Daily Market Insight

• Trump threatened a 50% tariff on Canadian steel but backed down • US job openings and quits rise in sign of resilient labor market • US small-business optimism retreats as more shift to price hikes • Ukraine accepts US ceasefire plan for aid • US dollar falls on tariff fears; euro gains on defense deal hopes

• German industrial production rises in sign of stabilization • Japan's economic growth revised lower ahead of BOJ meeting • Mark Carney wins Liberal leadership and will succeed Trudeau • Thailand prepares $800 million cash handout to boost growth • The US dollar gained slightly amid a quiet start to the week and risk-off sentiment

• US jobs report indicates a weakening in the labor market • China's inflation falls below zero for the first time in a year • China reached a record $540 billion in exports, driven by a tariff rush • Thailand's February inflation stayed within the central bank's target • Dollar hits four-month low on growth concerns

• US inflation beats forecasts, backing Fed's hold • Powell tells Congress the Fed is still in no rush to lower rates • Trump and Putin agree on Ukraine talks, signaling a change in US policy • US dollar loses gains despite solid CPI data

• Trump imposes 25% tariffs on steel and aluminum as trade tensions rise • NY Fed Survey shows inflation expectations rise ahead of tariffs • Japan records highest current account surplus in 2024 from foreign investment returns • Australia's consumer sentiment rebound slows • The dollar gained strength ahead of Trump's tariff plans

• Trump to implement reciprocal tariffs, affecting "everyone" • US economy adds 143,000 jobs in January, missing expectations • US consumer sentiment hits a seven-month low over price concern • China's consumer inflation rises as holiday spending increases • Dollar gains as Trump hints at reciprocal tariffs

• US initial jobless claims rise but remain close to pre-covid levels • Japan's household spending surges as wages rise • Bank of England cuts rates, signals caution ahead • Thailand's CPI rose 1.32% in January, meeting the central bank's target • Dollar remained flat ahead of the key US payrolls report

• US services index weakens as order growth slows • U.S. private payrolls rise by more than expected in January • China's services index unexpectedly weakens despite holiday spending • The dollar weakened for a third day as trade tensions eased and data mixed

• China investigates Google and imposes tariffs on US products • US job openings fall to 7.6 million, the lowest since September • US Factory orders decline more than anticipated • Thailand is considering boosting US imports to reduce its trade surplus • USD weakened after tariff delay on Mexico and Canada

• Trump and leaders of Canada and Mexico announce one-month tariff delay after talks • US manufacturing activity grows for the first time since 2022 • Euro-zone inflation unexpectedly rises, reinforcing ECB's cautious stance • Dollar fluctuates amid Trump's tariffs negotiations