Market Information Monday 16 February 2026

U.S. inflation cooled more than expected in January, with consumer prices up 0.2% month on month and 2.4% year on year, helped by a 3.2% drop in gasoline and lower rent growth. Core inflation firmed to 0.3% on the month as services costs rose, while the jobless rate fell to 4.3%, underscoring a resilient economy. Markets nudged up bets on a June rate cut, but sticky services inflation points to limited near term policy easing.

Taiwan’s tech driven economy is set to accelerate sharply as artificial intelligence investment lifts growth and exports. GDP is now forecast to rise 7.71 percent this year, with full year growth revised to 8.68 percent, the highest pace in 15 years, while exports in 2026 are seen surging 22.22 percent. Inflation is expected at 1.68 percent, supporting expectations that interest rates remain unchanged despite upside risks from global demand and geopolitics.

Emerging market currencies have been less volatile than those of the G7 for nearly 200 days, which has not occurred since 2000. Capital inflows are at the highest pace for this point in the year since 2019, lifting a basket of developing currencies by 2.8% so far after a 17.5% rise last year. A softer dollar, firm commodities and carry trade demand are anchoring stability as developed market currencies swing.

The 6M Euribor increased with 2 basis points to 2.13% compared to previous business day. The 10Y Swap decreased with 2 basis points to 2.77% compared to previous business day.

In the attachment, today’s market data on money and capital market rates as well as other rates are presented.