In January, United States durable goods orders excluding defence increased from -2.4% to 3.5%. This rise indicates a notable reversal in the previous trend.

The market showed varying reactions, with the US Dollar experiencing upward pressure. The EUR/USD pair approached a key support level of 1.0400 as tariffs affected trading.

In other markets, gold prices declined to around $2,880 per ounce, while Bitcoin recovered slightly to approximately $86,000 after a sharp drop. Meanwhile, inflation rates in France are expected to reduce, particularly due to a cut in regulated electricity prices.

This jump in durable goods orders excluding defence shows that businesses are increasing investment after a period of slowdown. It suggests companies are looking ahead with more confidence, which often ties in with broader economic activity. The reversal from negative to positive figures could influence expectations for future policy decisions.

With the dollar gaining strength, it put pressure on other currencies. The EUR/USD exchange rate moving towards 1.0400 reflects this shift, with tariffs adding another factor that traders must weigh. Currency movement at this level means there could be testing of lower price points, depending on how further data emerges.

Meanwhile, gold took a step back, dropping to about $2,880 per ounce. The decline shows lower demand for safe-haven assets, at least for now. Bitcoin, on the other hand, found some footing around $86,000 after its previous plunge. The recovery may indicate that short-term selling pressure has eased, but traders need to watch closely for follow-through momentum before drawing conclusions.

Inflation trends remain important, especially with expectations of a slowdown in France. Lower regulated electricity costs play a role here, easing some of the price pressures that had built up. If similar patterns start appearing elsewhere, it could adjust how inflation is perceived in broader economic forecasts.

In the coming weeks, the focus should be on whether these shifts continue. Strength in business investment could push certain assets further, while currency traders need to monitor support levels carefully. The pullback in gold and the rebound in Bitcoin may signal early positioning adjustments, though a clearer picture will emerge with more data. Inflation changes in Europe will be watched closely, particularly for their effect on future policy responses.