The main theme of the U.S. economy is shifting back to the combination of 'high inflation + higher interest rates for longer.' This week, we're focusing on two points: 1. U.S. January PPI data: The market expects PPI to increase by 0.3% month-on-month. If inflation on the production side remains resilient, will it further delay the Fed's policy pivot? 2. NVIDIA's earnings report will be released after the market closes on Wednesday. NVIDIA's earnings have become a major booster for global markets, often taking the lead when market sentiment is low.