☀️ Morning Notes | Thursday – February 5, 2026 | Global Agenda 🏛️ MAIN POLITICAL DEVELOPMENT OF THE DAY 1) U.S.-China line Contact occurred between Donald Trump and Chinese leader Xi. Trade topics and regional security agendas stood out in the meeting. 2) U.S.-Iran line The location/format topic of the ongoing talks between the U.S. and Iran remained on the agenda. While the U.S. side wants to expand the scope of the talks, the Iranian side emphasizes that the core of the discussions should remain on the nuclear topic. 3) U.S. domestic topic (institutional calendar) Some publications from the federal statistics agency were moved outside the calendar. The JOLTS release was postponed and does not appear in the February 5 calendar. 📅 UPDATED ECONOMIC CALENDAR – FEBRUARY 5, 2026 (THURSDAY) | EET 🇬🇧 United Kingdom 15:00 – BoE Interest Rate Decision 🇪🇺 Eurozone 16:15 – ECB Interest Rate Decision 🇺🇸 United States 16:30 – Weekly Jobless Claims 16:30 – Continuing Jobless Claims 16:30 – 4-Week Average Claims 18:30 – Natural Gas Inventories 🎯 MAIN THEME OF THE DAY The agenda features major central banks + U.S. labor weekly flow; on the political side, the U.S. has two foreign policy lines (China and Iran) on the table at the same time. #bitcoin #gold #bist100