Heard in Davos: What we learned from the WEF in 2025

The article discusses key takeaways from Davos, including Middle East peace talks, Ukraine negotiations, finance dynamics, AI adoption, energy policies, and challenges in DEI and U.S.-China relations.

US consumer sentiment ebbs in January; 12-month inflation expectations rise

U.S. consumer sentiment fell in January due to labor market worries and inflation concerns, as the Consumer Sentiment Index declined amid potential tariffs from the new administration.

• CONGRESS
• INVESTMENT FIRMS
• SEC
• TRADFI BANKS

Trump's crypto order was 'easy stuff,' establishing rules will take 'years, not weeks': TD Cowen

Donald Trump’s executive order on crypto signals support for the industry, but it was “easy stuff,” according to TD Cowen. Creating the necessary crypto regulatory framework will take “years, not weeks,” TD Cowen said.

• US10YT=X

From macro to micro, from QE to AI: BofA forecasts the second half of the 2020s

Bank of America analysts predict a shift from macro to micro themes in the 2020s, driven by AI, economic changes, and Generation Z's influence on government policy.

• US500

Goldman Sachs on tariff evasion

Goldman Sachs warns that tariff evasion significantly skews U.S.-China import data, estimating $110-130 billion in evasion for 2023, impacting trade deficit projections.

US existing home sales rise to 10-month high in December

U.S. existing home sales reached a 10-month high in December, driven by job gains, but elevated rates and prices may limit future growth. Yearly sales remain historically low.

US consumer sentiment dips below forecast, signaling caution

The Michigan Consumer Sentiment Index fell to 71.1, underperforming expectations and previous readings, signaling a potential slowdown in consumer spending and economic growth.

US existing home sales show modest growth, beating forecasts

The US housing market shows modest growth with existing home sales reaching 4.24 million, surpassing forecasts and indicating a strengthening economy and potential consumer confidence.

US business activity at nine-month low in January; hiring accelerates

U.S. business activity fell in January, attributed to price pressures, while hiring increased. The Fed remains cautious about interest rate cuts amid inflation concerns and the administration's policies.

Services PMI slips below forecasts, indicating slower growth in service sector

The Services PMI dropped to 52.8, lower than the expected 56.4, indicating a slowdown in the service sector, potentially impacting the US dollar's strength.