美国2号棉花 (Cotton) 加自选

无需担心日本的产量。围绕日本首相高市财政方案的影响，日本债券市场一直备受关注。这些担忧忽视了日本经济的一些根本性转变，这些转变将使政府能够维持更大的支出。

No Need to Fear the Yield in Japan.There has been a lot of concern around Japan's bond market, centred around the impact of Prime Minister Sanae Takaichi's fiscal package. These concerns overlook some of the fundamental shifts in the Japanese economy that will allow the government to sustain greater spending.

澳大利亚：1月CPI——电梯背后的火花和运动鞋。我们以完整的月度CPI开始2026年。1月份，CPI全年上涨3.8%，略高于西太平洋银行预测的3.6%和市场预测的3.7%。

Australia: January CPI – Sparks and Sneakers Behind the Lift.We start 2026 with a complete Monthly CPI. In January the CPI gained 3.8% in the year, a touch stronger than Westpac's estimate of 3.6%yr and the market estimate of 3.7%yr.

美元走软，适度流入为印度卢比提供喘息空间。在美元走弱和外国银行销售的支撑下，印度卢比兑美元汇率稳定在90.92附近。当地股市，特别是IT股反弹，导致美元流入适度。

Softer dollar, modest inflows offer breathing room to Indian rupee.The Indian rupee held steady near 90.92 against the dollar, supported by a weaker greenback and foreign bank sales. Local stocks, particularly IT shares, rebounded, contributing to modest dollar inflows.

澳元/日元价格预测：跃升至110.50上方的近两周高点，看涨势头盛行。澳元/日元价格预测：跃升至110.50上方的近两周高点，看涨势头盛行

AUD/JPY Price Forecast: Jumps to near two-week high above 110.50, bullish momentum prevails.AUD/JPY Price Forecast: Jumps to near two-week high above 110.50, bullish momentum prevails