZ unchanged. Watch forecasts for inflation paths amid upside surprises.
Asia-Pacific data influences broader policy.
US TIC Flows Show Strong Capital Inflows
Net Long-term TIC Flows $220.2B, Overall Net Capital $212B reported soon. Foreign Bond Investment $85.6B; key for dollar strength assessment.
Ties to robust US growth outlook.