本周重点时间提要：
美中时间16日10点，联储理事放屁
美中时间17日8点，联储理事放屁
美中时间17日1点，美联储褐皮书
美中时间18日7点半，就业数据
盘前新闻汇总：
Bloomberg：
Clear frontrunner
Countries around the world are preparingfor Trump’s possible return to the White House, after the former US President cruised to victory in the Iowa Republican presidential caucuses and established himself as the party’s clear frontrunner. This put Trump on track for a Biden rematch. A Trump victory in November could result in sweeping changes for US policies on trade, overseas conflicts, taxes and civil rights, concerns that will no doubt be front of mind for business leaders and policy makers at the World Economic Forum in Davos today. Trump still faces 91 criminal charges in four separate cases, including some over his efforts to overturn the 2020 election. But so far the legal jeopardy has only energized his Republican supporters. Hear more on the Bloomberg Daybreak podcast.
Comment：川建国要是再上台，是大好事，至少他不折腾别人，只管自己。
Dollar surges
The dollar hit a one-month high as Treasuryyields climbed on growing speculation that the Fed may hold back on cutting Interest rates as early as March. The Bloomberg Dollar Spot Index rose 0.4% to
its highest level since December 13, as cooling demand for risky assets boosted the greenback after Monday’s holiday. A possible pivot to rate cuts has been the focus of markets after a series of cooler inflation readings, but increasingly traders believe bets on more aggressive rate cuts may have been overdone. This comes after ECB Council member Robert Holzmann said threats stemming from lingering inflation and geopolitical risks may prevent the ECB from lowering interest rates this year. Investors are awaiting a speech by Fed Governor Christopher Waller scheduled for later today.
Commnet：三月降息？不一定，没有事件触发。不会降息的。美联储的沙雕又要出来放屁了，最烦的就是这帮人。没事你放个得儿。
China’s bold stimulus effort
China is considering 1 trillion yuan ($139billion) of new debt issuance under a so-called special sovereign bond plan, as authorities seek more money to finance efforts to shore up the world’s second-largest economy. The proposal under discussion by senior policymakers would involve the sale of ultra-long sovereign bonds to fund projects related to food, energy, supply chains and urbanization. It would be the fourth sale of its kind in the past 26 years, and would highlight the shift in spending responsibility from local officials to Chinese central authorities. Meanwhile, as China’s
unprecedented housing slump continues, major Chinese lender Ping An Bank has put 41 developers on a list of builders eligible for its funding support, as it considers more lending to a property sector in crisis.
Comment：还有效吗？我持怀疑态度
Apple pulls disputed tool
Apple is planning to remove itsblood-oxygen feature from its latest smartwatches — the series 9 and Ultra 2 — to get around a US ban of the devices if an appeal of the decision fails. The plan was disclosed by tech company Masimo, which has been locked in a feud with Apple over patents related to the technology. The International Trade Commission ruled in October that Apple’s devices violated Masimo patents related to blood-oxygen measurement. That led Apple to pause sales of the smartwatches just ahead of Christmas, though an interim stay allowed the company to bring the products back late last month. A decision on Apple's request for a permanent stay on the ban during its appeal is expected in the coming days.
Comment：苹果的王朝恐怕就此瓦解了。身边越来越多的人开始转回win平台，或者Linux
More major US banks report
Wall Street heavyweights Morgan Stanley andGoldman Sachs are among the companies reporting results today. They’re expected to reveal a continued lull in investment banking activity as high borrowing costs, geopolitical tensions and recessionary risks dampen deal-making. At Morgan Stanley, investors will focus on the bank’s new leadership after CEO Ted Pick took the reins earlier this month. They’ll also be looking at details of the bank’s wealth management strategy.At Goldman, eyes will be on a probe related to the bank’s consumer business. Last week’s spate of Wall Street earnings saw a disappointing quarter for Citigroup as JPMorgan closed out the most profitable year in US banking history.
Comment：财报季，就很讨厌。
Yahoo：
Goldman and the Financials: Sadly, it's notthe new name of David Solomon's '60s cover band. Goldman Sachs's earnings headline a big Tuesday of result in the financial sector with Morgan Stanley, PNC Financial, and Interactive Brokers joining. Investors will look for signs of a thawing IPO market from the investment banks, commentary on the changing environment as the Fed (possibly) prepares to cut rates, and regulation.
Waller speaks: FOMC member and Fed GovernorChristopher Waller speaks at the Brookings Institution at 11 a.m. (watch here) about the economic outlook. Other Fed officials have recently reprised the "higher for longer" theme after the hot December jobs report and CPI.
The elites are in Davos: The jets havelanded and the World Economic Forum kicked off on Monday. This year's themes are security, climate change, labor, and, of course, AI. Yahoo Finance is on the ground and our Executive Editor Brian Sozzi's interview with Bill Gates is featured below in today's Takeaway.
Comment：达沃斯，就其实挺无聊的。
Bill Gates, speaking at the World EconomicForum, highlights AI's potential to significantly enhance white-collar job productivity, citing up to 50% improvements for coders. A report by the International Monetary Fund reveals that around 40% of global employment is exposed to AI, with advanced economies facing a higher rate of 60%. While emerging markets may experience less immediate disruption, the IMF emphasizes the need to address the potential "digital divide" and income disparity. IMF managing director Kristalina Georgieva underscores the importance of supporting older workers affected by AI-related job shifts, while Harvard's Kenneth Rogoff notes the uncertainty and potential job losses associated with AI's impact on the labor market.
Comment：最终，没有创造性和不需要思考能力的重复性工作，都会被AI和机械替代。这个毋庸置疑，但是AI替代人类，为时尚早，甚至我觉得不可能。
个股新闻：
PLUG 23日召开业绩电话会议
AC BMO上调至32 per share