吴说本周宏观指标与分析：美国 15% 的全球关税生效、英伟达财报

Group 1 - The core viewpoint of the article highlights the mixed signals from macroeconomic indicators in the U.S., including higher-than-expected PCE inflation and a significant drop in initial jobless claims, alongside a notable divergence in Federal Reserve officials' views on monetary policy [1] - The U.S. December core PCE price index increased by 3% year-on-year, surpassing expectations of 2.9% and up from a previous value of 2.8% [1] - Initial jobless claims for the week ending February 14 were reported at 206,000, marking a new low since January 10, and lower than the expected 225,000, with the previous value revised from 227,000 to 229,000 [1] Group 2 - The U.S. GDP growth for Q4 2025 is projected at an annualized rate of 1.4%, significantly below the Dow Jones survey expectation of 2.5%, with an annual growth rate of 2.2%, lower than the 2.8% forecasted for 2024 [1] - The Federal Reserve's monetary policy meeting minutes revealed notable divisions among officials regarding future monetary policy expectations [1] - Key upcoming events include the confirmation of a draft agreement with Iran for negotiations on February 23, NVIDIA's earnings report on February 26, and the U.S. PPI year-on-year rate for January on February 27 [1]