Forex News

Thursday, February 12, 2026

The delayed US Non-Farm Payroll number was released overnight and almost doubled expectations. The headline Unemployment rate fell to 4.3%, revealing a stronger than expected labour market, easing pressure on the Fed to cut rates further. US Bond Yields rose in response, while the US Dollar remained steady. Market now await the important CPI inflation reading, set to be released tomorrow. Expectations are for a softer reading, which will allow the Fed some latitude. The EUR drifted back to 1.1870, while the GBP pushes towards 1.3700, amidst all the British leadership political turmoil.The AUD was the star performer, surging to a 3-year high of 0.7140, while the NZD fumbled around 0.6050. The NZD/AUD cross rate has hit lows not seen since the GFC, supported by interest rate differentials and the huge increase in Australian commodity prices.

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