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Economic calendar in Asia 04 February 2025 - Fed's Musalem speaking
A light data ageanda today
economic calendar
Fed

Trade ideas thread - Tuesday, 4 February, insightful charts, technical analysis, ideas
Post 'em if ya got 'em!
USD

Trade ideas thread - Tuesday, 4 February, insightful charts, technical analysis, ideas
Post 'em if ya got 'em!
USD

WSJ: Trump looking to dismantle the Department of Education
Looks to send most of the roles back to the states
USD


What's priced in for the Bank of Canada ahead of tariffs
Will the tariffs happen? If so, what will the Bank of Canada do?
CAD

Forex Today: Fedspeak and US jobs data in the spotlight
The US Dollar kicked off the week on a strong note as market participants assessed the implementation of US tariffs over the weekend, while investors should remain focused on the US labour market data throughout this week as well as comments from Fed’s rate setters.
Fed
Employment
Currencies
EURUSD

More from Bostic: Businesses are not confident in their outlook at this point
Bostic says businesses will wait and see
Fed

CIBC forecast how Canada's economy would fare during a five-month tariff war
Forecasts from CIBC on how the Canadian economy would perform if tariffs stayed in place through Q2, but were then lifted
CAD

Navarro: Trudeau needs to recognize it is a drug war, not a trade war
It's a consistent talking point from White House officials today
Politics

China's UN envoy says will be filing a WTO complaint against US
Comments from China's UN envoy
China



Canada conservative leader Poillevre: Canada should use military for border surveillance
Mexico said they would deploy 10,000 national guard immediately to the border to avoid trafficking drugs to the US
USD

Canada conservative leader Poillevre: Canada should use military for border surveillance
Mexico said they would deploy 10,000 national guard immediately to the border to avoid trafficking drugs to the US
USD

Fed's Bostic: The current degree of uncertainty has broadened considerably
Atlanta Fed Pres. Bostic is speaking
Fed

Donald Trump considering hitting EU with 10% tariffs on imported goods - report
Telegraph report
EUR
USD

Donald Trump considering hitting EU with 10% tariffs on imported goods - report
Telegraph report
EUR
USD

Fed's Collins: Big tariffs will push up price levels, could also have second-round impacts
Comments from the Boston Fed President
Fed



Trump confirms that Mexican tariffs will be paused, says negotiations will start
What Trump said
Politics

Trump confirms that Mexican tariffs will be paused, says negotiations will start
What Trump said
Politics


Sheinbaum says had a good conversation with Trump. Tariffs paused for a month
Comments from the Mexican President
MXN


White House says negotiations on tariffs are ongoing
Indications so far is that Mexico is doing more than Canada
CAD
MXN

US construction spending for December 0.5% versus 0.2% estimate
US construction spending for December 2024
USD

US January ISM manufacturing 50.9 vs 49.8 prior
US January manufacturing survey from the Institute for Supply Management
USD

US January final S&P Global manufacturing PMI 51.2 vs 50.1 prior
US January S&P Global manufacturing PMI
USD

Canada January S&P Global manufacturing PMI 51.6 vs 52.2 prior
Canada January manufacturing sector survey
CAD

Trump says he just spoke with Trudeau and they will speak again at 3 pm ET
Is a deal coming together?
CAD
USD

Full transcript: What Kevin Hassett said today on CNBC on tariffs
The market has moved on comments from Hassett that suggest a path to a deal
CAD
USD
MXN


Hassett: There have been some positive conversations on tariffs
Comments from the White House NEC director
USD

WH economic council director says Trump will decide what he will or won't call off
Remarks by White House economic council director, Kevin Hassett
USD