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AUD: RBA expected to hike rates – TD Securities
TD Securities analysts anticipate that the Reserve Bank of Australia (RBA) will raise its cash rate target by 25 basis points to 3.85%. This expectation is supported by a firmer growth outlook and signs of increasing inflation.
AUD/USD
Fxstreet
Mon, Feb 2
Brent: Oil prices surge amid geopolitical tensions – Deutsche Bank
Deutsche Bank's report by Henry Allen, Macro Strategist and Jim Reid, Global Head of Macro and Thematic Research, highlights a significant increase in Brent Crude Oil prices, which rose by 16.2% in January 2026, closing at $70.69/bbl.
Fxstreet
Mon, Feb 2
Venezuela's oil exports bounce to 800,000 bpd in January under US control -shipping data
By Marianna ParragaFeb 2 (Reuters) - Venezuela's oil exports bounced to some 800,000 barrels per day (bpd) in January under control of the U.S., from 498,000 bpd in December, following the U.S. capture of President Nicolas Maduro and the end of an oil blockade on the country, which allowed trade...
Reuters
Mon, Feb 2
GBP: Rally paused ahead of BOE – DBS
DBS Bank's Group Research report, authored by Philip Wee, highlights that GBP/USD is expected to maintain a dovish bias within a specified range as the market awaits the Bank of England's upcoming meeting.
GBP/USD
Fxstreet
Mon, Feb 2
HUF: Growth shortfall weighs on prospects – Commerzbank
Commerzbank's report by Tatha Ghose, analyzes the Hungarian Forint's (HUF) performance amid economic challenges. Despite a recent recovery following a dovish central bank stance, disappointing GDP growth figures raise concerns about the currency's future.
EUR/HUF
Fxstreet
Mon, Feb 2
Singapore Manufacturing PMI unchanged at 50.3 in January
Singapore Manufacturing PMI unchanged at 50.3 in January
Fxstreet
Mon, Feb 2
Copper's slide from record reflects reality of weak demand, rising stocks, analysts say
Tariffs and trade wars undermine manufacturingChina activity to stall due to Lunar New Year holidayExchange stocks have more than doubled since AugustBy Pratima Desai LONDON, Feb 2 (Reuters) - A near 9% drop in copper prices in the last two days reflects a return to reality for a market whose rec...
Reuters
Mon, Feb 2
Brazil S&P Global Manufacturing PMI fell from previous 47.6 to 47 in January
Brazil S&P Global Manufacturing PMI fell from previous 47.6 to 47 in January
Fxstreet
Mon, Feb 2
France set to pass delayed 2026 budget, ending months-long saga
2026 budget to pass as no-confidence motions expected to fail Socialists have secured concessions in boost for LecornuMacron's domestic agenda stalled, focus shifts to foreign policyBy Michel Rose PARIS, Feb 2 (Reuters) - France should finally get a 2026 budget on Monday, when the expected fa...
Reuters
Mon, Feb 2
Morning News Call - Canada, February 2
To access a PDF version of this newsletter, please click hereYou can read Morning News Call Canada via TOPNEWS Canada page.If you would like to receive this newsletter through your email, please register at:https://solutions.lseg.com/MorningNewsCallEN-subscription-pageECONOMIC EVENTS0930 S&P Glo...
Reuters
Mon, Feb 2
German chemical industry sentiment ticks up in January despite weak conditions, Ifo says
By Anastasiia Kozlova and Amir Orusov Feb 2 (Reuters) - Business confidence in Germany's chemical industry improved slightly in January as demand stabilised and order backlogs rose for the first time in several months, even as business conditions remained weak, an Ifo survey showed on Monday...
Reuters
Mon, Feb 2
South Africa Total New Vehicle Sales: 50073 (January) vs 48983
South Africa Total New Vehicle Sales: 50073 (January) vs 48983
Fxstreet
Mon, Feb 2
European bond yields inch higher as metals rout roils markets
By Sophie Kiderlin LONDON, Feb 2 (Reuters) - Safe-haven euro zone government bond yields edged higher on Monday as a rout in precious metals gripped markets to start off a week that will also see a European Central Bank interest rate decision. Silver and gold extended last week's ...
Reuters
Mon, Feb 2
CZK: Critical week for Czech Koruna – ING
This week is critical for the Koruna as central banks in the CEE region prepare for important announcements. Frantisek Taborsky from ING expects mixed signals from PMIs and inflation data that could influence monetary policy.
EUR/CZK
USD/CZK
Fxstreet
Mon, Feb 2
New Tesla sales in Spain rise 70.1% in January
Feb 2 (Reuters) - Tesla's TSLA.O new car sales in Spain rose 70.1% in January from the same month in 2025 to 456 units, registration data released by industry group ANFAC showed on Monday, while sales of electric cars from other brands increased by 48.3%.
Reuters
Mon, Feb 2
RPT-BREAKINGVIEWS-India's budget packages desperation as reform
By Shritama Bose MUMBAI, Feb 2 (Reuters Breakingviews) - Prime Minister Narendra Modi's government is trying to pitch its latest federal budget as a way to boost foreign direct investment. Yet the changes unveiled on Sunday are piecemeal at best, exposing how the administration of the world...
Reuters
Mon, Feb 2
GLOBAL ECONOMY-Global factory activity improves on growing demand
Euro zone manufacturing output returns to growthJapan, South Korea factory activity expand at multi-year paceChina's manufacturing activity expands in private surveySurveys brighten prospects for Asia's export powerhousesBy Leika Kihara and Indradip Ghosh BENGALURU/TOKYO, Feb 2 (Reuters) ...
Reuters
Mon, Feb 2
When is the US ISM Manufacturing PMI for January and how could it affect EUR/USD?
The United States (US) Institute of Supply Management (ISM) Manufacturing Purchasing Managers’ Index (PMI) data for January is scheduled to be published today at 15:00 GMT.
EUR/USD
Fxstreet
Mon, Feb 2
USD: Employment data to shape Fed's next move – TD Securities
The Global Strategy Team at TD Securities highlights that upcoming employment data will be critical in determining the timing of the Federal Reserve's next rate cut. Key reports include JOLTS on Tuesday, ADP on Wednesday, and the NFP/unemployment numbers on Friday.
Fxstreet
Mon, Feb 2
Brazil Economists See 2026 Inflation At 3.99% - Cenbank Poll
Feb 2 (Reuters) - Brazil central bank poll:BRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.99% IN 2026 VERSUS 4.00% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMISTS SEE ANNUAL IPCA INFLATION INDEX REACHING 3.80% IN 2027 VERSUS 3.80% IN PREVIOUS ESTIMATE - CENBANK POLLBRAZIL ECONOMIS...
Reuters
Mon, Feb 2
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