Global Economic Monitor 250130

(Introduction)

[Markets]

•   Global: US stocks dip, dollar steady as traders digest Fed rate pause, tech earnings

※   Fed leaves rates steady, drops reference to inflation 'progress'

※   Wall Street indexes slip before mixed Microsoft, Meta, Tesla earnings

※   European stocks hit record high after China AI-driven volatility

※   Oil prices settle down around 1%

※   Dollar index little changed

[Indicators]

•   US Benchmark rate: Fed Stands Pat on Rates, Entering New Wait-and-See Phase

※   WSJ: Transcript: Fed Chief Jerome Powell’s Postmeeting Press Conference

•   US Dec. Goods trade balance: US Merchandise-Trade Deficit Widened to Record Ahead of Trump

•   US Weekly Mortgage rates·applications(MBA): Mortgage demand drops further, even as interest rates settle

•   Brazil Benchmark rate: Brazil Boosts Key Rate by 1 Percentage Point, Keeps Guidance

[World]

•   WSJ: EU Floats Simplification Plan for Companies’ Regulatory Compliance

•   WSJ: Meta Platforms Sales Soar to Record, Bolstering Zuckerberg’s AI Spending Spree

•   WSJ: Meta to Pay $25 Million to Settle 2021 Trump Lawsuit

•   WSJ: Microsoft’s Cloud Computing Business Hits a Speed Bump

•   WSJ: Tesla’s Fourth-Quarter Profit Rises Slightly

•   WSJ: OpenAI Is Probing Whether DeepSeek Used Its Models to Train New Chatbot

•   FT: Can Rachel Reeves boost the UK’s weak economic growth?

•   Bloomberg: Wilbur Ross Says Trump Is ‘Deadly Serious’ About Using Tariffs

•   Bloomberg: BOE’s Bailey Says Big Decisions Needed to Stop Public Debt Surge

[Korea]

•   국회: [여론조사①] 차기 대선주자 이재명 36%·김문수 17%‥민주당 44%·국민의힘 41%

•   국민의힘: 국힘, 구치소 향해 '90도 세배'…"대통령과 끝까지" 편지도 낭독

•   기재위(임광현): 월급 2.8% 느는 동안 물가 3.6% 올라…금융위기 이후 최대 격차

•   기재부: "계엄 때도 끝까지 지켰다"…기재부 '비밀의 방' 정체가 [관가 포커스]

•   국토부: 에어부산 화재 원인 보조배터리 추정

•   검찰: [단독] 최상목 "경고성 계엄 못 들어‥막았어야"

•   검찰: [단독] 이상민도 "상식적으로 계엄 할 상황 아냐"

[Opinions]

•   Project Syndicate(Adnan Mazarei): Egypt’s Economic Crisis May Not Be Over

•   WSJ(George Gilder): DeepSeek AI Is the Competition America Needs

•   NYT(Tim Wu): Trump’s Economy Looks Like Command Capitalism

•   FT(Janan Ganesh): American and European populism don’t mix

•   Bloomberg(Jonathan Levin): Trump Can Have Lower Interest Rates Without Bullying the Fed

•   Bloomberg(Javier Blas): OPEC+ Will Buckle Under Trump's Pressure