Forexlive Americas FX news wrap 5 Feb: Yields move lower helped by lower ISM services ...Middle East

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US stocks shake off the early weaknessChip Stock Showdown: AMD, Nvidia & Broadcom AnalysisUS crude oil futures settled at $71.03US dollar at a one-week low as the trade fears fadeFed's Goolsbee: Ignoring supply chain impacts, like tariffs, would be a mistakeTariff front-running is likely to play havoc with Canadian economic dataChina initiates WTO dispute complaint regarding US tariff measuresS&P 500 erases loses, turns positive despite a big decline at AlphabetUS expected to roll out Ukraine peace plan next weekJapan-US summit statement to call for 'golden age' of tiesECB's Centeno: Undershooting 2% inflation is a risk if investment doesn't improveEIA weekly crude oil inventories +8664K vs +1962K expectedFed's Barkin: Does not see rate hike as 'close' to the base caseUS January ISM services 52.8 vs 54.3 expectedUS S&P Global final January services PMI 52.9 vs 52.8 prelimCanada S&P Global January services PMI 49.0 vs 48.2 priorCanada and US to hold economic summit on Feb 7More from Fed's Barkin: There is a wide range of outcomes from tariffsFed's Barkin: Not hearing CEOs talk about recessionECB's Lane: Disinflation process remains well on trackTreasury refunding announcement shows most auction sizes unchanged for several quartersCanada December trade balace +0.71B vs +0.75B expectedUS international trade deficit for December $-98.4B vs $-96.6 billionUS January ADP employment +183K vs +150K expectedIn the kickstart video for Feb 5 the USD is lower as US traders enter the fray for the dayFed's Barkin: Baseline data has been favourableForexlive European FX news wrap: The USD extends decline as trade war fears dissipateUS MBA mortgage applications w.e. 31 January +2.2% vs -2.0% prior

The USDJPY tested and then broke below the 200 and 100 day MAs at 152.77 and 152.42, but price has bounced back to the higher 200 day MA. That MA at 152.77 is the key barometer going into the new trading day.

Below is a summary of the changes of the major currency pairs vs the USD.

Barkin highlighted the significant uncertainties surrounding tariffs, identifying three key areas: the level and scope of tariffs on various countries, the responses from other nations and companies, and the ultimate impact on consumers.

On globalization, Barkin noted that it has been disinflationary but expressed concern that de-globalization could pose a headwind to U.S. growth. He expects inflation numbers to decline "significantly" over the next 12 months, particularly in the first quarter. Barkin also underscored the importance of robust security protocols, sharing that the Federal Reserve is frequently targeted by cyberattacks.

Fed's Austan Goolsbee emphasized the importance of considering supply chain impacts, such as tariffs, when assessing inflation, warning that ignoring these factors would be a mistake. He highlighted that if inflation rises or progress toward the 2% goal stalls, the Federal Reserve will need to determine whether the cause is economic overheating or tariff-related pressures, as this distinction is crucial for deciding policy actions.

The US trade deficit was the 2nd largest deficit EVER as companies front ran the Trump tariffs (CLICK HERE).

More positive data came from the ADP jobs report. The US January ADP employment report showed an increase of 183K jobs, exceeding the expected 150K and reflecting a revision of the prior month's figure from +122K to +176K. The gains were driven by the service-providing sector, which added 190K jobs, while the goods-producing sector lost 6K jobs. Notably, consumer-facing industries like trade, transportation, utilities, and leisure/hospitality accounted for more than half of the job growth, while business services and production lagged behind.

US stocks traded higher, and they traded lower, but closed higher on the day (and near highs for the day):

Dow industrial average closed up 317.24 points or 0.71% at 44873.28. The index was down -203.05 points at session lows. S&P index rose 23.60 points or 0.39% at 6061.48. It was down -30.82 pointsNASDAQ index rose 38.31 points or 0.19% at 19692.33. At session lows, the index was down -155.12 pointsRussell 2000 rose 26.02 points or 1.14% at 2316.23

2-year Yield 4.186%, -2.7 basis points5-year yield 4.249%, -6.7 basis points10 year yield 4.426%, -8.7 basis points30 year yield 4.643%, -10.4 basis points

in other markets:

Crude oil is down $1.56 at $71.12Gold reached a new all-time high at $2882.39. It is trading up $21 at $2862.29.Bitcoin is trading lower by about $400 at $97,386

Thank you for your support.

This article was written by Greg Michalowski at www.forexlive.com.

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