Daily Market Insight

• US manufacturing activity contracts for the first time in 2025 • US job openings fall, layoffs steady in slowing labor market • Euro-Zone inflation cools as ECB weighs rate-cut pause • China private manufacturing PMI gauge tops forecasts despite Trump tariffs • The dollar held steady after a volatile session with weak data

• Chicago PMI shows unexpected growth • German inflation falls short of expectations in March • Japan’s businesses show resilience • China PMI rose ahead expected Trump tariffs • The US dollar holds steady as the week kicks off

• Core PCE beat expectations, while real consumer spending barely grew • Michigan consumer sentiment dips below forecast for another month • French and Spanish inflation undershoot, backing ECB Cuts • UK retail sales rise again and beat expectation • The dollar drops on growth concerns ahead of the tariff announcement

• US GDP in Q4 2025 grew by 2.4%, slightly exceeding expectations • The US merchandise trade deficit decreased slightly as exports rose • Tokyo inflation accelerates, keeping BOJ on rate hike path • The US dollar fell as earlier tariff-driven gains faded

• Trump hits auto imports with 25% tariff starting next week • Durable goods orders demonstrate unexpected strength • UK inflation slows down unexpectedly, offering a boost for potential rate cuts • The dollar rises on tariff news

• US consumer confidence falls to its lowest since early 2021 • German business confidence rises following Merz's spending plan • The BOJ discussed potential rate hikes at its January meeting • Thailand's car production continued to drop in February • The dollar index saw a slight decrease after weak data

• Trump plans his tariff ‘Liberation Day’ with more targeted push • Several US tariff-related updates emerged overnight • US PMI declines as tariff-driven material costs increase • Eurozone PMI gains momentum as Germany drives the recovery • The dollar index saw a slight increase on Monday

• Fed officials follow Powell, downplay rising price expectations • Japan’s factory decline deepens, services weaken • Thai exports topped forecasts in February, but US trade uncertainty clouds the outlook • Thailand offers loan guarantee to support struggling auto sector • The dollar strengthens as markets digest the Fed’s decision

• BoE holds interest rate steady with an 8-1 vote • US jobless claims stay low, reflecting a strong labor market • Japan inflation slows after resumption of energy subsidies • Chinese banks keep lending rates steady for fifth month • Thai central bank relaxes lending rules to aid property sector • Dollar strengthens as markets digest the Fed’s decision

• Fed holds rates steady, sees slower growth and higher Inflation • The BOJ keeps interest rates steady as expected • Eurozone February inflation estimate lowered due to Germany revision • Dollar pares gains as Fed holds rates and lowers growth forecasts