Daily Market Insight

• Trump praises economy and stands firm on tariffs • Nvidia’s rosy revenue forecast shows AI boom remains strong • Thailand surprises with rate cut to bolster fragile recovery • Dollar slides as Trump speech fails to spark market reaction

• US Consumer Confidence beats expectations in February • Takaichi flags rate-hike concerns to BOJ’s Ueda • China ramps up export curbs on Japanese firms • Thailand auto production rebounds on EV boost • Dollar edges higher on Tuesday

• Trump eyes new security tariffs after US Supreme Court ruling • Waller sees March FOMC as coin flip, data dependent • German business confidence rises as stimulus rollout accelerates • Thai exports jump most in four years on AI-led electronics boom • Dollar index edges lower on tariff updates, Waller remarks

• US Supreme Court strikes down Trump tariffs • US GDP grows 1.4%, missing forecasts on shutdown and trade • PCE price index surpasses expectations • G3 PMI beat expectation except US • Dollar slips after SCOTUS tariff ruling, but still gains on the week

• Trump warns of consequences if Iran deal not reached despite positive talks • A wave of US data showed mixed signals • Japan’s CPI cools to slowest pace in two years on distortions • BI holds; BSP cuts on growth risks • Dollar gains on tensions and hawkish Fed tone

• FOMC minutes highlight rate divide • US economic data exceeded market expectations • Lagarde to leave ECB before end of term • UK inflation falls to 10-month low • Dollar firms as US yields rise

• US and Iran signal progress in nuclear talks • Japan exports post strongest growth in three years on China-bound chip surge • UK unemployment nears 5-Year high and wage pressures recede • Thai banks resilient amid credit contraction and softer earnings • Dollar edges higher amid mixed trade, muted data reaction

• Japan’s former FX chief says rate hikes needed to stabilize markets • Thai growth tops forecasts, lifting the new government • Government targets ‘3-plus’ GDP growth on investment momentum • FX muted amid holiday-thinned trade

• US CPI dips below forecast • Trump aides seek to scale back metals tariffs • Japan’s Q4 GDP growth misses forecasts amid weak investment and exports • China’s used-home price decline eases in tentative positive sign • Pheu Thai backs Bhumjaithai to lead coalition • Dollar holds steady amid softer CPI

• US jobless claims settle back after severe winter weather • Taiwan, US sign trade pact to cut tariffs, boost investments • NY Fed finds US firms paid nearly 90% of 2025 tariff costs • UK economy grows just 0.1% in Q4 • Dollar moves both ways before ending flat