公告指出，受全球食品和原材料市场波动、吉税率调整和内需增长等因素影响，吉央行将基准利率保持 在11%的水平。 （文章来源：新华财经） 公告说，2025年，吉实际国内生产总值增长11.1%，经济增长主要由建筑业和服务业带动。居民实际收 入增长、资金净流入增加以及消费信贷活跃支撑了吉国内消费需求。 截至2026年1月16日，吉尔吉斯斯坦年化通胀率为9.4%，吉央行货币信贷政策的优先事项仍是确保通胀 率回落至5%至7%的中期目标水平。 新华财经比什凯克1月27日电 吉尔吉斯斯坦国家银行网站27日发布公告说，该银行董事会决定，自27日 起维持基准利率11%不变。 ...

Group 1 - The race for the next Federal Reserve chair is nearing its conclusion, with Treasury Secretary Scott Bessant indicating that President Trump may announce his choice soon, and BlackRock's Rick Reer has seen a rise in his odds of being selected [1][2] - Candidates for the position include former Fed Governor Kevin Worsh, current Fed Governor Christopher Waller, and National Economic Council Director Kevin Hasset, with Waller facing a critical decision at the upcoming FOMC meeting [2][3] - Waller's vote at the FOMC meeting is crucial; he can either align with President Trump's preference for lower rates or maintain his independence by voting to hold rates steady, which could impact his candidacy [4][6] Group 2 - The President seeks a candidate who is loyal and aligns with his views, expressing concerns about appointing someone who may not adhere to his preferences once in office [8][9] - The candidates with closer ties to Trump, Worsh and Hasset, are seen as more favorable due to their established relationships, while Waller and Reer are viewed as outsiders [9][10] - Recent economic data, such as durable goods orders, shows positive trends, but the Fed's willingness to cut rates again will depend on inflation progress or significant labor market concerns [11][12][14] Group 3 - The upcoming FOMC meeting will be significant, as it will be the first time Chair Jay Powell addresses reporters since a criminal investigation was initiated against the Fed, adding political drama to the proceedings [16][18] - The President is cautious about making a choice he may regret, as he has expressed dissatisfaction with his previous selection of Powell, indicating a desire for a trustworthy candidate [19][20] - The announcement regarding the interest rate decision is scheduled for 2 p.m. Eastern, with extensive coverage expected [21]

（原标题：南非央行称2026年通胀率或将达到3%） 南非工程新闻网站1月20日报道，南非储备银行行长康亚戈表示，由于物价保持稳定，2026年通胀 率有望达到央行设定的3%的新目标。南非储备银行（SARB）将公布2025年的年度通胀数据，预计通胀 率将在3.2%至3.4%之间。2025年，南非政府和央行25年来首次将通胀目标下调至3%，并设定了上下浮 动1个百分点的区间。该银行最初预测将在2027年实现这一目标。康亚戈表示，根据该行的预测模型， 今年仍有两次降息25个基点的空间。 ...

Core Viewpoint - The inflation rate in Macau for the year 2025 is projected to be 0.33%, with the Consumer Price Index (CPI) rising by 0.69% year-on-year in December 2025 and by 0.17% month-on-month [1]. Group 1: Yearly Inflation and Price Index Changes - The CPI for food and non-alcoholic beverages increased by 0.62% year-on-year, driven by higher costs for dining out, takeout, bread, and rice, while prices for fresh fish and pork decreased [1]. - The housing and fuel category saw a year-on-year increase of 0.25%, primarily due to rising housing rents, although lower electricity prices mitigated the overall increase [1]. - Significant year-on-year increases were observed in the recreation, sports, and culture category (+2.02%) and miscellaneous goods and services (+1.85%) [1]. - Conversely, categories such as information and communication (-2.82%), clothing (-1.88%), and transportation (-1.15%) experienced price declines [1]. - The average CPI for Class A and Class B goods rose by 0.28% and 0.37% year-on-year, respectively [1]. Group 2: Monthly Inflation and Price Index Changes - Compared to November 2025, the CPI increased by 0.17% in December, with transportation (+1.65%) and clothing (+0.97%) categories seeing price increases due to higher airfares and clothing prices [2]. - The tobacco and alcohol category saw a month-on-month decrease of -0.68% due to lower prices for alcoholic beverages, while food and non-alcoholic beverages recorded a slight decline of -0.03% due to falling vegetable prices [2]. - The average CPI for the fourth quarter of 2025 rose by 0.67% year-on-year, with Class A and Class B goods increasing by 0.61% and 0.72%, respectively [2]. - Compared to the third quarter of 2025, the average CPI increased by 0.27% [2].

Core Viewpoint - The AMRO report indicates an upward revision of economic growth forecasts for the ASEAN+3 region, reflecting resilience against external shocks despite global uncertainties [1][2]. Economic Growth Projections - The ASEAN+3 region is expected to achieve a GDP growth rate of 4.3% in 2025 and 4% in 2026, both revised upward by 0.2 percentage points from the previous report in October 2025 [1]. - Vietnam is projected to have the highest GDP growth rate among ASEAN+3 economies at 7.6% in 2026, highlighting its increasing role in regional supply chains and the effectiveness of foreign investment in manufacturing, technology, and export services [2]. Inflation Trends - The overall inflation rate in the ASEAN+3 region is anticipated to reach 0.9% in 2025 and slightly increase to 1.2% in 2026, remaining significantly below long-term averages [1]. - Controlled inflation is expected to provide ASEAN+3 economies with policy space to respond flexibly to unexpected financial or trade shocks [1]. Economic Resilience Factors - The report emphasizes the significant recovery capacity of the ASEAN+3 region, effectively overcoming global uncertainties [1]. - Strong technological demand and ample foreign direct investment have played crucial roles in mitigating the negative impacts of trade conflicts [1].

