Category: Flash News

On January 29th, Goldman Sachs predicts that tomorrow’s Federal Reserve’s January interest rate decision will not provide any new information. The FOMC may acknowledge signs of labor market stabilization in its statement, but is unlikely to provide forward guidance for policy actions in March. It is expected that tariffs will lead to a mild, one-time increase in inflation, which the Federal Reserve may overlook. Historically, Federal Reserve officials have downplayed the inflationary impact of tariffs and focused more on the potential GDP impact. Goldman Sachs predicts that there will be two 25 basis point interest rate cuts in 2025, one in June and another in December, and another in 2026.

On January 29th, the Israeli Prime Minister’s Office confirmed on January 28th local time that Israeli Prime Minister Netanyahu will hold a meeting with US President Trump at the White House on February 4th. It is reported that Netanyahu is the first foreign leader invited to visit the White House during Trump’s second term.

On January 29th, LVMH Group’s fourth quarter revenue was 23.93 billion euros, with analysts expecting 23.43 billion euros. In the fourth quarter, organic revenue increased by 1%, while analysts expected a decrease of 1.04%. In the fourth quarter, organic sales of fashion and fur decreased by 1%, with analysts expecting a decrease of 2.82%. Organic sales of red wine and spirits refined by 8% in the fourth quarter, with analysts expecting a decrease of 6.94%. Organic sales in Asia (excluding Japan) declined by 10% in the fourth quarter, with analysts expecting a decrease of 12.1%. The annual revenue was 84.68 billion euros, with analysts expecting 84.38 billion euros. The annual operating profit is 19.57 billion euros, and analysts expect 20.45 billion euros. The annual dividend per share is 13 euros, and analysts expect it to be 12.89 euros.

On January 29th, most major European stock indexes rose, with the German DAX30 index up 0.67%, the UK FTSE 100 index up 0.33%, the French CAC40 index down 0.12%, and the European Stoxx 50 index up 0.17%.

On January 28, Morgan Stanley strategists advised customers to short 10-year inflation protected treasury bond bonds (TIPS) and buy 10-year U.S. treasury bond, hoping to profit from the possible reversal of inflation cooling and profit loss ratio. Strategists such as Aryaman Singh suggest betting that the 10-year breakeven inflation rate will drop from around 2.4% to 2.15%, with a stop loss target set at 2.5%. As inflation cools, they expect the yield of treasury bond to decline faster than the TIPS yield.

On January 28th, with the arrival of 2025, the real estate market in many parts of the country continues the positive trend of stabilizing since the fourth quarter of last year, and January’s real estate transactions have ushered in a “good start”. According to institutional monitoring data, from January 1st to 21st, 2025, the transaction area of newly-built commercial residential properties in 20 key cities across the country was 5.58 million square meters, an increase of 33% year-on-year (January 1st to 21st, 2024). (The Paper)

On January 28th, according to reports from media outlets such as Sky News and CNBC, Ryanair, headquartered in Ireland, released its financial report for the third quarter of fiscal year 2025 (October to December 2024) on the 27th local time. Data shows that during this period, Ryanair’s after tax profit rose to 149 million euros (approximately 1.1 billion yuan), far exceeding the 15 million euros in the same period last year and significantly higher than the market forecast of 60 million euros. In addition, Ryanair also stated that due to delayed delivery of Boeing aircraft, the company has lowered its passenger volume target for the 2026 fiscal year from 210 million to 206 million. (CCTV Finance)

On January 28th, the US Senate confirmed Scott Besant as Secretary of the Treasury with 68 votes in favor and 29 votes against on January 27th local time. Previously, the US Senate Finance Committee approved Besson’s nomination with 16 votes in favor and 11 votes against on the 21st, and the Senate advanced the confirmation process for Besson’s nomination as Secretary of the Treasury with 67 votes in favor and 23 votes against on the 25th.

① 21:30 Monthly rate of durable goods orders in December in the United States; ② 22:00 US November FHFA House Price Index Monthly Rate; ③ 22:00 US November S&P/CS 20 Major Cities Quarterly Adjusted House Price Index Annual Rate; ④ 23:00 Consumer Confidence Index of the January Conference Board in the United States; ⑤ 23:00 Richmond Fed Manufacturing Index for January in the United States; ⑥ The next day at 05:30, API crude oil inventory for the week of January 24th in the United States.

On January 28th, the US Capitol Police announced on January 27th that a person claiming to be carrying a Molotov cocktail and knives outside the East Square of the Capitol Building was successfully intercepted and arrested by the Capitol Police. At the time of the incident, the situation on the scene was tense, with about a dozen Capitol Police vehicles (including armored vehicles) rushing into the scene. Congressional police and bomb disposal team officers are also deployed nearby.