澳大利亚失业率保持低位，招聘依然强劲，进一步印证澳大利亚央行的观点，即经济能够承受更紧缩的 货币政策。 澳大利亚统计局周四公布的数据显示，1月份失业率维持在4.1%，低于经济学家预测的4.2%。就业人数 增加1.78万人，且全部来自全职岗位。去年12月新增就业人数也被上修。 今年以来，澳大利亚央行在全球主要央行中率先加息。澳央行正在努力推动通胀率回归2-3%的目标区 间，同时维持劳动力市场健康。澳大利亚央行表示，这一政策路径仍然"恰当"。 多数经济学家和市场人士预计，澳大利亚央行将在3月16日至17日召开的议息会议上维持利率在3.85% 不变，待一季度通胀数据出炉后，5月份可能再次加息。澳大利亚统计局将于下周三公布1月份消费者价 格。 澳大利亚失业率保持低位，招聘依然强劲，进一步印证澳大利亚央行的观点，即经济能够承受更紧缩的 货币政策。 澳大利亚统计局周四公布的数据显示，1月份失业率维持在4.1%，低于经济学家预测的4.2%。就业人数 增加1.78万人，且全部来自全职岗位。去年12月新增就业人数也被上修。 今年以来，澳大利亚央行在全球主要央行中率先加息。澳央行正在努力推动通胀率回归2-3%的目标区 间，同时维 ...

每经AI快讯，2月19日消息，澳大利亚1月季调后失业率报4.1%，预期4.20%，前值4.10%。 ...

① 03:00 美联储公布货币政策会议纪要 ② 05:30 美国至2月13日当周API原油库存 ③ 08:30 澳大利亚1月 季调后失业率 ④ 15:00 瑞士1月贸易帐 ⑤ 17:00 欧元区12月季调后经常帐 ⑥ 19:00 英国2月CBI工业订单 差值 ⑦ 21:30 美国至2月14日当周初请失业金人数 ⑧ 21:30 美国12月贸易帐 ⑨ 21:30 美国2月费城联储 制造业指数 ⑩ 22:00 美联储卡什卡利讲话 ⑪ 23:00 欧元区2月消费者信心指数初值 ⑫ 23:00 美国1月成 屋签约销售指数月率 ⑬ 23:30 美国至2月13日当周EIA 天然气库存 ⑭ 次日01:00 美国至2月13日当周EIA 原油库存 ⑮ 次日01:00 美国至2月13日当周EIA库欣原油库存 ⑯ 次日01:00 美国至2月13日当周EIA战略 石油储备库存 ...

Core Viewpoint - The UK unemployment rate has risen to its highest level in five years, with wage growth slowing, leading to a decline in the pound and UK government bond yields [1][3]. Employment Data - In January 2026, the number of employees in the UK decreased by 0.4% year-on-year to 30.3 million, which is a reduction of 134,000 from January 2025 and a decrease of 11,000 from the previous month [2][5]. - The unemployment rate increased from 5.1% to 5.2% compared to the previous month [2][5]. Market Reactions - Following the employment data release, the pound fell by 0.5% against the dollar, closing at 1 pound to 1.356 dollars, and dropped 0.2% against the euro [2][5]. - The yield on UK government bonds decreased across the board, with the 10-year bond yield falling nearly 4 basis points to 4.367% and the 30-year bond yield also down by 4 basis points to 5.168% [3][6]. Stock Market Performance - The FTSE 100 index in London rose by 0.4% during afternoon trading [2][5]. - The broader European market showed mixed results, with the Stoxx 600 index hovering around the flat line, while the Italian FTSE MIB index increased by 0.5% and the German DAX index rose by 0.1% [1].

每经AI快讯，2月17日，英国1月调整后的申请失业救济人数增28,600，失业率4.4%。 ...

每经AI快讯，2月17日，英国1月失业率4.4%，前值4.40%。 ...