2025年，商品价格平均上涨1.1%，2024年涨幅为0.2%。包含抵押贷款利息的服务价格上涨2.9%， 低于上年3.4%的涨幅。涨幅最大的是食品和非酒精饮料，价格上涨4%；教育类价格上涨3.9%，餐饮和 酒店，酒精饮料和烟草价格均上涨3.1%。能源产品价格平均下降0.2%。 （原标题：2025年爱尔兰通胀率升至2.2%） 《爱尔兰时报》1月15日报道，中央统计局（CSO）最新数据显示，去年全年平均通胀率为2.2%， 较前一年的2.1%略有上升，但较2023年的6.3%大幅回落。 CSO指出，教育的年度价格变化反映了去年10月起高等教育相关成本的上涨。从年度涨幅最大的种 类看，餐饮和酒店业提高了持牌场所、餐厅和咖啡馆等场所的酒类和食品价格，酒店住宿成本也有所增 加；住房和水、电、燃料及其他燃料的上涨，主要源于租金、抵押贷款利息还款及电费的上升；食品和 非酒精饮料类别的上涨是由于肉类、巧克力及糖果、牛奶、奶酪、鸡蛋、面包和谷物等多类商品价格的 普遍上涨；杂项商品和服务的上涨主要是由于健康保险保费的提高、理发店及个人护理机构价格的上 涨，以及儿童保育服务价格的上涨。 ...

此前，南非财政部于2025年11月发布声明，宣布在同南非储备银行协商一致后，将该国的通胀目标调整 为3%，并设定正负1个百分点的容忍区间，以替代原有的3%-6%的通胀区间目标。 有分析认为，目前实际通胀率基本符合这一设定目标及容忍区间，意味着南非在宏观经济政策协调和物 价稳定方面取得了阶段性进展。 （文章来源：新华财经） 新华财经约翰内斯堡1月22日电（记者靳博文） 南非统计局21日发布的数据显示，2025年南非通胀率为 3.2%，是自2004年1.4%以来的最低水平，为21年来新低。 数据显示，2025年12月，南非通胀率为3.6%，较11月略有上升，但整体仍保持在较低水平。肉类等部 分食品价格涨幅较大，但总体通胀温和。 ...

《波罗的海通讯社》（BNS）1月21日报道，据瑞典银行专家预测，受所得税改革和政府投资增加推 动，爱沙尼亚经济2026年将增长2.3%，2027年进一步升至2.6%；预计通胀率将从上年的4.8%放缓至今 年的2.6%，2027年将降至2.4%。提高免税收入门槛的所得税改革将增强家庭购买力，刺激消费；外部 需求也在逐步复苏，同时仍然存在诸多不确定因素；国防和基础设施投资将支撑投资和就业，较低的利 率推动企业和住房贷款快速增长，有利于投资回升。 ...

新华财经约翰内斯堡1月22日电（记者靳博文） 南非统计局21日发布的数据显示，2025年南非通胀率为 3.2%，是自2004年1.4%以来的最低水平，为21年来新低。 新华财经约翰内斯堡1月22日电（记者靳博文） 南非统计局21日发布的数据显示，2025年南非通胀率为 3.2%，是自2004年1.4%以来的最低水平，为21年来新低。 数据显示，2025年12月，南非通胀率为3.6%，较11月略有上升，但整体仍保持在较低水平。肉类等部 分食品价格涨幅较大，但总体通胀温和。 此前，南非财政部于2025年11月发布声明，宣布在同南非储备银行协商一致后，将该国的通胀目标调整 为3%，并设定正负1个百分点的容忍区间，以替代原有的3%-6%的通胀区间目标。 有分析认为，目前实际通胀率基本符合这一设定目标及容忍区间，意味着南非在宏观经济政策协调和物 价稳定方面取得了阶段性进展。 编辑：罗浩 责任编辑：郭建 数据显示，2025年12月，南非通胀率为3.6%，较11月略有上升，但整体仍保持在较低水平。肉类等部 分食品价格涨幅较大，但总体通胀温和。 此前，南非财政部于2025年11月发布声明，宣布在同南非储备银行协商一致后，将该 ...

Core Viewpoint - The UK consumer price index (CPI) rose by 3.4% year-on-year in December 2025, a slight increase from 3.2% in November, but the market believes this short-term fluctuation does not affect the overall downward trend of inflation [1] Group 1: Inflation Data - The rise in inflation in December was primarily driven by an increase in tobacco taxes and a surge in demand for flights during the Christmas holiday [1] - The service sector inflation rate increased from 4.4% in November to 4.5%, aligning with market expectations, while manufacturing product prices remained stable, indicating no widespread inflationary pressure [1] Group 2: Future Inflation Expectations - Despite the monthly increase, the UK currently has the highest inflation rate among the G7 countries, but there is a clear expectation for a decline in the future [1] - The Bank of England's Governor Bailey indicated that as one-off factors like rising utility costs drop out of the annual comparison, the inflation rate is expected to approach the central bank's 2% target by April or May 2026 [1] Group 3: Economic Predictions - Economists generally agree with this assessment, with PwC economist D'Souza stating that the December inflation rise is merely a "small hurdle" and does not deviate from the path of price stability [1] - Experts from the National Institute of Economic and Social Research predict that the Bank of England may implement a rate cut in the first half of this year, provided geopolitical conditions remain stable [1] - Current market expectations suggest that the Bank of England may implement 1 to 2 rate cuts in 2026, each by 25 basis points, following a reduction of the benchmark interest rate to 3.75% in December 2025 [1]