Jin Rong Jie·2026-01-25 23:24Group 1: Federal Reserve and Market Dynamics - President Trump praised BlackRock executive Rick Riedel, who has become a leading candidate to succeed Jerome Powell as Federal Reserve Chair, with nomination probability rising to around 50% as Powell's term ends in May 2026 [1] - The Bank for International Settlements reported a divergence in central bank balance sheets, with the Federal Reserve and European Central Bank's asset sizes declining while emerging market central banks like those in India and Brazil are increasing their assets, attracting international funds [2] Group 2: Commodity Prices and Company Performance - Silver futures and spot prices in London surpassed $100 per ounce on January 23, marking a historical high, with a cumulative increase of 44.38% since 2026 [3] - Gold prices reached a peak of $4,990.17 per ounce on January 23, nearing the $5,000 mark, with a year-to-date increase exceeding 15% since 2026 [4] - Zhaojin Mining and Hunan Gold announced significant profit increases for 2025, with Zhaojin expecting a net profit of between 122 million to 182 million yuan, and Hunan Gold projecting a 50% to 90% year-on-year growth, with net profits between 1.27 billion to 1.608 billion yuan [5] Group 3: Corporate Bond Issuance - Major Wall Street banks have initiated bond financing plans, with JPMorgan issuing $6 billion, Wells Fargo $8 billion, Morgan Stanley raising $8 billion, and Goldman Sachs raising $16 billion, with an estimated total issuance in the U.S. corporate bond market reaching approximately $2.5 trillion for 2026 [7] Group 4: Market Reactions and Economic Indicators - The Nasdaq futures dropped by 1.1% and S&P 500 futures fell by 0.75% on January 23, reflecting market volatility [12] - The upcoming focus includes Germany's IFO Business Climate Index for January, U.S. durable goods orders for November, and the Dallas Fed's business activity index for January, alongside the Federal Reserve's interest rate decision and earnings reports from major tech companies like Microsoft, Apple, and Tesla [20]