国际金融市场早知道：1月15日

Group 1 - The U.S. government will impose a 25% tariff on certain imported semiconductors and related products starting January 15, aimed at strengthening domestic technology supply chain security [1] - The latest Beige Book from the Federal Reserve indicates that 8 out of 12 districts reported modest to moderate economic growth, showing significant improvement compared to previous reports [1] - The U.S. trade deficit has decreased to its lowest level since 2009, with expectations for GDP growth to exceed 5% by 2026 [1] Group 2 - The PPI and core PPI for November 2025 increased by 3% year-on-year, surpassing the expected 2.7%, primarily driven by rising energy prices [2] - U.S. retail sales rose by 0.6% month-on-month in November, marking the fastest growth since July of the previous year, supported by increased automobile sales and holiday shopping [2] - The annualized existing home sales in December reached 4.35 million units, the highest since February 2023, although the median home price saw only a 0.4% year-on-year increase, the slowest in two and a half years [2] Group 3 - The U.S. current account deficit for Q3 2025 was $226.4 billion, lower than the expected $238.4 billion and the previous value of $251.3 billion, indicating a continued improvement in external imbalances [3] Group 4 - The Dow Jones Industrial Average fell by 0.09% to 49,149.63 points, while the S&P 500 and Nasdaq Composite dropped by 0.53% and 1% respectively [4] - COMEX gold futures rose by 0.76% to $4,633.90 per ounce, and silver futures increased by 7.93% to $93.19 per ounce, with spot silver reaching a historic high [4] - The U.S. dollar index decreased by 0.11% to 99.08, with various currency pairs showing slight fluctuations against the dollar [4]