Daily Market Insight

• Japan signals ‘free hand’ to act in FX markets • Q3 UK GDP unchanged at 0.1%, private sector gains offset government slump • China holds December Loan Prime Rates steady as expected • BoT holds inflation target at 1–3% for 2026 • Dollar edges down in headline-light session

• Fed’s Williams sees no urgency for additional rate cuts • Michigan consumer sentiment inches up but misses forecast • BOJ hikes interest rates to highest in 30 years • UK retail sales dip again amid pre-budget tax concerns • Dollar rises as yen weakens after BoJ hike

• US consumer prices increase less than expected in November • ECB keeps rates unchanged, turns more positive on economy • Bank of England cuts rates in tight vote • Japan’s core inflation steady in November, stays above BOJ target • Dollar steady as markets look through softer CPI

• Fed’s Waller wants lower interest rates but says no rush to cut • Eurozone inflation revised to 2.1%; UK inflation falls sharply • Japan exports to US rise first time since tariffs • Thailand cuts key rate to 1.25% on growth concerns • Dollar slightly firmer, rangebound ahead of CPI

• US payrolls rise after October drop, unemployment marches higher • US retail sales unexpectedly unchanged in October • Flash PMIs show slowing growth • UK unemployment rises ahead of BoE meeting • Dollar ends flat after choppy trading on heavy data day

• Williams says Fed policy in good position • China’s November activity data undershoot expectations • China’s home prices slide further in November • Thailand to curb Baht’s strength as currency hits four-year high • Thailand to hold election in February 2026 • USD slips marginally as markets lack clear drivers

• Trump says he is leaning toward Warsh or Hassett to lead the Fed • Fed officials show diverging views on 2026 economic risks • UK GDP unexpectedly contracts in October • Thai PM says no Cambodian ceasefire • Dollar takes breather after Fed

• US initial jobless claims rise, exceeding forecasted figures • China signals limited stimulus in 2026 after easing trade pressures • Philippines cuts rates, signals easing cycle nearing end • Thailand set for early election as prime minister dissolves parliament • Dollar extends its decline after the Fed’s rate cuts

• The Fed cut rates with three dissents, signaling one cut in 2026 • US job openings rise slightly after surging in September • China CPI inflation rises in November, PPI falls further • Dollar tumbles following Fed rate cut and Powell’s comments

• NY Fed survey shows stable inflation expectations • ECB’s Schnabel signals next rate move may be a hike, not a cut • German industrial production rises, boosting rebound hopes • China November trade surplus tops forecast on export surge • China Politburo focuses on strengthening domestic demand in 2026 • Dollar edges up amid anticipation of FOMC decision