🌏 Morning Update - ...NORDFX Global より

19 Feb 2026, 15:21 · Views 1,501

🌏 Morning Update - Thursday, 19 February 2026 Asia-Pacific markets are mostly higher in thin holiday trade, with parts of the region still closed for Lunar New Year. South Korea is leading the move - the KOSPI is up about 3% and setting a fresh record high, while Japan’s Nikkei is higher by around 0.7%. Australia also joined the risk-on tone, with the ASX 200 up about 0.9% and hitting a new intraday record. 📈 🇦🇺 Australia’s labour data kept the Aussie dollar supported: employment rose by 17.8k in January, the unemployment rate held at 4.1%, and hours worked increased by 0.6%. The details suggest demand remains resilient, which keeps the RBA rate outlook firmly in focus. 💵 🇺🇸 Wall Street closed higher overnight, led by tech: the S&P 500 finished at 6,881.31 (+0.56%), the Nasdaq at 22,753.64 (+0.78%), and the Dow at 49,662.66 (+0.26%). Markets are still digesting the Fed’s latest messaging, with traders sensitive to any “higher for longer” implications. 🏛️ 🛢️ Geopolitics remain the key wildcard. Oil is holding near recent highs on US-Iran tension headlines, with Brent around $70.5 and WTI around $65.4. Gold is steady near $5,000/oz as safe-haven demand stays in the background. 🟡 📅 Today’s focus (US): Trade Balance (Dec), Weekly Jobless Claims, and crude oil inventories later in the day. Trade smart and stay tuned with NordFX! 🚀

免責事項：本記事で述べられている見解は著者の見解のみであり、Followmeの公式見解を反映するものではありません。Followmeは、提供された情報の正確性、完全性、信頼性について一切責任を負いません。また、書面で明示的に記載されている場合を除き、本記事の内容に基づいて行われたいかなる行動についても責任を負いません。

応答 0

トレーディングコミュニティに参加する

トップ戦略を発見する

専門家トレーダーをフォローする

取引をすぐにコピーする

世界中の1M+のトレーダー

コンテンツ関連

NORDFX Global

ランク 4.0

もっと

CPI/PPI Week: Dollar, Gold and Risk Assets at the Inflation Crossroads with NordFX 📊🔥 Buckle up: June CPI lands July 14, PPI and the Fed's Beige Book follow July 15. May's headline CPI ran hot at 4.2% YoY (core 2.9%), with energy alone driving over 60% of the monthly rise. With fresh Middle East tensions rattling oil, this print carries extra weight ⚠️ The dollar is already jittery. DXY has slid to around 100.5-101 as fragile US-Iran de-escalation talk cooled safe-haven demand. Yet markets still price a 60-65% chance of a September Fed hike, this cycle is about tightening, not cutting. A hot CPI could snap the dollar right back up 💵 Gold's been on a rollercoaster: after topping $4,140/oz, it's pulled back 5-6% in a month, still up over 21% YoY. Geopolitics and central bank buying (China's fastest reserve build in 2.5 years) push it up, a firmer dollar and high yields pull it down. This week's data breaks the tie 🥇 Equities look calm near record highs, but that calm is fragile. A hot print = hawkish repricing and a risk-off wobble. A soft print = the rally extends and the dollar slips further. One data release, three markets in motion. Don't just watch it, trade it ⚡ 👉 Trade CPI/PPI volatility with NordFX: https://my.nordfx.com/en/regis...

NORDFX Global

📊 NordFX Insight: Industrial Production and Import Prices – How Real Economy Data Moves FX Two "boring" US reports are quietly steering the dollar right now. Here's why they deserve your attention. 🧵 🏭 Industrial Production Output from factories, mines and utilities has been choppy in 2026: down 0.5% in March, up 0.9% in April, then just +0.1% in May, missing forecasts. Capacity utilization sits around 76%, still below its long-run average. Verdict: the industrial economy isn't overheating. 💵 Import Prices Here trade policy hits the data directly. Import prices rose 1.9% in May after 2.0% in April, lifting the annual rate to 6.7%, the fastest in years. Air freight import costs alone jumped nearly 28% year over year. The cause: a wave of new tariffs, including a 10% global surcharge, Section 232 duties on steel, aluminum and copper, plus fresh Section 301 measures, has pushed the average US tariff rate above 9%. 📦 🌍 Why It Matters for FX Soft output plus rising import costs is a tricky mix for the Fed: not clean growth, not clean disinflation, more like stagflation-style pressure, and that keeps rate expectations volatile. Layer on today's backdrop: renewed US strikes on Iran, energy market jitters, and a new Fed chair steering policy, and you get a dollar that jumps on every print. DXY has been oscillating near 100-101 this month, while EUR/USD pushed back above 1.14 as traders trim Fed hike bets and lean into ECB tightening expectations. 📉📈 🎯 Bottom Line Industrial production shows how strong the real economy is. Import prices show how much tariffs and supply chains are adding to inflation. Together they shape the Fed's next move, and that move ripples through every major currency pair. 💡 Ready to trade the next big data-driven swing? Open your account with NordFX 👉 https://my.nordfx.com/en/regis...

