国际金融市场早知道：1月27日

Group 1: Emerging Markets and ETFs - Emerging market ETFs saw inflows of $68.3 billion in the week ending January 23, slightly down from $71.3 billion the previous week, with a total inflow of $184 billion year-to-date [1][7] - Equity ETFs contributed $66.7 billion, while bond ETFs attracted $15.8 billion, increasing total assets from $460.4 billion to $473.7 billion [1][7] - Chinese assets were particularly favored, with a weekly inflow of $16.5 billion, making iShares MSCI Emerging Markets ETF the largest beneficiary [1][7] Group 2: Federal Reserve and Economic Indicators - Rick Rieder, Chief Investment Officer at BlackRock, has seen his chances of becoming the next Federal Reserve Chair rise from 6% to 49%, now the leading candidate [1][7] - The probability of a U.S. government shutdown by the end of January has surged to nearly 80%, up from less than 10% the previous week, if funding legislation is not passed [2][7] Group 3: Inflation and Economic Forecasts - Brazil's central bank has slightly lowered the inflation forecast for 2026 from 4.02% to 4%, with stable predictions for the following years [2][8] - The U.S. durable goods orders for November 2025 increased by 5.3%, the largest growth in six months, significantly exceeding the market expectation of 3.7% [2][9]