国际金融市场早知道：2月10日

Group 1 - The US is set to lower the most-favored-nation tariff on Bangladeshi goods to 19%, down from 20% last year, which was previously reduced from 37%. This includes a mechanism for certain textiles to receive full tariff exemptions, providing support to Bangladesh's garment industry [1][6] - The US Energy Secretary, Chris Wright, plans to visit Venezuela to discuss the future of its state oil company, asserting that the Trump administration's interest in Venezuela is not primarily about oil [6] - The White House's National Economic Council Director, Hassett, anticipates a slight decline in US employment growth data, which is expected to reflect structural changes in the labor market rather than a weakening economic momentum. The January non-farm payroll report is expected to show an addition of approximately 70,000 jobs [6][1] Group 2 - The UK Prime Minister's communications director, Tim Allen, resigned, marking the second high-profile resignation in two days following the resignation of the Prime Minister's office director, Morgan McSweeney, due to a scandal involving a former ambassador [2][6] - The Governor of the Bank of France, Villeroy, unexpectedly announced his early resignation, set for June, despite his term originally scheduled to end in October 2027. He is viewed as a representative of the dovish faction within the European Central Bank [7] - The European Central Bank has urged the EU to expedite the digital euro initiative, warning that delays could lead to increased reliance on non-EU tech companies in digital payments and financial infrastructure [7] Group 3 - Japan's Ministry of Health reported a 1.3% decrease in real wages per capita for 2025, marking the fourth consecutive year of decline due to ongoing inflation [7] - Japanese investors are projected to net purchase 464 billion yen of German government bonds in 2025, the highest since 2017, while also net buying French and Italian bonds for the first time since 2019 and 2020, respectively. Conversely, net purchases of US Treasuries have decreased by 43%, reaching the lowest level since 2022 [7]