美聯儲將進退兩難？這一重要數據，即將公佈
上週，公司財報、最新經濟數據及部分美聯儲官員偏“鷹派”的表態，令美國股市承壓震盪下行。不過，憑藉週五的反彈，納指上週累計上漲0.55%，道指和標普500指數則是分別累計下跌2.70%和0.66%。
上週國際油價累計上漲
原油市場方面，上週公佈的中國2022年經濟年報多項數據增幅高出市場預期，不少華爾街投行認爲，中國經濟有望以超過此前預期的速度復甦，進而帶動全球石油需求增長。這一預期成爲推動上週油價上行的主要原因，其中紐約油價累漲1.81%，布倫特油價累漲2.76%。
本週市場聚焦歐美PMI數據，美國最新PCE指數引關注
數據面上，本週投資者將重點關注歐美PMI數據。當地時間本週二，美國將公佈1月製造業PMI初值，歐元區和英國也將公佈1月PMI數據。目前經濟學家普遍預計歐美主要經濟體1月PMI初值將有所回升。有分析認爲，雖然歐美經濟仍處於收縮區間，但收縮速度有所放緩，因此有分析師將其視爲歐美經濟實現軟着陸的最新跡象。
另外，美聯儲衡量通脹的重要指標——個人消費支出、也就是PCE價格指數將於本週五公佈，分析師預計，美國去年12月PCE指數的同比增幅將降至5%，或將創下2021年10月以來最低水平。不過鑑於美國的通脹率仍遠高於美聯儲2%的目標值，因此有分析認爲，在經濟軟着陸的過程中，美國的通脹率可能下行到4%或5%左右的水平然後停滯不前，屆時美聯儲可能會面臨進退兩難的局面。
本週投資者重點關注日本 歐洲和加拿大央行最新動態
央行方面，本週一日本央行將公佈去年12月貨幣政策會議紀要。本週二，歐洲央行行長拉加德將發表講話，她在稍早前曾表示，將進一步加息，並承諾會將高利率堅持到底，稱市場不要對歐洲央行將很快放緩加息抱有幻想。另外，本週三加拿大央行將公佈最新的利率決議。
此外，美股去年第四季度財報季也將於本週迎來高潮，特斯拉、微軟、英特爾等科技巨頭將陸續公佈財報，分析師普遍預計美聯儲激進加息對這些科技企業盈利的衝擊將會進一步顯現。
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