#Komerční banka reported Q4 net profit down 4.9% to CZK 4.5 billion; cost savings and releases of provisions did not fully offset weaker overall revenues, particularly lower core income and fees. #FiatNews

#Czech industry closed 2025 with solid growth despite uneven performance. CSOB chief economist Jan Bureš expects cautious optimism for 2026 driven by higher domestic investment, improving foreign demand and a new German investment cycle. #CzechRepublic #FiatNews

#Reddit delivered a strong Q4: revenues rose about 70% year‑on‑year and management maintained an optimistic outlook, lifting the stock despite broader tech weakness. #Reddit #FiatNews

#Amazon's market move driven by CapEx: Amazon reported operating results viewed as acceptable, but its planned capital expenditures of $200 billion for the year are the dominant market story — exceeding Alphabet's planned spend. #Amazon #Alphabet #FiatNews

Jeffrey Gundlach told CNBC that a weakening dollar is a central investment theme and that attention is shifting to non‑dollar markets; he also flagged government intervention as an increasingly realistic possibility. #Gundlach #FX #FiatNews

#Catastrophe bonds hit a record: issuance surged to $25.6 billion last year, up 45% year‑on‑year, signaling the once‑niche asset class is moving toward the mainstream. #FiatNews

Markets Pulse survey: Investors now see greater return potential in equities than in government bonds amid geopolitical tensions. The poll also finds expectations for a weaker US dollar and firmer gold prices in the near term. #markets #gold #FiatNews

A Markets Pulse survey released on 9 February 2026 shows investors currently favour equities over government bonds, citing greater return potential in a geopolitically tense environment. The survey frames this shift as the prevailing sentiment among market participants. Respondents also expect the US dollar to weaken further while gold is seen likely to rise. Those views were presented as the latest assessment of investor positioning amid elevated geopolitical risks. If these expectations persist, they could support demand for risk assets and weigh on sovereign bond appeal, while a softer dollar and firmer gold would reflect growing interest in alternative stores of value. #stocks #bonds #USD #gold #FiatNews

The catastrophe bond market saw an extraordinary boom in 2025, with issuance reaching a record $25.6 billion — a 45% increase year‑on‑year. This growth marked the highest annual volume on record. The surge indicates that a once‑marginal asset class is moving into the mainstream, expanding the supply of insurance‑linked securities available to investors and insurers. The scale of last year’s issuance underscores growing investor appetite for alternative risk‑transfer instruments and the rising prominence of catastrophe bonds in global capital markets. #CatastropheBonds #InsuranceLinkedSecurities #Reinsurance #FiatNews

Economists Lorenzo Rotunno and Michele Ruta warn that U.S. tariffs have produced a range of unintended consequences, according to a commentary on VoxEU. Rather than only protecting domestic industry, the measures have prompted distinct policy and trade responses abroad. Rotunno and Ruta identify three main reactions: retaliatory tariffs by affected countries, domestic industrial policies aimed at supporting hurt local producers, and moves toward economic integration with alternative partners. Their analysis highlights how tariff policies can reshape international economic relations and prompt both protectionist and integrative responses across different economies. #US #tariffs #trade #VoxEU #FiatNews

On Feb. 7, 2026, DoubleLine CEO Jeffrey Gundlach told CNBC that a weakening U.S. dollar is one of the central investment themes he is watching. Gundlach said the direction of non-dollar markets and currencies is becoming a key focus for investors as the dollar declines. #JeffreyGundlach #DoubleLine #USD #FX He warned that as currency dynamics shift, the prospect of government intervention to influence exchange rates is becoming a more realistic possibility. Gundlach framed this potential intervention as part of the evolving landscape investors must monitor for its impact on asset prices and cross-border capital flows. Gundlach’s comments underscore a growing emphasis on currency risk in portfolio positioning and on how policy responses could alter market outcomes. Investors should therefore track moves in major non-dollar markets and any official signals on intervention measures. #FiatNews

Economist Jakob Feveile and colleagues, writing on VoxEU, revisit the long-held view of the US dollar as a global “safe-haven” currency—an asset investors flock to during periods of heightened uncertainty and market risk. Their article questions whether the dollar’s historical role as a sanctuary remains accurate when examined against empirical evidence and market behavior. The authors analyze the dollar’s performance in episodes of stress and compare it to other assets commonly seen as refuges. They probe the mechanisms by which capital flows, exchange-rate dynamics and investor preferences can alter the dollar’s behavior in crises, suggesting that its status may be more conditional and historically variable than often assumed. The piece offers a reassessment of a fundamental assumption in international finance and encourages closer scrutiny of when and why the dollar acts as a safe haven. #USD #VoxEU #FiatNews

On 6 February 2026, a commentary revisited the recurring debate over the future of the classic 60/40 portfolio — typically 60% equities and 40% bonds — amid ongoing concerns about low bond returns. The piece opens with the observation that talk of the so‑called "death of 60/40 portfolios" keeps resurfacing. The core issue is straightforward: critics argue that persistently low expected returns on bonds undermine the role of the 40% allocation as a stabiliser and income source. The commentary notes that these warnings have appeared repeatedly over time, usually linked to periods when bond yields are expected to be weak. As the discussion persists, investors are reminded that the debate stems less from a single seismic development than from recurring concerns about bond return prospects, prompting reconsideration of portfolio construction rather than announcing a definitive end to the 60/40 approach. #stocks #bonds #portfolio #FiatNews

Concerns are growing for Chinese EV makers as long-term declines in BYD shares highlight investor unease over profitability. Weakening domestic demand and higher raw-material costs are cited as key headwinds for the sector. #BYD #FiatNews

Reddit delivered a strong Q4: revenue rose about 70%, with results beating expectations on top-line, profitability and user growth. The performance lifted the stock despite broader tech sector weakness. #Reddit #FiatNews

US labour signal mixed: job openings fell unexpectedly in December and Challenger reported significant layoffs in January. Official US employment data are due next Wednesday and will be watched closely by markets. #USJobs #FiatNews

The Czech National Bank left rates unchanged at 3.5% and delivered a mildly hawkish message. Governor Aleš Michl said this year’s inflation decline is largely one-off; future policy hinges on wage dynamics and services inflation. #CNB #FiatNews

Czech industry closed 2025 with solid but uneven growth. ČSOB chief economist Jan Bureš sees a cautiously optimistic 2026 outlook, citing potential support from higher domestic investment, recovering external demand and the start of a new German investment cycle. #FiatNews

Komerční banka reported Q4 2025 net profit down 4.9% year-on-year to CZK 4.5bn, weighed by weaker core yields and lower fees. Management flagged cost savings and reserve releases but said these did not fully offset revenue declines; outlook for 2026 described as optimistic. #Komerčníbanka #FiatNews

Sector rotation in US markets: tech leaders retreated while defensive stocks gained traction. The move reflects a reallocation of capital rather than a broad-market washout, with investors favouring lower-volatility names amid rising uncertainty. #FiatNews