NORDFX Global

📢 NordFX Crypto News of the Week: 8–15 July 2026 📈 Bitcoin rebounds above $64,000 BTC recovered from around $62,000 and moved above $64,000 after softer US inflation weakened expectations of an imminent Fed rate hike. 🇺🇸 CPI brings relief US headline inflation slowed from 4.2% to 3.5% YoY in June, while core CPI eased from 2.9% to 2.6%. The dollar and Treasury yields fell as demand for risk assets improved. ⚔️ Geopolitics drives volatility Renewed US–Iran tensions and concerns surrounding the Strait of Hormuz pushed oil prices higher and briefly pressured Bitcoin and other risk assets. 🇮🇳 India maintains a hard line The Reserve Bank of India continues to favour policies leaning towards crypto prohibition. It also wants banks and financial institutions barred from holding, trading or gaining exposure to privately issued cryptocurrencies and stablecoins. 🇪🇺 EU prepares to revisit MiCA European officials are considering expanding the crypto framework to address non-EU issuers and technologies that are not fully covered by the existing rules. 🇬🇧 Crypto enters the political funding debate Labour MPs are pushing to make the UK’s temporary restriction on cryptocurrency political donations permanent, citing transparency and foreign-influence risks. 🏦 Corporate Bitcoin strategies face scrutiny Strategy’s authorised Bitcoin sales have renewed debate about the sustainability of digital-asset treasury companies during prolonged market downturns. 🤯 Fun fact of the week Quantum computers cannot currently break Bitcoin’s security, but researchers warn that a substantial share of its supply could eventually become vulnerable. The industry’s transition to post-quantum protection is already being compared with the global preparations for Y2K. #NordFX #CryptoNews #Bitcoin #Ethereum #Cryptocurrency

NORDFX Global

🌅 NordFX Morning Update – July 23, 2026 🌏 Asian session: Broadly higher. Nikkei 225 up ~0.4%, Kospi surged ~2.6%, Hang Seng gained ~1.1%. Shanghai Composite roughly flat (–0.02%) as investors weighed AI-sector optimism against Middle East risk. 🛢️ Oil: Sharp spike – Brent briefly topped $96, WTI near $88, after a tanker was struck off Saudi Arabia and Trump threatened further strikes on Iran. Prices easing off the highs but volatility remains high. 🥇 Gold: Near $4,150–4,160, highest since July 7, as safe-haven demand builds ahead of the ECB decision. 💵 USD: Dollar Index soft near 101.10 amid escalating Iran tensions. 💶 EUR/USD: Holding near 1.1400 ahead of today's ECB rate decision and Lagarde's press conference. 📊 Today's watch: ECB rate decision + press conference, US Initial Jobless Claims (exp. ~212K). ⚠️ Volatility risk elevated – trade with caution! #NordFX #Forex #MarketUpdate #Gold #Oil #EURUSD

NORDFX Global

ECB July Decision Preview: Why Energy Prices and the Euro Matter More Than the Headline | NordFX The ECB announces its rate decision today at 14:15 CET, with Lagarde's press conference to follow at 14:45 CET. Markets have priced in a hold at 2.25% with over 90% probability. 📌 But whatever the headline number says, it'll be the least interesting part of this story. 🛢️ Energy is calling the shots. June's hike to 2.25%, the ECB's first in three years, was triggered by an oil shock tied to Middle East tensions, pushing the 2026 inflation forecast up to 3.0%. Inflation has since eased to 2.8%, but renewed US–Iran hostilities are pushing crude back up right now, which is exactly why a hold, not a victory lap, is expected today. 🎢 The tightrope behind the guidance. Eurozone growth is fragile, around 0.8%, with Q1 GDP briefly negative. Yet markets still price roughly two more hikes into early 2027 if energy keeps climbing, likely starting in September. Too much inflation risk to cut, too little growth to hike now. ⚖️ The real trade: Fed vs ECB. EUR/USD is glued near $1.14, close to one-year lows, as the Fed weighs its own next step against sticky US inflation. A hold above 1.14 keeps the bullish structure alive; a break lower opens the door to 1.10–1.13. The Fed's July 29 decision, just six days away, could decide it. 🔍 What to watch at 14:15: the rate call itself, then Lagarde's tone on energy and the September meeting. That's where the real market-moving signal will be. 👉 Follow up after the announcement for the verdict and what it means for EUR/USD. Trade the divergence with NordFX 👉 https://my.nordfx.com/en/regis...

NORDFX Global