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Tariff Decision Day?

February 20, 2026
The US dollar is trading mostly firmer but quietly in what could be a volatile North American session. It is not just about the US data, of which there is plenty—including the PCE deflator and the first look at Q4 GDP, the preliminary February PMI and the University of Michigan’s final February reading on consumer confidence. The Supreme Court wil…
Tariff Decision Day? Tariff Decision Day? Reviewed by Marc Chandler on February 20, 2026 Rating: 5
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FX Market Awaits North American Leadership

February 19, 2026
The North American market took the dollar lower on Tuesday, and there was little follow through selling. Yesterday, the dollar as bid in North America and rather than resist, European more than Asia Pacific operators have extended the greenback’s gains. The somewhat more hawkish FOMC minutes sat the US two-year yield recover to session highs yeste…
FX Market Awaits North American Leadership FX Market Awaits North American Leadership Reviewed by Marc Chandler on February 19, 2026 Rating: 5
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US Dollar is Mostly Firmer, amid Weak Conviction

February 18, 2026
The US dollar was sold to new session lows against several currency pairs late in the North American afternoon yesterday, but there has been little follow-through today. The greenback is firmer against most of the G10 currencies today in subdued activity. The highlight includes an unexpected dovish hold by the Reserve Bank of New Zealand and a sof…
US Dollar is Mostly Firmer, amid Weak Conviction US Dollar is Mostly Firmer, amid Weak Conviction Reviewed by Marc Chandler on February 18, 2026 Rating: 5
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UK Unemployment Rises and Private Pay Increases Slow to Five-Year Lows, Pulling Sterling Lower UK Unemployment Rises and Private Pay Increases Slow to Five-Year Lows, Pulling Sterling Lower Reviewed by Marc Chandler on February 17, 2026 Rating: 5
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Japanese Data Disappoint and Sends Yen Lower, While the Greenback Consolidates more Broadly Japanese Data Disappoint and Sends Yen Lower, While the Greenback Consolidates more Broadly Reviewed by Marc Chandler on February 16, 2026 Rating: 5
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Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year Reviewed by Marc Chandler on February 14, 2026 Rating: 5
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The Dollar is Firm Ahead of January CPI

February 13, 2026
The US dollar is firm against the G10 currencies ahead of the US January CPI. The week began with news that Chinese officials were encouraging de-risking from US Treasuries. Helped by stronger than expected January employment data, the greenback pared its losses. Separately, and counter-intuitively, the Japanese yen and Japanese bonds have rallied…
The Dollar is Firm Ahead of January CPI The Dollar is Firm Ahead of January CPI Reviewed by Marc Chandler on February 13, 2026 Rating: 5
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