Eamonn Sheridan

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News
usdyen update channel 18 February 2026
News

Japan manufacturers rebound in February Reuters Tankan, services sentiment slips

  • Stronger factory sentiment may support Japanese equities short term, but softer services data tempers growth optimism and keeps BOJ policy expectations data-dependent.
Central Banks
audusd Goldman Sachs forecasts
Central Banks

Goldman lifts AUD/USD forecasts to 0.74 as RBA hawkish stance supports outlook

  • Goldman’s revised path reinforces upside bias in AUD/USD, particularly into the May CPI/RBA window. Commodity volatility and US growth scares remain the key downside catalysts.
Stock market update
TOPIX weekly candles Goldman Sachs 18 February 2026
Stock market update

Goldman upgrades Japan to overweight, lifts TOPIX target to 4,300

  • Goldman’s overweight call reinforces global allocator support for Japanese equities, particularly defence and industrial names. Sustainability will hinge on foreign inflows and yen stability.
News
nzd ppi output input Wednesday, February 18, 2026
News

NZ data: Q4 PPI output +0.1% q/q (exp +0.7%, prior +0.6%) & inputs -0.5% (+0.5%, +0.2%)

  • This data not shifting the kiwi $ too much ahead of the Reserve Bank of New Zealand due later today
Central Banks
Economic and event calendar in Asia Wednesday, February 18, 2026
Central Banks

Economic and event calendar in Asia Wednesday, February 18, 2026 - RBNZ rate setting day

  • The Reserve Bank of New Zealand is expected to remain on hold
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