邦达亚洲:贸易紧张情绪缓解 美元指数反弹收涨
Xin Lang Cai Jing·2026-01-22 03:23

Group 1: Inflation Data - The UK's inflation rate rose for the first time in five months in December, with the Consumer Price Index (CPI) increasing by 3.4% year-on-year, up from 3.2% in the previous month [1][6] - The rise in inflation was attributed to an increase in tobacco taxes and a surge in outbound travel demand during the Christmas period [1][6] - The inflation increase was slightly below market expectations, which had predicted a rise to 3.5%, with economists suggesting that this uptick is a short-term fluctuation and that overall inflation will trend downward towards the Bank of England's target of 2% [1][6] Group 2: European Central Bank Insights - European Central Bank President Christine Lagarde emphasized the transition to a new, unpredictable global order during a discussion at the World Economic Forum, suggesting that Europe needs to prepare for this change [1][6] - Lagarde noted that the new international order will replace the current system of global cooperation and free trade, which has been dominated by U.S. leadership, with a more decentralized framework [1][6] - She also mentioned that eliminating non-tariff trade barriers could strengthen European nations [1][6]