12月居住指数上涨0.4%，是当月整体涨幅的最大贡献项。食品指数上涨0.7%，家庭食品指数和外出就 餐指数同样上涨0.7%。能源指数12月上涨0.3%。 剔除食品与能源后，全项目指数12月上涨0.2%。当月上涨的类别包括娱乐、机票、医疗、服装、个人 护理和教育。通信、二手车与卡车及家居用品与运营指数则在12月下降。 截至12月，全项目指数12个月涨幅为2.7%，与截至11月的涨幅一致。剔除食品和能源的全项目指数过 去12个月上涨2.6%。能源指数过去12个月上涨2.3%。食品指数过去一年上涨3.1%。 食品 食品指数12月上涨0.7%，家庭食品指数同样上涨0.7%。杂货店六大类目中有五项上涨。其中"其他家庭 食品"指数当月上涨1.6%。谷物和烘焙产品指数上涨0.6%。水果和蔬菜指数上涨0.5%，无酒精饮料指数 上涨0.4%。乳制品及相关产品指数12月上涨0.9%。相比之下，肉类、禽类、鱼类和蛋类指数下降 0.2%，其中鸡蛋指数下跌8.2%。 外出就餐指数12月同样上涨0.7%。全服务餐饮指数当月上涨0.8%，快餐与简餐指数上涨0.6%。 截至12月，家庭食品指数过去12个月上涨2.4%。肉类、禽类、鱼类和蛋类 ...

US inflation held steady in December at a slightly cooler pace than the start of 2025 – though missing data due to the government shutdown left the report murkier than usual.The Consumer Price Index rose 2.7% in December over the past 12 months – the same as last month’s report and in line with expectations, the Bureau of Labor Statistics said Tuesday. _KUBE_ – stock.adobe.comCore CPI – which excludes volatile food and energy prices – rose 2.6% on a yearly basis. The headline and core figures saw a 0.3% and ...

Core Insights - Inflation rose steadily in December, remaining above the Federal Reserve's target rate, as policymakers consider interest rate cuts amid economic uncertainty [1] - The consumer price index (CPI) increased by 0.3% month-over-month in December and held steady at 2.7% year-over-year [1] - Core prices, excluding volatile items like gasoline and food, rose by 0.2% from the previous month and 2.6% from a year ago, slightly below economists' expectations [2]

最近經濟學人發佈了一篇非常有意思的文章 文章的觀點認為 現在世界經濟的主要問題 不是貿易戰 也不是能源短缺 而是悲觀主義 有一份調查顯示 就在2026年的年初 在我們現在這個當下 美國、英國、加拿大、日本和歐盟 絕大多數受訪者都認為 下一代的生活會比現在更艱難 除了丹麥以外 幾乎所有國家的多數受訪者 都認為公共機構是無效且浪費的 並且堅信現有的體制是被操縱的 只對富人有利 這說明什麼 這說明這種情緒 它不是一個局部現象 而是一種全球性的信心坍塌 在德國 悲觀主義者與樂觀主義者的比例 甚至接近12比1 我認為這對於我們投資者來說 是一個非常重要的信號 經濟學裡面有一個非常經典的概念 叫做動物精神Animal spirits 這是由凱恩斯提出來的 簡單來說 就是說經濟活動 並不僅僅是由理性的數學計算來推動 它在很大程度上 取決於人們對未來的信心和預期 後來諾貝爾經濟學獎得主 羅伯特希勒 又進一步發展了這個理論 他認為敘事 大家口口相傳的這些故事 會像病毒一樣的傳播 從而改變人們的經濟行為 那麼當悲觀的故事 成為主流的時候 會發生什麼 第一個後果 就是我們可以把它稱之為 叫做不確定性的衝擊 大家可以試想一下 如果說 ...

Group 1 - In 2025, the number of corporate bankruptcies in Japan is expected to reach a new high since 2013, with small enterprises making up the majority [1] - There were 10,300 bankruptcy cases involving companies with liabilities exceeding 10 million yen (approximately 439,000 RMB), marking a 2.9% year-on-year increase and the fourth consecutive year of growth since 2022 [1] - 77% of bankrupt companies had liabilities below 100 million yen (approximately 4.39 million RMB), reaching a historical high, and about 90% of these companies had fewer than 10 employees [1] Group 2 - The number of bankruptcies due to labor shortages surged by 40% to 397 cases, also a historical high, attributed to rising labor costs, recruitment difficulties, and employee turnover [1] - There were 767 bankruptcy cases linked to inflation, marking a continuous increase over three years [1] - Among 10 industries, 7 experienced higher bankruptcy cases compared to the previous year, with the service industry leading at 3,478 cases (up 4.4%), and the construction industry following with 2,014 cases, surpassing 2,000 for the first time in 12 years [1] Group 3 - The Tokyo Shoko Research Company predicts an upward trend in corporate bankruptcies until the end of the 2025 fiscal year, driven by struggling businesses and those abandoning restructuring efforts [2] - Factors such as yen depreciation, high prices, rising interest rates, Trump's tariff policies, and deteriorating relations with China are contributing to the increased operational risks for companies [2]

