January 12, 2026
United States:
Goldman Sees Strong US Growth, Tame Inflation With Two Fed Cuts
The US economy this year will get a boost from tax cuts, real wage gains and rising wealth, while inflation will moderate, according to economists at Goldman Sachs Group Inc.
With the outlook for the labor market more uncertain, the Federal Reserve is set to deliver two more 25 basis-point interest rate cuts — in June and September — according to the bank’s 2026 US Economic Outlook report dated Jan. 11.
Europe:
EU Trade Deal With Mercosur Defies Trump’s Protectionism
The European Union and Mercosur have delivered their long-sought trade pact, along with a political statement few could have imagined when talks began 25 years ago.
The deal with the South American bloc of Brazil, Argentina, Uruguay and Paraguay will create a free-trade area large enough to rival the decades-old North American arrangement now known as USMCA.
Asia:
China Onshore Stock Turnover Jumps to a Record $516 Billion
Stock turnover in Shanghai and Shenzhen reached an all-time high on Monday of 3.6 trillion yuan ($516 billion) as animal spirits continue to mount in Chinese equities.
That exceeds the previous high of 3.46 trillion yuan that traded hands on October 8, 2024, amid a rally sparked by a major policy pivot from Beijing. Trading has been picking up, with the main gauges steadily advancing for more than three weeks, and the Shanghai Composite Index has gained 8.9% from a low in December.
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