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Real-time News
Royal Bank of Canada: Lowered its price target for Qualcomm (QCOM.O) to $150 from $180.1. Goldman Sachs: Expects interest rates to remain unchanged. In the current "Goldilocks" economic environment of trending growth, low unemployment, and inflation near target, maintaining a neutral monetary policy is undoubtedly a reasonable choice. 2. ING: Expects interest rates to remain unchanged. A stronger euro may restart discussions about the possibility of a rate cut. If the euro strengthens further, the possibility of a rate cut in March will increase. Low inflation adds leverage to dovish discussions. 3. ABN AMRO: Expects interest rates to remain unchanged. The committee tends to ignore the situation where the inflation rate is below the target level. Lagarde is expected to reiterate that no specific exchange rate target is set, and that the committee is prepared to act at any time if the impact of exchange rates becomes significant. 4. Scotiabank: Expects interest rates to remain unchanged, maintaining a neutral communication stance. Recent economic data, including the services PMI and CPI, have met expectations and have not given ECB policymakers much incentive to take action. 5. Nordea: Expects interest rates to remain unchanged, possibly until the second half of 2027, as overall price pressures remain anchored within the target range, the economy is resilient, and recent foreign exchange fluctuations are unlikely to cause excessive concern. 6. Dutch Cooperation: Expects to keep interest rates unchanged, with two rate hikes in March and June 2027. Although euro appreciation may trigger verbal intervention, the euro still has considerable room for appreciation before triggering a rate cut. 7. Societe Generale: Expects to keep interest rates unchanged, as core inflation remains above 2% and economic growth is strong. If the recent rise in oil prices continues, offsetting the deflationary effects of a stronger euro, it will reduce the urgency to adjust policy. 8. UniCredit: Expects to keep interest rates unchanged until 2027, as the economy has shown resilience. A stronger euro is unlikely to pose a significant threat to its baseline scenario. Maintaining a data-dependent and meeting-by-meeting decision-making approach is crucial for flexible action. 9. Capital Economics: Expects to keep interest rates unchanged and not change policy guidance. Inflation is likely to fall below target in the second half of the year, prompting a rate cut before the end of the year. Direct intervention is unlikely unless the euro appreciates more rapidly and significantly. 10. Amundi: Expects to keep policy unchanged. The risk of lower-than-expected inflation at the beginning of the year reinforces the view that the ECB may cut interest rates again to 1.75% later this year. 11. Berenberg: Expects to keep interest rates unchanged; current economic growth is robust and further rate cuts are not yet necessary. However, a stronger euro increases downside risks to inflation, potentially forcing a downward revision of inflation expectations and increasing the likelihood of further rate cuts in the future. 12. HSBC: Expects to remain on hold for an extended period, likely maintaining a dovish stance and possibly hinting at a willingness to act if necessary. This could put pressure on the euro/pound pair, and comments regarding a stronger euro are worth watching. 13. Deutsche Bank: Expects to keep interest rates unchanged throughout the year, with a rate hike expected by mid-2027. Further rate cuts are possible this year due to potentially lower-than-target inflation and a stronger euro, but action will only be taken if there are significant changes in the macroeconomy. 14. Morgan Stanley: Expects to keep interest rates unchanged and maintain its policy message. Policy discussions are likely to focus primarily on downside risks, with particular attention to increased trade uncertainty, economic growth momentum, and exchange rate factors.February 5th - SpaceXs application to deploy up to one million satellites has been accepted by the U.S. Federal Communications Commission (FCC), which has launched a public comment period. This indicates that the FCC is rapidly advancing SpaceXs plan to deploy an orbital data center with one million satellites. On Wednesday, local time, FCC Chairman Brendan Carr posted on the X platform, "The FCC welcomes and is seeking public comment on SpaceXs application for an orbital data center." This announcement is surprising because the company only submitted its proposal last Friday. Typically, the FCC takes weeks or months to respond. However, this time, the public comment period for SpaceXs orbital data center plan was launched in just a few days.On February 5th, the State Council Information Office held a press conference. Zhu Jianqiao, Director of the Online Transaction Supervision and Management Department of the State Administration for Market Regulation, stated that market regulators are cracking down on irregularities in live-streaming e-commerce. A special campaign has been launched to address prominent issues in live-streaming e-commerce, such as counterfeit and substandard products and false marketing. The illegal activities of Chengdu Kuaigou Technology Co., Ltd. have been investigated and dealt with according to law. At the same time, local authorities have been guided to investigate and deal with typical cases of false advertising by top live-streamers such as "Taiyuan Lao Ge" and "Da LOGO." Four batches of 30 typical cases in the live-streaming e-commerce field have been released.Pivotal Research: Raises its price target for Alphabet (GOOG.O) from $400 to $420.
