本周重点前瞻：美国通胀成为本周的行情主导

Group 1 - The upcoming week will feature significant U.S. economic data releases, including CPI, PPI, and retail sales, which will impact Federal Reserve interest rate decision expectations [1][3] - The U.K. GDP and Germany's GDP growth data will provide guidance for the movements of the British pound and euro [1][4] - The oil market will be influenced by the OPEC monthly oil market report and the EIA's monthly short-term energy outlook report, which will guide oil price trends [1][3] Group 2 - On Monday, the Eurozone's January Sentix investor confidence index is expected to remain negative but show slight improvement to -33 [3] - On Tuesday, the U.S. December CPI is anticipated to be 2.7% year-on-year, indicating stability unless there is a significant deviation from expectations [3] - The December PPI is expected to be 2.6%, and November retail sales are projected to grow by 0.4% month-on-month, driven by holiday consumption [3] Group 3 - On Thursday, the Federal Reserve will release its Beige Book, focusing on the latest changes in the economy, employment, and inflation [4] - The U.K.'s latest GDP report will be crucial for determining the likelihood of further interest rate cuts in February, with a need for positive growth to support the pound [4] - Germany will also release its GDP growth data for 2025, which will provide guidance for the euro [4] Group 4 - On Friday, Germany's December CPI final value is expected to remain at 2% year-on-year, with a month-on-month growth of zero, indicating a decrease in inflation and reducing the necessity for a shift in ECB policy [6] - The U.S. December industrial production is anticipated to show a moderate growth of 0.2% month-on-month, assessing whether manufacturing output has recovered from stagnation [6]