智通财经网·2026-01-14 12:17Market Overview - US stock index futures are all down, with Dow futures down 0.32%, S&P 500 futures down 0.42%, and Nasdaq futures down 0.63% [1] - The German DAX index is down 0.41%, while the UK FTSE 100 is up 0.26%, and the French CAC40 is up 0.03% [2][3] - WTI crude oil has increased by 1.19%, priced at $61.88 per barrel, and Brent crude oil has also risen by 1.19%, priced at $66.25 per barrel [3][4] Economic Insights - Expectations for Federal Reserve interest rate cuts have shifted, with traders increasingly betting that the Fed will maintain rates throughout the year, influenced by recent labor market data and CPI indicating stable inflation [4] - A prominent investor predicts a potential 20% decline in the Dow Jones index by the end of the year, citing pressures on ordinary consumers due to high living costs [5] Debt Market Concerns - Morgan Stanley reports that the size of basis trading in US Treasuries has ballooned to approximately $1.5 trillion, necessitating close monitoring to avoid a repeat of market volatility seen in 2020 [6] Commodity Market Developments - Silver prices have surged nearly 4%, reaching $90.36 per ounce, with a peak at $91.56, driven by rising safe-haven demand amid geopolitical tensions [7] - LME tin prices have reached a historical high of $51,675 per ton, reflecting a significant increase driven by Chinese investor interest in commodities [7] Company Earnings Reports - Bank of America reported Q4 net revenue of $28.37 billion, exceeding market expectations of $27.76 billion, and net interest income of $15.75 billion, also above expectations [8] - Wells Fargo's Q4 revenue was $21.29 billion, falling short of the expected $21.64 billion, with net interest income of $12.33 billion, below the anticipated $12.43 billion [9] - Tesla is shifting its Full Self-Driving (FSD) sales model to a subscription service, effective February 14, significantly lowering the entry cost for consumers [9] - Netflix is exploring an all-cash acquisition of Warner Bros. to expedite the deal process amid competitive pressures [10] - Citigroup is set to lay off approximately 1,000 employees as part of a broader plan to reduce its workforce by 20,000 by the end of the year [10] Pharmaceutical Innovations - Amgen's experimental weight loss drug MariTide shows promise with a monthly injection regimen that helps patients maintain weight loss over two years, contrasting with the more frequent injections of existing weight loss medications [11]