Daily Market Insight

• 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

• US adds 130,000 jobs and unemployment falls • US House passes measure rejecting Trump’s trade tariffs on Canada • China CPI inflation undershoots forecasts in January • World Bank trims Thailand's 2026 GDP growth outlook to 1.6% • Dollar flat after strong jobs data

• 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