瘦肉猪 (LeanHogs) 加自选

伊朗紧张局势推高油价，美元走强，市场变得谨慎。在原本平静的亚洲交易中，美元总体保持坚挺，更广泛的外汇流动受到抑制，但市场情绪越来越谨慎。随着地缘政治风险的加剧，各个市场都明显感到紧张。

Dollar Firm as Iran Tensions Lift Oil, Markets Turn Cautious.Dollar remained generally firm in otherwise quiet Asian trading, with broader FX flows subdued but sentiment increasingly cautious. There is a noticeable sense of nervousness across markets as geopolitical risks intensify.

日元：在CPI疲软后，日本央行的时机成为焦点——丹斯克银行。日元：在CPI疲软后，日本央行的时机成为焦点——丹斯克银行

JPY: BoJ timing in focus after soft CPI – Danske Bank.JPY: BoJ timing in focus after soft CPI – Danske Bank

英国1月份零售额激增1.8%，为2024年5月以来的最高水平。英国1月份零售额环比增长1.8%，远超预期的0.2%，创下2024年5月以来的最大月度增长。这一反弹表明，尽管人们对经济增长放缓有更广泛的担忧，但消费者今年年初的基础更加稳固。

UK retail sales surge 1.8% in January, strongest since May 2024.UK retail sales volumes jumped 1.8% mom in January, far exceeding expectations of 0.2% and marking the largest monthly increase since May 2024. The rebound suggests consumers began the year on firmer footing despite broader concerns over slowing growth.

Limelight中的二月闪光PMI。在欧元区，今天发布了2月份PMI预览报告。我们预计制造业采购经理人指数将从49.5大幅上升至50.0，因为我们最近收到了新订单和金属价格上涨的积极信号。

February Flash PMIs in the Limelight.In the euro area, the flash February PMI report is released today. We expect a decent increase in the manufacturing PMI to 50.0 from 49.5 as we have received positive signs from higher new orders and metal prices lately.