Japan Trade Balance Jan: ¥-1152.6B (est ¥-2129.1B; prev ¥105.7B; prevR ¥113.5B) - Imports (Y/Y): -2.5% (est 3.5%; prev 5.3%; prevR 5.2%) - Exports (Y/Y): 16.8% (est 13%; prev 5.1%) - Trade Bal Adjusted: ¥455.5B (est ¥-162.6B; prev ¥-208.6B)
Original source ↗  |  February 17, 2026 at 23:53 UTC  |  Twitter - @LiveSquawk

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: JPY DIRECTION: Long THESIS: The IMF urges Japan to keep raising rates and avoid reducing sales tax, which would support fiscal health and potentially strengthen the JPY. SPEAKER: @ReutersBiz TIMEFRAME: Medium-term

IDEA 2 TICKER: JPY DIRECTION: Long THESIS: Japan's trade balance improved significantly in January, driven by strong export growth (16.8% Y/Y) and declining imports, which is positive for the JPY. SPEAKER: @LiveSquawk TIMEFRAME: Short-term

IDEA 3 TICKER: GS DIRECTION: Long THESIS: Stanley

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