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.

MUFG’s Senior Currency Analyst Lloyd Chan notes that India’s CPI inflation under the rebased 2024 series rose to 2.8% year-on-year, driven mainly by food prices.

US Treasury Secretary Scott Bessent sounded confident on the inflation outlook, suggesting price pressures could return close to the Fed’s 2% target by mid-year.

ING’s David Havrlant expects Czech inflation to soften further in 2026 as food prices decelerate, with headline inflation seen near 1% in summer and core inflation easing in the second half.

Nordea’s Ole Håkon Eek-Nielsen and Jan von Gerich note that the ECB remains relaxed about lower inflation and FX moves, and is firmly on hold.

Bank of England (BoE) Chief Economist Huw Pill said on Friday he does not see a collapse in activity, citing forward-looking indicators at an event hosted by Santander, a bank, in London.

National Bank Of Canada’s Ethan Currie and Taylor Schleich stress that the U.S. fiscal trajectory remains unsustainable despite additional tariff revenues.

Rabobank’s Philip Marey argues that Kevin Warsh’s nomination as Fed Chair points to lower US policy rates in 2026, with three 25 bps cuts expected, slightly below the current neutral rate estimate.

ING economists Rafal Benecki and Adam Antoniak note that Poland’s January CPI surprised on the upside due to technical factors and volatile components, but headline inflation remains below the National Bank of Poland target.

United States Consumer Price Index Core s.a rose from previous 331.86 to 332.79 in January

United States Consumer Price Index ex Food & Energy (YoY) in line with forecasts (2.5%) in January

United States Consumer Price Index (MoM) registered at 0.2%, below expectations (0.3%) in January

United States Consumer Price Index n.s.a (MoM) registered at 325.25, below expectations (325.41) in January

United States Consumer Price Index ex Food & Energy (MoM) meets forecasts (0.3%) in January

United States Consumer Price Index (YoY) below expectations (2.5%) in January: Actual (2.4%)