当地时间1月12日，一个由美国两党高级经济官员组成的团体发表措辞严厉的声明，称此次调查"史无前 例地企图利用检方来破坏美联储的独立性"。美联储前主席艾伦·格林斯潘（Alan Greenspan）、本·伯南 克（Ben Bernanke）、珍妮特·耶伦（Janet Yellen），美国财政部前部长蒂莫西·盖特纳（Tim Geithner） 等多人在声明中表示，这种政策方式将导致更严重的通货膨胀，并对经济运行造成负面影响。 美参议院银行委员会成员、共和党议员汤姆·蒂利斯（Thom Tillis）表示，在有关鲍威尔的法律问题得到 解决之前，他将反对确认任何被提名的美联储主席人选。他还表示，美国司法部的公信力正在受到质 疑。美众议院金融服务委员会主席、共和党议员弗伦奇·希尔（French Hill）表示，对鲍威尔提起刑事诉 讼是"不必要的干扰"。美参议院银行委员会另一位共和党议员凯文·克莱默（Kevin Cramer）也表示，他 不认为鲍威尔是罪犯，并希望这起刑事案件能尽快了结。（海外网 李萌） 海外网版权作品，未经授权不得转载。 来源:海外网 海外网1月13日电据美国广播公司1月12日报道，美国司法部对美联储主席鲍 ...

据爱沙尼亚统计局数据，2025年12月份，爱沙尼亚调和消费者价格指数（HICP）同比上涨4.1%。 从品类看，医疗保健类价格同比上涨11.1%，交通运输类价格同比上涨7.6%，食品饮料价格同比上 涨5.6%，烟酒价格同比上涨5.3%，餐饮和住宿价格同比上涨5.3%，通信价格同比上涨4.4%，家庭用品 和服务价格同比上涨2.7%；服装和鞋类价格同比下降6.6%。 （原标题：爱沙尼亚2025年12月份调和消费者价格指数同比上涨4.1%） ...

自从去年重新上任以来，特朗普便多次公开要求美联储降息，希望通过降低政府的借贷成本，吸引热钱 回流，以此推动美国经济增长。然而，鲍威尔一直坚持美联储的独立性，主张美联储应当根据实际经济 情况来制定政策，而非屈从于政治压力。因此，鲍威尔屡次成为特朗普的眼中钉，特朗普也不止一次公 开威胁要解雇他。这次的刑事指控，无疑是特朗普与鲍威尔之间长期对立的一部分延续。 与此同时，也有不少人忧心忡忡，担心美联储在承受如此巨大的政治压力下，最终会屈服，答应降息。 然而，这样的决策恐怕会带来美国国内更加严重的通货膨胀，进一步推高民众的生活成本。鲍威尔曾多 次表示，美联储决策不受政治干扰，力求保持中立，但在现实面前，这样的坚持能否坚持到最后，仍然 是个大大的问号。在这种形势下，他将面临一个艰难的选择——是继续坚持原则、不让政治左右决策， 还是为了保全自己，屈服于特朗普的压力，做出妥协。 当地时间11日，美联储主席鲍威尔确认，特朗普政府已经向美联储发出了传票，并且威胁将对鲍威尔本 人提起刑事指控。这一消息引起了广泛关注，尤其是在特朗普威胁起诉鲍威尔的具体原因上。与其此前 炒作的美联储大楼违规翻修问题不同，特朗普此次的指控重点是鲍威尔去 ...

Group 1: Market Overview - US stock futures showed a slight decline as investors prepared for an important inflation report, with Dow Jones Industrial Average futures down 0.2%, S&P 500 futures down 0.1%, and Nasdaq 100 futures down 0.2% [1] - Wall Street stocks reached record closes on Monday, despite concerns regarding a US criminal investigation into Fed Chair Jerome Powell [1] Group 2: JPMorgan Earnings - JPMorgan Chase reported a quarterly earnings miss, impacted by a $2.2 billion reduction in net income due to an Apple Card deal, although shares were slightly higher post-report [2] - The earnings season has commenced, with Bank of America, Citigroup, and Morgan Stanley expected to release their results in the coming days [2] Group 3: Inflation Data - The upcoming consumer price index (CPI) report is anticipated to provide clarity on inflation trends, with expectations of a 2.7% annual rate and a 0.3% monthly rate [3] - The CPI report is particularly significant following a December jobs report indicating a cooling labor market, with traders predicting a 95% chance that the Fed will maintain current rates in January [4] Group 4: Federal Reserve and Political Pressure - Global central bankers, including Janet Yellen and Alan Greenspan, have criticized the Justice Department's investigation into Powell, viewing it as a threat to the Fed's independence [5] - Powell has described the investigation as political pressure from President Trump, who has called for aggressive interest-rate cuts [5] Group 5: Geopolitical Developments - Trump announced that countries conducting business with Iran will face a 25% US tariff, adding geopolitical uncertainty to the market, which is already affected by developments in Venezuela and Greenland [6]

US stock futures turned higher on Tuesday as a milder inflation reading kept bets that the Fed would hold rates steady intact, while JPMorgan (JPM) results kicked off the fourth quarter earnings season. Dow Jones Industrial Average futures (YM=F) pared losses and floated above the flat line, while those on the S&P 500 (ES=F) added 0.2%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) rose 0.3%. On Monday, Wall Street stocks eked out fresh record closes as investors largely shrugged off concerns around a US ...