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Renowned tech journalist Gurman reports that Apple (AAPL.O) is scheduled to release the first iOS 26.4 beta for developers (planned to include some features of the new Siri) the week of February 23. In addition, Apple plans to release new products the week of March 2, including the iPhone 17e, a new iPad, and a brand-new Mac computer.
The Japanese Prime Minister called on the Japanese Diet to debate constitutional revision.
Japanese Prime Minister Sanae Takaichi: There are currently no plans to make major changes to the current cabinet lineup.
NHK (Japan Broadcasting Corporation) reports that the ruling coalition led by Prime Minister Sanae Takaichi is poised to win at least two-thirds of the seats in the House of Representatives.
Japanese Prime Minister Sanae Takaichi: We will strive to fulfill our tax reduction commitments, because we have already made those commitments.
Market news: Japanese Prime Minister Sanae Takaichi has stated her willingness to listen to reasonable suggestions from the opposition.
Japanese Finance Minister Satsuki Katayama: The government maintains good dialogue with the Bank of Japan. I explained this in my meetings with executives from BlackRock and the International Monetary Fund, and they understand our position.
Japanese Prime Minister Sanae Takaichi: The alliance with the Japan Restoration Party will continue.
Japanese Finance Minister Satsuki Katayama: I will hold dialogues with the market on Monday, depending on the need.
Japanese Finance Minister Satsuki Katayama: Using foreign exchange reserves to fund national spending may be feasible, but given that foreign exchange reserves are often used for foreign exchange intervention, there could be problems with doing so.
Japanese Finance Minister Satsuki Katayama: (When asked whether Japan could use its foreign exchange reserves to fund tax cuts and spending) It's not easy; it requires a professional approach.
Japanese Prime Minister Sanae Takaichi: If the government committee approves the reduction of the consumption tax, we will submit the bill.
Japanese Prime Minister Sanae Takaichi: We will prioritize fiscal sustainability.
Japanese Prime Minister Sanae Takaichi: A weak yen has both advantages and disadvantages. We will continue to pursue a responsible and proactive fiscal policy. The goal is to build a resilient nation capable of withstanding exchange rate fluctuations.
Japanese Prime Minister Sanae Takaichi: We will expedite consideration of reducing the consumption tax.
February 8th - European Central Bank (ECB) Executive Board member Giuseppe Cipolone stated that the ECB will assess the impact of the recent euro's appreciation on consumer price growth in its quarterly forecasts to be released in March; however, the euro's recent volatility has been relatively limited. According to a record published on the ECB's website on Sunday, the Italian policymaker said that officials consider the exchange rate as one of the factors "forecasting inflation dynamics." "We will observe how the new forecasts unfold and what impact they will have." At the same time, Cipolone emphasized that the ECB has not set a specific target for the euro, and that the euro exchange rate has been fluctuating around $1.17 to $1.18 for nearly a year. "After the volatility a few weeks ago, the euro exchange rate has now fallen back to the levels of the previous months," Cipolone said.
