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CNY: Strengthening against Dollar – Rabobank
Rabobank's report discusses the strengthening of the Chinese Renminbi (CNY) against the Dollar, driven by China's efforts to internationalize its currency. The report notes Xi Jinping's ambitions for the CNY to become a global reserve currency and the implications this has for the Dollar's status.
Fxstreet
Mon, Feb 2
Thailand: Economic outlook ahead of elections – DBS
Thailand is set to hold general elections on February 8, 2026, amidst a challenging economic backdrop. The report by DBS Group Research, authored by Chua Han Teng, highlights that GDP growth is expected to slow to 1.6% in 2026, with inflation hovering in negative territory.Fxstreet
Mon, Feb 2
China: Soft PMI data indicates domestic challenges – ING
China's official manufacturing purchasing managers’ index (PMI) fell to 49.3 in January, indicating a contraction and coming in well below forecasts. The non-manufacturing PMI also slipped back into contraction at 49.4, marking a 37-month low.Fxstreet
Mon, Feb 2
BLS announces no NFP release on Friday amid partial government shutdown
The US Bureau of Labor Statistics (UBS) advised markets on Monday that Friday's scheduled publication of the latest Nonfarm Payrolls (NFP) jobs data package will be suspended until federal government operations resume.Fxstreet
Mon, Feb 2
Middle East: Trade growth dynamics – Standard Chartered
Middle East trade is experiencing significant growth, projected to increase by 15% compared to 9% globally from 2021 to 2024. Asia is expected to dominate this trade corridor, expanding from USD 0.9 trillion in 2024 to USD 1.5 trillion by 2030.Fxstreet
Mon, Feb 2
US ISM Manufacturing PMI improves to 52.6 in January vs. 48.5 expected
The business activity in the US manufacturing sector expanded in January, with the Institute for Supply Management's (ISM) Manufacturing Purchasing Managers' Index (PMI) improving to 52.6 from 47.9 in December. This reading came in better than the market expectation of 48.5.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
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.
Fxstreet
Mon, Feb 2
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