Lmdv is finalizing a massive €10 billion loan from Unicredit, BNP, and Agricole to acquire Delfin shares held by Paola and Luca Del Vecchio.

BNP Paribas is reportedly planning a Significant Risk Transfer (SRT) transaction linked to its commercial real estate loan portfolio.

Bangladesh's Prime Minister questioned the opposition's delay in signing the July Charter, while the BNP claims it was the first to sign and commits to fulfilling it amid criticism.

BNP Paribas has begun covering the HVAC sector, noting a near-term 'chill' but anticipating long-term growth for the industry.

BNP Paribas has issued a positive outlook for AeroVironment, citing steady demand for the company's products.

Kanakchapa and Baby Naznin, prominent figures of the BNP, have collected nomination forms for reserved women’s seats in Bangladesh.

BNP Paribas suggests that Cadence Design Systems could see benefits from Broadcom's recent deal to supply Tensor Processing Units (TPUs) to Google and AI startup Anthropic.

The Bangladesh Nationalist Party (BNP) has commenced the sale of nomination forms for reserved women's parliamentary seats. This move marks a step in the party's preparations for upcoming political processes.

An economic analysis highlights the potential pitfalls of 'Buy Now, Pay Later' (BNPL) loans, describing them as a new method to create debt, raising concerns about their long-term financial impact on consumers.

India and Bangladesh are taking steps to improve their relationship and enhance energy cooperation, following a recent general election in Bangladesh that saw Tarique Rahman’s BNP sweep to power.

According to BNP, value investors are continuing to hold onto shares of Microsoft and ServiceNow, even amidst broader concerns surrounding artificial intelligence.

India's NSA Doval is set to host Bangladesh's Foreign Minister Khalilur Rahman for dinner, marking the first ministerial visit since the BNP's election victory and signaling a reset in New Delhi-Dhaka relations.

BNP Paribas reports that Arista's XPO product has successfully garnered over 100 agreement partners.

Nahid has alleged that the interim government engineered the process of handing over power to the Bangladesh Nationalist Party (BNP) before its departure.

Civil rights activist Al Sharpton has drawn attention to racial disparities observed within Buy Now, Pay Later (BNPL) financial services. His comments underscore concerns about equitable access and treatment in the fintech sector.

Investors are reportedly holding their nerve in the aerospace sector despite ongoing global conflict risks, according to an analysis by BNP Paribas.

Nahid has criticized the BNP government, accusing it of interpreting the constitution in a manner similar to the AL party in Bangladesh.

According to an analysis by BNP, semiconductor equipment stocks are projected to reach their peak in late 2026, based on historical market cycles.

An analysis highlights a top stock positioned to capitalize on the growing data center boom, with BNP Paribas identifying Eaton as a company set to benefit from increasing AI power demand.

A Bankitalia study reveals that 'buy now pay later' (BNPL) mini-loans are increasingly popular in Italy, particularly among individuals with low incomes and a history of rejected financing, raising concerns about consumer debt.

A clash between factions of the Bangladesh Nationalist Party (BNP) in Ishwardi, Pabna, has resulted in at least 15 people being injured.

Fakhrul Islam Alamgir, a leader of the BNP, asserted that the current government is actively implementing election promises made to farmers.

BNP Paribas has significantly advanced in the UK mergers and acquisitions rankings, bolstered by major transactions including the £9.9 billion takeover of Schroders.

Nine leaders of the Bangladesh Nationalist Party (BNP), including prominent figures Rumeen Farhana and Saiful Alam Nirob, have been expelled from the party.

J&J's new psoriasis pill is expected to compete with AbbVie's Skyrizi, according to BNP Paribas.

BNP Paribas Cardif is reportedly in discussions to acquire a 26% stake in IndiaFirst Life, signaling a potential expansion in the Indian insurance market.

​Asset management chief points to continent’s financing needs and more stringent regulation to protect from mis-selling

The Bangladesh Nationalist Party (BNP) is not prioritizing local government polls yet, while Jamaat-e-Islami is actively gearing up for the elections.

The BNP has raised concerns about discrepancies found in the electoral rolls for the Bengaluru civic elections.

KUALA LUMPUR, March 12 — Buy now, pay later (BNPL) use among Malaysian youth raises concern as those aged 30 and b...

The Bangladesh Nationalist Party (BNP) has convened a meeting with its Members of Parliament to finalize the selection of a Speaker.

Eurobank and BNP Paribas co-hosted a client dinner in Nicosia to discuss global investment prospects and emerging opportunities in international markets.

Despite the BNP winning 209 seats, postal ballots reportedly favored Jamaat in a recent election.

Tarique Rahman attends second-day workshop for BNP’s newly elected MPs  Dhaka Tribune

Vad är historiens mening? Högt BNP? Allas likhet? Det var inte konstnärernas svar för hundra år sedan.

BNP Paribas forecasts a continued surge in memory pricing, bringing Micron and Sandisk into focus.

The Bangladesh Nationalist Party (BNP) has scheduled an orientation program for its newly elected Members of Parliament and ministers on March 6-7.

BNP Paribas analysts have described Eaton's new CFO appointment as a 'safe pick' during what they consider a pivotal moment for the company.

Helsingin Sanomat is collecting consumer experiences regarding 'buy now, pay later' (BNPL) shopping, investigating whether it has caused problems for individuals.

A leader of the Bangladesh Nationalist Party (BNP) was reportedly beaten to death in Rajshahi, raising concerns about political violence.

Bangladesh Nationalist Party (BNP) is reportedly working to unite its grassroots members in preparation for upcoming local polls.

Retailers heavily relying on Buy Now Pay Later (BNPL) sales are advised to prepare for a period of tighter credit access, which could impact their sales strategies.

