The CPI strikes interest-reduction expectations are that the US shares are basically flat on Microsoft's market-market plate over apples.

On Thursday, local time, the US stock market picked up its first US inflation data in 2024 – the December CPI report. Unfortunately, last month’s over-expected CPI rebound, which was a certain suppression of the market’s expectations of interest reduction. According to the New Federal Reserve News Agency, the CPI report is unlikely to change the Fed’s recent policy prospects, and inflation data in the coming months may have had a greater impact on the point of first interest reduction.

President Meister of the Cleveland Federal Reserve said it was too early to discuss adjustment measures this year. Chairman Balkin of the Richmond Federal Reserve reiterated that it would not prejudge interest reductions for the Fed in March, and stated that it would pay close attention to the PCE figures for one to three months. As a result, the market has reduced the likelihood of reducing interest rates for the Fed in March and May.

As of March, the probability of keeping interest rates constant was 33.8%, 65.8% for 25 basis points and 0.3% for 50 basis points. On the corporate side, Ai's leader, BVD, had a severe shock distance, but did not affect its eventual recovery, reaching a historic high in four consecutive days. And yet another has a big stake in AI’s Microsoft, which once outpaced the apples, briefly boarded the “Governor” throne, with only $27.7 billion between them as of the close. So now AI remains the absolute market theme, and Microsoft’s “onboarding” is only a matter of time if apples fail to catch up.

Tesla stated on Thursday, 29 January, 11 February, that it would suspend most of the car production at its factory near Berlin, on the grounds that it suffered from a shortage of spare parts as a result of a change in transport routes as a result of the armed conflict in the Red Sea. Tesla stated in a statement that “the extended transport time created a gap in the supply chain.” In addition, Tesla's number-one client, Hutsz, who rented the car, could not afford the high cost, proposed to sell 20,000 electric vehicles back to gasoline. The sale of 20,000 vehicles, including Tesla Model 3 and Y, accounted for one third of the total number of electric cars in the United States.

On the crude oil side, international crude oil rebounded as the risk of rising tensions in the Middle East offset the CPI warming. WTI increased by 2.15% to $72.78 barrels; Brent increased by 1.98% to $78.21 barrels. [Ariba rose by 1.34%, by 1.32%, by 1.64%, by 1.64%, by 1.46%, and by 1.43%, by 4.26%, by 1.43%.]

Apples fell by 0.32%, Amazons by 0.94%, Google A by 0.14%, and Nai by 2.91%. [Global Index] For the European stock market, the UK’s 100-hour rich index fell by 0.98%, reporting 7577 points. France’s CAC 40 index fell by 0.52%, reporting 7388 points. [Global Commodities] The Brent crude oil master contract was $78.48 per barrel, an increase of 2.19 per cent; the crude oil master contract was $559.70 per barrel in the other night, a decline of 0.09 per cent. The gold master contract fell by 0.50 per cent in the other night, at $478.02 per gram; and the silver master contract fell by 0.95 per cent, at $5839.00 per kilogram.

The annual rate of the United States CPI rebounded faster than expected, and the core inflation decelerated less than expected on Thursday, local time, with the latest announcement that the overall inflation rate in the United States rebounded faster than expected, while the core inflation rate fell less than expected.

Specific data published by the United States Department of Labor show that the United States consumer price index (CPI) rounded up 0.3 per cent after the December 2023 season, higher than the previous market forecast of 0.2 per cent, and 0.1 per cent in November; this resulted in an increase of 3.4 per cent in the unseasoned December roundup of CPI, the highest level since September 2023, higher than the market forecast of 3.2 per cent, compared to 3.1 per cent in November.

US Federal Reserve officials pressurized the forecast for early interest reduction: it is too early for Cleveland Federal Reserve Chairman Meister to start discussing the issue of adjustment measures this year; the Richmond Federal Reserve Chairman Balkin has reiterated that he will not prejudge the reduction of interest rates for the Federal Reserve in March and has indicated that he will pay close attention to PCE data for one to three months; and the Chicago Federal Reserve Chairman Goulsby: closer to the median in the dotted map, higher housing inflation will have less impact on the Fed’s objectives, and the threshold for changing the Fed’s quantitative austerity (QT) is relatively high.

