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JP Morgan on Trump tariffs - reinforce their bullish view on gold
Well, at least they're getting a dip to buy into if they want
Gold
Bullish

Persistent Trump tariffs mean a minus 5% hit to Canada's economy, Mexico -8%, US -1%
Mitch McConnell says tariffs will "be paid for by UIS consumers"
CAD
USD
MXN

Persistent Trump tariffs mean a minus 5% hit to Canada's economy, Mexico -8%, US -1%
Mitch McConnell says tariffs will "be paid for by UIS consumers"
CAD
USD
MXN

AUD/USD dipped under 0.61
Trump tariff trade war on China, Canada and Mexico is triggering a rout in 'risk'
AUD

Bank of Canada will implement six consecutive quarter-point interest rate cuts
Will take the policy rate to 1.5% by October
BOC
CAD

NZD/USD attracts some sellers to below 0.5550 amid US tariff trade tensions, weaker Chinese PMI data
The NZD/USD pair faces some selling pressure to near 0.5545 during the Asian trading hours on Monday.
NZDUSD

China's Caixin Manufacturing PMI falls to 50.1 in January vs. 50.5 expected
China's Caixin Manufacturing Purchasing Managers' Index (PMI) dropped to 50.1 in January from December’s 50.5, the latest data showed on Thursday.
China
PMI
Manufacturing
EconomicIndicator
AUDUSD

Caixin China Manufacturing PMI (January 2025) 50.1 vs. expected 50.5
December was 50.5
CNY
China Stock Market
China
CNH

Caixin China Manufacturing PMI (January 2025) 50.1 vs. expected 50.5
December was 50.5
CNY
China Stock Market
China
CNH

Goldman Sachs says the medium term risks to oil prices is skewed to the downside
Also say they don't think tariffs will be around in the medium term. Go figure.
Oil

Goldman Sachs says the medium term risks to oil prices is skewed to the downside
Also say they don't think tariffs will be around in the medium term. Go figure.
Oil

AUD/USD falls to to its lowest since early 2020
Trump tariff trade war impacts continue to reverberate in Asia markets
AUD

AUD/USD falls to to its lowest since early 2020
Trump tariff trade war impacts continue to reverberate in Asia markets
AUD

US TreasSec Bessent said tariffs inflationary, not good "for a US industrial renaissance”
US Treasury Secretary Scott Bessent was honest with his investors at least
Bonds
SPX
Nasdaq
USD

Australia’s Retail Sales decline 0.1 % MoM in December vs. -0.7% expected
Australia’s Retail Sales, a measure of the country’s consumer spending, declined 0.1% MoM in December, compared to an increase of 0.8% in November, the official data published by the Australian Bureau of Statistics (ABS) showed on Monday.
Australia
RetailSales
Macroeconomics

Australian building permits for December 2024: +0.7% m/m (expected +1.0%)
Australian retail sales data for December was out at the same time, the main focus
AUD

Japan Manufacturing PMI January (final) 48.7 (prior 49.6)
Jibun / S&P Global Manufacturing PMI for Japan in January 2025
JPY

Trump says he'll speak with Canada's Trudeau on Monday
Will also speak with Mexico
Bonds
Politics
SPX
Nasdaq

BoJ Summary of Opinions: Member sees rising price trend towards 2% target
The Bank of Japan (BoJ) published the Summary of Opinions from its January monetary policy meeting, with the key findings noted below.
BOJ
CentralBanks
Macroeconomics

Australian private survey of inflation, January 2025: +0.1% m/m (prior +0.6%)
Melbourne Institute of Applied Economic & Social Research at the University of Melbourne Inflation Gauge
AUD

Australian private survey of inflation, January 2025: +0.1% m/m (prior +0.6%)
Melbourne Institute of Applied Economic & Social Research at the University of Melbourne Inflation Gauge
AUD

BoJ January meeting summary - one member cited upside inflation risk
Summary of Opinions at the Monetary Policy Meeting on January 23 and 24, 2025
BOJ

Trump tariffs end ‘self-delusion in markets’
Dow Jones / Market Watch with the take (a good one)
Bonds
Oil
SPX
Nasdaq
USD

Trump will be speaking to the media at 7.20pm US Eastern time (0020 GMT)
Financial markets will be on edge
Bonds
Politics
SPX
Nasdaq
USD

Trump will be speaking to the media at 7.20pm US Eastern time (0020 GMT)
Financial markets will be on edge
Bonds
Politics
SPX
Nasdaq
USD

Preview of the FX options expiries for Monday, February 3, 2025 at the 10 am NY cut
10 am New York cut option expiry data - forex
USD

Trump's tariff trade war launch bolsters the case for Reserve Bank of Australia rate cuts
Australia is not going to be immune from Trumps war on allies
RBA
AUD

Trump tariff trade war - inflation, economic shock, hit to consumers, supply chain chaos
Financial Times front page paints a grim picture for the US and global economy ahead
Bonds
SPX
USD

Australia S&P Global PMI Manufacturing January, final read 50.2 (flash 49.8 prior 47.8)
S&P Global Australian Final Manufacturing PMIs for January 2025
AUD

Economic calendar in Asia Monday, February 3, 2025 - China PMI
The second manufacturing PMI from China for January is due today
economic calendar

Economic calendar in Asia Monday, February 3, 2025 - China PMI
The second manufacturing PMI from China for January is due today
economic calendar

Trade ideas thread - Monday, 3 February, insightful charts, technical analysis, ideas
Join the discussion and stay ahead in the forex market.
USD

Trade ideas thread - Monday, 3 February, insightful charts, technical analysis, ideas
Join the discussion and stay ahead in the forex market.
USD

Trump inflicts economic pain for Americans with his tariff war launch
Pain for China, Canada and Mexico too. Everywhere else, your turn is coming.
USD

Trump inflicts economic pain for Americans with his tariff war launch
Pain for China, Canada and Mexico too. Everywhere else, your turn is coming.
USD

Early Monday - Trump tariffs slam Stocks, surge the USD
Good morning, afternoon or evening to all ForexLive traders and welcome to the start of the new FX week. get your crash helmets on.
SPX
Nasdaq
USD

Early Monday - Trump tariffs slam Stocks, surge the USD
Good morning, afternoon or evening to all ForexLive traders and welcome to the start of the new FX week. get your crash helmets on.
SPX
Nasdaq
USD