Japan, UK GDP, ECB Bulletin and US Jobless Claims Headline Thursday Calendar

A calendar-heavy session like this matters less for any single print than for the cross-currents it exposes: UK growth, US labor-market signals and ECB commentary all land within hours, giving markets an unusually dense read on how major economies are diverging. The Foxconn release is the quiet wildcard, since it offers a demand-side check on the AI trade that macro data cannot. What is worth watching is whether the policy commentary from Asada, Barr, Lagarde and Daly coheres with the data or contradicts it — that gap, not the headlines themselves, is where repricing risk tends to sit.