The US Supreme Court ruling and Trump's mineral tariffs have both been temporarily suspended. The executive and judicial branches are unexpectedly moving in tandem, and the tariffs may be coming to an end.

[Top 10 Stocks with the Largest Net Inflow of Funds] As of 10:40 AM on January 16, 2026 (Friday), JCET Group ranked first with a net inflow of 1.841 billion yuan from major funds, followed by China Power Construction Corporation (1.244 billion yuan), Sanhua Intelligent Controls (977 million yuan), Foxconn Industrial Internet (807 million yuan), Northern Rare Earth (781 million yuan), Luxshare Precision (681 million yuan), GigaDevice (671 million yuan), Changying Precision (631 million yuan), Sungrow Power Supply (592 million yuan), and others. iFlytek (519 million yuan); the stock with the largest outflow of main funds was BlueFocus (-1.39 billion yuan), followed by Huasheng Tiancheng (-1.141 billion yuan), China Satellite (-990 million yuan), TBEA (-724 million yuan), Kunlun Tech (-677 million yuan), Yonyou Network (-534 million yuan), Unisplendour Microelectronics (-524 million yuan), ShengLu Communications (-475 million yuan), BDStar Navigation (-473 million yuan), and Winning Health (-471 million yuan).

US Dollar: 1. US Republican Congressman Hill: The Federal Reserve and the House of Representatives are consulting on the date of Powell's semi-annual testimony. 2. Federal Reserve – ① Goolsby: Given ample signs of a stable job market, the central bank should focus on reducing inflation. ② Bostic: Inflation is too high; a tight policy needs to be maintained. ③ Paulson: Supports keeping interest rates unchanged at the next meeting. ④ Schmid: Monetary policy is not currently very tight; there is almost no reason to cut rates. ⑤ Daly: Policy is in a "good position," and adjustments should be made cautiously. Euro: 1. Germany's economy is projected to grow by only 0.2% in 2025, and is still in a difficult recovery phase. 2. European Central Bank: Overall inflation is projected to average 1.9% in 2026, 1.8% in 2027, and 2.0% in 2028. Economic growth forecasts for the three years are 1.2%, 1.4%, and 1.4%, respectively. Japanese Yen: 1. Sources: The Bank of Japan may keep interest rates unchanged in January. The Bank of Japan is reportedly paying more attention to the weak yen than before. 2. When asked about a possible joint US-Japan intervention, Japanese Finance Minister Satsuki Katayama stated that no option was ruled out. 3. Some Bank of Japan officials believe that an earlier-than-expected interest rate hike is more likely, with a high probability of an April hike. Other: 1. It is reported that the UK statistics agency is considering delaying the release of its new employment survey by six months. 2. India's Trade Secretary: India-EU trade negotiations are expected to conclude by January 26th, depending on the progress of negotiations over the next five days. 3. Hong Kong Financial Secretary Paul Chan: There will be no reduction in stamp duty on stocks; the increase in stamp duty this fiscal year will mainly come from stocks. 4. South Korean Finance Minister: The $350 billion investment in the US is unlikely to start in the first half of the year. Expectations of excessive depreciation of the Korean won must be stopped.