Australian data: December 2025 imports down m/m, while exports rose m/m.I'm not sure why the calendar is not updating, I've popped in the numbers: Trade data is not too much of a focus right now. Imports lower is not a positive sign for the economy.

USD/JPY climbs above 156.50 amid Japan's fiscal concerns .USD/JPY climbs above 156.50 amid Japan's fiscal concerns 

Fed's Cook: Risks are skewed toward higher inflation.Fed's Cook: Risks are skewed toward higher inflation

Choppy markets threaten ECB's 'good place' but rates still firmly on hold.The European Central Bank is all but certain to keep interest rates unchanged on Thursday and signal that no policy move is imminent, even if the euro's recent surge against the dollar fuels concerns that inflation might undershoot its target.

China targets unified domestic market to boost consumption and services demand.China is stepping up efforts to unify its domestic market as part of a broader strategy to boost consumption and support higher-quality economic growth, with policymakers placing particular emphasis on the services sector. The message was reinforced at an APEC meeting in Shanghai, where senior finance officials outlined the government's priorities amid a shifting domestic and global economic landscape.

US Dollar Forecast: DXY Gains Despite Weak ADP Report and Shutdown-Driven Data Hold.Dollar holds near key retracement zone as delayed jobs data and weak ADP report add uncertainty to Fed rate-cut outlook and near-term DXY direction.

USD/JPY Recovery Rally, EUR/JPY, GBP/JPY in Front of ECB, BoE.USD/JPY has come back to life in a big way over the past week, starting with Scott Bessent's comment denying that the US had a role in intervention in the Japanese Yen. The question now is whether bulls continue the push as price gets closer the 159.00 level that started the stall previously.

Oil Price Forecast: WTI Rebounds from Pivotal Support- Next Leg Hinges on the Break.WTI has rebounded from a pivotal support zone after a sharp pullback into the start of February, reinforcing the integrity of the broader advance from the December lows. The recovery has carried price back toward technical resistance, an area that now serves as a near-term decision point for the market.

Canadian Dollar holds steady as US government reopens, ADP data disappoints.Canadian Dollar holds steady as US government reopens, ADP data disappoints

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rallies As Reports Indicate That U.S. – Iran Talks Were Cancelled.Oil markets moved higher as geopolitical risk premium increased.

Europe's anti-money laundering body set to be fully operational in 2028.The European Union's new agency formed to fight dirty money said on Wednesday it was on track to be fully operational in 2028, as it set out its plan to tackle emerging illicit finance risks including crypto and "novel payment channels".

China: Consumption growth outlook – Standard Chartered.China: Consumption growth outlook – Standard Chartered

New Zealand Dollar falls on mixed labor data, macroeconomic uncertainty.New Zealand Dollar falls on mixed labor data, macroeconomic uncertainty

GBP/USD Bounce, GBP/JPY Fresh High Ahead of BoE.In yesterday's webinar I shared my continued affinity for GBP-strength for scenarios of USD-weakness. There was a big spot of support that has come into play that's since run into resistance and tomorrow's Bank of England rate decision will likely play a role here, although, paradoxically, it's the Japanese Yen that may have a larger input on the matter, which I'll explain further below.

U.S. Dollar Tests New Highs As ISM Services PMI Beats Estimates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency is moving higher as traders react to economic reports.

Pound Sterling Price News and Forecast: Stalls below 1.3700 as markets await BoE rate decision.Pound Sterling Price News and Forecast: Stalls below 1.3700 as markets await BoE rate decision

Eurozone: Inflation undershoots ahead of ECB meeting – ABN AMRO.Eurozone: Inflation undershoots ahead of ECB meeting – ABN AMRO

ISM Services Steady in January Despite Large Drop in Export Orders.The ISM Services index held steady in January at 53.8. This is the fourth consecutive month of expansion.

SEK: Riksbank remains vigilant amid economic growth – Commerzbank.SEK: Riksbank remains vigilant amid economic growth – Commerzbank

US ISM services unchanged at 53.8, points to 1.8% annualized GDP growth.US ISM Services PMI was unchanged at 53.8 in January, matching expectations and marking a second consecutive month at the highest level since October 2024. The steady headline reading points to continued resilience in the services sector, which remains a key pillar of overall economic momentum.

US ISM Services PMI held steady at 53.8 in January.US ISM Services PMI held steady at 53.8 in January

Forint seen falling from 2-year high as CEE currencies stay near peaks.The forint is likely to fall from two-year highs against the euro in the coming months, although the Hungarian currency and others in central Europe should still stay close to recent peaks, a Reuters poll forecast on Wednesday.

United States ISM Services Prices Paid increased to 66.6 in January from previous 64.3.United States ISM Services Prices Paid increased to 66.6 in January from previous 64.3

ECB can continue to stand still – Nordea.ECB can continue to stand still – Nordea

Euro Shrugs Off Soft Inflation, Dollar Steady after ADP Miss.Euro is trading steadily today despite inflation data coming in weaker than expected. The muted market reaction suggests investors are comfortable looking through near-term softness, focusing instead on the broader policy and inflation backdrop.

US ADP jobs grow only 22k, but wage pressures steady.Job gains were concentrated in service-providing industries, which added 21k positions, while goods-producing sectors contributed just 1k. By firm size, medium-sized businesses drove employment growth with 41k new jobs, while large employers shed -18k positions and small establishments saw no net change, pointing to uneven demand for labor.

Pound Sterling Price News and Forecast: GBP steadies above 1.3700 near nine-day EMA support.Pound Sterling Price News and Forecast: GBP steadies above 1.3700 near nine-day EMA support

U.S. dollar rebound to be cut short by rate cut bets, doubts over Fed independence: Reuters poll.The U.S. dollar's recent recovery will be short-lived, holding steady before resuming a broader decline later in the year, a Reuters survey of currency strategists showed, as markets cling to interest rate cut expectations amid concerns about the Federal Reserve's independence.

AUD/JPY re-accelerates to new record high, 113 and then 116 next targets.AUD/JPY surged to a fresh record high this week. The move reflects renewed strength in Aussie following a hawkish turn from the RBA, alongside renewed weakness in the Yen as intervention risks fade and election looms.

 USD/JPY approaches 157.00 as Yen struggles ahead of the elections  . USD/JPY approaches 157.00 as Yen struggles ahead of the elections