2026年前两个月，中国消费者物价指数上涨0.8%，得益于延长春节假期期间的支出激增。不过，分析师仍对长期通缩风险表示担忧。
中国消费者物价在2026年前两个月上涨，得益于比以往更长的春节假期推动的支出增加，但分析师警告，北京可能需要采取更强有力的措施来刺激需求，以维持复苏势头。
根据国家统计局（NBS）周一发布的数据，全国消费者物价指数（CPI）在1-2月同比上涨0.8%。这一数据通常将前两个月合并，以减少春节假期带来的扭曲影响。今年春节假期落在2月，而去年则在1月。
2月份，消费者物价同比上涨1.3%，这是约三年内录得的最大月度涨幅，国家统计局主要归因于延长假期的不同时机以及需求复苏。该月度读数超过市场预期0.93%的涨幅，根据金融数据提供商Wind对经济学家的调查，该机构未提供1-2月的预测。
尽管短期数据显示积极迹象，但分析师指出，长期通缩风险依然存在，需要政府进一步干预以支持经济。
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South Korea's consumer prices rose 2 percent year-on-year in January, marking the slowest pace in five months. The slowdown was partly due to stable petroleum product prices, as international crude oil prices fell, according to government data. However, prices for some agricultural and livestock products continued to surge sharply.
China's consumer price index rose 0.2 percent year on year in January, missing market expectations, according to the National Bureau of Statistics. This marked the fourth consecutive monthly increase, though at a slower pace than December's 0.8 percent rise. Core inflation, excluding food and energy, showed a moderate upward trend amid recovering consumer demand.
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The U.S. Bureau of Labor Statistics reported that the Consumer Price Index for February 2026 rose 0.3% month-over-month and remained at 2.4% year-over-year, matching economist expectations. Core CPI, excluding food and energy, increased 0.2% monthly and stayed at 2.5% annually. While inflation showed stability before the recent U.S.-Israel-Iran war, surging oil prices are expected to push future readings higher.
Colombia's National Administrative Department of Statistics (Dane) reported that annual inflation for January 2026 stood at 5.35%, up 13 basis points from January 2025. Driven by lodging services, restaurants, and food, the figure slightly exceeded market expectations. This data will guide the Central Bank's monetary policy decisions.
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Tokyo's core consumer price index rose 1.8% in February, falling below the Bank of Japan's 2% target for the first time since October 2024. Prime Minister Sanae Takaichi's utility subsidies curbed household energy costs, posing a communication challenge for the central bank's planned interest rate hikes. The figure exceeded economists' median forecast of 1.7%.
China's foreign trade rose 18.3 percent year-on-year to 7.73 trillion yuan in the first two months of 2026, economists say this will underpin the country's growth target and provide stability for the global economy. Exports increased 19.2 percent, while imports grew 17.1 percent, reflecting improved global demand and domestic industrial strengths.
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The National Administrative Department of Statistics (Dane) reported that Colombia's annual inflation for February 2026 was 5.29%, a slight slowdown from January's 5.35%. The monthly Consumer Price Index (CPI) variation stood at 1.08%, driven by rises in education and food. This figure remains above the Central Bank's target range of 3%.