日元和澳元新闻：日本央行和美联储成为焦点。随着出口激增，日本的贸易顺差扩大，但特朗普的关税迫在眉睫。日本央行的利率前景和美联储的信号可能决定美元/日元的下一步走势。

Japanese Yen and Aussie Dollar News: BoJ and the Fed in the Spotlight.Japan's trade surplus widens as exports surge, but Trump's tariffs loom. BoJ rate outlook and U.S. Fed signals could set the next move for USD/JPY.

澳大利亚西太平洋银行领先指数“公司，但细节表明收益脆弱”。澳大利亚西太平洋银行领先指数WPAC评论：西太平洋银行墨尔本研究所领先指数的六个月年化增长率从1月份的0.6%升至2月份的0.8%，该指数表明了未来三到九个月经济活动相对于趋势的可能速度。随着关税冲击开始产生影响，大宗商品和货币的顺风逐渐减弱。

Australia Westpac Leading Index "firms but detail suggests gains are fragile".Australia Westpac Leading Index WPAC comments: the six-month annualised growth rate in the Westpac-Melbourne Institute Leading Index, which indicates the likely pace of economic activity relative to trend three to nine months into the future, lifted to 0.8% in February from 0.6% in January. Commodity and currency tailwinds fade as tariff shock starts to impact.

Brightmine表示，英国的加薪幅度随着通货膨胀而回落。人力资源数据公司Brightmine的数据显示，自2023年10月以来，英国雇主批准的加薪首次与通货膨胀保持一致，这可能会受到英格兰银行的欢迎。

UK pay rises fall back in line with inflation, Brightmine says.Pay increases granted by British employers have fallen back in line with inflation for the first time since October 2023, according to data from human resources data firm Brightmine that is likely to be welcomed by the Bank of England.

由于消费支出疲软和贸易拖累，德意志银行将第一季度美国GDP预测下调至1.5%。德意志银行将其第一季度美国GDP增长预测下调至1.5%（按年计算），比之前的估计下降了1个百分点，理由是消费者支出低于预期，净出口拖累更大。

Deutsche Bank cuts Q1 US GDP forecast to 1.5% amid soft consumer spending, trade drag.Deutsche Bank has revised down its first-quarter U.S. GDP growth forecast to 1.5% (annualized), a 1 percentage point cut from its previous estimate, citing weaker-than-expected consumer spending and a greater drag from net exports.