财政政策2025年回顾和2026年展望
Bank of China Securities·2026-02-12 04:16
aily Spotlight 12 Febuary 2026 Michael MENG * US data as of 11 Feb 2026 Key Macro and Earnings Releases | | | Con | Last | | --- | --- | --- | --- | | | | sensus | actual | | Existing Home Sales (US) | 12/2 | 4.2 | 4.4 | | CPI YoY (US) | 13/2 | 2.5 | 2.7 | | Core CPI YoY (US) | 13/2 | 2.5 | 2.6 | | Housing Starts (US) | | 18/2 1,310.0 1,246.0 | | | Durable Goods Orders MoM (US) | 18/2 | (1.9) | 5.3 | | FOMC Meeting Minutes (US) | 19/2 | -- | 0.0 | | S&P Global US Services PMI (US) | 20/2 | -- | 52.7 | | U. ...