- USDTHB: moving in the range 31.42 – 31.43 this morning, supportive level at 31.30 resistance level at 31.50
- SET Index: 1,261.4 (+1.36%), 15 Jan 2026
- S&P 500 Index: 6,944.5 (+0.26%), 15 Jan 2026
- Thai 10-year government bond yield (interpolated): 1.791 (-0.53 bps), 15 Jan 2026
- US 10-year treasury yield: 4.17 (+2.0 bps), 15 Jan 2026
- Weekly US jobless claims fall unexpectedly
- UK GDP grew by better-than-expected 0.3% in November
- China December bank loans beat forecast
- BoK holds rates steady, signals neutral bias
- Thailand approves new data center projects worth $3.1 billion
- Dollar strengthens on economic strength
Weekly US jobless claims fall unexpectedly
Weekly initial jobless claims fell to 198k in the week ending January 10 from 207k, marking the lowest reading since late November—when data was distorted by Thanksgiving seasonality—and the lowest clean print since January 2024. This dragged the four-week average down to 205k from 211.8k. Continuing claims for the prior week also edged lower to 1.884 million from 1.903 million, though their four-week average was broadly unchanged.
UK GDP grew by better-than-expected 0.3% in November
UK growth accelerated to a five-month high ahead of Chancellor Rachel Reeves’ budget, with GDP rising 0.3% in November, beating expectations. The increase was boosted by a rebound in Jaguar Land Rover output following a prolonged cyberattack shutdown, though underlying momentum remains uncertain as this one-off support fades and the budget’s impact is yet to be felt.
China December bank loans beat forecast
China’s new bank lending rose more than expected in December, suggesting government stimulus is beginning to lift credit demand after a prolonged property slump and weak domestic activity. Banks extended 910bn yuan in new loans, sharply up from November and above forecasts, though full-year new lending of 16.27trn yuan was the weakest since 2018, underscoring subdued borrowing demand. To support economic growth, the PBOC said it will cut interest rates on some structural monetary policy tools by 25bp, effective January 19.
BoK holds rates steady, signals neutral bias
The Bank of Korea held its base rate at 2.50% as expected and removed references to a potential rate cut. Governor Rhee said the decision was unanimous, with most members favouring a hold over the next three months, while stressing vigilance on FX volatility and noting ample USD liquidity.
Thailand approves new data center projects worth $3.1 billion
Thailand approved 96.9 billion baht ($3.1bn) of new data-center and hosting projects, highlighting its growing role as a regional tech hub. The latest Board of Investment approvals include multiple facilities from True Internet Data Center and GSA Data Center, alongside projects from Stellar DC and Freyr Technology, adding to the $23bn of data-center proposals greenlighted last year.
Dollar strengthens on economic strength
The 10-year government bond yield (interpolated) on the previous trading day was 1.791, -0.53 bps. The benchmark government bond yield (LB353A) was 1.712, -0.19 bps. Meantime, the latest closed US 10-year bond yields was 4.17, +2.0 bps. USDTHB on the previous trading day closed around 31.49, moving in a range of 31.42 – 31.43 this morning. USDTHB could be closed between 31.30 – 31.50 today. The US dollar strengthened on hotter-than-expected claims data, with both initial and continuing claims beating forecasts and reinforcing overnight gains. G10 FX was broadly weaker versus the dollar, with the British pound underperforming despite a November GDP beat, leaving Cable near 1.3360, while the euro also lagged. The JPY softened modestly.
Sources : ttb analytics , Bloomberg, CNBC, Trading economics, Investing, CEIC
