February 27, 2026 2:45 pm
Key Moments UBS upgraded Palantir to Buy from Neutral after a -35% pullback from its peak share price. The bank now values Palantir at 50x its 2027 FCF estimates, underpinned by projected 70% revenue growth in 2026 and mid-50% margins. UBS kept its $180 price target, citing strong AI-driven demand, a roughly 54% revenue CAGR […]
Read moreFebruary 27, 2026 2:02 pm
Key Moments EUR/JPY trades near 184.00, down 0.10% and extending losses into a second session as the Yen firms. Tokyo CPI excluding fresh food rises 1.8% YoY, dropping below the BoJ’s 2% target for the first time since 2024. German CPI eases to 1.9% YoY, missing the 2% consensus and reinforcing expectations for ECB policy […]
Read moreFebruary 27, 2026 1:44 pm
Key Moments The Druzhba pipeline had been carrying both Ukrainian and larger volumes of Russian oil to Hungary and Slovakia before a January 27 strike halted flows. Ukraine had been injecting around 40,000 metric tons of oil per month into Druzhba for export, according to one industry source, providing a crucial revenue stream. Transit volumes […]
Read moreFebruary 27, 2026 1:13 pm
Key Moments Brent April futures traded at $72.54 per barrel and WTI at $66.89, rising 2.4% and 2.6% at 07:50 ET (12:50 GMT). U.S.-Iran nuclear talks ended without a deal, adding a risk premium tied to possible military escalation and supply disruption. Oil sales linked to a U.S.-Venezuela supply deal may reach $2 billion by […]
Read moreFebruary 27, 2026 11:05 am
Key Moments USD/JPY is trading lower at 155.79 on Friday, heading for a second straight weekly decline. Mixed messages from Bank of Japan officials and slower Tokyo inflation are clouding the policy outlook. Technical setup points to short-term downside risk for USD/JPY, with potential for corrective rebounds. Macro Backdrop and Policy Uncertainty USD/JPY is trading […]
Read moreFebruary 27, 2026 9:54 am
Key Moments EUR/USD has traded mostly sideways as markets digest the US Supreme Court ruling on tariffs and the introduction of replacement levies. New US baseline tariffs of 10-15% leave average effective tariff rates only marginally lower than under the previous IEEPA framework, according to cited estimates. Nordea sees no need to adjust its ECB […]
Read more
