标普高盛商品指数 (SPGSCI) 加自选

英国制造业采购经理人指数最终创17个月新高，通胀风险回归。英国1月制造业采购经理人指数最终确定为51.8，高于12月的50.6，创下17个月新高。该数据表明，该行业在2026年开局稳健，尽管地缘政治紧张和贸易不确定性的背景充满挑战，但仍显示出韧性。

UK PMI manufacturing finalized at 17-month high, inflation risks return.UK PMI Manufacturing was finalized at 51.8 in January, up from December's 50.6 and marking a 17-month high. The reading signals a solid start to 2026 for the sector, showing resilience despite a challenging backdrop of geopolitical tension and trade uncertainty.

卢比受到印度储备银行干预的支撑，互换缓冲了债券抛售带来的流动性。印度卢比‍创下单日最佳涨幅​周一，在一个多月的时间里，受可能⁠央行的美元抛售和适度的资金流入削弱了全球市场波动的溢出效应。

Rupee shored up by RBI intervention, swaps cushion liquidity as bonds sell off.The Indian rupee ‍logged its best single-day gain ​in over a month on Monday, boosted by likely ⁠dollar sales by the central bank and modest inflows that dulled the spillover from global market volatility.

欧元区制造业采购经理人指数收于49.5，复苏势头缓慢。1月份欧元区制造业采购经理人指数最终确定为49.5，高于12月份的48.8。汉堡商业银行的Cyrus de la Rubia表示，进展仍然“蜗牛般缓慢”。

Eurozone PMI manufacturing finalized at 49.5, recovery momentum at snail's pace.Eurozone PMI Manufacturing was finalized at 49.5 in January, up from December's 48.8. According to Cyrus de la Rubia of Hamburg Commercial Bank, progress remains at a “snail's pace”.

日元结转交易结束了吗？日本大选和日本央行如何动摇澳元/日元。澳元/日元上涨了近3%，但最近随着日本央行变得鹰派，出现了反弹。这对其近期前景意味着什么？

Is the Yen Carry Trade Over? How Japan's Snap Elections and BoJ Are Shaking AUD/JPY.AUD/JPY has risen nearly 3% but has recently hit a bump with the BoJ becoming hawkish. What does this mean for its near-term outlook?