--- title: "Reminder: Please pay close attention to the following (all times are in Beijing time)" description: "Today's important economic data and events include: 07:50 Bank of Japan Policy Board Member Opinion Summary; 09:45 China's January Manufacturing PMI; 15:00 UK's January House Price Index and Germany's" type: "news" locale: "en" url: "https://longbridge.com/en/news/274432873.md" published_at: "2026-02-01T22:33:43.000Z" --- # Reminder: Please pay close attention to the following (all times are in Beijing time) > Today's important economic data and events include: 07:50 Bank of Japan Policy Board Member Opinion Summary; 09:45 China's January Manufacturing PMI; 15:00 UK's January House Price Index and Germany's December Retail Sales; 16:45 Italy, 16:50 France, 16:55 Germany, 17:00 Eurozone, and 17:30 UK's January Manufacturing PMI; 22:45 US's January S&P Global Manufacturing PMI; 23:00 US's January ISM Manufacturing Index and December Construction Spending; next day 01:30 US FOMC voting member Bostic's speech ① 07:50 Bank of Japan releases summary of opinions from the Policy Board members; ② 09:45 China January RatingDog Manufacturing PMI; ③ 15:00 UK January Nationwide House Price Index, Germany December Retail Sales; ④ 16:45 Italy January Manufacturing PMI; ⑤ 16:50 France January Manufacturing PMI Final; ⑥ 16:55 Germany January Manufacturing PMI Final; ⑦ 17:00 Eurozone January Manufacturing PMI Final; ⑧ 17:30 UK January Manufacturing PMI Final; ⑨ 22:45 US January S&P Global Manufacturing PMI Final; ⑩ 23:00 US January ISM Manufacturing Index, December Construction Spending; ⑪ Next day 01:30 US 2027 FOMC voting member, Atlanta Fed President Bostic speaks; ### Related Stocks - [DAX.US - Global X DAX Germany ETF](https://longbridge.com/en/quote/DAX.US.md) - [.SPX.US - S&P 500](https://longbridge.com/en/quote/.SPX.US.md) - [.DJI.US - Dow Jones Industrial Average](https://longbridge.com/en/quote/.DJI.US.md) - [DJD.US - Guggenheim DJIA Ave Div](https://longbridge.com/en/quote/DJD.US.md) - [.IXIC.US - NASDAQ Composite Index](https://longbridge.com/en/quote/.IXIC.US.md) - [.NDXTMC.US - NASDAQ 100 Technology Sector Market-Cap Weighted Index](https://longbridge.com/en/quote/.NDXTMC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 特朗普暗示违法征收的关税不退了,美财长称今年关税收入将 “基本保持不变” | 美国总统特朗普暗示不会退还被最高法院裁定违法的关税,预计 2026 年关税收入将保持不变。特朗普计划签署行政令,对全球商品加征 10% 进口关税,取代被推翻的关税。财长贝森特表示,政府将利用替代法律权力维持关税收入,强调国家安全和财政收入不 | [Link](https://longbridge.com/en/news/276494362.md) | | 美财政部让步,拟修订主权财富基金税收提案,此前遭私募业警告 | 美国财政部正就一项针对主权财富基金和公共养老基金征税方式进行全面改革的提案作出让步。相关提案此前由美国国税局提出,拟更新税法第 892 条,将这些基金持有的多数美国债务投资归为商业活动,这将令其面临被征税的风险。此前,私募信贷和私募股权公司 | [Link](https://longbridge.com/en/news/276491732.md) | | 贝森特和沃什的 “导师”,德鲁肯米勒 Q4“精准” 开仓金融股 ETF、标普等权重 ETF 和巴西 ETF | 科技股方面,德鲁肯米勒 Q4 清仓了 Meta,加仓了谷歌与 Sea。德鲁肯米勒与贝森特、沃什的 “师徒” 关系让市场推测,“德鲁肯米勒经济学”——即反赤字、反通胀、反关税——可能通过贝森特和沃什渗透至政策制定中。 | [Link](https://longbridge.com/en/news/276214511.md) | | 欧元区制造业 PMI 创三年半新高,德国回升拉动整体,法国仍在荣枯线下徘徊 | 欧元区经济活动增速加快,但欧元区企业连续第二个月裁员,德国就业下降,法国持平,欧元区其他地区就业上升。HCOB 首席分析师表示,鉴于经济活动稳定扩张且服务业通胀仍处高位,欧洲央行或将继续维持关键政策利率不变的立场。 | [Link](https://longbridge.com/en/news/276436278.md) | | 经济刚刚发出了一个 “金发姑娘” 信号——最近这种情况频繁出现 | 最新的经济数据表明,当前经济处于 “黄金时代”,其特征是适度增长和通胀放缓。包括费城联邦储备银行制造业指数和 ISM 制造业报告在内的关键指标显示出改善,且没有出现过多的失业。分析师建议优先考虑周期性和价值型行业,而非增长型行业,这一点在先 | [Link](https://longbridge.com/en/news/276437872.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.