DBS Bank's Group Research discusses the upcoming Reserve Bank of India (RBI) monetary policy committee meeting scheduled for February 6, 2026.

Korea's industrial production growth rebounded in December, indicating robust export growth. President Lee has signaled a potential supplementary budget to support various sectors, which could pose upside risks to Korea's growth.

DBS Bank's Group Research expects Taiwan's central bank to maintain its policy rate at 2.00% throughout 2026. The report highlights that inflation is projected to remain below the central bank's comfort zone, with subdued price pressures reflecting stable economic conditions.

The Indonesian Rupiah faces challenges amid a deteriorating fiscal picture and rising state-level borrowing. While Bank Indonesia's commitment to FX stability may help slow depreciation, a sustained recovery requires stronger policy clarity.

ABN AMRO's report outlines expectations for January PMIs in China, with a consensus forecast indicating broad stabilization. Both manufacturing PMIs are expected to remain at or just above the neutral 50 mark, while the services PMI is anticipated to decrease but remain in expansion territory.

Federal Reserve (Fed) governor Stepher Miran said that he is really excited to see the good work he believes Warsh will do and that he believes there’s no inflation problem in an interview with CNBC on Friday.

DBS Bank's Group Research projects that the Bank of Korea (BOK) will keep its base rate unchanged at 2.50% throughout 2026. The report indicates that January inflation is expected to ease, reflecting subdued demand-side pressures and stable supply-side conditions.

Federal Reserve (Fed) Bank of Atlanta President Raphael Bostic said that inflation is too high and it needs to come down and that the Fed should be more patient for now in an interview for CNBC.

Federal Reserve (Fed) board of governors member Christopher Waller said that he dissented in favor of a 25bps interest rate cut because monetary policy is still restricting the economic activity too much in a statement released on Friday.

White House advisor Kevin Hassett said that he is not disappointed about being passed over for the Federal Reserve (Fed) Chairman position. He also claimed that legal issues with the Fed should be resolved quickly in an interview for CNBC on Friday.

Rabobank analysts expects the ECB to maintain the deposit rate at 2.00% through 2026, with two rate hikes anticipated in March and June 2027.

Colombia National Jobless Rate up to 8% in December from previous 7%

United States Chicago PMI registered at 54 above expectations (44) in January

Societe Generale's Kunal Kundu discusses the recently concluded EU-India Free Trade Agreement (FTA), highlighting its potential to create a free-trade zone covering nearly 2 billion people and a fourth of global GDP.

US Producer Prices rose 3.0% in December from a year earlier, according to the latest figures from the Bureau of Labour Statistics (BLS). The print came in above estimates (2.7%) and matched the 3.0% gain recorded in the previous month.

United States Producer Price Index ex Food & Energy (MoM) above expectations (0.2%) in December: Actual (0.7%)

United States Producer Price Index (MoM) above expectations (0.2%) in December: Actual (0.5%)

United States Producer Price Index ex Food & Energy (YoY) above forecasts (2.9%) in December: Actual (3.3%)

United States Producer Price Index (YoY) above expectations (2.7%) in December: Actual (3%)

Canada Gross Domestic Product (MoM) below expectations (0.1%) in November: Actual (0%)

Preliminary inflation data released by Germany’s statistics office Destatis showed that the Consumer Price Index (CPI) rose 0.1% MoM in January, beating expectations for a flat reading and the previous figure of 0.0%.

TD Securities Global Strategy Team reports on the latest fund flows, highlighting a significant outflow from Global Equities, particularly from China, which recorded its largest weekly outflow on record.

Brown Brothers Harriman (BBH) analysts note that Eurozone Q4 real GDP growth has exceeded expectations, positioning the European Central Bank favorably. Analysts suggest that the ECB can maintain its current rates for some time.

Canadian growth figures are expected to show a 0.7% year-on-year increase, but this is viewed as a backward-looking indicator. The Bank of Canada is likely to maintain its neutral stance, with potential rate adjustments leaning towards a decrease.

Mexico Gross Domestic Product (YoY) above forecasts (1.3%) in 4Q: Actual (1.6%)

South Africa Trade Balance (in Rands): 23.18B (December) vs previous 37.7B

Mexico Gross Domestic Product (QoQ) came in at -0.3%, below expectations (0.6%) in 4Q

United States (US) President Donald Trump announced on Friday that he had chosen Kevin Walsh to serve as the next Chair of the Federal Reserve (Fed).

Brown Brothers Harriman (BBH) analysts note that the Bank of Japan can afford to be patient before raising rates, as inflation pressures are easing. Analysts suggest a potential decline in USD/JPY towards 140.00 by year-end, supported by US-Japan rate differentials.

Italy Producer Price Index (MoM) down to -0.7% in December from previous 1%