The Thai Baht (THB) is facing temporary weakness due to election-related uncertainties, softer gold prices, and a firmer USD.
MUFG notes robust Korean export growth, especially in semiconductors, but says KRW has underperformed on heavy foreign equity outflows and AI-valuation concerns.
DBS Group Research report, authored by Radhika Rao, reports that Moody’s has changed Indonesia’s rating outlook to ‘negative’ from ‘stable’ while affirming the Baa2 rating.
UOB's report by Enrico Tanuwidjaja and Sathit Talaengsatya discusses the Bank of Thailand's (BOT) shift from solely using interest rates to a broader policy framework.
Federal Reserve (Fed) Bank of San Francisco President Mary Daly said on a LinkedIn post on Friday that a low-hiring, low-firing environment may persist, or it may change to a no-hiring, more-firing environment.
Federal Reserve (Fed) Board of Governors Phillip Jefferson said that future Fed moves will be driven by data and views on the economic outlook. He also added that the job market is slowly stabilizing on Friday.
Bank of England (BoE) Governor Andrew Bailey noted that a low-hiring, low-firing environment may persist or quickly shift to a no-hiring, more-firing labor market in a LinkedIn post on Friday
The report by Nordea, authored by Jan Størup Nielsen and Anders Svendsen, discusses the Danish Krone's (DKK) recent performance against the Euro.
Deutsche Bank Senior Economist Eric Heymann notes that the downturn in Germany's manufacturing sector has ended, with a projected increase in production of 2 to 3% in 2026. This marks the first rise in industrial production since 2021.
Federal Reserve (Fed) Bank of Atlanta President Raphael Bostic said that inflation has been to high for too long, adding that the Fed can’t lose sight of inflationary concerns at an interview with Bloomberg on Friday.
ABN AMRO’s Group Economics highlights that the brief US government shutdown has delayed key labour and inflation data, with methodological changes set to distort January readings.
Consumer confidence in the US improved slightly in February, with the University of Michigan's Consumer Sentiment Index rising to 57.3 from 56.4 in January. This print came in better than the market expectation of 55.