Anastasia Amoroso, Partners Group chief investment strategist of private wealth, says corporate earnings could rise close to 12%. Speaking on "Bloomberg Open Interest," Amoroso also says the Federal Reserve has scope to cut interest rates and discusses the outperformance of precious metals. ...

Trade and Tariffs - President Trump announced a 25% tariff on goods from any country conducting business with Iran, affecting major trading partners like China, the UAE, India, and Turkey [3][4] - China is identified as the top global importer of Iranian crude, which may face increased costs due to the new tariffs [3] Federal Reserve and Interest Rates - Federal Reserve Bank of New York President John Williams indicated there is no urgency for a fourth consecutive interest rate cut, with the next meeting scheduled for the end of the month [5][6] - The Federal Open Market Committee (FOMC) has already reduced the federal funds rate by a cumulative 75 basis points last year, moving towards a neutral monetary policy stance [6] Aldi's Expansion Plans - Aldi plans to open over 180 new stores across 31 states by the end of 2026, celebrating its 50th anniversary in the U.S. [7][8] - This expansion will increase Aldi's total U.S. store count to nearly 2,800, with a target of 3,200 stores by the end of 2028 [8] - Aldi is also expanding its distribution network by 20% with new centers planned in Florida, Arizona, and Colorado over the next three years [9]

World shares are mixed ahead of an update on U.S. consumer pricesA person walks in front of an electronic stock board showing Japan's Nikkei index at a securities firm Tuesday, Jan. 13, 2026, in Tokyo. (Kyodo News via AP)HONG KONG -- World shares were mixed and U.S. futures edged lower Tuesday ahead of an update on U.S. consumer prices.In early European trading, the FTSE 100 in London edged up less than 1% to 10,144.50. Germany’s DAX fell 0.2% to 25,356.32, while the CAC 40 in Paris dropped 0.5% to 8,316.63 ...

周二21:30，美国将公布美国12月CPI数据。市场普遍预计，该通胀数据将显示物价压力依然顽固，且距 离美联储2%的目标仍有距离。 根据彭博社和FactSet的综合调查数据：整体CPI预计将环比上涨0.3%，同比上涨2.7%。剔除波动较大的 食品和能源后的核心CPI预计将环比上涨0.3%，同比上涨2.7%。 此外，11月的数据可能受到假日促销季提前采集的影响而被人为压低。花旗集团（Citi）指出，随着这 一因素消退，以及酒店、机票和服装价格的反弹，12月核心商品价格将出现"机械性回升"。 尽管克利夫兰联储的Nowcast模型给出的预测略低（核心CPI环比增长0.22%），但华尔街主流观点认为 通胀并未显著降温。 政府关门后遗症 值得注意的是，本次数据的解读需要极高的专业性，因为去年10月和11月发生的联邦政府关门事件对数 据采集造成了干扰。 美国银行（Bank of America）经济学家指出，由于政府关门导致10月部分数据无法采集，劳工统计局 （BLS）在11月使用了"结转估算"。这意味着12月的数据将与较早期的价格（如8月）进行对比，从而 产生技术性的上行偏差。 因此，部分机构，如美国银行和Everco ...

US stock futures tilted higher on Friday as investors assessed the December jobs report and braced for a possible Supreme Court ruling on President Trump's "Liberation Day" tariffs. Contracts on the S&P 500 (ES=F) and the Nasdaq 100 (NQ=F) nudged up 0.3% and 0.4%, respectively. Dow Jones Industrial Average futures (YM=F) rose 0.3% after a mixed session on Thursday as appetite for technology stocks ebbed. All three major indexes remain on pace to close the first full week of 2026 higher. Markets on Frida ...

Richmond Fed President Tom Barkin said on Tuesday that the outlook for monetary policy remains in a “delicate balance” amid the conflicting pressures from rising unemployment and still-elevated inflation. Barkin added that interest rates are now within the range of estimates for the so-called neutral rate following last year’s policy easing. At the same time, Fed Governor Stephen Miran said the central bank will need to lower interest rates by more than a percentage point this year, arguing that monetary po ...

Core Insights - Municipal bonds are experiencing a resurgence, driven by investor enthusiasm following the Federal Reserve's rate cut and favorable economic indicators [4][6] - The ALPS Intermediate Municipal Bond ETF (MNBD) is positioned to benefit from this trend, with increasing inflows and attractive tax-equivalent yields compared to Treasuries [2][4][6] Group 1: Market Conditions - Concerns about the U.S. economy and new issuances have affected municipal bonds, but they ended the previous year with positive momentum [1] - The Federal Reserve's first rate cut in September 2025 has sparked renewed interest in bonds, leading to significant inflows into fixed-income funds [4] Group 2: Investment Opportunities - The active management of MNBD aligns with the growing preference for tax-advantaged income-generating assets among investors [2][3] - The passage of the Big Beautiful Bill, which preserved tax exemptions, has further enhanced the attractiveness of municipal bonds [4] Group 3: Future Outlook - With expected slowing in new issuances and increasingly attractive valuations, municipal bonds are likely to maintain their momentum into 2026 [6] - Active management strategies in ETFs like MNBD could position them as leaders in the anticipated resurgence of municipal bond investments [6]

Core Viewpoint - The Federal Reserve Bank of Philadelphia President Anna Paulson indicated that further rate cuts by the central bank may be delayed as officials assess the economy's performance following last year's easing measures [1][2]. Economic Outlook - Paulson forecasts inflation to moderate, the labor market to stabilize, and growth to be around 2% for the year [2]. - She expressed cautious optimism regarding inflation, suggesting a potential end-of-year inflation rate close to 2% as tariff-related price adjustments conclude [5]. Interest Rate Policy - The current funds rate is viewed as somewhat restrictive, still working to alleviate inflation pressures [3]. - The Federal Open Market Committee (FOMC) reduced the interest rate target by 0.75 percentage points last year, now set between 3.5% and 3.75% [3][4]. Labor Market Insights - The labor market is showing signs of deceleration but is not breaking, with both supply and demand factors contributing to the hiring situation [6]. - Close attention is warranted on the hiring front as the year progresses [6].

The Bank of England will slash interest rates to their lowest level in more than three years as Britain battles an unemployment crisis, a Swiss lender has claimed. Rates will fall from the present level of 3.75pc to 2.75pc after the summer, according to Lombard Odier. The figure would be the Bank Rate’s lowest point since November 2022, coming close to the Bank’s target of 2pc. Such a drastic cut would benefit homeowners and businesses, who could borrow more to invest, and would be driven by ructions in ...

Most Fed officials believe additional interest rate cuts are appropriate as long as inflation continues to cool, according to minutes from the Federal Reserve’s meeting of Dec. 9 and 10.Policymakers slashed interest rates earlier this month to a target range of 3.5% to 3.75% in a 9-3 vote – the most dissents since 2019 as officials debated whether to prioritize inflation fears or concerns around the labor market.Fed Governor Stephen Miran dissented in favor of a more aggressive half-point cut, while Chicago ...