Japan Industrial Production (YoY) remains unchanged at 2.6% in December

Japan Industrial Production (MoM) in line with expectations (-0.1%) in December

Japan Capacity Utilization up to 1.3% in December from previous -5.3%

EUR/JPY extends its gains for the second successive session, trading around 181.60 during the Asian hours on Monday.

China House Price Index dipped from previous -2.7% to -3.1% in January

The Japanese economy expanded 0.1% over the quarter in the fourth quarter (Q4) of 2025, the preliminary report published by the Cabinet Office showed on Monday. This reading marks a reversal from a 0.7% contraction recorded in Q3, though it fell short of market expectations for a  0.4%.

United Kingdom Rightmove House Price Index (YoY) declined to 0% in February from previous 0.5%

United Kingdom Rightmove House Price Index (MoM) dipped from previous 2.8% to 0% in February

Japan Gross Domestic Product (QoQ) came in at 0.1% below forecasts (0.4%) in 4Q

Japan Gross Domestic Product Deflator (YoY) remains unchanged at 3.4% in 4Q

Japan Gross Domestic Product Annualized registered at 0.2%, below expectations (1.6%) in 4Q

New Zealand Business NZ PSI: 50.9 (January) vs previous 51.5

New Zealand Electronic Card Retail Sales (YoY) increased to 0.4% in January from previous -1%

New Zealand Electronic Card Retail Sales (MoM) declined to -1.1% in January from previous -0.1%

Commerzbank’s FX analysts note that Singapore’s 2026 Budget emphasizes supply-side support, SME internationalisation and capital-market development, including fresh funding for the Equity Market Development Programme and Anchor Fund.

MUFG’s Lin Li and Khang Sek Lee note that China’s January CPI slowdown was heavily distorted by Chinese New Year base effects, with food and services dragging headline inflation. PPI deflation narrowed on stronger global metals prices and tech-related demand.

Standard Chartered’s Senior Economist Tommy Wu raises Hong Kong’s 2026 GDP growth forecast to 3.2% from 2.5%, citing robust Q4 momentum, stronger financial activity and improving consumer sentiment.

UOB economists Julia Goh and Loke Siew Ting note Malaysia’s 4Q25 GDP grew 6.3% year-on-year, the fastest since 4Q22, lifting full-year 2025 growth to 5.2%.

United States CFTC Oil NC Net Positions fell from previous 124.6K to 117.8K

Eurozone CFTC EUR NC Net Positions increased to €180.3K from previous €163.4K

Australia CFTC AUD NC Net Positions increased to $33.2K from previous $26.1K

United States CFTC S&P 500 NC Net Positions increased to $-105.1K from previous $-132.9K

United States CFTC Gold NC Net Positions fell from previous $165.6K to $160K

United Kingdom CFTC GBP NC Net Positions: £-25.8K vs previous £-13.9K

Japan CFTC JPY NC Net Positions: ¥-19.1K vs ¥-19.2K

Commerzbank analysts explain that India’s new CPI series shows January inflation at 2.8% year-on-year, back within the RBI’s 2–6% target band. The reweighted basket reduces food’s share and should damp volatility.

Federal Reserve (Fed) Bank of Chicago President Austan Goolsbee noted on Friday during an interview with Yahoo Finance that although interest rates are poised to come down further, moves on policy rates are contingent on further taming of services inflation.

Standard Chartered’s Senior Economist Tommy Wu raises Taiwan’s 2026 GDP growth forecast to 8.0% from 3.8%, citing strong Q4-2025 expansion and robust global semiconductor demand.

MUFG’s Senior Currency Analyst Lloyd Chan notes that Singapore’s FY26 budget marks a strategic pro‑growth pivot, with higher development spending aimed at building national AI capabilities, supporting enterprise funding, and attracting high‑quality capital.

Standard Chartered’s Edward Lee and Jonathan Koh highlight that Malaysia’s economy grew 5.2% in 2025 after 5.1% in 2024, driven by strong domestic confidence, AI-related investment and accommodative policy.