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US President Trump: Iranian authorities have paid a “huge price”.

2026-01-13

US President Trump: Iranian authorities have paid a “huge price”.

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2026-01-13

Internationally: 1. UBS: Concerns about the Fed's independence may lead to a more hawkish stance. 2. Goldman Sachs: Expects the Fed to continue making data-driven decisions, unbiased by investigative pressure. 3. Rabobank: The Fed faces political

Internationally: 1. UBS: Concerns about the Fed's independence may lead to a more hawkish stance. 2. Goldman Sachs: Expects the Fed to continue making data-driven decisions, unbiased by investigative pressure. 3. Rabobank: The Fed faces political pressure, and the dollar may face high volatility in 2026. 4. ING: Concerns about the Fed's independence may trigger another "sell America" trade. 5. ABN AMRO: Under investigative pressure, the Fed may resist near-term rate cuts. 6. State Street Global Advisors: The probability of spot gold breaking $5,000 this year is over 30%. 7. ING: Concerns about the Fed's independence boost the Swiss franc. 8. Fitch: Expects the yen to recover moderately from historical lows. Domestically: 1. CICC: If US inflation and liquidity shocks lead to a correction in assets such as stocks and gold, it is recommended to increase holdings on dips. 2. Huaxin Securities: 2026 is expected to be the "golden year" for AI applications. 3. CITIC Securities: Continues to be optimistic about the simultaneous rise in profitability and valuation of the aluminum sector. 4. CITIC Securities: Expects the Federal Reserve to cut interest rates by approximately 50 basis points in 2026. 5. CITIC Securities: With the cancellation of export tax rebates for photovoltaic products, the industry is expected to move towards high-quality development. 6. Huatai Securities: The profit center for electrolytic aluminum is expected to further rise in the first half of 2026. 7. Huatai Securities: With the reduction in export tax rebates for batteries, we are optimistic about companies with overseas production capacity. 8. Galaxy Securities: Escalating geopolitical conflicts may intensify the revaluation of key strategic metal prices.
2026-01-13

The number of single-family home building permits in the United States fell 0.2% month-over-month to 878,000 units.

The number of single-family home building permits in the United States fell 0.2% month-over-month to 878,000 units.
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