【环球网财经综合报道】北京时间1月15日凌晨，美国三大股指全线收跌，道指跌0.09%报49149.63点， 标普500指数跌0.53%报6926.6点，纳指跌1%报23471.75点。亚马逊、微软跌超2%，领跌道指。万得美 国科技七巨头指数跌1.32%，脸书跌超2%，特斯拉跌近2%。 美股录得连续第二个交易日下滑，有分析人士称，华尔街交易员正在消化最新一批银行企业财报。 三立新闻网发文称，美国银行与富国银行在公布最新一季财报后，股价分别下挫3.78%与4.55%，市场 认为交易动能虽有改善，但利率政策不确定性仍压抑评价。同时，市场普遍预期联准会短期内将按兵不 动，使高估值科技股承压。 报道还提到，整体而言，科技与金融双双走弱，使第四季财报季的低迷开局持续扩大。美股在高位回档 整理阶段，资金转向观望；投资人后续将持续关注美国通膨走势、联准会利率信号，以及企业财报对市 场情绪的进一步影响。 ...

Group 1: Consumer Confidence and Spending - The University of Michigan's survey indicates a decline in the U.S. consumer confidence index, with a preliminary value of 53.3 for December 2025, down from 74 in December 2024 [2] - High prices and declining incomes are causing frustration among consumers, leading to concerns about economic stability [2] - A report from consumer advocacy organizations shows that popular holiday gifts saw an average price increase of 26% compared to the previous year, with home and kitchen goods rising by 38% and electronics by 34% [2] Group 2: Impact of Tariff Policies - Tariff policies are identified as a major factor affecting retail prices and consumer spending, with 45% of surveyed consumers feeling pressured in their holiday shopping plans due to tariffs [4] - The majority of tariff costs (70.5%) are passed on to consumers, with retailers absorbing the remaining 29.5% [4] - The U.S. government's claim that tariff costs will be borne by other countries is contradicted by evidence showing that tariffs are increasing the financial burden on American households [5] Group 3: Consumer Behavior Changes - Many consumers, particularly those from middle and low-income households, are becoming more cautious in their spending, focusing on value for money [3] - Approximately 87% of respondents in a recent poll reported that grocery prices have risen, with about half seeking lower-priced items or postponing large purchases [3] - To cope with rising costs, 40% of families are reducing the number of gifts they buy, and nearly one-third are cutting back on the number of gift recipients [4]

Core Viewpoint - Argentina's inflation rate is projected to decrease to 31.5% in 2025, marking a significant drop of 86.3 percentage points compared to 2024, which is the lowest level in nearly eight years [1] Group 1: Inflation Trends - Argentina experienced hyperinflation in 2023, with an annual inflation rate of 117.8% for the year 2024 [1] - The Organization for Economic Cooperation and Development (OECD) acknowledges the ongoing decline in inflation levels and the improvement in fiscal deficit [1] Group 2: Economic Conditions - Despite the reduction in inflation, Argentina faces high instability in money demand and pressure on the exchange rate, highlighting macroeconomic vulnerabilities and political uncertainties [1] - Local media analysis indicates that consumer spending is declining, unemployment is rising, and debt levels are continuously increasing, suggesting that the economy has not yet truly recovered [1]

