Let's start with the these Fed officials chiming in because this was interesting Danielle. This made headlines. You got Beth Hammock saying rates could be on hold for quite some time and then you had Lorie Logan echoing that saying current policy stance appropriate she says. I mean what did you make of that Danielle? That does not sound like two Fed officials who are you know jumping here itching to to cut rates because of this labor market. >> Uh it certainly does not. Um, and I would venture to say that t ...

Group 1 - Cathie Wood predicts a global GDP growth rate of 7%, which she considers conservative, driven by the integration of five major technological platforms including AI and robotics [5][6] - The current GDP measurement system is seen as lagging, failing to account for significant contributions from technology-driven outputs, which Wood refers to as "invisible labor" [6][7] - Wood emphasizes that the core measure of progress should focus on productivity growth driven by technology, rather than traditional GDP metrics [7][8] Group 2 - Wood argues that technological advancements lead to a beneficial deflationary cycle, contrary to Keynesian economics, which suggests growth leads to inflation [8][9] - Alexander Wissner-Gross suggests that per capita productivity is a more accurate measure of future progress than GDP, questioning the relevance of traditional indices like the S&P 500 [9][10] - Wood identifies GNI (Gross National Income) as a more accurate indicator of real wealth, as it reflects income flows better than GDP, especially during periods of technological upheaval [12][13] Group 3 - Wood connects the essence of economic activity to energy transformation, highlighting the importance of advancements in nuclear, solar, and battery technologies as future energy pillars [13]

纵览全国GDP万亿城市分布格局，呈现明显的"金字塔"结构。从上到下，2025年主要表现为"2+3+4+N"的特点，即，5万亿级城市有2个，3万亿级城市有3 个，两万亿级城市有4个，其他均为1万亿级城市。 一众万亿城市中，上海继续保持"龙头地位"，以56708.71亿元的经济总量遥遥领先。2025年，上海集成电路、生物医药、人工智能三大先导产业总产值同 比增长9.6%，规模首次突破2万亿元，成为经济增长的新支柱。信息传输、软件和信息技术服务业增加值达7139.93亿元，同比大幅增长15.3%，成为经济 增长的重要引擎。 全国城市GDP20强新鲜出炉。 上海以56708.71亿元的经济总量继续保持领先地位，北京成为我国第二座"5万亿之城"。 与2024年相比，合肥在20强榜单中再进1位，与济南并列第18，这是合肥发展史上的最好成绩。 更值得一提的是，合肥还以6.1%的增速，位居"前20强"城市之首。 | 排名 | 城市 | 地区生产总值 | 增速(%) | | --- | --- | --- | --- | | | | (亿元) | | | 1 | 上海 | 56708.71 | 5.4 | | 2 | 北京 | ...

Core Viewpoint - The Federal Reserve is likely to maintain interest rates unchanged in the foreseeable future, especially with the nomination of Waller as the next Fed Chair, amidst a resilient U.S. economy and rising inflation risks [1][3]. Economic Outlook - The combination of loose financial conditions, relaxed monetary policy, and upcoming large-scale fiscal stimulus (OBBA Act) may lead to a nominal GDP growth of 5-6% in the U.S. this year [1]. - The Dallas Fed tracks Q4 GDP growth at 2.49%, while the New York Fed's real-time forecast is at 2.74%, achieved even during a prolonged government shutdown [1]. Federal Reserve's Position - The Fed acknowledged stronger economic growth and shifted its risk balance from employment targets, describing economic activity as "robust" rather than "moderate" [3]. - The Fed Chair Powell indicated that the policy rate is no longer in a restrictive zone, with the current rate close to the estimated neutral rate of around 3.25% [3]. Dollar Dynamics - The dollar has depreciated approximately 11% over the past year, but with the Fed likely to remain cautious in the coming months, dollar shorts should be wary at current valuation levels [3][10]. - The weak dollar theme has been driven by various factors, including the U.S. Treasury's engagement with the Japanese Ministry of Finance, which has contributed to the dollar's decline [8]. Future Fed Leadership - Waller's nomination as the next Fed Chair is seen as a response to political dynamics, with him being viewed as a more establishment candidate and potentially facing less resistance during confirmation [6]. - Historically, Waller has been more hawkish than other candidates, prioritizing inflation control over employment considerations, and is expected to implement rate cuts only when absolutely necessary [6][7]. Market Implications - The current economic conditions and the Fed's emphasis on independence suggest that the future of the Fed may be less susceptible to political interference, which is viewed positively by investors who value central bank independence for global financial stability [10].

