Daily Market Insight

• Core PCE beat expectations, while real consumer spending barely grew • Michigan consumer sentiment dips below forecast for another month • French and Spanish inflation undershoot, backing ECB Cuts • UK retail sales rise again and beat expectation • The dollar drops on growth concerns ahead of the tariff announcement

• US GDP in Q4 2025 grew by 2.4%, slightly exceeding expectations • The US merchandise trade deficit decreased slightly as exports rose • Tokyo inflation accelerates, keeping BOJ on rate hike path • The US dollar fell as earlier tariff-driven gains faded

• Trump hits auto imports with 25% tariff starting next week • Durable goods orders demonstrate unexpected strength • UK inflation slows down unexpectedly, offering a boost for potential rate cuts • The dollar rises on tariff news

• 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