Group 1: Economic Growth Production - Power plant daily consumption is higher than the same period last year. On January 13, the average daily consumption of 6 major power generation groups was 826,000 tons, a 2.7% decrease from January 6. On January 6, the daily consumption of power plants in eight southern provinces was 2.278 million tons, a 9.6% increase from December 30 [5][12]. - The blast furnace operating rate has generally recovered moderately. On January 9, the national blast furnace operating rate was 79.3%, a 0.4 - percentage - point increase from January 2; the capacity utilization rate was 86.1%, a 0.8 - percentage - point increase from January 2. However, the blast furnace operating rate of Tangshan steel mills decreased by 3.7 percentage points [5][16]. - The tire operating rate has declined for two consecutive weeks. On January 8, the operating rate of all - steel truck tires was 58.0%, a 0.1 - percentage - point decrease from January 1; the operating rate of semi - steel car tires was 65.9%, a 2.4 - percentage - point decrease from January 1 [5][18]. - The operating rate of looms in the Jiangsu and Zhejiang regions has continued to decline. On January 8, the operating rate of polyester filament in the Jiangsu and Zhejiang regions was 90.5%, a 0.4 - percentage - point increase from January 1, while the operating rate of downstream looms was 57.9%, a 1.7 - percentage - point decrease from January 8 [5][18]. Demand - The sales volume of new homes in 30 cities has weakened month - on - month. From January 1 - 13, the average daily sales area of commercial housing in 30 large and medium - sized cities was 152,000 square meters, a 44.9% decrease from the same period in December, a 41.8% decrease from January of last year, and a 40.8% decrease from January 2024 [5][23]. - The retail growth of the auto market is weak. In January, retail sales decreased by 32% year - on - year, and wholesale sales decreased by 40% year - on - year [5][26]. - Steel prices are oscillating strongly. On January 13, the prices of rebar, wire rod, hot - rolled coil, and cold - rolled coil changed by +0.6%, +1.3%, - 0.3%, and +0.1% respectively compared to January 6 [5][33]. - Cement prices have hit a new low. On January 13, the national cement price index decreased by 1.1% compared to January 6. The cement prices in the East China and Yangtze River regions decreased by 0.5% and 0.6% respectively, performing slightly better than the national average [5][34]. - The rebound strength of glass prices has increased. On January 13, the active futures contract price of glass was 1,119 yuan/ton, an 0.8% increase from January 6 [5][39]. - The container shipping freight rate index has shown a pattern of short - term decline and long - term increase. On January 9, the CCFI index increased by 4.2% compared to December 26, while the SCFI index decreased by 0.5% [5][43]. Group 2: Inflation CPI - The rebound strength of pork prices is weakening. On January 13, the average wholesale price of pork was 18.0 yuan/kg, a 0.3% increase from January 6. Since January, the average wholesale price of pork has increased by 2.0% month - on - month [5][47]. - The agricultural product price index has declined moderately. On January 13, the agricultural product wholesale price index decreased by 0.9% compared to January 6. Since January, the index has increased by 4.0% year - on - year but decreased by 0.6% month - on - month [5][52]. PPI - Oil prices have reached the highest level since October. On January 13, the spot prices of Brent and WTI crude oil were 68.8 and 61.2 dollars/barrel respectively, an 8.4% and 7.0% increase from January 6 [5][55]. - Copper and aluminum prices have continued to rise. On January 13, the prices of LME 3 - month copper and aluminum increased by 0.1% and 2.3% respectively compared to January 6. Since January, the prices of LME 3 - month copper and aluminum have increased by 10.4% and 7.0% month - on - month respectively [5][59]. - The domestic commodity index has changed from a decline to an increase month - on - month. On January 13, the Nanhua Industrial Products Index increased by 1.2% compared to January 6, while the CRB index decreased by 1.5% [5][59].

Core Insights - Bosnia and Herzegovina's indirect tax revenue is projected to reach 12.177 billion marks in 2025, marking a year-on-year increase of 633 million marks, or 5.51%, setting a historical record [1] - The growth in tax revenue is primarily driven by inflation and the scale of imports, with actual net revenue distributed to various governmental entities amounting to 9.974 billion marks, an increase of 525 million marks year-on-year [1] Group 1 - The increase in indirect tax revenue is directly related to the growth in transaction volumes and values, driven by rising wages and remittances that boost consumption [2] - Inflation has significantly impacted the growth of indirect tax revenues, particularly through increased value-added tax and consumption tax [2] - A substantial portion of the revenue growth is attributed to product imports, which does not incentivize domestic production, highlighting a reliance on borrowing in both private and public sectors [2] Group 2 - The growth in indirect taxes is mainly due to inflation, with minimal contribution from economic activity itself, leading to a heavier tax burden on citizens without visible improvements in public services [3] - There is a concern that the increase in indirect taxes has not resulted in a decrease in direct taxes, and government spending continues to expand without restraint, exacerbating debt levels [3] - The current economic model heavily relies on remittances from abroad, particularly from EU countries, indicating a need for a shift towards increasing the share of direct taxes in public revenue [2][3]

