【周五（2月20日）重点关注财经事件和经济数据】 ①07:30 日本1月核心CPI年率； ②15:00 德国1月 PPI月率，英国1月公共部门净借款、1月季调后零售销售月率； ③16:30 德国2月制造业PMI初值； ④17:00 欧元区2月制造业PMI初值； ⑤17:30 英国2月制造业PMI初值、2月服务业PMI初值； ⑥21:30 加 拿大12月零售销售月率，美国12月核心PCE物价指数年率、12月个人支出月率、第四季度实际GDP年化 季率初值、第四季度实际个人消费支出季率初值、第四季度核心PCE物价指数年化季率初值、12月核心 PCE物价指数月率； ⑦22:45 美国2月标普全球制造业PMI初值、2月标普全球服务业PMI初值，美联储 博斯蒂克就经济前景发表讲话； ⑧23:00 美国2月密歇根大学消费者信心指数终值、2月一年期通胀率预 期终值、12月新屋销售总数年化； ⑨次日02:00 美国至2月20日当周石油钻井总数； ⑩次日02:15 美联 储洛根讲话。 ...

Market Overview - The US dollar index is trading around 98.928, while spot gold opened at $4597.42 per ounce and is currently around $4594.97 per ounce. Gold T+D is trading at approximately 1026.30 CNY per gram, and the Shanghai gold main contract is at about 1028.86 CNY per gram [1] - On the previous trading day, the US dollar index fell by 0.16% to 98.896, while spot gold rose by 1.97% to $4597.94 per ounce. Other precious metals also saw gains: spot silver increased by 6.51% to $85.16 per ounce, platinum rose by 3.03% to $2337.30 per ounce, and palladium gained 1.80% to $1851.00 per ounce [1] Inventory Data - As of January 12, COMEX gold inventory remains unchanged at 1129.43 tons, while COMEX silver inventory decreased by 70.15 tons to 13607.32 tons [2] - SPDR gold ETF holdings increased by 6.24 tons to 1070.80 tons, and SLV silver ETF holdings rose by 39.47 tons to 16347.95 tons on the same date [2] - The payment direction for deferred compensation fees indicates that for Au(t+d), shorts pay longs, and for Ag(t+d), shorts also pay longs [2] Economic Events - Key economic data to be released includes Japan's trade balance for November, the US NFIB small business optimism index for December, and various CPI metrics for December, including the unadjusted and seasonally adjusted core CPI [4] - The Federal Reserve's Musalem is scheduled to speak, and the EIA will release its monthly short-term energy outlook report [5]

Group 1 - Key Point 1: Japan's trade balance for November will be released at 07:50 [1] - Key Point 2: The NFIB Small Business Optimism Index for December will be announced at 19:00 [1] - Key Point 3: The seasonally adjusted Consumer Price Index (CPI) for December in the U.S. will be published at 21:30 [1] - Key Point 4: The annualized new home sales total for October in the U.S. will be reported at 23:00, along with a speech by Federal Reserve's Musalem [1] - Key Point 5: The EIA's monthly Short-Term Energy Outlook report will be released at 01:00 the next day [1] - Key Point 6: The API crude oil inventory for the week ending January 9 will be available at 05:30 the next day [1]

Group 1 - Australia's October weighted CPI year-on-year data will be released at 08:30 [1] - The Reserve Bank of New Zealand will announce its interest rate decision at 09:00 [1] - UK Chancellor of the Exchequer, Reeves, will present the budget proposal at 20:30 [1] Group 2 - Initial jobless claims in the US for the week ending November 22 will be reported at 21:30, along with September durable goods orders month-on-month data [1] - Chicago PMI for November will be released at 22:45 [1] - Annualized new home sales in the US for September will be reported at 23:00 [1] Group 3 - EIA crude oil inventory for the week ending November 21 will be released at 23:30 [1] - EIA natural gas inventory for the week ending November 21 will be reported at 01:00 the next day [1] - Total oil rig count in the US for the week ending November 28 will be released at 02:00 the next day [1] Group 4 - The Federal Reserve will publish the Beige Book on economic conditions at 03:00 the next day [1]

Core Insights - The total number of new home sales in the U.S. for June is set to be announced shortly, indicating a potential shift in the housing market dynamics [1] Group 1 - The announcement of new home sales data is crucial for understanding current trends in the real estate sector [1]

Group 1 - Tesla is scheduled to release its earnings report after the US stock market closes on July 24, 2025 [1] - The Reserve Bank of Australia Governor Philip Lowe will deliver a speech at 11:05 AM [1] - The European Central Bank will announce its interest rate decision at 8:15 PM [1] Group 2 - Various PMI data will be released, including Germany's manufacturing PMI at 3:30 PM and the Eurozone's manufacturing PMI at 4:00 PM [1][1] - The UK will also release its manufacturing and services PMI data at 4:30 PM [1] - The US will report initial jobless claims for the week ending July 19 at 8:30 PM [1]

Group 1 - Key Point 1: Federal Reserve officials, including Williams and Kashkari, are scheduled to speak, indicating ongoing discussions about economic outlook and monetary policy [1][1][1] - Key Point 2: The release of API crude oil inventory data and EIA crude oil inventory data highlights the focus on energy market dynamics [1][1][1] - Key Point 3: The announcement of new home sales data in the U.S. reflects trends in the housing market, which is crucial for economic health [1][1][1] Group 2 - Key Point 1: The release of Japan's central bank's summary of opinions suggests insights into monetary policy direction in Japan [1][1][1] - Key Point 2: Australia's CPI data release is significant for understanding inflation trends in the region [1][1][1] - Key Point 3: The Swiss ZEW investor confidence index provides insights into market sentiment and economic expectations in Switzerland [1][1][1]

Core Viewpoint - The total annualized new home sales in the U.S. for April are set to be announced shortly, indicating potential market trends and economic conditions in the housing sector [1] Group 1 - The announcement of new home sales data is crucial for understanding the current state of the housing market [1]

Core Viewpoint - The total annualized new home sales in the U.S. for March are set to be announced shortly, indicating potential market trends and economic conditions in the housing sector [1] Group 1 - The announcement of new home sales data is crucial for understanding the current state of the housing market [1] - This data release may influence investor sentiment and market strategies in the real estate sector [1]