Market Movements - US stock index futures are all up, with Dow futures rising by 0.06%, S&P 500 futures up by 0.11%, and Nasdaq futures increasing by 0.06% [1] - European indices show mixed results, with Germany's DAX up by 0.09%, UK's FTSE 100 down by 0.22%, France's CAC40 up by 0.31%, and the Euro Stoxx 50 up by 0.18% [2] - WTI crude oil prices increased by 0.42% to $64.63 per barrel, while Brent crude rose by 0.52% to $69.40 per barrel [2] Economic Data and Predictions - Market anticipates a "rate cut" scenario as US Treasury yields decline ahead of retail sales data release, with economists predicting a slowdown in December retail sales growth from 0.6% to 0.4% [3] - The US 10-year Treasury yield fell by 2 basis points to 4.18%, nearing its lowest level since mid-January, while the 2-year yield dropped by 1 basis point [3] - The probability of the Federal Reserve cutting rates three times this year is estimated at 25%, up from a previous expectation of two cuts [3] Company News - TSMC reported a 37% year-over-year increase in January revenue, reaching NT$401.3 billion (approximately $12.7 billion), exceeding its annual growth forecast of 30% [7] - Google raised $20 billion through a bond issuance, including rare 100-year bonds, with strong demand leading to over $100 billion in subscriptions [8] - Coca-Cola's Q4 revenue was $11.8 billion, falling short of market expectations by $250 million, although adjusted EPS was slightly above expectations [9] - Onsemi's Q4 revenue declined by 11% year-over-year to approximately $1.53 billion, with a disappointing outlook for Q1 2026 [10] - AstraZeneca's Q4 core EPS was $2.12, with total revenue growing by 2% to $15.5 billion, driven by a 20% increase in cancer drug sales [11] - Philips reported a 1% year-over-year increase in Q4 sales to €5.1 billion, exceeding expectations, but provided a cautious outlook for 2026 due to tariff pressures [12] - Honda's Q3 operating profit dropped by 61% year-over-year to ¥153.4 billion, below analyst expectations, impacted by high tariffs and weak EV demand [13] - BP's Q4 adjusted net profit rose by 32% to $1.54 billion, but the company announced a pause in stock buybacks to strengthen its balance sheet amid low oil prices [14] - Barclays' Q4 pre-tax profit reached £1.9 billion, exceeding expectations, with a commitment to return at least £15 billion to shareholders by 2028 [15]
美股前瞻 | 三大股指期货齐涨 零售销售数据公布前美债抢跑“降息行情”