スイス債券オークション

スイス2034年債券オークション

イタリア12か月のBOTオークション

ドイツ10年物国債入札

Slovakia's trade deficit narrowed sharply to EUR 33.1 million in January 2026 from EUR 152.5 million in the same month last year, missing market expectations of a EUR 133.7 million surplus, as exports fell at a softer pace than imports. Exports declined by 2.8% year-on-year to EUR 8,355.7 million, marking the first drop in four months, mainly driven by a 2.7% decrease in shipments of machinery and transport equipment, including cars. Sales to the EU rose by 1.4%, while those to non-EU countries tumbled by 18.3%. Meanwhile, imports decreased by 4.1% to EUR 8,388.8 million, the largest fall since June 2024, with nine out of ten product categories recording declines. The drop was largely due to a 4.6% fall in purchases of machinery and transport equipment, including motor vehicle parts. Inbound shipments from the EU increased by 10.7%, while imports from non-EU countries fell by 25.7%.

Slovakia Trade Gap Narrows in January

The annual inflation rate in the US likely held steady at 2.4% in February 2026, unchanged from January and remaining at its lowest level since May 2025. On a monthly basis, the CPI is estimated to have risen by 0.3%, slightly accelerating from 0.2% in January. Gasoline prices probably picked up while prices for services, food, and housing are expected to have slowed, and used vehicle prices likely remained lower. Meanwhile, annual core inflation, which excludes food and energy, is projected to have remained unchanged at 2.5%, the same as in January and near its lowest level since 2021. On a monthly basis, core CPI is expected to have increased by 0.2%, less than 0.3% in the previous month. Overall, the February CPI report is expected to continue pointing to inflation slightly above the Federal Reserve’s target, while also suggesting a degree of stabilisation, partly reflecting base effects as stronger readings from a year earlier drop out of the annual calculation.

US Inflation Rate Seen Stable in February

London’s FTSE 100 resumed its downward trend on Wednesday, falling 0.8% to 10,320 points, as investors scaled back expectations for further interest rate cuts from the Bank of England this year. The losses were broad-based, with heavyweights such as AstraZeneca, HSBC, and Rolls-Royce leading the decline, while retailers saw some support from upbeat earnings by Inditex. Although oil prices have retreated from highs above $100 per barrel, the earlier surge has already influenced market expectations, with money markets now pricing in only a minimal chance of rate cuts in 2026. On the corporate earnings front, insurer and investment manager Legal & General dropped nearly 6% after its solvency ratio fell short of expectations, despite reporting higher annual profits and announcing a £1.2 billion share buyback program.

FTSE 100 Slides as Rate-Cut Bets Fade

The CAC 40 fell 0.7% to 8,003 on Wednesday, reversing gains from the previous session and tracking its European peers, weighed down by rising expectations of a European Central Bank rate hike. ECB Governing Council member Peter Kazimir warned that the Iran conflict and its impact on inflation could force the central bank to act sooner than anticipated, even though the ECB remains in a “good place” with no immediate need to move at next week’s meeting. Meanwhile, ECB President Christine Lagarde reiterated that the central bank is ready to act to keep inflation in check. She emphasized its commitment to returning inflation to the 2% medium-term target, particularly as the escalating Middle East conflict drives energy prices higher. Markets are now pricing in at least one 25 bps hike this year, with some traders eyeing the possibility of two. The majority of stocks traded in red, with LVMH (-1.1%), Safran (-1.3%), Essilor (-1.4%), and Societe Generale (-1%) among the worst performers.

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