本週宏觀展望:美聯儲紀要與PCE重磅來襲,最高法院或就特朗普關稅案發聲

BlockBeats 消息,2 月 16 日,全球市場本週將迎來「數據轟炸」週。美聯儲將於週四 03:00 公布 1 月貨幣政策會議紀要,市場將從中尋找關於 2026 年降息路徑的更多線索;週五 21:30 公布的美國第四季度 GDP 初值及核心 PCE 物價指數則成為焦點,作為美聯儲首選通脹指標,PCE 讀數若高於預期,或影響年內政策寬鬆節奏。

央行方面,多位美聯儲官員將密集發聲,澳洲聯儲公布會議紀要,新西蘭聯儲發布利率決議。市場普遍預計新西蘭聯儲按兵不動,澳洲聯儲則可能強調通脹上行風險。

資產表現上,金價週一小幅回落;原油市場傳出歐佩克+或於 4 月恢復增產;美元走勢成為關鍵變數,若未創新低,或在關稅裁決臨近背景下維持相對強勢。與此同時,美國國債需求升溫,或引發新一輪資產再配置。

重大事件方面,美國最高法院將於 2 月 20 日發布意見,其中包括針對特朗普「解放日」關稅政策的案件裁決。若裁決不利,或對相關關稅措施造成重大影響,並牽動全球貿易與市場情緒。

公司層面,財報季進入尾聲。沃爾瑪將公布財年第四季度業績,市場關注電商增長、AI 應用及關稅影響等關鍵指標,其指引或對零售與整體市場情緒產生重要影響。

查看原文
免責聲明:本頁面資訊可能來自第三方,不代表 Gate 的觀點或意見。頁面顯示的內容僅供參考,不構成任何財務、投資或法律建議。Gate 對資訊的準確性、完整性不作保證,對因使用本資訊而產生的任何損失不承擔責任。虛擬資產投資屬高風險行為,價格波動劇烈,您可能損失全部投資本金。請充分了解相關風險,並根據自身財務狀況和風險承受能力謹慎決策。具體內容詳見聲明

相關文章

Bank of America: Oil Price Shocks May Push Up Fed's Inflation Forecasts, Powell Will Emphasize a Wait-and-See Stance

Gate News report: On March 13, the Bank of America stated that the Federal Reserve will have to address the supply shock brought about by soaring oil prices. In the Summary of Economic Projections (SEP) to be released ahead of the March Federal Reserve meeting, both headline and core inflation forecasts may be revised upward. The Bank of America report points out that if long-term growth expectations are also revised upward, the median dot matrix of long-term interest rates may shift slightly higher. Under these circumstances, Federal Reserve Chairman Powell may acknowledge stagflation risks while emphasizing a wait-and-see approach.

GateNews3小時前

U.S. March One-Year Inflation Expectations Initial Value 3.4%, Below Expected 3.7%

March 13th, the US released economic data: March one-year inflation expectations at 3.4%, below the expected 3.7%; January JOLTS job openings at 6.946 million, above the expected 6.7 million; March consumer confidence index initial value at 55.5, also above the expected 55.

GateNews3小時前

美貿易代表呼籲企業將關稅退款以獎金形式發放給員工

US Trade Representative Grier has called on companies seeking refunds of $170 billion in tariffs following the Supreme Court's overturn of tariff policies to use the refunds for employee bonuses or wage increases, emphasizing that this move could drive manufacturing reshoring and correct trade imbalances. Currently, disputes remain over refund methods and corporate repatriation approaches.

GateNews3小時前

Saudi Arabia will cut oil production by at least 2 million barrels per day, reducing it to approximately 8 million barrels per day

Gate News 消息,3月13日,據消息人士透露,沙特將石油產量削減至少200萬桶/日,降至約800萬桶/日。

GateNews4小時前
留言
0/400
暫無留言