Next week will see a series of important macroeconomic events and data, including talks between the U.S. and Iran, elections in Japan, U.S. non-farm payrolls, CPI, and other major events. The specific forecast is as follows:
Macroeconomic data and speeches from Federal Reserve officials
Tuesday
00:00 U.S. January New York Fed 1-year inflation expectations
02:30 Federal Reserve Governor Waller speaks on digital assets
04:15 2027 FOMC voting member and Atlanta Fed President Bostic speaks on monetary policy and economic outlook
21:30 U.S. December retail sales month-on-month, U.S. fourth quarter labor cost index quarter-on-quarter, U.S. December import price index month-on-month
Wednesday
01:00 2026 FOMC voting member and Cleveland Fed President Mester speaks on 'Banking and Economic Outlook'
02:00 2026 FOMC voting member and Dallas Fed President Logan speaks
21:30 U.S. January unemployment rate, seasonally adjusted non-farm employment population, average hourly earnings year-on-year/month-on-month, U.S. 2025 non-farm employment benchmark change final value #加密市场反弹
Thursday 15:00 U.K. fourth quarter GDP year-on-year preliminary value, U.K. December three-month GDP month-on-month, U.K. December manufacturing/industrial output month-on-month, U.K. December seasonally adjusted goods trade balance
Friday
08:00 2026 FOMC voting member and Dallas Fed President Logan delivers a welcome speech at an event, Federal Reserve Governor Mian is invited to attend
21:30 U.S. January unadjusted CPI year-on-year, U.S. January seasonally adjusted CPI month-on-month, U.S. January seasonally adjusted core CPI month-on-month, U.S. January unadjusted core CPI year-on-year
U.S.-Iran Talks:
On February 6 local time, Trump stated that the U.S. had 'very good talks' with Iran, and that Iran was 'very eager' to reach an agreement. He indicated that the U.S. would negotiate with Iran again next week. He reiterated that Iran cannot have nuclear weapons. Trump also authorized his government to impose tariffs on countries that trade with Iran but has not immediately added any new tariffs. #美国伊朗对峙
Japanese Elections:
Sanae Takaichi announced that Japan will hold elections on February 8. The election results could signal a meaningful shift towards a more accommodative fiscal policy in Japan, including tax cuts and increased government spending, at a time when Japan is already one of the countries with the heaviest public debt burdens in the world. Market analysts say that a more expansionary policy stance could put pressure on Japanese government bonds, weaken the yen, and complicate efforts by the Bank of Japan to normalize monetary policy.