Daily Market Insight

• BOJ joins a rate-hike party that other big central banks have left • US single-family housing starts, permits near two-year highs • German investor morale improved more than expected in March • Yen falls in defiance of historic BOJ shift; dollar firm

• US factory production rebounds from weather-induced slump • Japan core machinery orders fall more than expected, fuel economic uncertainty • China's upbeat industrial output, retail sales tempered by frail property • Dollar up, yen steady as BOJ policy shift looms

• US consumer sentiment, inflation expectations stable in March • Chinese industrial production surges in Jan-Feb, but unemployment rises • China's Jan-Feb property investment declines narrow • US dollar poised for biggest weekly gain since mid-January; yen falls ahead of BOJ

• US business inventories unchanged in January • China house prices fall at a faster pace in Feb • China central bank leaves key policy rate unchanged, as expected • Dollar gains ahead of PPI release; euro seeks ECB clues

• European banks' bumpy recovery a year after Credit Suisse collapse • Toyota agrees to biggest wage hike in 25 years, paves way for BOJ shift • Thai industrial sentiment falls slightly in February on slower domestic demand, exports • Dollar steady after strong CPI; GBP treads water with data dump in focus

• US inflation rises 3.2% in February, faster than estimates • US February budget deficit climbs on interest costs, tax refunds • BOJ to offer guidance on bond buying pace upon ending YCC • Asia FX muted as dollar steadies before CPI data; Yen retreats

• JPMorgan's Dimon urges US Fed to wait past June before cutting rates • BOJ chief Ueda slightly tones down optimism on economy • Japan PPI inflation up more than expected in Feb, furthers BOJ pivot bets • Dollar ends week under pressure as data keeps rate cut hopes alive

• US labor market cooling; unemployment rate rises to two-year high of 3.9% • Japan GDP revised higher for Q4, economy ducks recession • China's consumer prices swing up on seasonal Lunar New Year gains • Dollar ends week under pressure as data keeps rate cut hopes alive

• Weekly jobless claims unchanged; trade deficit widens in January • US wholesale inventories revised down in January • Japan Jan household spending logs biggest drop in 35 months • Dollar hurt by 'dovish' Powell; yen up on BOJ policy shift speculation

• US labor market steadily easing as job openings, resignations decline • US wholesale inventories revised down in January • China's exports likely slowed in Jan-Feb as factories struggle • US dollar's strength to persist as markets eye cautious Fed