Express News | Trump: The U.S. "must" reach an agreement with Iran, otherwise the situation will be "very serious".
Express News | Israeli Prime Minister Netanyahu stated that Trump may be creating conditions for reaching an agreement with Iran.
Express News | According to the AXIOS website, Israeli Prime Minister Netanyahu stated that Trump may reach a favorable agreement with Iran.
The number of initial jobless claims in the U.S. fell last week, indicating signs of stabilization in the labor market.
The number of initial jobless claims in the U.S. for the week ending February 7 was 2.27 million, compared to an expected 2.22 million, with the previous figure revised from 2.31 million to 2.32 million.
Global Market 'Seismic Shift': Return to 'Physical Economy', 'Technology' Divergence
Goldman Sachs noted that the global bull market has not ended, but the driving forces have shifted: capital is moving from overcrowded U.S. technology stocks to emerging markets, commodities, and value stocks. While AI continues to sustain high capital expenditures (Capex), concerns over return on investment (ROI) are intensifying, with significant divergence within the Magnificent Seven (Mag7) and a valuation reset occurring in the software sector. Constraints in data centers and energy supply are becoming apparent, benefiting 'old economy' sectors such as utilities, while tangible assets and value-oriented styles are experiencing revaluation, underscoring the rising importance of diversified allocation.
The European Central Bank may maintain a 2% interest rate until 2027, as cooling inflation is unlikely to alter its neutral stance.
The European Central Bank is expected to keep the deposit rate unchanged at 2%, continuing the longest period of policy stability since the end of the negative interest rate era. According to a Reuters survey on February 12, 66 out of 74 economists believed that the central bank would remain on hold until at least the end of 2026. The Eurozone's inflation rate dropped to a 16-month low of 1.7% in January, prompting some policymakers to warn about excessive slowdowns in price growth, but the overall economy still shows resilience. At its February 5 meeting, the ECB reiterated that inflation is expected to stabilize around its 2% target in the medium term and emphasized that subsequent steps will be determined on a meeting-by-meeting basis, guided by data, without pre-committing to any specific interest rate path.