Group 1 - The U.S. stock market and bond market are closed for Martin Luther King Jr. Day, marking the first collective holiday since the New Year [1] - European stock markets experienced a significant decline, with the Stoxx 600 index set to record its worst single-day performance in two months, particularly affected by luxury and automotive stocks [5] - Tensions have escalated due to President Trump's push for control over Greenland, threatening tariffs on countries opposing this claim, which may reignite market volatility reminiscent of his earlier presidency [5] Group 2 - Analysts indicate that the current market environment is underpinned by strong corporate earnings and ongoing AI investments, but the future trajectory will depend on the EU's response to U.S. tariffs [5] - The EU is considering imposing tariffs on €93 billion worth of U.S. goods, with French President Macron advocating for the activation of the EU's "anti-coercion tool" [5] - The potential for European governments to reduce their holdings of U.S. assets could support the euro, as Europe holds approximately $8 trillion in U.S. bonds and stocks, nearly double that of other regions combined [5] Group 3 - Some traders expect the volatility to be short-lived, viewing market pullbacks as buying opportunities, provided that the fundamental bullish logic for risk assets remains intact [7] - Japanese Prime Minister Kishida has set February 8 for early elections, aiming to gain authorization for fiscal discipline while promoting growth through expansionary policies [7] - Japan's 10-year government bond yield has risen to its highest level since 1999, reflecting changing market dynamics [7]
今夜!特朗普 震动全球
Zhong Guo Ji Jin Bao·2026-01-19 16:27