1. Monday: ① Data: Japan's December trade balance, Switzerland's January consumer confidence index, Eurozone's February Sentix investor confidence index; ② Events: ASEAN Finance Ministers and Central Bank Deputy Working Group meeting held until February 13. 2. Tuesday: ① Data: US January New York Fed 1-year inflation expectations, January NFIB small business confidence index, December retail sales month-on-month, Q4 labor cost index quarter-on-quarter, December import price index month-on-month, November business inventories month-on-month; France's Q4 ILO unemployment rate; China's January M2 money supply year-on-year rate (pending); ② Events: ECB President Lagarde participates in discussions. Fed Governors Waller and Bostic deliver speeches. New York Fed releases its Q4 2025 household debt and credit report. ③ Earnings Report: Hong Kong Stock – SMIC (00981.HK). US Stocks – BP (BP.N), Spotify (SPOT.N), Coca-Cola (KO.N), AstraZeneca (AZN.O), Robinhood (HOOD.O), Ford Motor (FN). 3. Wednesday: ① Data: US API crude oil inventories for the week ending February 6th, EIA crude oil inventories for the week ending February 6th; US January unemployment rate, seasonally adjusted non-farm payrolls, average hourly earnings month-on-month, final reading of the 2025 non-farm payrolls baseline change; China January CPI year-on-year rate; ② Events: EIA releases monthly Short-Term Energy Outlook report. Fed's Hamak and Logan deliver speeches. OPEC releases monthly oil market report. Israeli Prime Minister Netanyahu will meet with Trump on Wednesday to discuss the Iran issue. ③ Holiday: Tokyo Stock Exchange closed. ④ Earnings Reports: Hong Kong Stocks – NetEase (09999.HK), Cloud Music (09899.HK). US Stocks – T-Mobile US (TMUS.O), NetEase Youdao (DAO.N), Cisco (CSCO.O), McDonald's (MCD.N). 4. Thursday: ① Data: US 10-year Treasury auction to February 11; UK Q4 GDP annualized rate (preliminary), December three-month GDP monthly rate, December manufacturing output monthly rate, December seasonally adjusted goods trade balance, December industrial production monthly rate; US initial jobless claims for the week ending February 7, January existing home sales (annualized), EIA natural gas storage for the week ending February 6; ② Events: Bank of Canada releases monetary policy meeting minutes. IEA releases monthly oil market report. ECB Executive Board members Schnabel, Cipollone, Chief Economist Lane, and Governing Council member Stournaras deliver speeches. ③ Holiday: No trading on the Taiwan Stock Exchange. ④ Earnings Reports: Hong Kong Stocks – Hua Hong Semiconductor (01347.HK), Lenovo Group (00992.HK). US Stocks – Rivian (RIVN.O), Coinbase (COIN.O), Applied Materials (AMAT.O), Airbnb (ABNB.O); 5. Friday: ① Data: Swiss January CPI month-on-month rate; Eurozone Q4 GDP annual rate revision, Eurozone Q4 seasonally adjusted employment quarter-on-quarter final value, Eurozone December seasonally adjusted trade balance; US January unadjusted CPI year-on-year rate, seasonally adjusted CPI month-on-month rate, unadjusted core CPI year-on-year rate, seasonally adjusted core CPI month-on-month rate; ② Events: Federal Reserve Chairman Logan and Federal Reserve Governor Milan attend events. China's National Bureau of Statistics releases monthly report on residential sales prices in 70 large and medium-sized cities. The Central Bank of Russia announces its interest rate decision. Bank of Japan policy board member Naoki Tamura delivers a speech. ③ Holidays: No market trading on the Taiwan Stock Exchange, no night trading on the Shanghai Gold Exchange, Shanghai Futures Exchange, Zhengzhou Commodity Exchange, and Dalian Commodity Exchange. ④ Earnings Report: US Stocks – Moderna (MRNA.O) 6. Saturday: ① Data: Total number of US oil rigs for the week ending February 13; CFTC releases weekly positioning report.
Market news: The European-Mediterranean Seismological Centre downgraded the magnitude of the earthquake in Cuba to 5.5, with a focal depth of 15 kilometers.
February 8th - Despite the silver price plunge that has almost wiped out its astonishing gains at the beginning of the year, retail investors still poured nearly $500 million into the silver market over the past week. According to data analysis from Vanda Research, retail investors poured $430 million into the largest silver ETF, SLV, in the six trading days ending Thursday, including over $100 million on January 30th, when silver prices fell 27%, marking the largest single-day drop in history. StoneX analyst Ronna O'Connell stated, "People are drawn to the allure of silver." She added that silver's appeal was further amplified by its "massive sell-off," with some investors seeing it as a buying opportunity at lower prices.
The European-Mediterranean Seismological Centre reports a 5.9-magnitude earthquake in the Cuba region.
Apr 21, 2023 14:03
Apr 21, 2023 13:58
Apr 20, 2023 13:54