Pepsico Inc. (PEP) 加自选

美元价格走势设置为NFP：欧元/美元、英镑/美元、美元/日元。正如上周五所看到的，随着套利解除情景的初始阶段已经形成，围绕美元的担忧正在蔓延。人们普遍认为这是干预，但正如我在那篇文章中指出的那样，现在下结论还为时过早，如果我们从微观的角度看待这一举措，考虑到过去五年中建立的巨大定位不平衡，它看起来是有机的。

US Dollar Price Action Setups into NFP: EUR/USD, GBP/USD, USD/JPY.As looked at last Friday there was a circulating worry around the Greenback as the initial stages of a carry unwind scenario had developed. It was widely spread that it was intervention but as I pointed out in that article, it was far too early to tell, and if we were looking at the move from a granular basis, it looked to be organic given the massive positioning imbalance that's built over the past five years.

天然气新闻：截至2月中旬的天气预报可能将期货价格推高至4.81美元。3月天然气价格上涨至4.00美元以上，因为寒冷的预测推动了需求。有限的短期利息可能会限制收益，但上行目标仍为4.49-4.81美元。

Natural Gas News: Weather Forecast Through Mid-Feb Could Push Futures to $4.81.March natural gas rallies above $4.00 as cold forecast drives demand. Limited short interest may cap gains, but upside targets $4.49-$4.81 remain.

美联储的穆萨勒姆表示，目前政策处于中性水平，无需再降息。圣路易斯联邦储备银行行长阿尔贝托·穆萨勒姆周五表示​美国中央银行没有‌除非就业市场开始恶化或通胀下降，否则需要进一步降息。

Fed's Musalem says no more rate cuts needed with policy now at neutral level.St. Louis Federal Reserve President Alberto Musalem said on Friday ​the U.S. central bank does not ‌need to cut interest rates further unless the job market starts to deteriorate or inflation falls.

哥伦比亚央行加息100个基点至10.25%，引发震荡。哥伦比亚央行将基准利率上调100个基点至10.25%​周五，近三年来首次加息‌这一举措比大多数分析师预期的要大，因为政策制定者指出，通胀压力不断上升，通胀预期急剧上升，财政和外部风险不断增加。

Colombia's central bank shocks with 100-bp rate hike to 10.25%.Colombia's central bank raised its benchmark interest rate by 100 basis points to 10.25% on ​Friday, its first hike in nearly three years and a ‌larger move than most analysts had expected, as policymakers pointed to rising inflation pressures, a sharp jump in inflation expectations and mounting fiscal and external risks.