Group 1: Retail and Consumer Activity - During the first two days before the Spring Festival, key retail and catering enterprises in China saw an average daily sales increase of 10.6% compared to the same period in 2025 [1] - Foot traffic and sales in 78 monitored pedestrian streets increased by 23.2% and 33.2% respectively on the first day of the Spring Festival compared to last year [1] - The total box office for new films during the Spring Festival has exceeded 600 million yuan, with "Flying Life 3," "Silent Awakening," and "Bears Year After Year" leading the box office rankings [1] Group 2: Transportation and Travel - The total number of people traveling during the first 15 days of the Spring Festival is expected to exceed 3.5 billion, averaging 23.4 million daily, which is a 4% increase compared to the same period in 2025 [1] - On New Year's Eve, traffic flow on major highways showed a downward trend, with overall road traffic remaining stable and orderly [1] Group 3: Energy and Infrastructure - On the first day of the Spring Festival, the total charging volume at highway charging stations reached 1.528 billion kilowatt-hours, marking a year-on-year increase of 116.32% [1] - The Long Triangle region's foreign trade import and export value during the 14th Five-Year Plan period reached 77.28 trillion yuan, a year-on-year increase of 45.5% [1] Group 4: Defense Spending - The UK Prime Minister announced plans to accelerate the goal of increasing defense spending to 3% of GDP, with a previous commitment to raise it to 2.5% by 2027 [2]

Group 1 - The core viewpoint indicates that the silver futures market is experiencing a price increase, with the Shanghai silver futures closing at 20,626 yuan per kilogram, reflecting a daily increase of 1.88% [1] - The spot price of silver in Shanghai on February 12 was reported at 22,025 yuan per kilogram, which is a premium of 1,399 yuan per kilogram over the futures price [3] - The U.S. retail sales data for December 2025 showed an unexpected zero growth, significantly below the expected increase of 0.4%, indicating weak consumer performance among low-income groups [3] Group 2 - The U.S. non-farm payrolls for January increased by 130,000, exceeding market expectations of 70,000, with the unemployment rate dropping to 4.3%, the lowest since August 2025 [4] - Hourly wages increased by 0.4% month-on-month, surpassing expectations, but precious metals showed limited volatility, suggesting the market is awaiting clearer signals from the Federal Reserve [4] - The Federal Reserve's current policy stance is described as being close to neutral, with no further rate cuts anticipated if inflation decreases and the labor market remains stable [3][4]

1.国家统计局公布数据显示，1月份，我国CPI环比上涨0.2%，同比上涨0.2%，核心CPI同比上涨0.8%；PPI环比上涨0.4%，连续 4个月上涨，涨幅比上月扩大0.2个百分点，同比则下降1.4%，降幅比上月收窄0.5个百分点。此次发布的CPI和PPI数据以2025 年为基期，为本次基期轮换后的首次数据发布。国家统计局指出，本次基期轮换对CPI和PPI各月同比指数的影响平均约为0.06 和0.08个百分点，总体较小。 早盘速递 2026/2/12 热点资讯 2.美国1月季调后非农就业人口增加13万人，远超市场预期的7万人，前值小幅下修至4.8万人。失业率录得4.3%，创2025年8月 以来新低；时薪环比增长0.4%，超预期。交易员将美联储降息押注从6月推迟至7月。 3.中国汽车工业协会发布数据显示，1月份，我国汽车产销分别完成245万辆和234.6万辆，同比分别增长0.01%、下降3.2%。其 中，新能源汽车产销分别完成104.1万辆和94.5万辆，同比分别增长2.5%和0.1%。新能源汽车出口保持高速增长，出口30.2万 辆，同比增长1倍。 4.美国总统特朗普在白宫与到访的以色列总理内塔尼亚胡举行闭门会 ...

（来源：吴说） 美国 1 月季调后非农就业人口增加 13 万人，大幅高于市场预期中值 7 万人，创 2025 年 4 以来最大增 幅。美国 1 月失业率录得 4.3%，略低于市场预期的 4.4%，创 2025 年 8 月以来新低。 ...