交易新闻
Feb 18, 2026
US: Trade, capital flows and Donroe Doctrine – Rabobank
Rabobank analysts highlight new US-linked investment projects under Japan’s large trade framework, including LNG and Oil infrastructure, as evidence Washington can steer partner capital into US real assets rather than just stocks or bonds.
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Feb 18, 2026
FX carry: Conviction trades face funding risks – BNY
BNY’s EMEA Macro Strategist Geoff Yu notes that FX risk appetite and carry trades have stayed resilient despite weaker global equities, with investors adding to overheld high-yielders such as MXN, BRL and PLN, and some low-yielding Asia-Pacific currencies.
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