——全球经济观察2026年第2期：商品价格普遍上涨

Global Asset Performance - Commodity prices have generally risen, with WTI crude oil and Brent crude oil increasing by 3.8% and 4.9% respectively[15] - The S&P 500, Dow Jones, and Nasdaq indices fell by 0.4%, 1.3%, and 1.0% respectively[15] - The 10-year U.S. Treasury yield decreased by 11 basis points compared to last week[15] Central Bank Monetary Policies - The Federal Reserve is advancing deregulation, proposing reforms to the banking regulatory framework, including adjustments to capital frameworks[5] - The European Central Bank maintains its policy rate unchanged, anticipating inflation to stabilize around the 2% target[17] - The Bank of Japan hinted at a potential interest rate hike in March or April if wage negotiations exceed expectations[17] U.S. Economic Dynamics - The 30-year mortgage rate in the U.S. has fallen below 6% for the first time since September 2022, potentially reviving housing demand[21] - The U.S. Producer Price Index (PPI) recorded a month-on-month increase of 0.5%, with the core PPI rising to 3.3%, exceeding market expectations[21] - The U.S.-Iran negotiations in Geneva have stalled, primarily due to U.S. military mobilization in early February[21] Other Regional Economic Dynamics - Economic confidence in the EU and Eurozone has declined, with both indices dropping by 1 point to 98.3, below the long-term average[32] - The UK private credit firm MFS has entered bankruptcy proceedings due to allegations of fraud and asset double-pledging, raising concerns about the fragility of the private credit market[32]