Group 1: Employment and Economic Indicators - In January, the U.S. non-farm payrolls increased by 130,000, significantly exceeding market expectations of 70,000, with the previous value revised down to 48,000. The unemployment rate fell to 4.3%, the lowest since August 2025, and hourly wages increased by 0.4% month-on-month, also above expectations [1][6] - The U.S. budget deficit for the first four months of the fiscal year 2026 decreased by 17%, from $840 billion in the same period last year to $697 billion. This reduction was aided by increased tariff revenues, although it is insufficient to offset other factors that may expand the deficit [6][7] Group 2: International Trade and Aid - The European Parliament approved a financial aid package for Ukraine, which will provide €90 billion in loans from 2026 to 2027, with €60 billion allocated for defense needs [2][7] - French wine and spirits exports to the U.S. fell below 30 million cases in 2025, with a 21% decrease in export value to €3 billion, attributed to geopolitical tensions and currency fluctuations [2][7] Group 3: Commodity Markets - OPEC reported that the average total oil production of OPEC+ in January was 42.45 million barrels per day, a decrease of 439,000 barrels per day from the previous month, due to production declines in Kazakhstan, Venezuela, and Iran [2][7] - Crude oil prices saw an increase, with the main U.S. oil contract rising by 1.45% to $64.89 per barrel, and Brent oil increasing by 1.15% to $69.60 per barrel [4][8] Group 4: Financial Markets - U.S. Treasury yields rose across the board, with the 2-year yield increasing by 6.41 basis points to 3.512%, and the 10-year yield rising by 2.77 basis points to 4.170% [5][8] - The U.S. dollar index increased by 0.07% to 96.92, while non-U.S. currencies showed mixed performance against the dollar [5][8]