BNP leaders are reportedly eyeing the Dhaka North and South mayoral posts, while the party has also selected Rezaul Karim Badsha as its candidate for the Bogra-6 by-election.

Comcast (CMCSA) has been downgraded by BNP Paribas, citing growing headwinds in the fiber sector.

Former tennis pro Chris Eubanks has secured a three-year deal with Tennis Channel to serve as an on-air commentator and host, debuting at the BNP Paribas Open on March 4.

Moyeen Khan stated that the BNP believes in multiparty democracy and not in revenge.

Following its decisive election victory, Bangladesh's BNP is set to recalibrate Dhaka’s ties with India, Pakistan, and China, while also addressing US concerns over Beijing’s growing influence in South Asia.

The Dhaka Tribune discusses how the BNP government plans to manage the significant burden of inherited debt.

Detained after ‘verbally abusing’ OC, Habiganj BNP leader gets temporary bail  The Daily Star

BNP Paribas suggests that the recent pullback in water technology stocks creates an opportune entry point for investors in companies like Xylem and Veralto.

An article provides an overview or discusses developments related to the Bangladesh Nationalist Party (BNP).

When it bought Fortis France, BNP Paribas inherited an account opened in the name of the convicted sex offender. The French bank stated it had 'no connection' to the Epstein case. It closed the account in mid-2018 due to compliance violations.

BNP Paribas has conducted an analysis of SaaS valuations using SBC, identifying potential upside for ServiceNow and Adobe.

Jamaat-led alliance, independent, and Islami Andolan MPs take oath  The Daily Star

Bangladesh recently held its first general election since the fall of the Sheikh Hasina government, with the BNP securing a victory that is anticipated to shape future policy trends in the country.

Bangladesh's national election recorded a 47.91% turnout by 2 PM, while internal rifts within the BNP party impacted seat outcomes and public sentiment questioned the potential for change.

Bangladesh's 13th National Election on February 12 saw significant voter participation, including first-time voters, and reports of irregularities. The BNP emerged victorious, leading to the swearing-in of new MPs and calls for investigations into post-election violence.

Young Bangladeshis express cautious optimism and demand that the government prioritize their voices and deliver on poll promises, as BNP's Rahman ascends to power.

The Bangladesh Nationalist Party (BNP) has commenced the process of selecting its final candidates for the women's reserved seats in parliament.

The Bangladesh Nationalist Party (BNP) is being questioned regarding its alleged failure to uphold its commitments to judicial independence.

The Bangladesh Nationalist Party (BNP) is facing accusations of failing to uphold its commitments regarding judicial independence.

According to BNP, the usage of the AI model Claude has more than doubled month over month, while Gemini's usage is also steadily increasing.

Rizvi announced that the Bangladesh Nationalist Party (BNP) will select candidates for reserved seats in a manner similar to parliamentary elections.

BNP suggests that Dynatrace's acquisition of Bindplane is likely to significantly enhance its analytics and log management business, strengthening its position in the market.

The Ameer of Jamaat-e-Islami has accused the Bangladesh Nationalist Party (BNP) of following a path towards fascism.

BNP Paribas has downgraded AT&T (T) to Neutral, while Scotiabank has raised its price target for the company ahead of its Q1 earnings report.

The DUCSU Vice President has criticized the Bangladesh Nationalist Party (BNP), alleging that it benefits from revolutions while betraying those who lead them.

The Prime Minister of Bangladesh chaired a parliamentary party meeting of the Bangladesh Nationalist Party (BNP).

The Bangladesh Nationalist Party (BNP) has announced its intention to implement the commitments outlined in its July Charter.

BNP Paribas has issued a caution to investors in Tesla stock, indicating that the stakes for their investments 'couldn't be higher' given current market conditions.

BNP Paribas has begun its coverage of Hesai (HSAI) with an 'Outperform' rating, suggesting a positive outlook for the company's stock.

BNP Paribas has identified Wingstop, Shake Shack, and Dutch Bros as its top stock picks within the restaurant sector.

BNP Paribas is examining potential catalysts to turn around Salesforce shares, questioning if the stock has reached its lowest point.

Moyeen Khan of the BNP stated the party's unwavering commitment to upholding the ideals of the Liberation War under the leadership of Tarique Rahman.

BNP Paribas has upgraded Mastercard (MA) to an Outperform rating and set a price target of $600.

BNP suggests that Lumentum's successful engagements in providing hardware for Nvidia and Google could pave the way for its share price to reach $1,000.

A housewife was killed and ten others were injured during a factional clash involving the Bangladesh Nationalist Party (BNP) in Pabna, Bangladesh.

A BNP leader and his parents sustained injuries in a gun attack that occurred in Chittagong, as reported by the Dhaka Tribune.

A BNP leader was shot and hacked in Rangunia, Chattogram, Bangladesh, in an act of violence.

QXO has received an 'Outperform' rating in new research coverage initiated by BNP Paribas, signaling positive analyst sentiment for the company.

Moyeen Khan and Hafiz are reportedly the leading candidates for the Speaker position for the BNP in 2026.

BNP analysts note bullish takeaways on agentic AI and report growth in meetings with major tech companies like Salesforce, Workday, and Snowflake.

BNP's Kaiyum has formally challenged the election victory of Nahid in the Dhaka-11 constituency.

A report by BNP suggests citizen-led initiatives to address garbage blackspots in Bengaluru, highlighting practical issues that hinder the effective use of the door-to-door garbage collection system.

The BNP has issued a show-cause notice to one of its leaders for suing Nasiruddin Patwari, indicating internal party disciplinary action.

