Daily Market Insight

• Fed Chair Powell faces criminal investigation • Trump targets Iran business partners with 25% tariffs • Fed’s Williams says rates well placed to stabilize jobs and inflation • Euro Zone investor confidence strengthens early 2026 • Dollar weakens as Powell faces political heat

• US payrolls rise a below-forecast 50,000, unemployment lower • Michigan consumer sentiment index surges, outperforming predictions • Takaichi eyes mid-February snap election • China CPI inflation hits near 3-yr high in Dec, PPI decline eases • Thailand eyes gold trading limits to protect Baht • Dollar posts second weekly gain after US jobs report

• Weekly US jobless claims rise to 208,000 • German factory orders surge in November • Japan November real wages fall at fastest pace since January • Thai gold traders plan dollar-based trading to curb baht rally • Dollar strengthens ahead of NFP data

• US ISM services unexpectedly accelerates in December • US job openings slide to 14-month low • US ADP payrolls fall short of December expectations • Eurozone inflation eases to ECB target, supporting steady policy • Thai headline inflation remained negative in December • Dollar is slightly firmer after a strong ISM services

• Trump eyes military option for Greenland • Supreme Court may rule on Trump’s tariffs Friday • German inflation slows sharply; French inflation hits seven-month low • China imposes military-linked export controls on Japan • Dollar rebounds on higher Treasury yields

• ISM manufacturing PMI dips lower than expected • Ueda signals BOJ will keep raising rates • China services PMI slows to six-month low • Thailand to review CPI amid gap with household costs • Dollar gives back overnight gains after weak ISM PMI

• US strikes Venezuela, captures President Maduro • Fed Minutes show officials eye more rate cuts • Initial jobless claims dip, beating forecast and previous figures • China plans $51 billion in early spending boost • Dollar gains at start of 2026 after biggest annual drop in eight years

• Trump threatens to sue Fed Chair Powell over renovation • US pending-home sales reach highest level since early 2023 • China to lower import tariffs on batteries, medical products • Thailand’s MPI unexpectedly falls in November • Thailand orders banks to report large foreign currency transactions • FX market steady as year-end trading remains thin

• BOJ summary points to further rate hikes • China signals more proactive fiscal stance in 2026 • China’s industrial profits tumble at fastest pace in over a year • Thailand, Cambodia agree ceasefire • Holiday season leaves FX trading light

• Japan PM signals fiscal discipline to calm market concerns over budget • Ueda signals further rate hikes amid rising confidence in price goal • Tokyo inflation cools more than expected • Thai trade deficit widens on surging imports • Dollar remains steady amid holiday-quiet markets