Core Insights - The article discusses the recent fluctuations in mortgage rates in the U.S., highlighting a significant increase in mortgage demand following a drop in rates and a government announcement aimed at further reducing these rates [3][8]. Mortgage Rate Trends - Mortgage rates for 30-year fixed loans decreased from 6.25% to 6.18% last week, with a brief dip below 6% following a government announcement [5][9]. - The average points for loans with a 20% down payment decreased from 0.57 to 0.56 [5][9]. Mortgage Demand - The total volume of mortgage applications surged by 28.5% on a seasonally adjusted basis last week [3][8]. - Refinance applications increased by 40% week-over-week and were up 128% compared to the same week last year [10]. - Home purchase mortgage applications rose by 16% week-over-week and 13% year-over-year, driven by returning buyers and stabilizing home prices [10]. Economic Context - The increase in mortgage rates at the beginning of the week was influenced by rising oil prices, with rates rebounding slightly on Monday and Tuesday [6][10]. - The December Consumer Price Index (CPI) report indicated controlled inflation, which may have mitigated further rate increases [6][10].

阿根廷经济部长路易斯·卡普托在社交媒体上说，通胀率大幅下降是"非凡的成就"。 （文章来源：新华社） 2023年以来阿根廷经历了恶性通胀，2024年全年通胀率为117.8%。 新华财经布宜诺斯艾利斯1月14日电（记者张铎王钟毅）阿根廷国家统计与人口普查研究所13日公布的 数据显示，该国2025年通货膨胀率为31.5%，与2024年相比下降86.3个百分点，为近8年最低水平。 经济合作与发展组织认为，尽管阿根廷通胀水平持续回落、财政赤字得到弥补，但货币需求高度不稳 定、汇率承压，凸显宏观经济脆弱性及政治不确定性。当地媒体分析认为，当前阿根廷消费下降、失业 率上升、债务持续增长，经济尚未真正复苏。 ...

Group 1 - The core viewpoint of the articles indicates that gold prices are experiencing a strong upward trend, currently trading around $4634.49 per ounce, supported by robust buying and liquidity returning to the market [1] - The recent U.S. Consumer Price Index (CPI) report, which fell short of analyst expectations, has increased the likelihood of the Federal Reserve continuing to lower interest rates this year, thereby supporting gold prices due to reduced opportunity costs [1] - Geopolitical uncertainties, particularly related to the U.S. government's threats regarding Iran's internal unrest, are contributing to the bullish sentiment in gold [1] Group 2 - Technical analysis suggests that gold is maintaining an emerging rising wedge pattern, signaling a potential weakening of upward momentum, with a warning of a bearish reversal if prices break below the trend line with strong volume [2] - The 9-day Exponential Moving Average (EMA) is above the 50-day EMA, confirming a clear bullish bias, while the Relative Strength Index (RSI) indicates overbought conditions at 71.39, suggesting stretched momentum [2] - Immediate resistance is identified at the historical high of $4634.64 set on December 13, with a breakthrough potentially targeting $4650, while initial support is at the 9-day EMA of $4520.01 and further support at approximately $4470.00 [2]

美国2025年12月CPI同比上涨2.7% 中新社华盛顿1月13日电 (记者 陈孟统)美国劳工部13日发布数据称，美国2025年12月消费者价格指数 (CPI)同比上涨2.7%，环比上涨0.3%。 数据显示，美国2025年12月住房价格指数环比上涨0.4%，同比上涨3.2%，是当月整体物价上涨的最大 拉动因素。食品价格指数同比上涨3.1%，能源价格同比上涨2.3%。剔除波动较大的食品和能源价格 后，当月核心CPI同比上涨2.6%。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 "12月通胀仍处高位，为物价长期顽固偏高的一年画上句号。"《华盛顿邮报》分析称，2025年12月，美 国的生活必需品价格整体走高，食品价格涨幅尤为明显，住房、交通、医疗护理和服装价格也出现较大 涨幅。 美联储2025年三次降息，其中一次是在12月，但美联储官员在此次议息会议中就是否降息的分歧加大。 美联社则认为，20 ...

2025年，荷兰住房平均租金同比上涨5.1%；食品和非酒精饮料的平均价格同比上涨4%，价格涨幅最大 的是牛肉(23%)、咖啡(20.3%)、可可(18.8%)、巧克力(18.4%)和黄油(11.2%)。此外，据初步数据显示， 欧元区通胀率从2024年的2.4%降至2025年的2.1%。 荷兰中央统计局最新数据显示，2025年全年荷兰消费品和服务价格同比上涨3.3%，与2024年通胀率持 平。其中，住房、食品和非酒精饮料的价格上涨是2025年通货膨胀的主要推手。 ...