Breaking Data

Latest stock market data plus index, currencies, and commodities performance

BOJ holds rates as firmer inflation outlook adds a hawkish tilt

The Bank of Japan kept its policy rate unchanged at 0.75% but delivered a more assertive inflation message, reinforcing expectations that the next rate hike could arrive sooner than markets had assumed.

China’s silver exports surge, easing fears of imminent curbs

China shipped the largest volume of silver overseas in more than a decade last year, a data point that undercuts market anxiety about looming export restrictions and suggests the recent rally in the metal has been fueled more by perception than policy.

RBNZ expectations for a tighter monetary policy

The New Zealand dollar has risen to around $0.585, hitting a four-month high, despite the official cash rate sitting at a low 2.25% the lowest since July 2022 the combination of above-target inflation and firming economic growth is tilting market expectations toward a tightening cycle. Investors are increasingly betting that the RBNZ will begin lifting rates later this year.

Labour market signals and inflation rise

Regular pay excluding bonuses rose 4.5% year-on-year. With wage growth cooling and December’s CPI print at 3.4%, slightly above expectations, the Bank of England faces a delicate balancing act. If inflation stabilizes or slows in the coming months, it may strengthen the case for a continued policy pause, keeping rates on hold until there is clearer evidence of sustained disinflation.

US 10-year yields market repricing

US 10-year Treasury yields moved decisively higher in post-holiday trading, pushing above the 4.25% level and marking the highest yield seen since early September. The upcoming PCE inflation readings are especially critical, as they represent the Federal Reserve’s preferred inflation gauge. evidence of cooling inflation or weakening consumer demand could stabilize yields.

China’s economy at the start of 2026

China enters 2026 with a mixed economic picture. Recent data show a clear pickup in industrial activity toward the end of 2025, even as broader economic growth slows and structural pressures persist. Markets are now weighing whether policy support and exports can offset weak domestic demand and rising global uncertainty.

EU weighs €93 billion US tariff response after Trump’s Feb. 1 threat

The European Union is preparing to revive retaliatory tariffs on up to €93 billion of US goods as it tries to deter President Donald Trump from imposing a new 10% levy on eight European countries from Feb. 1 — a dispute that has quickly broadened from trade into geopolitics and alliance politics.

US Tariffs and silver national security

The latest move by the United States to impose a 25% national security tariff on certain high-end semiconductors marks a significant escalation in the ongoing effort to reshore critical technology supply chains. While the immediate focus of the policy is the semiconductor sector, the broader implications extend well beyond chips, with notable spillover effects into silver.

Silver’s spike is squeezing solar makers already deep in the red

A record run in silver prices is turning a small input into a major cost line for solar-panel producers — just as the industry tries to climb out of a two-year losses streak amid brutal overcapacity.

ECB policy and the Euro

Eurozone economy is showing signs of durability rather than dynamism, Price pressures in the Eurozone have eased significantly compared with the inflation surge earlier in the decade, with the deposit rate unchanged at approximately 2.15% since June 5, 2025.