海外宏观周报：关税风险再升，美债美元走强

Group 1: Economic Policies - The U.S. plans to implement tariffs on Mexico and Canada as scheduled on March 4, with further tariffs on EU goods expected soon[3] - The Federal Reserve officials express concerns about inflation risks and economic growth, suggesting a cautious approach to interest rate adjustments[4] - Japan's central bank is closely monitoring U.S. policies and their potential impact on global and domestic economies[15] Group 2: Market Performance - U.S. stock indices showed mixed results, with the S&P 500 down 1.0%, while the Dow Jones increased by 1.0% and the Nasdaq fell by 3.5%[17] - The 2-year U.S. Treasury yield dropped by 20 basis points to 3.99%, and the 10-year yield fell by 18 basis points to 4.24%[21] - The dollar index rose by 0.86% to 107.56, while the euro and pound fell by 0.79% and 0.42% respectively against the dollar[25] Group 3: Economic Indicators - U.S. new home sales in January were annualized at 657,000, below the expected 680,000, marking a 10.5% month-over-month decline[6] - The PCE price index in January rose by 2.5% year-over-year, aligning with expectations, but personal consumption expenditures weakened[6] - Durable goods orders in January increased by 3.4% year-over-year, significantly higher than the previous -3.5%[8]