The Race to Replace GPS, Claude Catches Bugs and In-House AI Evangelism | Future of Everything for March 6  WSJ

Fate of 133 ordinances: The 30-day test of the new parliament  The Daily Star

Bangladesh's Foreign Minister discussed a US trade deal with the BNP and Jamaat parties before its signing.

Malaysia's Ministry of Finance announced that the risk associated with consumer loans under the Buy Now, Pay Later (BNPL) scheme remains under control, accounting for only 0.3% of the national household debt.

Astera Labs and Credo are under scrutiny as BNP maintains a bullish outlook despite ongoing concerns surrounding co-packaged optics technology.

One person was killed and six others were injured in clashes between BNP and Jamaat supporters in Chuadanga, Bangladesh.

The Bangladesh Nationalist Party (BNP) is considering key parliamentary posts in anticipation of the upcoming March 12 session.

BNP Paribas suggests that a profit warning from Pou Sheng could lead to a significant announcement from Nike regarding its operations in China.

A factional clash within the BNP party in Jhenaidah resulted in ten injuries, including three policemen.

As New Delhi and Dhaka look to reset ties under the new Tarique Rahman-led Bangladesh Nationalist Party (BNP) government, Bangladesh's envoy to India has proposed a cultural bridge between the two nations.

Apollo and BNP Paribas are reportedly close to finalizing a deal for a private credit partnership in Europe.

BNPL can be a fee-free way to manage cashflow for an essential purchase but keep track of the payment schedule Buy now, pay later (BNPL) is a form of credit that lets you spread payments for everything from clothes, jewellery and white goods to concert tickets, hotel rooms and takeaway meals. Continue reading...

After a gap of nearly 18 months, the international Maitree bus service on the Agartala-Dhaka-Kolkata and Kolkata-Dhaka-Agartala routes has resumed, marking a significant step in restoring cross-border connectivity between India and Bangladesh.

New York has released draft rules to regulate the Buy Now, Pay Later (BNPL) industry, aiming to provide consumer protections for these increasingly popular payment options.

New York's governor has put forward new rules aimed at regulating Buy Now, Pay Later (BNPL) lending practices.

The BNP has appointed party leaders as administrators in six city corporations, a move that could impact local governance and political dynamics.

Bangladesh's BNP political party has announced its new cabinet ministers list for 2026, detailing who will receive which ministry.

The BNP-led government is under examination as a significant number of businesspersons have been appointed to key cabinet positions.

Tarique Rahman sworn in as Bangladesh PM after BNP landslide; voters back constitutional reforms to strengthen democracy

Following its recent general election victory, the Bangladesh Nationalist Party (BNP) confronts significant economic and garment sector challenges.

The BNP has announced its new cabinet, naming 25 ministers and 24 state ministers.

Asif alleges post-polls violence, blames BNP men  The Daily Star

Bangladesh is navigating its 13th General Election, with discussions on the challenges for the likely Prime Minister, party win margins, and the acceptance of fair poll verdicts, as an EU chief observer hails the elections as a 'big day for democracy.'

BNP Paribas's alternatives asset management unit, Capza, has successfully raised €1.4 billion for its latest fund.

Following a landslide election, analysts suggest a reset of India's relationship with a BNP-led Bangladesh is possible, while the country anticipates whether its new leader, Tarique Rahman, can bring change.

The Bangladesh Nationalist Party (BNP) is set to commence interviews for aspirants seeking women's reserved seats starting from Friday.

According to BNP, investors are currently prioritizing data center components that are in short supply, specifically focusing on memory and optical components.

The Securities and Exchange Commission of Pakistan (SECP) has issued a Buy Now Pay Later (BNPL) license to Koko Tech Pakistan, a firm backed by Alibaba. This approval allows the company to operate its BNPL services in the country.

BNP Paribas has started coverage on PACCAR (PCAR) with a 'Neutral' rating, citing improving European orders.

Ceny czekolady w sklepach reagują na zmiany na rynku kakao z pewnym opóźnieniem - wskazuje Jakub Jakubczak, ekspert do spraw sektora żywnościowego w BNP Paribas.

BNP Paribas Wealth Management suggests that gold remains a particularly attractive investment, even with recent declines, due to ongoing geopolitical headwinds.

BNP Paribas suggests that Microsoft's stock could see potential tailwinds from upgrades to its Copilot AI assistant and ongoing catalysts related to its Azure cloud services. These factors are expected to contribute to the company's market performance.

BNP candidate Rubel secured a decisive victory in the Sherpur-3 by-election in Bangladesh, marking a significant win for the party.

Political parties in Bangladesh are in the process of preparing for nominations for women's reserved seats in the Jatiya Sangsad (parliament). While BNP is still sorting its candidates, Jamaat has finalized its selections.

Bangladesh Prime Minister Tarique stated that the BNP government views the family, rather than the individual, as the fundamental unit for development.

Shahe Alam has claimed that Yunus gave a 'trophy' of the July movement to the BNP in London.

A state minister in Bangladesh credited the BNP for events in 1971, 1990, and 2024 in parliament, prompting the opposition to seek expunction for what they called 'false' claims.

The Bangladesh Nationalist Party (BNP) is reportedly considering scrapping interim ordinances, indicating a potential shift in policy.

Malaysia's central bank, BNM, announced the establishment of a new Consumer Credit Commission to regulate the Buy Now Pay Later (BNPL) sector, addressing concerns over rising debt and rapid expansion.

Bangladesh Nationalist Party (BNP) leader Nahid announced the party's rejection of a referendum directive, citing constitutional grounds.

BNP Paribas analysts estimate that Synopsys' planned software license price increase will likely be implemented over a period of two to three years.

Chișinău hosted the GPeC Meetup, a key event for e-commerce and digital transformation in the region, supported by Iute Moldova and bringing together entrepreneurs and experts to discuss BNPL's role in accelerating e-commerce growth.

