此前，南非财政部于2025年11月发布声明，宣布在同南非储备银行协商一致后，将该国的通胀目标调整 为3%，并设定正负1个百分点的容忍区间，以替代原有的3%-6%的通胀区间目标。 有分析认为，目前实际通胀率基本符合这一设定目标及容忍区间，意味着南非在宏观经济政策协调和物 价稳定方面取得了阶段性进展。 （文章来源：新华财经） 新华财经约翰内斯堡1月22日电（记者靳博文） 南非统计局21日发布的数据显示，2025年南非通胀率为 3.2%，是自2004年1.4%以来的最低水平，为21年来新低。 数据显示，2025年12月，南非通胀率为3.6%，较11月略有上升，但整体仍保持在较低水平。肉类等部 分食品价格涨幅较大，但总体通胀温和。 ...

Core Viewpoint - The Australian government is considering imposing tariffs and quotas on fabricated steel imports to protect the local steel industry [1] Group 1: Government Actions - The Australian Treasury Minister, Chalmers, announced that the government will request the Productivity Commission to investigate dumping allegations in the steel industry [1] - The investigation is based on a request submitted by the Australian Steel Institute in November 2025 [1] Group 2: Proposed Measures - The Australian Steel Institute is advocating for a quota of 400,000 to 450,000 tons on fabricated steel imports, with a 50% tariff imposed on any imports exceeding this limit [1] - Unlike anti-dumping measures that target unfair pricing or subsidized imports from specific countries, safeguard measures apply to all sudden surges in imports that could severely harm the local industry, regardless of trade fairness [1]

劳动力市场数据以及下周的季度通胀数据，是政策制定者在澳洲联储2月2日至3日政策会议前至关重要 的参考依据。该行可能正接近一个转折点，需要决定是保持关键利率不变，还是转向加息以帮助遏制新 的通胀压力。 新华财经北京1月22日电由于就业增长超出预期，澳大利亚12月份失业率意外下降，这支撑了澳洲联储 的观点，即在2月政策决定前劳动力市场依然紧张。 澳大利亚统计局周四公布的数据显示，失业率从4.3%降至4.1%，市场预期为4.4%。就业人数增加了6.52 万人，主要由全职岗位带动，远超预期的3万人增长。 （文章来源：新华财经） ...

新华财经纽约1月21日电（记者徐静）纽约商品交易所黄金期货市场交投最活跃的2026年2月黄金期价21 日上涨1.48%，收于每盎司4836.20美元。 金价当日稳步上涨，但已从隔夜新高回落。美国总统特朗普在瑞士达沃斯世界经济论坛上发表讲话时表 示，他不会动用武力夺取格陵兰岛。此外，特朗普21日在瑞士世界经济论坛期间与北约秘书长马克·吕 特会晤后表示，双方已就格陵兰岛未来协议达成"框架"，美国不会对欧洲盟友加征关税。特朗普此番表 态缓解了市场的避险情绪。 短期期货交易者获利回吐则令白银价格走弱。 受格陵兰危机和日本政府债务危机提振，本周市场避险需求强劲，黄金、白银价格延续了此前的涨势。 纽约商品交易所2月黄金期货价格隔夜触及每盎司4891.10美元历史新高；3月白银期货价格20日也创下 每盎司95.78美元的新高。各国央行有望进一步支撑黄金价格，波兰国家银行已批准增购150吨黄金计 划，玻利维亚央行也已恢复购买黄金以补充外汇储备。 全球债券交易员正密切关注日本国债市场。日本国债市场波动性急剧上升可能蔓延至其他市场，迫使一 些投资者降低投资组合的风险承受能力。 有市场分析人士认为，在机构资本入场之前，黄金牛市可能 ...

新华财经纽约1月21日电（记者刘亚南） 市场对围绕格陵兰岛出现的美欧危机担忧缓解，纽约股市三大 股指21日高开高走，盘中涨幅回落，午后快速走高，尾盘涨幅回吐，收盘时纽约股市三大股指涨幅均超 1%。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨588.64点，收于49077.23点，涨幅为1.21%；标 准普尔500种股票指数上涨78.76点，收于6875.62点，涨幅为1.16%；纳斯达克综合指数上涨270.50点， 收于23224.82点，涨幅为1.18%。 板块方面，标普500指数十一大板块全线上涨。能源板块和材料板块分别以2.38%和1.87%涨幅领涨，公 用事业板块涨幅最小，为0.20%。 特朗普作出相关表态后，市场担忧显著缓解，投资者买入推动涨幅明显扩大。 美国财富管理机构Comerica财富管理公司首席投资官埃里克·蒂尔（Eric Teal）表示，尽管格陵兰岛协议 框架的细节还没有公布，但格陵兰岛危机看起来正在被化解并让最近的抛售出现逆转。市场担忧的缓解 刺激金融和能源等传统板块股票出现显著上涨。 美国博尔文财富管理集团总裁吉娜·博尔文（Gina Bolvin）说，上涨面的扩大是股市健康的一个 ...

