📣 Markets Watch: Post-Fed Repricing Meets Jobs Data and Global Activity Checks (Feb 02–08, 2026)

What to Watch This Week: Key Events: The first full week after the Federal Reserve’s January decision shifts markets from anticipation to interpretation. With policy guidance now set, attention turns to whether incoming data supports the outlook communicated by central banks. Activity indicators and labour-market readings will play a central role in shaping early-February sentiment across FX, rates, and risk assets.

 Key Global Economic Events to Watch (Feb 02–08)

📌 Additional Factors to Monitor

• With the Fed decision now behind markets, data sensitivity may increase as participants reassess the timing and pace of any further policy adjustments.
• PMI final readings and labour data together will help confirm whether growth momentum is stabilising or softening into Q1.

🧭 Under-Radar / High-Importance Signals Ahead

• Next Monday (Feb 09): Euro-area industrial production and updated sentiment indicators could influence how markets extend post-jobs positioning.
• Any meaningful divergence between U.S. and Canadian labour outcomes may start shaping North American FX dynamics early in the week.

🔎 Key Themes for the Week

• Labour Takes Centre Stage: U.S. and Canadian employment data are likely to be the primary volatility drivers.
• Post-Policy Repricing: Markets continue to fine-tune expectations following January’s central-bank guidance.
• Growth Confirmation: PMI and factory data offer an important check on activity trends as February begins.• text

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