European banks, including BNP Paribas, are increasing their share in Japan's burgeoning market for financing private equity deals, with BNP Paribas notably strengthening its position.

A seemingly minor incident involving bottle cap throwing escalated into a clash between supporters of the BNP and Awami League in Kushtia, Bangladesh.

The play 'Offline,' which explores the digital age, hate speech, and divisions, is set to premiere on March 27th at the Bosnian National Theatre in Zenica.

BNL BNP Paribas and Grimaldi Euromed S.p.A., part of the Grimaldi Group, have finalized a €50 million financing agreement for the 'Grande Istanbul' vessel, strengthening their long-standing partnership.

An elderly man was fatally beaten during an arbitration meeting in Barisal, leading to the detention of a BNP leader in connection with the incident.

BNP Paribas Asset Management has set an ambitious target to achieve €350 billion in net inflows by the year 2030, outlining its growth strategy.

BNP Paribas has outlined a strategic plan for 2030, focusing on significant growth within its asset management division.

A political commentary comparing BNP to 'lau' and Jamaat to 'kodu' has emerged in Bangladesh, as reported by online.thedailystar.net, reflecting current political rhetoric.

BNP Paribas reports that AMD is likely to secure more gigawatt deals in the pipeline, indicating an acceleration in CPU demand.

Groups of pro-BNP lawyers in Bangladesh, including nine from one incident and ten from Barishal, have issued apologies to the High Court for their involvement in courtroom vandalism.

One million New Zealanders are utilizing Buy Now Pay Later (BNPL) schemes, but there are growing concerns that current regulations may not be sufficient to protect users from potential harm.

Nahid has urged the BNP to take an oath as a member of the reform commission and to remove the current president.

The BNP, led by Tarique Rahman, won a decisive mandate in February 2026, winning 209 of the 298 seats; its allies picked up another three seats, giving the block a clear majority in the 299-member…

Nahid: Rape rise across country since BNP formed govt  Dhaka Tribune

Ein Energiepreisschock könnte alle Anlageklassen treffen: Die Chefvolkswirtin von BNP Paribas und die Chefstrategin von Blackrock erklären, was der Irankrieg für Anleger bedeutet.

The Taiwan Stock Exchange has become increasingly tied to American capital, as the global artificial intelligence boom drew a record amount of US investments into the island’s semiconductor-heavy equity market. US investors currently hold a record US$668 billion worth of Taiwan equities – about 23 per cent of the exchange’s total market capitalisation – after funnelling roughly US$12 billion into the market in 2025, according to BNP Paribas, citing data from Treasury International Capital – a...

Analysts have issued new ratings and price targets for several companies, including Morgan Stanley lifting its PT on Banco Santander, BNP Paribas upgrading NatWest Group, and Wedbush cutting Playtika while standing firm on AppLovin and Unity. Additionally, Aerovironment stock experienced a significant pop and drop, while O-I Glass shares are up despite a fund selling off a large stake.

Jamaat weighs BNP offer of deputy speaker post amid questions over July Charter  The Daily Star

Nike continues to face challenges in the Chinese market, leading BNP Paribas to maintain a bearish outlook on the company's stock.

Top Nike Distributor Sounds Profit Alarm As BNP Says China Remains "Red Flag" Nike has reported declining quarterly sales in China, where demand remains under pressure from mounting macroeconomic headwinds, and the brand continues to lose market share to newer competitors. This weakness has dented the shoemaker's broader turnaround efforts and suggests a much-needed reset in the Chinese market. The stock is down 65% from its 2021 peak and is now trading at 2017 levels, as invest...

A BNP candidate has collected nomination papers for the upcoming Bogra-6 by-election.

Mirza Fakhrul stated that the BNP party will move forward, inspired by the ideals of 1952, 1971, 1990, and 2024.

A shake-up at the Bangladesh central bank is testing the reform credibility of the Bangladesh Nationalist Party (BNP).

BNP Paribas Bank Polska, Poznań City Hall, Fundacja Daj Herbatę, and CK Legal Chabasiewicz Kowalska i Wspólnicy have been named winners of the 'Równowaga 2025' competition in Poland, with Martyna Kostrzewska as its ambassador.

Following the recent elections in Bangladesh, the country has voted for change, and the real test for BNP leader Tarique Rahman is now beginning.

BNP has cut its rating on cable stocks Comcast and Cable One, citing increasing headwinds from fiber optic competition as a primary concern for their future performance.

Indonesia's National Disaster Management Agency (BNPB) has denied claims of evicting a Sumatra disaster victim from their housing.

Nutrien's stock was downgraded by BNP Paribas, citing increasing pressure on nitrogen prices as the reason.

The BNP (Bangladesh Nationalist Party) is now concentrating its efforts on securing women’s reserved seats in the National Parliament.

A BNP leader has sustained bullet injuries in Kalabagan, Dhaka, as reported by the Dhaka Tribune.

BNP candidate Sanjida Islam Tulee has alleged election rigging in Dhaka-14 and is seeking re-election.

BNP Paribas is reportedly joining BlackRock and JPMorgan in the movement to tokenize funds on the Ethereum blockchain, indicating a growing trend among major financial institutions.

BNP suggests that Celestica's growth trajectory and strong engineering capabilities are set to broaden its market opportunities.

The BNP has won back power but must change the nation’s politics to satisfy voters

Tarique Rahman of the BNP is sworn in as the prime minister of Bangladesh. His cabinet appointments are also revealed.

The BNP (Bangladesh Nationalist Party) is expressing hope to form a government after securing more than two-thirds of the seats in the 2026 elections, according to Mahdi Amin.