According to the swap market, following the release of United States CPI data, the possibility of reducing interest rates in March and May has subsided. Investors still expect to launch interest cuts no later than May, with the expected combined interest cuts falling back to about 140 basis points this year. Following a speech by Federal Reserve officials, traders have renewed their bets on the Federal Reserve for interest reductions this year, and currently expect to reduce interest rates by 153 basis points throughout the year, exceeding the range before the publication of the United States CPI data.

Summers claims that the possibility of a soft landing in the United States is now very high, according to former US Treasury Secretary Lawrence Summers, that a soft landing in the United States is expected in the face of falling inflation and high labour markets. Summers, a Harvard professor, said at an event at the New York Economic Club on Thursday, “it now seems more likely to land softly than at any time since 2021. But he also said that the probability of a soft landing is not 100%, but that there is certainly a very real possibility.

According to Xinhua News Agency, the Iranian Navy seized an American tanker in the Sea of Oman “in retaliation for the theft of Iranian oil by the United States.” It was reported that, as confirmed by Iranian ports and IMO, the Iranian Navy seized the tanker on the orders of the Iranian judiciary. The tanker, once called Suez Rajan, was “stealed” and handed over to the United States last year under United States instructions.

German research institutions: The disruption of shipping in the Red Sea led to a 1.3 per cent decline in world trade in December, according to a study by the World Economic Research Institute of the University of Kiel in Germany, which showed a 1.3 per cent decline in the world trade ring in December, partly because of the disruption of shipping in the Red Sea. “The latest data from December 2023 show that global trade and trade between major economies continue to show a negative growth trend.

World trade fell by 1.3 per cent between November and December 2023.” [Corporate News] Microsoft’s market value was once higher than that of apples, and on January 11, United States of America time, it rose by 2 per cent, with a market value of $2.9 trillion, exceeding the value of apples, which are still below $2.8 trillion, and since then, with Microsoft’s decline, Microsoft’s market value has been reversed. If Microsoft’s market value were to exceed that of apples, it would be the crown of the crown that would have taken apples’ market value for the first time since November 17, 2021.

After Apple’s successive ratings were downgraded by two Wall Street agencies last week, Microsoft’s market value has approached apples, challenging their status. Tesla: Tesla’s Berlin factory will be shut down for two weeks because of the Red Sea crisis, and Tesla said on Thursday, local time that it would suspend most of its car production in its factory near Berlin from 29 January to 11 February, on the grounds that the Red Sea armed conflict had led to a change in the route of transport, resulting in a shortage of spare parts.

In a statement, Tesla stated: “The armed conflict in the Red Sea and the associated changes in transport routes between Europe and Asia through Cape of Good Hope have also had an impact on the production of the Greenhead plant.” “Extensions in transport time have created a supply chain gap.” Hiz proposed to sell 20,000 electric cars to refuel cars because of the weak demand and high maintenance costs of pure electric vehicles, and the American chain car rental company Herz rented it back to gasoline-fueled cars.

According to CVM documents, Hertz’s planned sale of 20,000 electric vehicles began last month and will continue throughout 2024. Because of the sale of vehicles, the company will record approximately $245 million in non-cash costs associated with the incremental net depreciation costs in its fourth quarter financial statements. The sale of 20,000 vehicles, including Tesla Model 3 and Y, accounted for one third of the total number of electric cars in the United States.

Guo Ming-dee: With an initial reserve of 60,000 for AppleVisionPro, which is estimated at less than 400,000 sales this year, Guo Ming-dee said on social media that the initial stock reserve for AppleVisionPro is about 60-80,000, and that because of the small amount of supplies, it is believed that there will be cancellations in the early days of listing.

According to Guo Mingjing, while the location and key functions of the product of Vision Pro are not clearly identified and are subject to undisturbed sales challenges, the user experience created by landmark technological innovations (e.g., the illusion that it would give people a sense of purpose to control the user interface) and the number of Apple core fans and heavy users should be easily sold after sale.

US-FDA assessment: The recent finding by US regulators that there is no link between non- and non-Nord-flagged GLP-1-type drugs, such as Weghy, and suicide-related drugs, is a positive sign for these drugs, and to a considerable extent allays concerns. The US Food and Drug Enforcement Agency (FDA) announced on Thursday that: “Our preliminary assessment found that the use of these drugs does not increase suicide-mindedness or lead to suicide.

However, in the interest of caution, the FDA emphasizes that the relatively low number of suicide-related reports does not fully eliminate this risk and will continue to follow up on this issue.