Daily Market Insight

• 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

• Trump is unconcerned by dollar weakness • US consumer confidence plummets to lowest level since 2014 • EU and India finalize landmark trade deal • China’s industrial profits rise for first time since 2021 • Thai finance ministry cuts 2025 growth estimate to 2.2% • Dollar hits lowest since 2022 on Trump comments

• US durable goods orders increase by most in six months • Tariff uncertainty remains elevated • German business outlook slips unexpectedly amid tepid growth • BOJ data show no clear sign of yen intervention on Friday • Dollar slides against major peers

• US PMI edges higher, hiring stays weak • Rick Rieder gains ground in race for Fed chair position • Euro zone PMI misses forecasts as services weaken • BOJ keeps rates steady as expected, ups growth and inflation forecasts • Thai exports in 2025 set new record at $339.6 billion, marking 12.9% growth • The US dollar posts its first weekly decline of 2026

• Core PCE index holds steady, meeting expectations • US GDP outperforms forecasts with a 4.4% rise, marking economic resilience • Initial jobless claims rise slightly, but remain below forecast • Japan inflation cools on subsidy effects ahead of BoJ decision • Malaysia’s central bank keeps interest rate unchanged at 2.75% • Dollar slides as geopolitical developments dominate markets

• Trump–NATO talks ease trade tensions • Court doubts Trump can fire Fed’s Cook • UK CPI climbs to 3.4%, increase seen as transitory • BI keeps rates steady as rupiah slides • BoT to issue online gold trade rules by Jan. 29 • Dollar gains after Trump signals Greenland deal progress