Futures, Global Markets Rise With US Markets Closed For President's Day Stocks gained, bitcoin tumbled and bonds steadied after Friday's cool CPI data reinforced expectations that the Fed will cut interest rates on multiple occasions this year. With US markets closed for the Presidents’ Day holiday and mainland China’s markets closed for Lunar New Year holidays, trading was muted on Monday. As of 9:00am ET, futures on the S&P 500 added 0.4% and Europe’s Stoxx 600 index rose 0.4% as banking shares rebounded from a sharp decline last week. German bunds and Treasury futures were steady after US yields touched the lowest since December on Friday. The path of US interest rates remains in focus following Friday’s slower-than-expected US inflation print as traders fully price a Fed cut in July and the strong chance of a move in June.   “The backdrop for equities is positive post CPI,” said Andrea Gabellone, head of global equities at KBC Securities. At the same time, there could be “more dispersion ahead as sentiment around key AI-exposed sectors is still very critical,” he added.  That sentiment was echoed by other strategists seeking to distinguish between AI losers and winners. A JPMorgan Chase & Co. team led by Mislav Matejka urged caution on stocks at risk of AI-driven “cannibalization,” including software, business services and media companies. Meanwhile, banks are developing baskets to capitalize on the divergence: as we first reported last Thursday, Goldman launched a new basket of software stocks that goes long firms that will benefit from AI adoption, while shorting the companies whose workflows could be replaced. With AI disruption rippling through markets, a lot will come down to earnings resilience, in particular in the US.  “When you look at the current earnings season, the companies are showing 13% of growth,” Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan, told Bloomberg TV. “Overall, this is the reason why we continue to be positive on the S&P.” Later this week, traders will be watching for ADP private payrolls numbers on Tuesday and the minutes from the Fed’s January meeting on Wednesday for a fresh read on the economy. European stocks gained with bank shares rebounding, after posting their biggest weekly decline since April on worries about disruption from artificial intelligence. The basic resources sector lags, with Norsk Hydro among Europe’s worst performers as both Goldman Sachs and RBC downgrade the stock. Stoxx 600 rises 0.4% to 620.26 with 253 members down, 336 up, and 11 unchanged. Here are some of the biggest movers on Monday:  NatWest shares rise as much as 4%, the most since October, as Citi analyst Andrew Coombs raises his price target on the UK bank to a Street-high. Seraphim Space shares rise as much as 9.2%, briefly hitting a new all-time high, after the space tech investment firm said the valuations of its four largest holdings increased over the final months of 2025. AECI shares rally as much as 6.1%, the most since July, after the South African commercial-explosives maker shared improved 2025 headline earnings per share guidance. Orsted shares rise as much as 3.8% after analysts at Kepler raise the recommendation to buy from hold over the Danish renewable energy firm’s outlook, despite ongoing uncertainty for the industry in the US. Norsk Hydro shares fall as much as 4.4%, extending Friday’s 5.9% earnings-triggered drop, after being downgraded at Goldman Sachs and RBC over disappointments and pricing pressures in the Norwegian aluminum company’s downstream business. Galderma shares slip as much as 2.2% after naming Luigi La Corte as its new chief financial officer following the news back in July that Thomas Dittrich was departing. Pinewood Technologies shares tumble as much as 32%, the most since April 2024, after Apax Partners said on Friday it will not proceed with a possible cash offer for the car dealership software provider. FlatexDEGIRO shares drop as much as 7.2% after BNP Paribas downgraded the online brokerage firm to neutral from outperform, saying the price reflects too much optimism about its market position in Germany. Maurel & Prom shares slump as much as 12%, pulling back after ending last week at a 2015-high, after announcing it is not currently authorized to resume oil and gas operations in Venezuela. Barratt Redrow shares fall as much as 3.7%, leading a drop in British homebuilders after Rightmove said house prices are stalling. Asian stocks slipped for a second day, led by declines in Japan as traders booked profits after last week’s post-election rally. Several markets were closed or held shortened trading sessions for the Lunar New Year holiday. The MSCI Asia Pacific Index was down 0.1%. Japan’s Topix Index fell 0.8%, with Mizuho Financial Group Inc. and Toyota Motor Corp. among the companies contributing to the index’s losses.In Hong Kong, AI model developer Minimax Group Inc. surged as much as 30% to more than four times its original listing price, while competitor Knowledge Atlas JSC Ltd. ended 4.7% higher. The market will be closed until Thursday. As investors across the region begin to reevaluate their bets on its artificial-intelligence-driven rally, traders in Japan cashed in gains driven by expectations of Prime Minister Sanae Takaichi’s proactive spending policies last week.Trading in Singapore ended early Monday and will be shut until Wednesday. Equity markets in mainland China, South Korea, Indonesia and Vietnam were closed.  In FX, the yen is the notable mover in currencies, weakening 0.5% against the dollar and pushing USD/JPY back above 153. The offshore yuan is one of the better performers against the greenback. The Bloomberg Dollar Spot Index rises 0.1%. There is no cash trading in Treasuries due to the Presidents’ Day holiday. European government bonds are little changed In commdities, gold dipped below $5,000 an ounce, as traders booked profits from a gain in the previous session. Bitcoin tried anf ailed to stage a modest rebound; it last traded around $68,275 after posting its fourth consecutive weekly loss, with the cryptocurrency struggling to find clear direction as a weekend rally fizzled once the momentum ignition algos emerged.  WTI crude futures tread water near $62.90 a barrel.  