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February 8, 2026

Week Ahead February 2026

Weekly UpdateEquitiesFXMacro Economic IndicatorsConsumer DiscretionaryFinancials

A busy week ahead features rescheduled US jobs and inflation data due to a government shutdown, alongside a pivotal snap election in Japan. Key economic releases are also expected from the UK (GDP), China (Inflation), and Canada (Minutes).

Key Takeaways

  • 1.Key US data including NFP and CPI have been rescheduled to February 11th and 13th respectively due to a partial government shutdown.
  • 2.Japanese PM Takaichi called a snap election for February 8th, with polls suggesting a potential two-thirds super majority for the LDP-JIP coalition.
  • 3.The Bank of Canada remains cautious on rate cuts, concerned that economic weakness may reflect lower productive capacity (structural) rather than just cyclical demand issues.

Table of Contents

  • Highlights include US NFP and CPI, Japanese Election, UK GDP and China Inflation
  • JAPANESE AVERAGE CASH EARNINGS (SUN)
  • JAPANESE SNAP ELECTION (SUN)
  • JAPANESE ECONOMY WATCHERS SURVEY (MON)
  • BOC MINUTES (WED)
  • CHINESE INFLATION (WED)
  • US JOBS REPORT (WED)
  • UK GDP (THU)
  • US CPI (FRI)

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Authors

Author(s)

Securities

USDJPYNKYJapanese Government Bonds

Themes

Data Rescheduling & Fiscal DelaysPolitical Mandates & Economic PolicyStructural vs. Cyclical Economic Weakness

Regions

North AmericaAsia PacificUKUnited StatesJapanUnited Kingdom