Daily Market Insight

• Weekly US jobless claims fall unexpectedly • UK GDP grew by better-than-expected 0.3% in November • China December bank loans beat forecast • BoK holds rates steady, signals neutral bias • Thailand approves new data center projects worth $3.1 billion • Dollar strengthens on economic strength

• US PPI rose, but core hit the brakes • US retail sales remain resilient on auto buying, solid holiday spending • BoJ’s Ueda sticks to rate-hike path • China’s 2025 trade surplus hit $1.2 trillion as exports soar • The dollar was little changed mid-week as US data failed to move markets

• US core CPI up 0.2%, below rebound forecasts • US ADP employment 4-week average edges higher in late December • Global central banks draft statement backing Fed’s Powell • Bank of Thailand lowers FIDF rate through 2026 • Dollar rebounds Tuesday, recouping part of Monday’s losses

• Fed Chair Powell faces criminal investigation • Trump targets Iran business partners with 25% tariffs • Fed’s Williams says rates well placed to stabilize jobs and inflation • Euro Zone investor confidence strengthens early 2026 • Dollar weakens as Powell faces political heat

• US payrolls rise a below-forecast 50,000, unemployment lower • Michigan consumer sentiment index surges, outperforming predictions • Takaichi eyes mid-February snap election • China CPI inflation hits near 3-yr high in Dec, PPI decline eases • Thailand eyes gold trading limits to protect Baht • Dollar posts second weekly gain after US jobs report

• Weekly US jobless claims rise to 208,000 • German factory orders surge in November • Japan November real wages fall at fastest pace since January • Thai gold traders plan dollar-based trading to curb baht rally • Dollar strengthens ahead of NFP data

• US ISM services unexpectedly accelerates in December • US job openings slide to 14-month low • US ADP payrolls fall short of December expectations • Eurozone inflation eases to ECB target, supporting steady policy • Thai headline inflation remained negative in December • Dollar is slightly firmer after a strong ISM services

• Trump eyes military option for Greenland • Supreme Court may rule on Trump’s tariffs Friday • German inflation slows sharply; French inflation hits seven-month low • China imposes military-linked export controls on Japan • Dollar rebounds on higher Treasury yields

• ISM manufacturing PMI dips lower than expected • Ueda signals BOJ will keep raising rates • China services PMI slows to six-month low • Thailand to review CPI amid gap with household costs • Dollar gives back overnight gains after weak ISM PMI

• US strikes Venezuela, captures President Maduro • Fed Minutes show officials eye more rate cuts • Initial jobless claims dip, beating forecast and previous figures • China plans $51 billion in early spending boost • Dollar gains at start of 2026 after biggest annual drop in eight years