国际金融市场早知道：1月22日

Group 1: Global Economic Outlook - The IMF has revised the global economic growth forecast for 2026 to 3.3%, with a slight decline to 3.2% expected in 2027, driven by a surge in investments related to artificial intelligence and technology [1][7] - The IMF warns that escalating trade tensions could increase uncertainty and pose downside risks to growth [1] Group 2: U.S. Economic Indicators - U.S. construction spending in October 2025 increased by 0.5%, significantly exceeding the expected 0.1%, marking the largest growth since April 2024 [8] - The U.S. pending home sales index for December 2025 fell by 9.3%, much worse than the anticipated 0.4% increase, reversing the previous month's 3.3% rise, indicating a cooling housing market [8] - The 30-year fixed mortgage rate in the U.S. slightly decreased to 6.16% as of January 16, continuing a trend of high-rate fluctuations [8] Group 3: South Korea's Economic Performance - South Korea's GDP contracted by 0.3% in Q4 2025, significantly below the expected 0.2% growth and down from a 1.3% increase in the previous quarter, with an annual growth rate of only 1% [8] - In the first 20 days of January 2026, South Korea's exports rose by 14.9%, driven by a 70.2% increase in semiconductor exports, while automotive exports declined by nearly 11% due to U.S. tariffs [8] Group 4: Market Dynamics - The Dow Jones Industrial Average rose by 1.21% to 49077.23 points, the S&P 500 increased by 1.16% to 6875.62 points, and the Nasdaq Composite gained 1.18% to 23224.82 points [9] - COMEX gold futures increased by 1.48% to $4836.20 per ounce, while COMEX silver futures fell by 1.78% to $92.95 per ounce [10] - U.S. oil futures rose by 0.51% to $60.67 per barrel, and Brent oil futures increased by 0.61% to $64.58 per barrel [11]