特朗普关税裁决即将出炉,1月PCE是否扰动降息前景丨下周外盘看点
第一财经·2026-02-15 09:48

Market Overview - The U.S. stock market experienced a decline, with the Dow Jones down 1.23%, Nasdaq down 2.10%, and S&P 500 down 1.39% for the week [3] - In contrast, European indices saw gains, with the FTSE 100 up 0.74%, DAX 30 up 0.78%, and CAC 40 up 0.46% [3] Economic Indicators - The upcoming week will feature significant economic data releases, including U.S. GDP and PCE inflation data, which are critical for assessing the potential timing of future interest rate cuts by the Federal Reserve [3][5] - The U.S. non-farm payroll report indicated strong employment growth, with 130,000 jobs added in January, suggesting limited likelihood of immediate rate cuts despite lower-than-expected inflation data [5][6] Commodity Market - International oil prices fell, with WTI crude down 1.04% to $62.89 per barrel and Brent crude down 0.44% to $67.75 per barrel, amid concerns over Middle Eastern geopolitical tensions and OPEC+ production outlook [9] - Gold prices rose by 1.43% to $5022.00 per ounce, driven by expectations of potential interest rate cuts, while silver increased by 1.45% to $77.851 per ounce [10][11] Corporate Earnings - The earnings season is nearing its end, with notable companies such as Occidental Petroleum, Walmart, and eBay set to report their results, along with Chinese company Vipshop [7] European Economic Data - Key economic indicators for Europe include the upcoming PMI data for France, Germany, and the Eurozone, which are expected to show limited improvement, with services remaining in expansion and manufacturing slightly contracting [12] - The UK is also set to release important employment and inflation data, with the market pricing a 63% probability of a rate cut by the Bank of England in March [14]

特朗普关税裁决即将出炉,1月PCE是否扰动降息前景丨下周外盘看点 - Reportify