Group 1: UK Manufacturing Sector - The UK manufacturing sector experienced one of its best months since the Labour Party took office, gradually recovering from the impacts of tax policies and geopolitical tensions [1][6] - The S&P Global Manufacturing Purchasing Managers' Index (PMI) rose to 51.8 in January, up from 50.6 in the previous month, indicating expansion as it has remained above the critical 50 mark for three consecutive months [1][6] - The increase in new export orders, the first improvement in four years, was driven by growth in exports to Europe, the US, and China, contributing to the fastest output growth since October of the previous year [1][6] Group 2: Eurozone Manufacturing Sector - The Eurozone manufacturing activity remained in contraction for the third consecutive month, with the January PMI at 49.5, although it improved from 48.8 in December 2025 [2][7] - The manufacturing output index rose from 48.9 in December 2025 to 50.5 in January, indicating mild growth, but new orders continued to decline for the third month [2][7] - Input costs increased at the fastest rate in three years, primarily due to rising energy prices, while manufacturers faced limited pricing power, resulting in stable output prices compared to the previous month [2][7] Group 3: Currency Market Insights - The US dollar index rose to a six-day high, trading around 97.50, supported by a decrease in interest rate cut expectations from the Federal Reserve and positive manufacturing data [3][8] - The euro weakened against the dollar, falling below the 1.1800 mark, influenced by the strengthening dollar and the Fed's outlook, despite some positive economic data from the Eurozone [4][9] - The British pound also declined, trading around 1.3680, affected by the dollar's strength, although positive economic data from the UK limited its decline [5][10]
邦达亚洲:美联储降息预期降温 美元指数刷新6日高位
Xin Lang Cai Jing·2026-02-03 05:36