Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility 
Asian Stocks Slip as Tech Rout Deepens, Japan Steadies Ahead of Election 
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns 
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices 
Silver Prices Plunge in Asian Trade as Dollar Strength Triggers Fresh Precious Metals Sell-Off 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
U.S. Stock Futures Edge Higher as Tech Rout Deepens on AI Concerns and Earnings 
Trump Endorses Japan’s Sanae Takaichi Ahead of Crucial Election Amid Market and China Tensions 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
Gold and Silver Prices Slide as Dollar Strength and Easing Tensions Weigh on Metals 
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady 
Vietnam’s Trade Surplus With US Jumps as Exports Surge and China Imports Hit Record 
Dollar Steadies Ahead of ECB and BoE Decisions as Markets Turn Risk-Off 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
Thailand Inflation Remains Negative for 10th Straight Month in January 
Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Euro area posted a record trade balance at ¥194.8 billion, shows the latest data published from Euro stat.
Positive trade balance is very favorable for any country and euro area especially Germany remains robust from this point. These positive balances will be favorable to European stocks & Euro once the cloud of uncertainty passes away.
The European stocks at this valuation of Euro looks very favorable and we feel further good days are ahead for the stocks and Indexes (like DAX, IBEX) in the months to come.
DAX is currently just shy of its all-time high of 11,000 and E.Stxx50 trading at 3,440 up more than 10% for the year.
- Top performer is Germany (+€201.8 billion) followed by the Netherlands (+€57.5 billion), Italy (+€37.1 billion), Ireland (+€32.2 billion).
- Worst performers are France (-€67.5 billion), Spain (-€23.0 billion) and Greece (-€18.9 billion).
- Another worthy noting data is export which is significantly down for Switzerland (-18%), though this we believe might change in the coming months after the massive devaluation of euro against franc.
- Exports & Imports to Russia down by 13% & 10% respectively.
Overall the tone of the data is positive for the euro over longer term but could of less impact in the near as the political uncertainty remains at large for now.
