Germany’s business sentiment hit six-month high, signaling cyclical upswing, though tariffs, stronger euro and weather pose risks.

The Supreme Court’s tariff ruling reshapes the trade landscape, easing inflation pressures and potentially influencing the Fed’s policy path, while also raising fiscal concerns.

Weaker-than-expected growth alongside persistent inflation complicates the Federal Reserve’s policy outlook, reinforcing a cautious stance and keeping markets on edge.

Eurozone manufacturing rebounds sharply while persistent pricing pressures may keep the ECB cautious on rate cuts steady outlook.

Traders factored in a higher-for-longer” interest rate environment even as a trio of economic data relayed a mixed message.

DXY futures traded flat after a data- and FOMC-driven rally, with traders awaiting jobless claims and trade balance for the next directional catalyst.

Durable goods orders declined due to weaker transportation demand, but underlying business investment stayed firm, while housing activity improved, and industrial production strengthened.

Reuters Tankan survey showed Japanese manufacturers’ sentiment improved for the first time in three months, while non-manufacturers’ confidence weakened and outlook turned cautious.

New York Fed manufacturing index stayed positive in February, signaling regional expansion, in turn tempering expectations for near-term Fed rate cuts.

U.S. consumer inflation eased in January, with softer headline pressures, while underlying core price gains remained steady, keeping the Fed cautious ahead.

Eurozone GDP growth held steady, supporting soft-landing hopes, but slowing momentum keeps ECB easing bias.

Jobless Claims falls Less Than Expected, Triggering Profit-taking After NFP Report — Watch for Dip-Buying Opportunity in ES