
Weekly Market Outlook (03-07 February)
We have lots of tier one data points this week with a particular focus on the US labour market indicators and the BoE’s policy decision.
market overview

Trump talks more tariffs: Says there's nothing Mexico, China and Canada can do
Trump promises tariffs
EUR
CAD
USD
MXN

Weekly Briefing: Is Prop Trading Facing Arbitrage Manipulation? XTB 2024 Results, and More
Two Brokers, One Brand, But Why? Starting off our weekly news update is an interesting case of two brokers fighting for the same brand.

These Trading Sites Lack Licenses, Cyprus Regulator Warns
The Cyprus Securities and Exchange Commission (CySEC) issued a warning about a new list of online trading platforms operating without authorization.
cysec

Forexlive Americas FX news wrap: A tangled tariff web we weave
Forex news for North American trading on Jan 31, 2025
Session wrap
Wrap Nth America

Forexlive Americas FX news wrap: A tangled tariff web we weave
Forex news for North American trading on Jan 31, 2025
Session wrap
Wrap Nth America

Two reasons why the Treasury market doesn't like the sound of a trade war
Yields at the highs of the day
Bonds

Two reasons why the Treasury market doesn't like the sound of a trade war
Yields at the highs of the day
Bonds



February 1. March 1. It doesn't matter because it's all a bluff
Why there won't be any universal tariffs
CAD
USD
MXN

February 1. March 1. It doesn't matter because it's all a bluff
Why there won't be any universal tariffs
CAD
USD
MXN

White House: Trump has not made up his mind on the tariff timeline for the European Union
More tariff talk
Politics






NZDUSD seller pushed lower this week negating the bullishness from last week. What now?
What now as we head into a new trading week?
USD

Trump expected to issue tariffs against Canada and Mexico starting March 1
The tariff start date is a month past the February 1 date previously targeted
USD

Trump expected to issue tariffs against Canada and Mexico starting March 1
The tariff start date is a month past the February 1 date previously targeted
USD

USDCHF sellers lean against target swing area,but sellers have work to do.What to eye now?
The swing area above at 0.9108 to 0.9114 stalled the rally but remains a key barometer for buyers and sellers today and going forward.
CHF
USD



ECB President Dismisses Bitcoin as EU Reserve amid CNB's $7B Proposal
European Central Bank (ECB) President Christine Lagarde stated that Bitcoin (BTC) is unlikely to be adopted as a reserve asset by EU banks.
bitcoin
crypto
cryptocurrency
European Central Bank (ECB)
ecb

ECB's Villeroy: We should be sustainably around 2% inflation target by summer
Comments from Villeroy
ECB

ECB's Villeroy: We should be sustainably around 2% inflation target by summer
Comments from Villeroy
ECB

Canadian government drops planned capital gains tax hike
Inclusion rate of two-thirds abandoned 'for now' but very likely 'forever'
CAD

Canadian government drops planned capital gains tax hike
Inclusion rate of two-thirds abandoned 'for now' but very likely 'forever'
CAD

Bill Gates says prior macro-economic analogies don't apply to AI
Everything is going to change
Politics

Bill Gates says prior macro-economic analogies don't apply to AI
Everything is going to change
Politics

Fed's Goolsbee: Policy uncertainties might affect prices
In an interview with CNBC on Friday, Federal Reserve (Fed) Bank of Chicago President Austan Goolsbee said that he has comfort that they are on the path to 2% inflation, per Reuters.
Fed
CentralBanks

OpenAI to launch new o3 model for free today as it pushes back against DeepSeek
In a competitive environment
Stocks


AUDUSD sellers in control. What turns that bias around? What targets are on the downside?
The 100 hour MA remains a key barometer for the buyers and sellers at 0.62397
AUD
USD

The first look at the Atlanta Fed GDPNow forecast for Q1: 2.9%
It's way too early for this indicator
USD

CTA selling activity in crude oil markets to run out of steam – TDS
In most scenarios for price action, we expect that CTA selling activity in **crude oil** markets will run out of steam, TDS' Senior Commodity Strategist Daniel Ghali notes.
Oil
Energy
Banks



Mexico's Sheinbaum: If the US imposes tariffs, this puts aside the USMCA trade pact
Comments from the Mexican President
MXN