Japanese Yen slides to two-week low against firmer USD; USD/JPY climbs beyond 154.00.Japanese Yen slides to two-week low against firmer USD; USD/JPY climbs beyond 154.00

Rupee faces test, RBI support remains centre stage after challenging week.The Indian rupee is set for another test on Monday, with traders keeping a close watch on the Reserve Bank of India's presence, following a challenging week marked by persistent dollar demand and thin supply.

ICYMI: China front-loads 2026 growth with US$42bn infrastructure project rollout.ICYMI: China has moved to front-load infrastructure spending for 2026, unveiling an early batch of major national projects and a central budget investment plan worth roughly 295 billion yuan (about US$42 billion), in a bid to accelerate investment momentum and support economic growth amid ongoing headwinds.

Australian Dollar remains weaker following China's RatingDog Services PMI.Australian Dollar remains weaker following China's RatingDog Services PMI

Nomura warns China EV demand to cool as subsidy policy tightens.China's electric-vehicle market is likely to face further demand cooling this year as policy support is gradually tightened, according to Nomura, adding to pressure on manufacturers already grappling with slowing growth and intense competition.

Rupee set to face pressure after 90-breach; higher state debt to hit bonds.The Indian rupee is likely to remain under pressure this week, with traders warning that a move past 90 could spur dollar demand from importers, while government bonds may fall following higher-than-expected state debt supply.

China Rating Dog December 2025 Services PMI 52.0 (expected 52.6, prior 52.1).China's services sector continued to expand in December, but the pace of growth slowed to its weakest level in six months, reinforcing signs that the post-pandemic recovery remains uneven and fragile despite improving sentiment toward 2026.

China's RatingDog Services PMI declines to 52.0 in December  .China's RatingDog Services PMI declines to 52.0 in December  

China RatingDog Services PMI dipped from previous 52.1 to 52 in December.China RatingDog Services PMI dipped from previous 52.1 to 52 in December

Trump claims control of Venezuela, warns Colombia and Mexico could be next.US President Donald Trump escalated rhetoric across Latin America, reinforcing Washington's assertion of control over post-Maduro Venezuela while openly signalling that Colombia and Mexico could also face US action as part of a widening campaign against criminal networks and regional instability.

WTI drifts higher above $57.00 on Venezuela turmoil.WTI drifts higher above $57.00 on Venezuela turmoil

Japanese Yen Forecast: USD/JPY Falls on Japan PMI Price Pressures.Rising Japan PMI prices and tightening labor conditions strengthen BoJ hike expectations, pushing USD/JPY lower despite still-bullish technical indicators.

Japan's Final December manufacturing PMI 50.5 (vs. preliminary 49.7, prior 48.7).Japan's manufacturing sector showed clear signs of stabilisation at the end of 2025, with business conditions improving to their strongest level in more than a year, according to the latest S&P Global survey data. While demand remained subdued overall, the pace of decline in new orders slowed sharply, production stabilised, and employment continued to expand, signalling tentative momentum heading into 2026.

Dollar firmer as Venezuela raid hangs over sentiment.The dollar started the first full trading week of the new year on the front foot, rising to a 3-1/2-week high versus the euro and gaining against sterling.

Fed's Paulson: Job market has been bending not breaking.Fed's Paulson: Job market has been bending not breaking

OPEC+ keeps output steady amid escalating geopolitical tensions.OPEC+ keeps output steady amid escalating geopolitical tensions

Economic and event calendar in Asia Monday, January 5, 2026 - Japan and China PMI data.The economic and event calendar in Asia for today is a light one, with the December manufacturing PMI due from Japan and the Rating Dog Services PMI due from China.

Oil News: Will Venezuela Crisis Push Crude to $61-$64 or Fade on Supply Glut?.Venezuela crisis could spike crude oil short-term, but ample supply and intact production keep outlook bearish. Key levels: $61.40-$63.62 zone.

Natural Gas News: 10-15 Day Weather Forecast to Drive Market This Week.EIA inventory report pushes natural gas futures lower. 10-15 day weather forecast critical as market tests key support.

Crude Traders Brace for Volatility as Venezuela Shift Challenges an Oversupplied Market.Crude oil futures face limited reaction to Venezuela as heavy oversupply dominates. Traders focus on key technical levels and the OPEC meeting for the week's oil outlook.

Germany's CSU says it will push ahead with European stock exchange plan.Germany's conservative Christian Social Union (CSU), sister party to Friedrich Merz's CDU, on Saturday said it will help push ahead with the Chancellor's call for a single European stock exchange to support European listings and economic growth.

Argentina Tax Revenue (MoM) rose from previous 15598B to 16527.3B in November.Argentina Tax Revenue (MoM) rose from previous 15598B to 16527.3B in November

Markets Weekly Outlook – NFP Jobs Data in Focus in 1st Full Trading Week of 2026.The US stock markets started 2026 on a high note, with the S&P 500 and Nasdaq rallying on the first trading day thanks to renewed investor confidence.

Natural Gas Price Forecast: 200-Day Support Faces Critical Test.Natural gas tested the 200-day average as key support, raising the possibility of a corrective low, while strong bearish momentum keeps downside risk toward lower Fibonacci targets in focus.

US Dollar Price Action Setups into 2026: EUR/USD, GBP/USD, USD/JPY.The USD is somewhat of the centerpiece of the Forex market. Pairs with the USD are considered major pairs and pairs without the Dollar are considered crosses; and when we get in a backdrop where the USD shows little to no trend, that can lead to a ranging backdrop in FX markets.

Natural Gas News: Futures Drop on Weather Forecast as Inventory Report Flips Back to Surplus.Natural gas futures fall to $3.613 as warm weather forecast cuts heating demand. EIA storage report shows inventory flip back above five-year average.

Forecasting the upcoming week: Markets enter the New Year calmly, US Dollar stable ahead of key US economic data.Forecasting the upcoming week: Markets enter the New Year calmly, US Dollar stable ahead of key US economic data

Canadian Dollar softens slightly amid tepid start to new year.Canadian Dollar softens slightly amid tepid start to new year

December Jobs Data Key Input for Bank of Canada January Decision.Labour market data will be back in focus next week with the dual release of Canadian and U.S. December employment reports on Friday, the first major Canadian data release of 2026 and an important input ahead of the Bank of Canada's January policy decision.

US PMI manufacturing finalized at 51.8, in Wile E. Coyote moment as orders lag output.US PMI Manufacturing was finalized at 51.8 in December, easing from November's 52.2 and marking the weakest expansion in the current five-month growth stretch. While activity remains in growth territory, the slowdown points to fading momentum as the sector heads into 2026.