日本央行将在6月底前将政策利率上调至1%，比选举前的预测早。路透社调查的大多数经济学家表示，日本央行可能会在6月底前将其关键利率上调至1%，一些人预计最早将在4月加息，因为对通胀上升和日元疲软的担忧日益加剧。

BOJ to hike policy rate to 1% by end-June, sooner than forecast before election.The Bank of Japan is likely to raise its key interest rate to 1% by end-June, according to a majority of economists polled by Reuters, with some expecting a move as soon as April because of mounting concerns about rising inflation and a weak yen.

英国通胀降至10个月来最低，英镑波动。2026年1月，英国CPI同比下降至3.0%，低于去年12月的3.4%。这是十个月来的最低读数，因为较低的燃料价格和较便宜的机票价格对整体数据造成了沉重压力。

Sterling Wobbles as U.K. Inflation Dropped to Lowest in 10 Months.U.K. CPI eased to 3.0% year-on-year in January 2026, down from 3.4% in December last year. This marked its lowest reading in ten months, as lower fuel prices and cheaper airfares weighed heavily on the headline figure.

RBNZ的Silk：利率的下一步可能会上升。RBNZ的Silk：利率的下一步可能会上升

RBNZ's Silk: The next move in interest rates will likely be up.RBNZ's Silk: The next move in interest rates will likely be up

英镑兑美元汇率在英国央行降息押注下跌至1.3500以下，接近四周低点。英镑兑美元汇率在英国央行降息押注下跌至1.3500以下，接近四周低点

Pound Sterling struggles near four-week low vs. USD, below 1.3500 amid BoE rate cut bets.Pound Sterling struggles near four-week low vs. USD, below 1.3500 amid BoE rate cut bets

尽管日本央行押注加息，欧元/日元仍上涨至182.50以上。尽管日本央行押注加息，欧元/日元仍上涨至182.50以上

EUR/JPY rises above 182.50 despite BoJ rate hike bets.EUR/JPY rises above 182.50 despite BoJ rate hike bets

美联储会议纪要显示，日元走软至155.00附近。美联储会议纪要显示，日元走软至155.00附近

Japanese Yen softens to near 155.00 on hawkish Fed Minutes.Japanese Yen softens to near 155.00 on hawkish Fed Minutes

澳大利亚失业率维持在4.1%不变，就业形势稳定，足以维持澳大利亚储备银行5月加息。澳大利亚1月份增加了1780万个工作岗位，略低于2030万个的预期，但细节是确定的。全职就业人数强劲增长50.5万人，而兼职职位下降-32.7万人。

Australia unemployment rate unchanged at 4.1%, jobs solid enough to keep RBA May hike in play.Australia added 17.8k jobs in January, slightly below expectations of 20.3k, but the details were firm. Full-time employment rose a strong 50.5k, while part-time positions fell -32.7k.

美联储会议纪要中提及加息，推动美元/日元回升至155。在联邦公开市场委员会会议纪要公布后，美元全面上涨，该纪要被解读为比市场预期更为鹰派。兑日元走强最为明显，美元/日元回到155左右。

Rate hike mention in Fed minutes boosts dollar, USD/JPY back at 155.Dollar rallied across the board after release of FOMC minutes that were interpreted as more hawkish than markets anticipated. Strength was most visible against Yen, with USD/JPY back at around 155.

美元指数（DXY）在97.70附近盘整，超过一周高点；看涨潜力完好无损。美元指数（DXY）在97.70附近盘整，超过一周高点；看涨潜力完好无损

US Dollar Index (DXY) consolidates near 97.70, over one-week top; bullish potential intact.US Dollar Index (DXY) consolidates near 97.70, over one-week top; bullish potential intact

日本12月机械订单激增19.1%，超出预期。12月，日本核心机械订单出人意料地大幅上涨，突显出商业投资的新势头，并为日本央行的建设性增长前景提供了支持。

Japan machinery orders surge 19.1% in December, smashing forecasts.Japan's core machinery orders delivered a powerful upside surprise in December, underscoring renewed momentum in business investment and offering support to the Bank of Japan's constructive growth outlook.

澳大利亚就业形势强劲，足以让澳大利亚储备银行保持警惕，但不会强制采取行动。澳大利亚最新的就业报告足够可靠，足以让澳大利亚储备银行保持警惕，但还不足以迫使其采取行动。利率市场继续发出暂停的信号，澳元/美元的价格走势表明，交易员倾向于盘整而非加速。

Australian Jobs Strong Enough to Keep RBA Alert, But Not Force Action.Australia's latest employment report was solid enough to keep the RBA alert, but not strong enough to force its hand. Rate markets continue to signal a pause, and price action across AUD/USD suggests traders are leaning towards consolidation rather than acceleration.

155之战：鹰派FOMC会议纪要提振美元/日元突破希望。美元/日元经历了一个充满活力的交易时段，其特征是在联邦公开市场委员会会议纪要发布后，美联储发出鹰派信号后，美元再次走强（更多信息请阅读1月联邦公开市场会议纪要和战时-北美周中市场更新）。

The Battle for 155: Hawkish FOMC minutes fuel USD/JPY breakout hopes.USD/JPY experienced a dynamic trading session characterized by a renewed surge in US Dollar strength following hawkish signals from the Federal Reserve post the FOMC minutes (for more on this read January FOMC Minutes and Wartime – North American Mid-Week Market update).

联邦公开市场委员会成员认为，1月份风险向通胀倾斜。会议纪要显示，委员会仍对通胀率保持在2%以上表示担忧。与会者指出，通胀读数上升似乎主要是由于核心商品通胀，而核心商品通胀似乎受到了关税的推动，他们继续预计这些影响将在今年晚些时候减弱。

FOMC Members Saw Risks Tilting Towards Inflation in January.The minutes showed that the committee is still concerned about inflation remaining above 2%. Participants noted that elevated inflation readings seemed to be largely due to core goods inflation, which appeared to have been boosted by tariffs, and they continue to expect these effects to diminish later this year.

澳大利亚就业数据公布后，澳元/日元稳定在109.00附近。澳大利亚就业数据公布后，澳元/日元稳定在109.00附近

AUD/JPY holds steady near 109.00 after Australia jobs data.AUD/JPY holds steady near 109.00 after Australia jobs data

失业率低于预期，澳元上涨。失业率低于预期，澳元上涨

Australian Dollar advances as Unemployment Rate comes below forecasts.Australian Dollar advances as Unemployment Rate comes below forecasts