木 (Lumber) 加自选

加拿大央行 会议纪要强调地缘政治风险，保持政策选择性。The 加拿大央行 1月份将基准隔夜利率维持在2.25%，公布的审议摘要强调了不确定性的增加如何重塑了政策讨论。成员们一致认为，鉴于异常动荡的背景，在制定货币政策时保持“选择性”至关重要。

BoC minutes stress geopolitical risks, keep policy optionality.The BoC left its benchmark overnight rate at 2.25% in January, and the published summary of deliberations underlined how elevated uncertainty has reshaped policy discussions. Members agreed that maintaining “optionality” in setting monetary policy was critical given the unusually turbulent backdrop.

美国众议院通过219-211决议，终止特朗普对加拿大的关税（但…）。美国众议院以219票赞成、211票反对的结果通过了一项决议，旨在终止前总统唐纳德·特朗普对加拿大的关税，这标志着两党罕见地谴责行政贸易当局。

US House passes 219–211 resolution to end Trump's Canada tariffs (there is a but ...).The U.S. House of Representatives voted 219–211 to pass a resolution seeking to terminate former President Donald Trump's tariffs on Canada, marking a rare bipartisan rebuke of executive trade authority.

巴西：商品救济与粘性服务——渣打银行。巴西：商品救济与粘性服务——渣打银行

Brazil: Goods relief versus sticky services – Standard Chartered.Brazil: Goods relief versus sticky services – Standard Chartered

RBNZ将在2027年更快地徒步旅行。西太平洋银行的首份2026年经济概览将于周四上午发布。这些预测描绘了2026年及以后经济前景的改善，因为低利率、强劲的大宗商品回报和有利的汇率推动2026年和2027年的增长高于趋势。

RBNZ to Hike More Quickly in 2027.Westpac's inaugural 2026 Economic Overview will be released early Thursday morning. These forecasts depict an improved economic outlook for 2026 and beyond as the combination of low interest rates, strong commodity returns and a supportive exchange rate drive above trend growth in 2026 and 2027.