2月2日汇市早参：数据与央行纪要双线发力

Core Viewpoint - The market is currently stable with major currency pairs showing little movement, while key economic data and events are expected to influence market dynamics in the near term [1][2]. Economic Data Summary - Key economic data to be released includes: - China's January RatingDog Manufacturing PMI - UK's January Nationwide House Price Index month-on-month - Switzerland's December actual retail sales year-on-year - Eurozone and major economies' January Manufacturing PMI final values, including France, Germany, the UK, and the Eurozone - US's January S&P Global Manufacturing PMI final value and January ISM Manufacturing PMI [1][7]. Currency Pair Analysis - US Dollar Index (DXY): Currently in a consolidation phase with balanced bullish and bearish forces, showing a price near the middle Bollinger Band [3]. - GBP/USD: Slight increase observed, trading within a narrow range, with potential resistance at 1.3710 [3]. - EUR/USD: Continued upward trend, reaching levels not seen since 2021, but showing signs of overbought conditions [4]. - USD/JPY: Experiencing a rebound from recent lows, but facing limitations due to interest rate differentials and potential interventions [4]. Geopolitical and Market Events - Notable geopolitical events include: - US-Iran negotiations potentially taking place in Turkey - Statements from the US House Speaker regarding confidence in ending parts of the government shutdown - Upcoming trilateral talks involving Ukraine, the US, and Russia [5][6][7].