Top Headlines President Trump said there will be voter ID rules in the mid-term elections this year, whether Congress approves it or not, and they will present a legal argument in an Executive Order. Furthermore, Trump said he has searched the depths of legal arguments not yet articulated nor vetted on this subject, and they will be presenting an irrefutable one in the very near future. Iran says potential energy, mining and aircraft deals on table in talks with US: RTRS Pentagon threatened to cut its ties with Anthropic over the company’s insistence that some limitations are kept on how the military uses its AI models: RTRS UK eyes rapid ban on social media for under 16s, curbs to AI chatbots: RTRS Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis: BBG Warner Bros. Weighs Reopening Sale Negotiations With Paramount: BBG Companies Are Replacing CEOs in Record Numbers—and They’re Getting Younger: WSJ Europe aims to rely less on US defence after Trump's Greenland push: RTRS DOJ Tells Lawmakers Epstein File Redactions Complied With LawL BBG For College Applicants, Pressure to Make Summers Count Has Gotten Even Worse: WSJ Fed's Goolsbee (2027 voter) said on Friday that they are still seeing pretty high services inflation, and he hopes they have seen the peak impact of tariffs, while he added that the job market has been steady, with only modest cooling.  The Break Is Over. Companies Are Jacking Up Prices Again: WSJ Trade/Tariffs USTR Greer said the US and Ecuador expect to sign a trade agreement in the coming weeks. China will waive import value-added taxes on selected seeds, genetic resources, and police dogs through to 2030 to increase agricultural competitiveness and breeding capacity. It was also reported that China will grant zero-tariff access to 53 African nations from May 1st, according to Bloomberg. Chinese Foreign Minister Wang Yi told his French and German counterparts that China and the EU are partners, not rivals, while he added that China and the EU should manage differences, deepen practical cooperation and work together on global challenges. A more detailed look at global markets courtesy of Newsquawk APAC stocks began the week in the green but with gains limited following a lack of major fresh catalysts from over the weekend and amid thinned conditions owing to holiday closures in the region and North America. ASX 200 traded marginally higher with upside led by tech, although gains are capped by underperformance in the utilities, mining, materials and resources sectors, while participants also digested a slew of earnings releases. Nikkei 225 traded indecisively with the index constrained by disappointing Japanese preliminary Q4 GDP data, which showed the economy returned to growth but failed to meet expectations with GDP Q/Q at 0.1% (exp. 0.4%), and annualised GDP at 0.2% (exp. 1.6%). Hang Seng finished higher in a shortened trading session on Chinese New Year's Eve but with upside limited by tech weakness amid some confusion after the Pentagon added several companies including Baidu, Cosco, BYD, Huawei, Nio, SMIC, Tencent, and more to a list of Chinese firms aiding the military on Friday, but then withdrew the updated list shortly after it was posted. Furthermore, price action was also restricted by the closure of mainland markets and the absence of stock connect flows, which will remain shut for more than a week. US equity futures kept afloat in quiet trade amid the absence of drivers and participants. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with losses of 0.4% on Friday. Asian Headlines Chinese President Xi called for the anchoring of economic growth around domestic demand as its main driver, in a speech during a key policy meeting late last year that was released on Sunday. China is to establish a permanent financial support framework to promote rural revitalisation and prevent a slide back into poverty, which represents a shift from transitional aid to long-term support. China’s market regulator summoned major online platform companies on Friday, including Alibaba, Douyin and Meituan, while it directed them to comply with laws and regulations, and rein in promotional practices, according to Bloomberg. US Secretary of State Rubio and Japanese Foreign Minister Motegi reaffirmed their commitment to deepen bilateral ties. Disney (DIS) sent a ‘cease and desist’ letter to ByteDance over Seedance 2.0 and alleged that ByteDance has been infringing on its IP to train and develop an AI video generation model without compensation, according to Axios. It was later reported that ByteDance said it would curb its AI video app following Disney's legal threats, according to the BBC. RBI tightened rules for loans provided to brokers and proprietary firms in an effort to reduce market speculation FX DXY eked slight gains in rangebound trade after a lack of major catalysts and with US participants away on Monday. EUR/USD was little changed amid the absence of any major macro catalysts and with light newsflow from the bloc, while comments from ECB President Lagarde and news that the ECB is to make its repo backstop available to other central banks across the world, did little to spur price action. GBP/USD held on to most of Friday's spoils but with price action contained by resistance around 1.3650 and following comments from BoE's Mann that the UK economy is sluggish and tepid, with consumers spending less due to being scarred by high inflation. USD/JPY edged higher and returned to above the 153.00 level in the aftermath of the weaker-than-expected preliminary Q4 GDP data for Japan. Antipodeans were mixed with little fresh macro drivers and a lack of tier-1 data from either side of the Tasman. Fixed Income 10yr UST futures traded little changed and held on to last week's spoils after returning above the 113.00 level in the aftermath of the softer US inflation data, while price action was contained to start the week by the closure of US cash markets for Washington's Birthday. Bund futures lacked demand in the absence of any major catalysts and with light newsflow from the bloc. 10yr JGB futures were marginally higher following disappointing preliminary GDP data for Q4, but with gains limited after failing to sustain a brief reclaim of the 132.00 level. Commodities Crude futures were rangebound amid light energy-specific newsflow from over the weekend and after last Friday's indecisive performance, where attention was on a source report that noted OPEC+ is leaning towards resuming oil output hikes from April, but with no decision made. Slovak PM Fico said he has information that the Druzhba pipeline has been fixed after damage in Ukraine, although he believes that supplies to Hungary and Slovakia have become a part of political blackmail. Spot gold took a breather after edging higher in the aftermath of the recent softer-than-expected US inflation data, with price action also contained by the holiday closures across Asia and North America. Copper futures were subdued, with their largest buyer away for more than a week due to the Chinese New Year/Spring Festival holiday. Texas venture-backed startup Hertha