羊毛 (Wool) 加自选

新西兰元：RBNZ预计将保持不变，但变得更加鹰派。在新西兰储备银行下周的政策决定之前，新西兰元兑美元汇率（NZD/USD）接近0.603，预计指导将比汇率结果更重要。野村证券的经济学家预计，现金利率将保持在2.25%不变，很可能是通过一致投票。

New Zealand Dollar: RBNZ Expected to Hold but Turn More Hawkish.The New Zealand Dollar to US Dollar exchange rate (NZD/USD) is trading near 0.603 ahead of next week's Reserve Bank of New Zealand policy decision, where guidance is expected to matter more than the rate outcome. Economists at Nomura expect the cash rate to remain unchanged at 2.25%, most likely via a unanimous vote.

澳大利亚储备银行会议纪要：别管美元。随着每次会议后媒体会议的出现，RBA会议纪要往往比过去提供的信息价值更低，特别是对于SMP会议。这一次，有一些有趣的观点可能表明政策前景的风险被低估了。

RBA Minutes: Never Mind the Greenbacks.With the advent of media conferences after every meeting, RBA minutes have tended to provide less information value of late than in the past, particularly for SMP meetings. This time around, there were some interesting points that could point to under-appreciated risks for the policy outlook.

尽管澳大利亚最近加息，新西兰仍有望保持利率不变。今天，英国12月就业报告发布。预计失业率将保持相当稳定，普遍认为为5.2%，之前的失业率为5.1%。

New Zealand Expected to Hold Rates Despite Australia's Recent Hike.Today, the UK jobs report for December is released. The unemployment rate is expected to remain fairly stable with consensus at 5.2% and the previous rate at 5.1%.

澳大利亚储备银行会议纪要显示，风险倾向于收紧政策。澳大利亚储备银行2月3日会议纪要显示，虽然考虑了持有利率的理由，但成员们最终看到了将现金利率提高25个基点至3.85%的更有力论据。这一决定反映出人们越来越担心通货膨胀压力可能比以前预期的更持久。

RBA minutes sees risks tilting toward tighter policy.Minutes of RBA's February 3 meeting revealed that while the case for holding rates was considered, members ultimately saw a stronger argument for raising the cash rate by 25 bps to 3.85%. The decision reflected growing concern that inflation pressures may prove more persistent than previously anticipated.