纽币/新加坡元 (NZDSGD) 加自选

新加坡：以人工智能为重点的26财年促增长预算——三菱日联金融集团。新加坡：以人工智能为重点的26财年促增长预算——三菱日联金融集团

Singapore: Pro‑growth FY26 budget with AI focus – MUFG.Singapore: Pro‑growth FY26 budget with AI focus – MUFG

新西兰：通胀预期小幅上升——道明证券。新西兰：通胀预期小幅上升——道明证券

New Zealand: Inflation expectations edge higher – TD Securities.New Zealand: Inflation expectations edge higher – TD Securities

第一印象：新西兰储备银行2026年第一季度通胀预期调查。对未来一年通货膨胀的预期从去年年底的2.39%上升到2.59%。鉴于实际通胀也高于预期，短期通胀预期的上升并不奇怪——去年年底，整体通胀率上升至3.1%。

First Impression: RBNZ Survey of Inflation Expectations, Q1 2026.Expectations for inflation one year ahead rose to 2.59%, up from 2.39% at the end of last year. An increase in near-term expectations for inflation wasn't surprising given that actual inflation has also been hotter than expected – headline inflation rose to 3.1% at the end of last year.

新西兰BNZ制造业放缓至55.2，但预示着持续扩张。新西兰1月份的BusinessNZ制造业表现指数从56.1降至55.2，表明势头略有放缓，但仍牢牢保持在扩张区间。生产从57.5降至56.6，就业从53.7降至52.9，新订单从59.9降至56.4，表明经济活动放缓但仍然稳健。

NZ BNZ manufacturing eases to 55.2, but signals continued expansion.New Zealand's BusinessNZ Performance of Manufacturing Index eased from 56.1 to 55.2 in January, indicating a slight moderation in momentum but remaining firmly in expansion territory. Production slipped from 57.5 to 56.6, employment edged down from 53.7 to 52.9, and new orders cooled from 59.9 to 56.4, pointing to slower yet still solid activity.