【真灼财经】美国零售数据疲软；中国CPI料放缓

Group 1 - U.S. retail sales unexpectedly stagnated in December, indicating weak consumer spending at the end of the year, leading to increased bets on interest rate cuts for this year [4] - The U.S. economy is showing signs of slowing down, which has weakened the dollar against major currencies and provided more room for the Federal Reserve to consider rate cuts [2][4] - The upcoming U.S. non-farm payroll report is anticipated to provide further insights into the labor market and potential economic direction [4] Group 2 - The S&P 500 and Nasdaq indices fell, while the Dow Jones Industrial Average rose slightly, marking a new closing high for the third consecutive trading day [2] - U.S. Treasury yields declined, with the 2-year, 5-year, and 10-year yields reported at 3.4520%, 3.7012%, and 4.1427% respectively, reflecting a downward trend [3] - Gold prices dropped over 1% as the market consolidated ahead of the U.S. employment and inflation data releases [2] Group 3 - Alphabet (GOOGL.US) raised nearly $32 billion in debt within 24 hours, with a 100-year pound bond receiving nearly ten times the oversubscription [5] - Barclays (BCS.US) reported better-than-expected earnings for 2025 and plans to return at least £15 billion to shareholders by the end of 2028, with an expanded bonus pool benefiting all employees [6] - Wealth management firms, including Charles Schwab, experienced significant declines due to concerns over a new AI tool developed by Altruist for tax strategy formulation [6] Group 4 - China's January CPI is expected to slow to a 0.4% year-on-year increase, while PPI is projected to narrow its decline to 1.5%, driven by rising material prices [7] - The People's Bank of China committed to maintaining a "moderately loose" monetary policy and will regularly conduct government bond trading operations [8] - Chinese President Xi Jinping emphasized the need for enhanced collaboration in the Beijing-Tianjin-Hebei region, focusing on deep integration of technological and industrial innovation [9]