Inflation-wary Bank of England set to keep rates on hold.British interest rates are likely to fall further this year but the Bank of England will probably sound vague this week about when or by how much it will cut borrowing costs as it awaits a clearer picture on inflation.

WTI falls below $62.00 amid US-Iran deal hopes.WTI falls below $62.00 amid US-Iran deal hopes

Netherlands, The Retail Sales (YoY): 3% (December) vs previous 3.9%.Netherlands, The Retail Sales (YoY): 3% (December) vs previous 3.9%

Netherlands, The Retail Sales (YoY) increased to 4.5% in December from previous 3.9%.Netherlands, The Retail Sales (YoY) increased to 4.5% in December from previous 3.9%

Yen Slips as Takaichi Tones Down Intervention Rhetoric.Yen came under renewed pressure today after comments over the weekend from Japanese Prime Minister Sanae Takaichi suggested a softer stance on currency weakness. The shift in tone has been interpreted as reducing the near-term threat of official intervention, reopening the door for Yen sellers.

India central bank shores up rupee after budget underwhelms investors.The Indian central bank's interventions helped boost the rupee away from record low levels on Monday, a day after the announcement of the country's federal budget, which left sovereign government bonds reeling and equities on tenterhooks.

Indonesia Core Inflation (YoY) came in at 2.45%, above forecasts (2.37%) in January.Indonesia Core Inflation (YoY) came in at 2.45%, above forecasts (2.37%) in January

Indonesia Inflation (MoM) declined to -0.15% in January from previous 0.64%.Indonesia Inflation (MoM) declined to -0.15% in January from previous 0.64%

Risk-off pressure keeps rupee knocking on 92 handle, RBI looms.The Indian rupee is expected to remain under strain on Monday amid broad-based risk-off sentiment, with traders wary of pushing the currency beyond the 92-per-dollar handle due to the possibility of central bank intervention.

China PMI setback underscores fragile domestic demand at start of 2026 – ING.China's softer-than-expected PMI readings in January suggest that domestic economic challenges have carried over into the start of 2026, even as external demand continues to provide pockets of support, according to analysis from ING Group.

Argentina buys $808 million in drawing rights from US to pay IMF, media reports.Argentina bought $808 million in Special ​Drawing Rights (SDRs)from the U.S. ‌Treasury to meet an interest payment to the International Monetary Fund (IMF), local newspaper ‌La Nacion reported on Sunday.

China private manufacturing PMI rises in January, but cost pressures intensify.China's manufacturing sector showed tentative signs of improvement at the start of 2026, according to private-sector PMI data, though the recovery remains shallow and increasingly challenged by rising cost pressures and subdued confidence.

USD/JPY treads water above 155.00 as BoJ reinforces gradual tightening path.USD/JPY treads water above 155.00 as BoJ reinforces gradual tightening path

China's RatingDog Manufacturing PMI rises to 50.3 in January, as expected.China's RatingDog Manufacturing PMI rises to 50.3 in January, as expected

China RatingDog Manufacturing PMI meets forecasts (50.3) in January.China RatingDog Manufacturing PMI meets forecasts (50.3) in January

Aussie, kiwi wobble as Warsh's Fed appointment lifts US dollar.The Australian and New Zealand dollars wobbled on Monday after the nomination of Kevin Warsh as the next U.S. central bank chief lifted the embattled greenback and sent prices for precious metals tumbling.

India budget leaves rupee, bonds vulnerable heading into RBI policy decision.The Indian rupee and government bonds are expected to extend their rough patch this week as the government's higher-than-expected borrowing plan is a concern for traders while weak capital flows leave the currency exposed.

Japan PMI manufacturing finalized at 51.5, growth returns, inflation a risk.Japan's manufacturing sector returned to expansion in January, with PMI Manufacturing finalized at 51.5. This marks the first improvement in operating conditions since mid-2025 and represents the strongest rate of growth since August 2022, offering early evidence of a cyclical recovery taking hold.

India budget derivatives tax hike slammed shares in special Sunday wipe out session.India's budget-driven derivatives tax hike is seen as a near-term equity headwind, with investors also disappointed by the lack of immediate measures to stem foreign outflows.

Japanese Yen Forecast: USD/JPY Pressured by Hawkish BoJ Outlook.Hawkish BoJ signals and Fed rate cut expectations weigh on USD/JPY, with technical levels and incoming US data guiding the next move.

Australia ANZ Job Advertisements increased to 4.4% in January from previous -0.5%.Australia ANZ Job Advertisements increased to 4.4% in January from previous -0.5%

Japan manufacturing PMI jumps back into expansion as demand and hiring surge.Japan's manufacturing sector returned to growth in January, posting its strongest improvement since 2022 as demand, output and hiring all rebounded.

WTI oil rally pauses on OPEC+ hold, bullish trend reversal still intact for 70 later.Oil prices edged lower today after OPEC+ agreed to keep output unchanged for March. Sunday's brief meeting reaffirmed earlier decisions to freeze planned output increases through the first quarter of 2026.

Oil News: Iran Tensions Lift Crude Oil—Can Geopolitics Override Surplus Fears?.Crude oil surges 6.78% on geopolitical risk and inventory draws, yet structural surplus of 0.75-3.5 million bpd could cap gains near consensus $60 target.

Dollar firm as investors mull a Fed under Warsh; yen back under the spotlight.The dollar clung to its gains on Monday as investors weighed what a Federal Reserve under Kevin Warsh ​might look like, with his preference for a smaller balance sheet.

China's Xi says is on a ‘strong currency' mission to make the Yuan a global reserve.China's Xi says is on a ‘strong currency' mission to make the Yuan a global reserve

Crude Oil Weekly Outlook: Gains Test Two-Year Resistance.Market volatility swung sharply on Friday ahead of the close, driven by headlines surrounding Trump's support for a hawkishly perceived Fed chair, Iran's willingness to negotiate, and renewed U.S. threats regarding structural agreements with Iran. These developments fueled a spike in cross-asset volatility:

Australia manufacturing PMI hits five-month high as growth accelerates in January.Australia's manufacturing sector entered 2026 on firmer footing, with January PMI data pointing to a clear acceleration in activity and improving demand conditions. The latest survey results indicate that growth momentum has broadened across output, orders, employment, and purchasing, reinforcing signs that the sector is emerging from a prolonged period of subdued conditions.

Australia S&P Global Manufacturing PMI fell from previous 52.4 to 52.3 in January.Australia S&P Global Manufacturing PMI fell from previous 52.4 to 52.3 in January

South Korea Trade Balance registered at $8.74B above expectations ($4.6B) in January.South Korea Trade Balance registered at $8.74B above expectations ($4.6B) in January