Metal vowed mass production of steel with 25% cost savings, which could reduce US reliance on imports. Geopolitics: Middle East US military is preparing for potential operations against Iran that could last for weeks if US President Trump orders an attack and the US fully expects Iran to retaliate, according to sources cited by Reuters. US President Trump told Israeli PM Netanyahu during a meeting in December that he would support Israel striking Iran’s ballistic missile program if the US and Iran are not able to reach a deal, according to CBS. Iran confirmed that indirect talks between the US and Iran will resume in Geneva on Tuesday under the mediation of Oman, while Iranian Foreign Minister Araghchi left for Geneva on Sunday. Iranian diplomat said Iran is open to nuclear deal compromises if the US discusses lifting sanctions, while it was also reported that Iran said potential energy, mining and aircraft deals are on the table in talks with the US. Israel’s cabinet approved the proposal to register West Bank lands as ‘state property’, while Palestinians condemned the ‘de facto annexation’ which Peace Now said likely amounts to a ‘mega land grab’. Geopolitics: Ukraine US President Trump said on Friday that Ukrainian President Zelensky is going to have to get moving and that Russia wants to get a deal. US Secretary of State Rubio said they don’t know if Russia is serious about finding an end to the war in Ukraine and will continue to test it, while it was reported that he met with Ukrainian President Zelensky on security and deepening defence and economic partnerships. Ukrainian drones targeted Russia’s Taman seaport and fuel tanks in the Black Sea region. UK and European allies were reported on Friday to be weighing seizing Russian shadow fleet ships and tightening curbs on Russia's economy. French Foreign Minister Barrot said some G7 nations have expressed a willingness to proceed with a maritime services ban on Russian oil, which they hope to include in the 20th sanctions package that they are actively preparing. Geopolitics: Other European Commission President von der Leyen said that they face the very distinct threat of outside forces trying to weaken their union, while she added that mutual defence is not an optional task for the European Union; it is an obligation within their own treaty, and it is their collective commitment to stand by each other in case of aggression. Pentagon said the US military struck an alleged drug cartel boat in the Caribbean, which killed three people. DB's Jim Reid concludes the overnigt wrap I hope you all had a good weekend. To stay in Winter Olympics mood the family watched "Cool Runnings" last night. I haven't seen it for 32 years. Please don't tell anyone but I had a few tears in my eyes at the end. I blamed it on the hay fever that has now started. There will be a lot of tears out there in markets for other reasons at the moment. Just two weeks ago, the idea of AI-driven disruption still felt like an abstract, almost academic thought experiment—something we could safely revisit once we had clearer evidence of how AI would be deployed and integrated across the economy. Fast forward 14 days, and markets have wiped out well over a trillion dollars of global equity value on the fear that AI could fundamentally reshape business models and compress profitability across a wide range of industries, including software, legal services, IT consulting, wealth management, logistics, insurance, real estate brokerage and commercial real estate. Some of the sell off in “old economy” sectors feels overdone to me. But as I argued in our 2026 World Outlook back in November, the real challenge is that even by the end of this year we still won’t have enough evidence to identify the structural winners and losers with confidence. That leaves plenty of room for investors’ imaginations—both optimistic and pessimistic—to run wild. As such big sentiment swings will continue to be the order of the day. My instinct is that the reaction in things like commercial real estate, for example, has been particularly exaggerated. Markets seem to be extrapolating a scenario in which vast numbers of white collar workers are made redundant almost overnight, leading to a dramatic collapse in office demand. If that view turns out to be correct, we’ll be facing societal challenges far larger than anything currently being priced into equities. While trying to catch a falling knife may be too risky for many, beginning to cushion the descent could be sensible in many old economy sectors. Markets can’t sustain a disruption narrative across multiple sectors for months or quarters without concrete evidence — and that evidence is likely to take much longer to emerge. Fascinating times. As for this week, today is a US holiday but inflation will remain in the spotlight at a global level after Friday's slightly softer US CPI which helped contribute to a decent rates rally to end the week. Prints are due in the US (PCE - Friday), the UK (Wednesday), Canada (Tuesday) and Japan (Friday). Other economic highlights will include the FOMC minutes (Wednesday), Q4 GDP in the US (Friday), as well as the global flash PMIs (Friday). Earnings reports will feature Walmart (Thursday), Nestlé (Thursday) and BHP (today). It's the earnings calm before next week's Nvidia storm. In the US, this holiday shortened week (President's Day today) features a data calendar dominated by releases that were pushed back by last year’s government shutdown. The most consequential updates will land on Friday, when the advance estimate of Q4 GDP arrives alongside December’s personal income and consumption figures—key inputs for shaping expectations for the early part of this year. For markets assessing the underlying pulse of demand heading into 2026, private final sales to domestic purchasers (PFDP) will carry more weight than the headline GDP print. This indicator—closely monitored by Fed Chair Powell—is expected by our economists to slow to 2.0% from 2.9% in Q3, though risks appear tilted upward. One swing factor: Wednesday’s durable goods report, where modest gains outside of transportation could soften the deceleration. On the consumer front, real PCE growth is expected to cool to 2.5% after two quarters of outsized strength but should still signal ample momentum heading into the new year. Friday’s income and spending report will also offer the latest reading on core PCE, the Fed’s preferred inflation gauge. Our economists expect another 0.4% monthly increase for December, lifting the year over year rate to 2.9%. Updated seasonal factors from last week’s CPI release suggest some mild downward pressure on inflation trends in the second