新华财经北京1月22日电美国总统特朗普在达沃斯宣布撤回对欧洲的关税威胁后，交易员们迅速回补仓 位，10年期美债收益率应声下跌近4BPs。 数据显示，当地时间周三（1月21日），美债市场迎来反弹，各期限收益率普遍下跌。截至尾盘，10年 期美债收益率下跌3.98BPs，报4.2528%；30年期收益率下跌4.24BPs，报4.8765%；对货币政策更敏感的 2年期收益率微幅下跌0.64BP，报3.5908%。此外，2年期和10年期利差收窄3.57BPs至65.79BPs。 近日，市场一度因瑞典最大私人养老基金Alecta抛售大部分美债持仓的消息而承压。然而，随着特朗普 在达沃斯论坛发表讲话，市场情绪发生决定性转变。21日下午进行的130亿美元20年期美债招标结果异 常强劲，中标利率为4.846%，低于市场预期，而投标倍数高达2.86，创下2023年6月以来新高，市场需 求旺盛。 美国财政部长斯科特·贝森特也试图淡化事件影响，称一些丹麦养老基金宣布计划出售全部美债的"投资 规模微不足道"，并补充说"丹麦持有的美债就像丹麦本身一样无足轻重"。 与此同时，市场对美联储近期货币政策路径的预期趋于稳定，对债市构成了另一支撑 ...

Core Viewpoint - The unemployment rate in Australia decreased from 4.3% to 4.1% in December 2025, indicating a positive trend in the labor market [1] Employment Data Summary - Seasonally adjusted employment increased by 0.4% month-on-month and approximately 1.1% year-on-year, reaching 14.6841 million [1] - The number of unemployed individuals decreased by about 4.5% month-on-month and increased by approximately 4.2% year-on-year, totaling 628,600 [1] - Monthly working hours rose by 0.4%, while the underemployment rate fell by 0.5 percentage points to 5.7% [1] Trend Data Summary - The trend data shows a decrease in the unemployment rate from 4.3% to 4.2% month-on-month [1] - Employment numbers grew by approximately 0.2% month-on-month and about 1.2% year-on-year, reaching 14.6861 million [1] - The number of unemployed individuals decreased by about 1% month-on-month and increased by 6.2% year-on-year, totaling 646,600 [1] - Monthly working hours increased by 0.2%, with the underemployment rate remaining stable at 5.9% [1] Youth Employment Impact - An increase in the number of young individuals aged 15 to 24 entering the job market contributed to the overall employment rate improvement and the reduction in the unemployment rate [1]

Core Viewpoint - Japan's trade deficit for 2025 is projected to be 2.65 trillion yen, marking the fifth consecutive year of deficit, with exports to the U.S. experiencing a decline for the first time in five years [1] Group 1: Trade Statistics - Japan's export value is expected to grow by 3.1% to 110.48 trillion yen in 2025 [1] - Japan's import value is projected to increase by 0.3% to 113.10 trillion yen in 2025 [1] Group 2: Impact of U.S. Policies - Exports to the U.S. have significantly decreased due to U.S. tariff policies, particularly affecting automobiles, semiconductor manufacturing equipment, and auto parts [1] - The export value to the U.S. is anticipated to decline by 4.1% to 20.41 trillion yen [1] - Japan's trade surplus with the U.S. is expected to decrease by 12.6% to 7.52 trillion yen [1]

新华财经东京1月22日电（记者刘春燕李诗萌）日本政府观光局21日公布的报告显示，去年12月中国内 地访日游客数量为33.04万人次，比上年同期大幅下降45.3%。 日本媒体和专家纷纷指出，受高市言论影响，中日关系持续紧张，已对日本零售、住宿、餐饮等经济社 会多个领域产生负面影响。日本最大旅行社日本交通公社预计，由于中国内地游客访日前景不明朗， 2026年入境日本的游客数量可能下降3%。 （文章来源：新华财经） 数据显示，自去年11月日本首相高市早苗发表涉台错误言论后，中国内地赴日游客开始明显减少。去年 11月，中国内地访日游客数量为56.26万人次，而去年10月这一数据为71.57万人次。 ...

Group 1 - The core viewpoint of the articles revolves around President Trump's dissatisfaction with Federal Reserve Chairman Jerome Powell and the ongoing pressure from the Trump administration on the Federal Reserve [1][2][3] - Trump has indicated that the selection process for the next Federal Reserve Chairman is nearing completion, with a preference for a male candidate who is well-respected [1] - The potential candidates for the next Chairman include Kevin Walsh, Christopher Waller, Kevin Hassett, and Rick Rieder, with Hassett being favored by Trump [1] Group 2 - The Trump administration's pressure on the Federal Reserve has intensified, with the Department of Justice issuing a subpoena regarding a $2.5 billion renovation project of the Fed's headquarters [2] - Powell has condemned the investigation as "political retaliation" for not lowering interest rates quickly enough, while Senate Banking Committee member Tom Tillis has vowed to oppose any Fed nominations until the investigation is resolved [2] - The political interference has extended to the judicial level, with the Supreme Court set to hear a case regarding Trump's attempt to dismiss Fed Governor Lisa Cook, raising concerns about the independence of the Federal Reserve [2][3] Group 3 - The next Federal Reserve Chairman will face significant challenges, including balancing the independence of monetary policy with political demands amid pressure from the White House and financial markets [3] - The new Chairman will need to manage complex macro-financial issues, including a $6.6 trillion balance sheet and interest rate paths, while maintaining the Federal Reserve's unique legal status and public trust [3]