Fed

Renewed US tariff uncertainty adds a fresh layer of volatility across markets. For FX, the euro could see near-term choppiness if transatlantic tensions escalate, though reduced trade friction would be medium-term supportive. European exporters and globally exposed equities remain vulnerable to renewed tariff risk, while safe-haven flows into core bonds such as Bunds could strengthen if policy instability deepens. From an inflation perspective, any revival of tariffs risks re-introducing goods-price pressures, complicating the disinflation path for both the euro area and the United States.

Eamonn Sheridan

22/02/2026 | 21:07 GMT

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Eamonn Sheridan

22/02/2026 | 21:07 GMT

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Central Banks

Central Banks

Fed's Logan: There is now more inflation uncertainty due to tariff decision

Logan emphasizes that she's not convinced inflation on the path to 2%

Adam Button

20/02/2026 | 17:54 GMT

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Adam Button

20/02/2026 | 17:54 GMT

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Central Banks

Central Banks

Atlanta Fed GDP now growth estimate for the 1st quarter 3.1%

The initial reading for the Atlanta Fed GDP

Greg Michalowski

20/02/2026 | 17:05 GMT

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Greg Michalowski

20/02/2026 | 17:05 GMT

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Central Banks

Central Banks

Fed to resume rate cuts probably in June with more later in the year - ANZ

The firm now forecasts three more 25 bps rate cuts by the Fed for 2026

Justin Low

20/02/2026 | 10:56 GMT

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Justin Low

20/02/2026 | 10:56 GMT

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Forex

USD index DXY chart update 20 February 2026

Forex

USD gains on strong US data unlikely to last; policy uncertainty, political risks to cap

MUFG note modestly dollar-negative at the margin, suggesting rallies driven by data surprises may fade. FX markets could remain sensitive to political headlines and any renewed debate around Fed independence.

Eamonn Sheridan

20/02/2026 | 01:25 GMT

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Eamonn Sheridan

20/02/2026 | 01:25 GMT

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Central Banks

Central Banks

Fed’s Daly says policy ‘in a good place’ as inflation cools & AI productivity impact looms

Daly’s remarks lean steady-to-mildly dovish, reinforcing the idea that the Fed is comfortable with its current stance after last year’s cuts. Her confidence on inflation drifting lower may temper front-end yield pressure while keeping markets focused on productivity and AI-driven growth.

Eamonn Sheridan

19/02/2026 | 22:42 GMT

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Eamonn Sheridan

19/02/2026 | 22:42 GMT

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Central Banks

Fed's Kashkari: Labor market is softer but still "decent to pretty good"

Comments from Kashkari

Adam Button

19/02/2026 | 14:27 GMT

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Adam Button

19/02/2026 | 14:27 GMT

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Newsquawk Week Ahead: US NFP, Retail Sales, ISM PMIs, OPEC, EZ Flash HICP, and ECB Minutes

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Fed's Logan: There is now more inflation uncertainty due to tariff decision

Atlanta Fed GDP now growth estimate for the 1st quarter 3.1%

Fed to resume rate cuts probably in June with more later in the year - ANZ

USD gains on strong US data unlikely to last; policy uncertainty, political risks to cap

Fed’s Daly says policy ‘in a good place’ as inflation cools & AI productivity impact looms

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