美联储在2025年1月削减了利率,在AI希望和即将到来的经济数据中激起混合市场。 The Fed cut rates in Jan 2025, sparking mixed markets amid AI hopes and upcoming economic data.

美联储在2025年首次削减利率, 引起市场喜忧参半的反应, 随着S&P 500和Nasdaq公司连续第三星期上涨, The Federal Reserve cut interest rates in its first move of 2025, prompting mixed market reactions as the S&P 500 and Nasdaq rose for a third straight week, fueled by AI optimism and expectations of two more cuts. 美元最初疲软,但随着债券收益率上升而回升,反映的是短期波动,而不是长期趋势。 The dollar initially weakened but rebounded as bond yields rose, reflecting short-term volatility rather than lasting trends. 美联储的平衡方针在政治压力和经济数据不确定的情况下缓解了对市场的关切。 The Fed’s balanced approach eased market concerns amid political pressure and uncertain economic data. 市场现在侧重于即将到来的美国劳动力、通货膨胀和增长报告,包括核心的PCE指数和经修订的GDP。 Markets now focus on upcoming U.S. labor, inflation, and growth reports, including the core PCE index and revised GDP. 在日本，日本央行维持利率稳定，但发出鹰派转变的信号，促使日元反弹和日经指数回调。 In Japan, the BoJ held rates steady but signaled a hawkish shift, prompting a yen rally and Nikkei pullback. 全球货币对中央银行的信号和经济数据作出反应,欧洲情绪疲软导致欧元/美元上升,数据差导致英镑/美元下降,AUD/美元受到各种信号的压力。 Global currencies reacted to central bank signals and economic data, with EUR/USD rising on weak European sentiment, GBP/USD falling on poor data, and AUD/USD pressured by mixed signals. 下星期的重要活动包括美国PMIs、PCE通胀和央行高层的演讲。 Key events next week include U.S. PMIs, PCE inflation, and speeches from top central bankers.