🇺🇸 JUST IN: President Trump says he will soon announce the next chairman of the Federal Reserve, “someone who believes in lower interest rates by a lot.” https://t.co/8jQrEuCuwG ...

🚨 JUST IN: Polymarket traders overwhelmingly expect the Fed to hold rates steady in January, pricing in a 77 percent chance of no change. https://t.co/nuPL3WEC8b ...

Sales of Japan’s government bonds for individual investors have surged past ¥5 trillion ($32 billion) this year, the most since 2007, as rising interest rates draw household cash out of bank deposits after the Bank of Japan began tightening policy https://t.co/E7kRlj7Emr ...

今天分享的是：诺德·安博特公司：2026年全球投资展望报告：乘势而上（英文版） 报告共计：31页 诺德·安博特2026年全球投资展望报告核心总结 2026年初，全球金融环境普遍宽松，各国央行降息举措带动股市走强、信用利差收窄，信贷供给充足。各国央行在短期通胀目 标上展现出政策灵活性，即便部分国家通胀略高于目标，仍通过降息支持经济活动与就业，市场对中期通胀预期保持稳定。 股市方面，当前牛市处于历史平均水平，未进入泡沫区间。超大规模科技公司的AI相关资本支出远超预期，带动半导体、数据 中心相关产业盈利增长，且AI投资回报周期较传统项目更短。消费领域呈现K型分化格局，但稳定的就业市场与政策支持有望 支撑2026年消费支出。全球并购与IPO活动回暖，国际市场盈利增长加速，中小盘股表现回升，市场广度持续改善。 诺德·安博特公司《2026年全球投资展望报告》围绕"乘势而上"的主题，剖析了全球金融市场的核心趋势与关键动态。 私人信贷市场在2025年下半年回暖，美联储降息与关税政策调整推动并购活动复苏。尽管出现个别违约事件，但市场基本面稳 健，私募股权公司充裕的"干粉"资金与即将到来的债务到期潮，将为私人信贷市场带来持续需求 ...

US stock futures rose on Thursday, eyeing a recovery from Wall Street's tech-fueled sell-off as investors waited for the latest reading on consumer inflation that could help set expectations for the path of interest rates. S&P 500 futures (ES=F) moved up 0.4%, while those on the Nasdaq 100 (NQ=F) gained roughly 0.8%, looking to rebound after Oracle (ORCL)-propelled AI trade worries spurred another bruising session for tech. Meanwhile, Dow Jones Industrial Average futures (YM=F) edged up 0.1%. Wall Stree ...

US stock futures rose on Thursday, eyeing a recovery from Wall Street's tech-fueled sell-off, as investors digested the easing inflation pressures from the latest reading on consumer prices that could help set expectations for the path of interest rates. S&P 500 futures (ES=F) moved up roughly 0.6%, while those on the Nasdaq 100 (NQ=F) gained 1%, looking to rebound after Oracle (ORCL)-propelled AI trade worries spurred another bruising session for tech. Meanwhile, Dow Jones Industrial Average futures (YM= ...

🚨 REMINDER: Japan’s central bank may raise interest rates on Friday to 0.75 percent, the highest level since 1995. ...

New Zealand’s economy rebounded more than economists forecast in the third quarter, with falling interest rates helping drive output after a second-quarter contraction https://t.co/7WVbjnArzB ...

This week's market focus will be on US economic news. On Thursday, weekly initial unemployment claims are expected to fall -11,000 to 225,000. Also, Nov CPI is expected to be +3.1% y/y, and Nov core CPI is expected to be +3.0% y/y. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan Dec consumer sentiment index is expected to be revised upward by +0.2 to 53.5 from the previously reported 53.3.US MBA weekly mortgage applications fell -3.8% in t ...

One of the key questions for investors in 2026 is what the Fed will do with interest rates, not to mention who will be the next chair. For more on both fronts, let's welcome in Robert Kaplan. He's the former Dallas Fed president, now vice chairman at Goldman Sachs.It's always good to see in person. Welcome back. >> Good to see you, sir.>> All right, let's start with the meeting that just ended. Would you have voted for a cut. >> Uh, I probably on the margin would have argued against a cut, but yes.Uh I thin ...