half of 2025. Still, January’s CPI data, although softer than we anticipated, do not translate into equivalent relief for core PCE—in fact, our team currently sees another 0.4% gain for January's release (delayed until March 13th). Depending on the strength of medical services, airfare, and portfolio management components in the upcoming PPI report, a 0.5% monthly rise cannot be ruled out, which would push the year over year rate toward 3.1%. So don't get too excited about the softer CPI last week and the huge rates rally. Additional releases this week will help clarify whether recent severe winter weather has disrupted factory sector activity. January industrial production, due Wednesday, should benefit from a jump in utility output, while weather effects may weigh on the Empire State Survey tomorrow and the Philadelphia Fed survey on Thursday. Labor market data will also be in focus, particularly Thursday’s jobless claims, which line up with the survey week for the February employment report. As our economists have pointed out, private nonfarm job gains have averaged 103k over the past three months, slightly above the pace at this point in 2025 and matching the start of 2024. See their latest US employment chartbook here. This week will also feature a dense lineup of Federal Reserve speakers which you can see alongside all the key global data in the day-by-day week ahead calendar at the end as usual. Moving away from the US, inflation will also be in focus in Japan (Friday) and Canada (tomorrow). For the former, our Chief Japan Economist sees the January nationwide CPI showing a slowdown in both core CPI inflation ex. fresh food to 2.1% YoY (+2.4% in December) and core-core CPI inflation ex. fresh food and energy to 2.7% (+2.9%). Also important will be the global flash PMIs due on Friday as a health check on global growth. In Europe, the spotlight will be on UK inflation (Wednesday), with labour market data due tomorrow and retail sales on Friday. Our UK economist expects headline CPI inflation to drop to 3.0% YoY (3.4% in December) and core CPI also landing at 3.0% YoY (3.2% YoY). See more in his full preview here. In terms of key rate decisions, the RBNZ are expected to remain on hold on Wednesday. Finally, the Munich Security Conference wrapped up over the weekend, where key topics included Ukraine, Russia, and the fate of Greenland. And while US Secretary of State Marco Rubio’s speech was nothing like Vice President JD Vance’s at last year’s conference, which triggered a “wake-up” call for European leaders, Rubio reiterated the administration’s view that Europe needed to leave behind its focus on energy policies, trade and mass migration. Recapping last week now, the tech volatility that has dogged markets since the start of the month broadened into a far more indiscriminate sell-off. The trough came on Thursday, marked by a sharp drop in software stocks, but the weakness extended well beyond tech. Companies across wealth management, real estate and financials suffered double digit declines, underscoring how widespread the pullback has become. Market breadth confirmed this shift as the equal weighted S&P 500 fell -1.37% on Thursday, though it managed to finish the week up +0.29% (+1.04% on Friday). Ultimately, the sell-off left the major US indices on the back foot: the S&P 500 slipped -1.39% (+0.05% on Friday), the Nasdaq lost -2.10% (-0.22% on Friday), and the Magnificent 7 slid -3.24% (-1.11% on Friday). Although the AI scare dominated sentiment, a heavy slate of US data also shaped the market narrative. Early in the week, softer prints—including flat December retail sales, a dovish Q4 Employment Cost Index, and slower Q4 growth expectations from the Atlanta Fed—pushed Treasury yields lower across the curve. That picture shifted midweek after a stronger than expected January jobs report, which delivered the largest gain in nonfarm payrolls (+130k vs. +65k expected) since December 2024 and reinforced confidence that the US economy carried solid momentum into 2026. Then on Friday, January CPI came in below expectations, adding another dovish note. Although the data offered mixed signals at times, the overall takeaway was sufficiently dovish for traders to increase the number of expected rate cuts by December 2026 to 63.4bps (+7.7bps on the week). This helped drive the largest weekly drop in the 10 year Treasury yield since August 2025, down -15.8bps (-5.0bps on Friday) to 4.05%. The 2 year yield also moved sharply lower, falling -8.9bps to 3.41% (-4.8bps on Friday), its lowest level since 2022. European markets, meanwhile, delivered a comparatively resilient performance. The STOXX 600 (+0.09%, -0.13% Friday), DAX (+0.78%, +0.25% Friday) and FTSE 100 (+0.74%, +0.42% Friday) all posted modest gains for the week. European sovereign bonds rallied as well, with the 10 year bund yield dropping -8.7bps—its steepest weekly decline since April 2025. That move was outpaced by gilts, which fell -9.8bps (-3.6bps on Friday) despite a sharp early week sell-off triggered by renewed questions surrounding Prime Minister Keir Starmer’s position. Elsewhere, performance was mixed. Brent crude edged down -0.44% (+0.34% on Friday), while gold extended its upward run, rising +1.56% (+2.43% on Friday). Will London’s half term week finally give us a quiet week in 2026? You’d probably have to guess at ‘unlikely’. Tyler Durden Mon, 02/16/2026 - 09:40

Bangladesh has invited Indian Prime Minister Narendra Modi to attend Tarique Rahman’s swearing-in as the country’s next leader, a gesture analysts say could help steady relations after months of strain between the neighbours. Rahman’s Bangladesh Nationalist Party (BNP) secured victory in last week’s national polls, paving the way for the long-time opposition leader to take office after years on the political sidelines. Modi will not attend Tuesday’s ceremony because of prior commitments, but...

Minister for Planning Ahsan Iqbal is set to attend the oath-taking ceremony of Bangladesh’s Prime Minister-elect Tarique Rahman of the Bangladesh Nationalist Party (BNP), who won a landslide victory in last week’s elections, the Foreign Office (FO) said on Monday. The election was the first since a deadly 2024 uprising ousted the iron-fisted rule of Sheikh Hasina. Rahman is a scion of one of Bangladesh’s most powerful political dynasties. In a statement issued today, the FO said that Iqbal will represent Pakistan at the oath-taking ceremony, scheduled to be held on February 17 in Dhaka. More to follow

Bangladesh held its first election since the overthrow of Sheikh Hasina, with the BNP winning and concerns raised over the rise of an Islamist party and women's freedoms.