台湾为什么看起来不太怕呢？毕竟大陆的经济和军事早已是全球前二，按照购买力平价计算的GDP更是比美国高出30%，九三阅兵之后，我们的部分军事也 领先于美国，背后的原因有信息茧房的缘故，但是也有经济方面的原因，台湾当前经济太好了。 台湾今年的经济形势有多好？前三季度GDP同比增长7.06%，其中二季度更是大幅增长8.01%，这个经济表现不说冠绝全球，那也是全球排名前几的存在， 经济上的优异表现，也正在成为台独们的底气。 如果以美元GDP来衡量，台湾今年的经济表现更强，前三季度台湾的GDP是6585亿美元，同比大幅增长12.3%，这个表现太亮眼了，人均GDP有望达到3.8万 美元，超过韩国的的3.6万和日本的3.5万，成为东亚地区人均GDP最高的经济体。 台湾的经济表现这么好，主要依赖于半导体产业，AI相关产品出口激增，拉动前三季度净出口增长5.6%，固定资本形成增长5.9%。台积电前三季度的营收 为2.76万亿新台币，同比大幅增长36%，净利润更是大幅增长51%。 半导体产业如今是台湾的支柱产业，当前人工智能快速发展，尤其是以美国为首的经济体，在举全国之力发展人工智能，台湾作为全球芯片制造基地，受益 颇多，而这一 ...

加拿大11月GDP年率0.6%，预期0.70%，前值0.40%；月率0%，预期0.10%，前值-0.30%。 ...

铝月报（2026 年1月） 范玲 期货从业资格号：F0272984 投资咨询资格号：Z0011970 2026-1-30 中航期货 目录 01 后市研判 03 宏观 面 02 行情回顾 04 基本 面 | 操 | 2 | 部 | 有 | 旧 | 升 | 近、 | 年1 | 有 | 铝 | 行 | 依 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 动， | 险 | 还 | 临 | 去 | 化 | 上 | 端 | 风 | 息 | 变 | 节 | 氧 | 价 | 给 | 自 | | | | | | | | | 势。 | 在 | 降 | 绪 | 春 | 供 | 铝 | 潜 | 准 | 性。 | 期。 | 情 | 且 | 弱 | 对 | | | | | | | | | | 缘 | 降 | 阻。 | 观 | 脱 | 韧 | 预 | 库 | ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 欧元区四季度GDP季环比初值 0.3%，预期 0.2%，前值 0.3%。 ...

意大利第四季度GDP年率初值0.8%，预期0.50%，前值0.60%；季率初值0.3%，预期0.20%，前值 0.10%。 ...

乌经济增长主要得益于关键经济部门积极发展，创造增加值占比95.6%，对经济增长贡献7.4个百分点， 产品净税收占比4.4%，增长7.4%，对经济增长贡献0.3个百分点。按产业结构统计，农业增加值387.9万 亿苏姆(308.6亿美元)，工业增加值472.7万亿苏姆(375.5亿美元)，建筑业增加值129.2万亿苏姆(102.8亿美 元)，服务业增加值859.9万亿苏姆(683.4亿美元)。家庭和个人活动及非正规部门等未观测经济增加值498 万亿苏姆(396.2亿美元)，GDP占比为26.9%。 乌兹日报网1月26日报道，根据乌兹别克别克斯坦国家统计委员会初步数据，按现价计算，2025年国内 生产总值(GDP)1850万亿苏姆(约合1470亿美元)，实际增长7.7%，人均GDP—4880万苏姆(3882美元)， 增长5.7%。 ...