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EU High Representative for Foreign Affairs and Security Policy Karas: India and the EU must become “ambitious partners.”
2026-01-22
EU High Representative for Foreign Affairs and Security Policy Karas: India and the EU must become “ambitious partners.”
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2026-01-21
International 1. JPMorgan Chase: Market sell-off is a warning to Trump. 2. ING: Geopolitical tensions are continuously pushing gold and silver to new highs. 3. Societe Generale: Three factors are shaping the "perfect storm" driving US Treasury yie
International 1. JPMorgan Chase: Market sell-off is a warning to Trump. 2. ING: Geopolitical tensions are continuously pushing gold and silver to new highs. 3. Societe Generale: Three factors are shaping the "perfect storm" driving US Treasury yields. 4. UBS CEO: Exiting US assets is a "dangerous gamble." 5. Commerzbank: Asian currencies may remain relatively stable. 6. Citigroup: Japanese bond turmoil could lead to a sell-off of up to $130 billion in US Treasuries. 7. HSBC significantly adjusts its yen forecast: from bullish at 150 to bearish at 160, traditional interest rate correlations no longer apply. 8. HSBC: If the Reserve Bank of Australia is forced to raise interest rates in February, it may be accompanied by growing pains. Domestic 1. CITIC Securities: Optimistic about investment opportunities in the domestic memory chain, including supporting semiconductor equipment and packaging and testing. 2. Huatai Securities: 2026 is a crucial year for the global industrialization of Level 4 autonomous driving. 3. Huachuang Securities: China's electric vehicle exports are expected to usher in a safer and more stable development opportunity. 4. CITIC Securities: The construction of zero-carbon factories is expected to boost demand in the green hydrogen ammonia and methanol industry. 5. CITIC Securities: State Grid's "15th Five-Year Plan" investment plan is accelerating; optimistic about leading construction and service companies. 6. CITIC Securities: The future trend of copper prices remains uncertain. 7. CITIC Securities: Optimistic about investment opportunities in the domestic memory chain, including supporting semiconductor equipment and packaging and testing.
2026-01-22
Japan's unadjusted merchandise trade balance for December was 105.7 billion yen, below the expected 356.6 billion yen and the previous figure revised from 322.3 billion yen to 316.7 billion yen.
Japan's unadjusted merchandise trade balance for December was 105.7 billion yen, below the expected 356.6 billion yen and the previous figure revised from 322.3 billion yen to 316.7 billion yen.
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