Daily Market Insight

• US consumer confidence falls to its lowest since early 2021 • German business confidence rises following Merz's spending plan • The BOJ discussed potential rate hikes at its January meeting • Thailand's car production continued to drop in February • The dollar index saw a slight decrease after weak data

• Trump plans his tariff ‘Liberation Day’ with more targeted push • Several US tariff-related updates emerged overnight • US PMI declines as tariff-driven material costs increase • Eurozone PMI gains momentum as Germany drives the recovery • The dollar index saw a slight increase on Monday

• Fed officials follow Powell, downplay rising price expectations • Japan’s factory decline deepens, services weaken • Thai exports topped forecasts in February, but US trade uncertainty clouds the outlook • Thailand offers loan guarantee to support struggling auto sector • The dollar strengthens as markets digest the Fed’s decision

• BoE holds interest rate steady with an 8-1 vote • US jobless claims stay low, reflecting a strong labor market • Japan inflation slows after resumption of energy subsidies • Chinese banks keep lending rates steady for fifth month • Thai central bank relaxes lending rules to aid property sector • Dollar strengthens as markets digest the Fed’s decision

• Fed holds rates steady, sees slower growth and higher Inflation • The BOJ keeps interest rates steady as expected • Eurozone February inflation estimate lowered due to Germany revision • Dollar pares gains as Fed holds rates and lowers growth forecasts

• Putin negotiates Trump’s ceasefire call • US industrial production rises, driven by autos • German investor outlook jumps to highest level since 2022 • Japan’s exports rise at faster clip before Trump tariffs hit • Thailand plans to cut visa-free stays to 30 days • Dollar falls ahead of Fed meeting

• US retail sales increase less than expected following January decline • New York factory activity drops at the fastest pace in a year • China's economic recovery extended into the Jan-Feb period • China home prices fall at faster pace despite revival effort • The US dollar struggled ahead of a busy week

• US consumer sentiment drops, inflation expectations rise due to tariffs • US Senate passes bill to avert shutdown • CDU/CSU, SPD, and Greens agree on the debt deal • Japan unions achieve biggest pay raise in 30 years • The US Dollar ended the week weaker after a surprising Michigan report

• US PPI flatline, but data points to stronger Fed inflation measure • US jobless claims edge down, remaining near pre-covid levels • Trump vows 200% tariff on EU wine, escalating trade tensions • Euro zone industrial output grows quicker than expected in January • The dollar strengthened amid a risk-off sentiment

• US inflation slows, offering some relief ahead of tariffs • EU plans tariffs on €26 billion of US goods in retaliation • BoC cuts rates, cautions over tariffs • Canada responds to trade war with tariffs on US steel and aluminum • US dollar rises slightly as markets digest CPI data and tariff retaliation