FXTRADING 经济数据汇总：欧元区消费复苏乏力，英国央行分歧加剧，欧洲央行维持观望与美联储警惕通胀回头

Group 1: Eurozone Retail Sales - Eurozone retail sales fell by 0.5% month-on-month in December, continuing a trend of weakness and exceeding market expectations [2] - There is a clear divide between essential and discretionary spending, with food sales showing slight growth while non-food items declined significantly [2] - The performance of retail sales varies significantly among member countries, with consumption disparities between northern and southern regions further weakening overall recovery [2] Group 2: Bank of England's Interest Rate Decision - The Bank of England maintained the base interest rate at 3.75%, aligning with market expectations, but the voting structure revealed internal divisions [4] - The 5-4 vote indicates a split in views on whether to maintain rates or lower them, reflecting concerns over inflation and economic pressures [4] - The current stance suggests that the Bank of England is unlikely to change its position in the short term, but the voting outcome may foreshadow future policy shifts [4] Group 3: European Central Bank's Policy - The European Central Bank kept the deposit rate unchanged at 2.00%, maintaining a cautious approach [6] - The statement emphasized confidence in medium-term inflation returning to target and indicated no urgent need for action [6] - The ECB's current focus is on stabilizing expectations rather than guiding trends, with euro movements likely influenced more by external factors [6] Group 4: Federal Reserve's Inflation Concerns - The Federal Reserve is shifting its focus to inflation risks, with some officials noting an upward tilt in risk distribution despite overall stable inflation [8] - Recent increases in commodity inflation are linked to tariff adjustments, creating uncertainty in price transmission and sustainability [8] - The Fed's cautious approach to interest rate cuts reflects the ongoing uncertainties surrounding tariffs and policy, suggesting dollar rates will remain resilient in the short term [8]