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Summary – January 27

LATAM
EM BulletStoryEmerging Market News
  • In Brazil, Monday’s docket will be highlighted by the usual BCB Focus survey of economists, while total outstanding loans figures for December also cross. Elsewhere, Mexico trade data for December are due, as well as Colombia industrial confidence.
  • In the US, focus on the ebb and flow of risk sentiment, with fragility in market-leading US tech stocks is driving both headlines indices as well as broader price action. US new home sales, Chicago Fed national activity and Dallas Fed manufacturing activity data are the schedule highlights. Central bank comms are set to be quiet, with both the Fed and ECB inside their pre-decision media blackout periods.
  • The sharp Deepseek-triggered slide in equity futures – with Nvidia's pre-market trade wiping out almost $300bn in market cap - is helping to underpin haven currencies this morning, tipping USD/JPY to new YTD lows. The USD Index is near last week's lows, holding close to the lowest levels of 2025. The Fed decision mid-week looks key here - as Powell's messaging on rates across this year is set to steer price action.
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  • In Brazil, Monday’s docket will be highlighted by the usual BCB Focus survey of economists, while total outstanding loans figures for December also cross. Elsewhere, Mexico trade data for December are due, as well as Colombia industrial confidence.
  • In the US, focus on the ebb and flow of risk sentiment, with fragility in market-leading US tech stocks is driving both headlines indices as well as broader price action. US new home sales, Chicago Fed national activity and Dallas Fed manufacturing activity data are the schedule highlights. Central bank comms are set to be quiet, with both the Fed and ECB inside their pre-decision media blackout periods.
  • The sharp Deepseek-triggered slide in equity futures – with Nvidia's pre-market trade wiping out almost $300bn in market cap - is helping to underpin haven currencies this morning, tipping USD/JPY to new YTD lows. The USD Index is near last week's lows, holding close to the lowest levels of 2025. The Fed decision mid-week looks key here - as Powell's messaging on rates across this year is set to steer price action.