The Institute for Supply Management said on Monday its Manufacturing PMI rose to 52.6 for January, the highest reading since August 2022. Some analysts view the stronger print as a potential tailwind for Bitcoin, which hovered near $78,000 after touching $75,442 on Monday and remains down almost 38% from its October peak.

In the run-up to the 2026 Lunar New Year festivities starting on February 15, Chinese AI firms are rolling out upgraded models such as DeepSeek's V4, Zhipu AI's GLM-5 and MiniMax's M2.2, alongside large-scale user acquisition campaigns. Alibaba plans to spend 3 billion yuan on incentives for its Qwen app, while Tencent and Baidu will allocate 1 billion yuan and 500 million yuan respectively to push their AI services during the extended nine-day holiday.

On February 2, 2026, the German Economy Ministry lowered its 2026 growth outlook to 1.0% from 1.3%. In a Friday note, Deutsche Bank strategist Maximilian Uleer said he still expects the DAX to climb 18% in 2026, well above an 8% consensus, citing government spending and resilient global conditions.

On Sunday, Elon Musk said SpaceX has halted unauthorized Russian access to Starlink. He cited measures such as location restrictions and speed-based shutdowns (typically 75–90 km/h), while Ukraine's Mykhailo Fedorov noted initial results and continued coordination. SpaceX also revised its privacy policy in mid‑January 2026, and Starlink serves 155 countries as of February 2026.

In January, shipments of Venezuelan crude to China fell to zero from prior averages, and on January 30 India’s Narendra Modi spoke with Acting President Delcy Rodríguez on energy cooperation. On Saturday, Donald Trump said he would welcome Chinese and Indian investment in Venezuela’s oil sector as Caracas cut extraction taxes to 15% from 33%.

Bitcoin slid about 7% on Saturday to around $77,000, with more than $2 billion wiped from the crypto market. It later hovered near $78,690 at publication, according to CoinMarketCap. Analysts are split: some see a bottom between $75,000 and $80,000, while others caution potential declines toward $60,000–$65,000 in 2026.

On January 31 2026, Kevin Warsh's nomination to lead the Federal Reserve pushed the 30-year versus two-year Treasury yield spread to 1.35 percentage points, close to its widest level since 2021. Warsh favors reducing the Fed's roughly $9tn bond portfolio, while Donald Trump is pressing for lower long-term interest rates, creating tension over how policy should be set. Investors still anticipate two quarter-point interest rate cuts starting in the summer even as large asset managers highlight the difficulty of shrinking the balance sheet and easing rates at the same time.

Amazon requested the FCC move a July 2026 deadline to July 2028 to deploy roughly 1,600 satellites. The company cites rocket shortages and manufacturing delays, reports more than 150 launched since April, expects about 700 in orbit by July 30, and has 32 set to fly on February 12.

In late January 2026, Microsoft introduced Rho-alpha, a robotic foundation model that coordinates two arms using vision, language, and tactile sensing. The system adjusts its grip based on physical feedback for tasks like inserting plugs and assembling parts, and will first roll out via an Early Access Program before becoming available on the Microsoft Foundry platform. Manufacturers and logistics firms can then adapt Rho-alpha with their own data for repetitive handling and small-batch assembly work.