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EIA report: Gasoline inventories along the U.S. Gulf Coast rose to their highest level since January 2020 in the latest week.
2026-01-14
EIA report: Gasoline inventories along the U.S. Gulf Coast rose to their highest level since January 2020 in the latest week.
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2026-01-14
Internationally: 1. Morgan Stanley: Inflation, while not rising, remains above target and insufficient to justify a Fed rate cut in January. 2. JPMorgan Chase: Despite a slowdown in the labor market, US consumer spending remains strong. 3. Credit
Internationally: 1. Morgan Stanley: Inflation, while not rising, remains above target and insufficient to justify a Fed rate cut in January. 2. JPMorgan Chase: Despite a slowdown in the labor market, US consumer spending remains strong. 3. Credit Agricole: The market has already priced in the negative impact of a rate cut; the dollar may be undervalued. 4. Barclays: Rising fiscal concerns may put pressure on the yen in the short term. 5. Mitsubishi UFJ: A weaker yen could trigger further concerns among policymakers both in Japan and abroad. 6. Julius Baer: Despite a narrowing interest rate differential, the yen is expected to remain weak. 7. ING: If the Bank of England cuts rates in March, the pound/euro exchange rate could fall further. Domestically: 1. CICC: Inflation is moderate, but the Fed is unlikely to cut rates in January. 2. CITIC Securities: Expects the Fed to pause rate cuts in January and implement two 25bps rate cuts throughout the year. 3. CITIC Securities: Remains optimistic about investment opportunities in strategic metals. 4. Golden Credit Rating: Chip and automobile exports saw significant growth in December, with the trade diversion effect continuing to unfold. 5. BOC Securities: AI application commercialization has broad development prospects. 6. Galaxy Securities: Seize the super copper cycle driven by the resonance of "AI leap + century-long transformation". 7. BOC Securities: Brain-computer interface technology is moving from the laboratory to industrial production. 8. Tianfeng Securities: With the accelerated advancement of power sector reform, the regulatory value of thermal power is expected to be better reflected.
2026-01-14
According to the General Administration of Customs, China exported 68.297 million mobile phones in December, compared with 75.117 million in November.
According to the General Administration of Customs, China exported 68.297 million mobile phones in December, compared with 75.117 million in November.
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