——海外周报第126期：美国金融条件触底回暖-20260209

Economic Data and Events - US manufacturing and services PMI, along with consumer confidence, exceeded expectations, while employment data was significantly weaker than anticipated[2] - Eurozone's January manufacturing PMI showed a larger-than-expected rebound, but services PMI and retail sales fell short of expectations[2] - Japan's January manufacturing and services PMI both improved[2] Economic Activity Index - The US WEI index stood at 2.13% for the week ending January 31, with a four-week moving average of 2.32%[4] - Germany's WAI index returned to positive territory at 0.1%, with a four-week moving average of 0%[4] Demand Indicators - US Redbook commercial retail year-on-year growth was 6.7%, with a four-week moving average of 6.25%[5] - The 30-year mortgage rate in the US stabilized at 6.11%, with mortgage applications declining by 8.9% week-on-week[5] Employment Data - Initial jobless claims rose to 231,000, up from 209,000 the previous week[6] - The INDEED job vacancy index was 103.9, slightly down by 0.5% from the previous week[7] Price Trends - The RJ/CRB commodity price index decreased by 3.3% week-on-week, while US gasoline prices remained stable at $2.75 per gallon[8] Financial Conditions - The Bloomberg Financial Conditions Index for the US was 0.755, recovering from 0.539 the previous day[9] - The Eurozone's Financial Conditions Index increased to 1.714 from 1.533 the previous week[9] Fiscal Data - As of February 5, US federal spending was approximately $784.5 billion, with a year-on-year growth rate of 3.8%[10]