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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
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🌍 Monday — Macro Economy
U.S. stocks declined in a volatile, holiday-shortened week. The S&P MidCap 400 fell the most (-0.55%), followed by the Dow (-0.53%) and S&P 500 (-0.35%). Early sell-off due to renewed trade war fears reversed after President Trump softened his stance on Greenland-related tariffs.
Economic data was mixed: Q3 GDP growth was revised up to 4.4%, while November core PCE inflation remained elevated at 2.8% year over year. Jobless claims stayed low, and consumer sentiment improved in January but remained weak year over year. Business activity growth edged higher.
Corporate bonds outperformed Treasuries amid improving macroeconomic sentiment, while muni bonds lagged amid rate volatility.
The week ahead: January26-30
📌【Today’s Question】
This week's major tech earnings reports are coming up. Which company's earnings report are you most optimistic about? Share your thoughts in the comments!
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It is getting out of control... now 5000 seems like an afterthought
What’s more interesting is the predictive maintenance and structured refurbishment programme. This shifts nacelle support from reactive fixes to data-driven lifecycle planning, which typically leads to higher switching costs, stickier customer relationships, and better margin stability over time.
From an investment perspective, this reinforces S63’s strength in recurring aerospace services revenue, particularly on long-life wide-body platforms like the B787. It may not be a short-term catalyst, but it fits well into the steady, compounding growth story that long-term investors tend to appreciate.
@TigerStars @Tiger_comments @TigerClub @Daily_Discussion
經濟數據好壞參半:第三季度GDP增速上調至4.4%,而11月核心PCE通脹率同比仍高達2.8%。1月份初請失業金人數保持在低位,消費者信心有所改善,但同比仍然疲軟。商業活動增長小幅走高。