钢 (Steel) 加自选

新西兰储备银行的布雷曼相信通货膨胀将恢复到目标水平，政策不在预设路径上。新西兰储备银行行长Anna Breman在讲话中表示，尽管目前的通胀率为3.1%，但央行仍然相信通胀将恢复到目标水平。她预计，第一季度通货膨胀率将回落到1-3%的区间内，并在12个月内趋于2%的中点。

RBNZ's Breman confident inflation will return to target, policy not on preset path.RBNZ Governor Anna Breman said in speech that the central bank remains confident inflation will return to target despite its current 3.1% reading. She expects inflation to move back inside the 1–3% band in the first quarter and ease toward the 2% midpoint over the 12 months.

英镑兑美元汇率接近一个月低点，交易员等待美国数据。英镑兑美元汇率接近一个月低点，交易员等待美国数据

Pound Sterling seems vulnerable near one-month low vs. USD as traders await US data.Pound Sterling seems vulnerable near one-month low vs. USD as traders await US data

对鸽派RBNZ的反思。新西兰储备银行2月份的经济前景喜忧参半。这意味着OCR提前开始上调的门槛更高，汇率也倾向于走弱。

Reflecting on a Dovish RBNZ.The RBNZ's February economic outlook was a mix of optimism and pessimism. The implications are a higher bar for an early start to OCR increases and a bias towards a weaker exchange rate.

日本1月份CPI放缓至1.5%，核心指标进一步放松。日本1月份的整体CPI同比从2.1%放缓至1.5%，45个月来首次低于日本央行2%的目标。核心CPI（不包括新鲜食品）从2.4%降至2.0%，而核心核心通胀率从2.9%降至2.6%，表明潜在价格压力普遍放缓。

Japan's CPI slows to 1.5% in January, core measures ease further.Japan's headline CPI slowed to 1.5% yoy in January from 2.1%, falling below the BoJ's 2% target for the first time in 45 months. Core CPI (excluding fresh food) declined to 2.0% from 2.4%, while core-core inflation eased to 2.6% from 2.9%, signaling broader moderation in underlying price pressures.