Daily Market Insight

• US retail sales unexpectedly unchanged in December • US consumer delinquencies at the highest since 2017 • Hawkish Fed tone signals comfort with current rate levels • Dollar flats ahead of delayed NFP

• Fed survey shows improved US inflation and labor expectations • Euro zone investor morale rises sharply in February • Japan’s real wages fall as inflation lingers • China tells banks to limit US treasury exposure • Dollar index retreats ahead of key US data

• Michigan consumer sentiment index rises, surpassing expectations • Fed commentary keeps data-driven stance • Japan’s Takaichi set for landslide vote win • Thailand royalists poised for surprise win • Dollar weakens on Friday amid broader risk-on sentiment

• US weekly jobless claims surge more than expected • ECB kept rates unchanged at its first meeting of 2026 • Eurozone inflation rate falls to lowest in more than a year • UK political jitters ripple across bond market and hit pound • Thailand January’s inflation stays negative for 10th straight month • Dollar firmed as investors shun risks ahead of central banks' decisions

• US ADP non-farm employment change disappointed • China's Xi and Trump talk by phone, ahead of expected meeting in April • US shutdown ends as Trump signs his funding deal with Democrats • UK service output growth rebounds to a five-month high in January • BOJ unlikely to intervene as Takaichi's fiscal push fuels bond market turmoil • Dollar takes soft labor market data in stride

• Bringing rate back to neutral level while waiting on inflation's "last mile", Fed’s Barkin said • Fed's Miran resigns from White House job • Trump’s surprise trade deal with India resets fractured ties • Australia raises key interest rate to combat inflation pressure • Dollar halts two-day rally; Aussie dollar surges after central bank rate hike

• US ISM Manufacturing PMI reach highest since 2022 • Trump launches $12 billion minerals stockpile to counter China • German retail sales inch up in December • China factory activity growth slows in January • Dollar edges up, adding to Friday’s Warsh-inspired gains

• Trump nominates Warsh to lead Federal Reserve • US government partially shuts down despite last minute funding deal • Thailand added to US currency monitoring list • BOT plans to tighten regulations on online gold trading as its price soars • Dollar rebounds, gold slumps amid Fed nomination

• Trump, Democrats reach tentative deal to avert shutdown • US Treasury tightens currency monitoring, finds no manipulation • Initial Jobless Claims dip slightly, but remain above forecast • Tokyo CPI inflation falls to near 4-year low in January • Thai MPI rebounds in December, recovery still uneven • Dollar weaker after mixed performance and US data

• Fed holds rates, flags elevated inflation and stabilising jobs • Bessent backs strong dollar after Trump shrugs off slide • BoJ minutes keep door open to further rate hikes • Thailand to tighten gold trading controls to curb baht strength • Dollar supported as Bessent backs strong USD, Fed holds steady