在欧洲,一月工业增长应该相当不错;通货膨胀值得关注,尤其法国CPI可能受到激进的减价冲击。英国的通胀则因大范围水淹而变得难以预测。在亚太地区,日本的第四季度GDP增长估计由环比1.0%大幅修正至0.6%。一月份经常项目赤字有望再创纪录;核心机械订单有温和上升。日本央行例会,不过预计政策不会有实质性变化。 In Europe, the January industrial growth should be pretty good; inflation is noteworthy, and in particular the French CPI may be subject to aggressive price cuts. Inflation in the UK is unpredictable due to flooding. In the Asia-Pacific region, Japan’s fourth-quarter GDP growth is revised sharply to 0.6% from 1.0% qoq. January current account deficit is expected to hit a record; core machinery orders have risen modestly. Bank of Japan regular meeting, but no substantive change is expected policy.