Market Brief: English
Summary
Global markets were mixed amid geopolitical tensions and political pressure on central banks. The ASX 200 closed at a new 20-day high, while Wall Street retreated from records. Key stories include a criminal probe into Fed Chair Jerome Powell, a major luxury retailer’s bankruptcy, and a fierce bidding war for Warner Bros.
Key Points
- ASX & AUD: ASX 200 closed up 0.1% at 8,820. The Australian dollar was volatile, with strength uncertain due to geopolitical risks.
- US Fed Under Pressure: Former President Trump insulted Fed Chair Jerome Powell, who faces a DOJ criminal investigation seen as an attempt to coerce monetary policy.
- Global M&A: Netflix is preparing an all-cash offer for Warner Bros Discovery’s assets, competing with Paramount in a major Hollywood takeover battle.
- Retail Collapse: Luxury group Saks Global filed for bankruptcy barely a year after a major merger, with Chanel and Gucci owner among top creditors.
- Commodities & Geopolitics: Oil traders are “betting on chaos” over Iran tensions. Spot silver broke above $90/oz for the first time.
- China Trade: Reported a massive $1.189 trillion trade surplus for 2025, with exports shifting to SE Asia, Africa, and Latin America.
- RBA Outlook: ANZ expects rates on hold at 3.60% for an extended period, though hike risks are rising for early 2026.
- Local News: UNSW fined $213k for systemic record-keeping breaches; Job vacancies remained high but stable; ANZ raised key savings rates.
市场简报：中文
摘要
在地缘政治紧张局势和对央行的政治压力下，全球市场表现不一。澳大利亚ASX 200指数收于20日新高，而华尔街则从纪录高位回落。关键事件包括对美联储主席杰罗姆·鲍威尔的刑事调查、一家大型奢侈品零售商的破产，以及对华纳兄弟的激烈竞购战。
关键点
- 澳股与澳元：ASX 200指数收盘上涨0.1%，报8,820点。澳元波动，因地缘政治风险其走强势头存疑。
- 美联储面临压力：美国前总统特朗普抨击美联储主席鲍威尔，后者正面临司法部的刑事调查，这被视为试图胁迫货币政策。
- 全球并购：Netflix正准备对华纳兄弟探索公司的资产提出全现金收购要约，与派拉蒙展开好莱坞重大收购战。
- 零售业崩溃：奢侈品集团Saks Global在重大合并仅一年后申请破产，香奈儿和古驰所有者位列其主要债权人。
- 大宗商品与地缘政治：因伊朗紧张局势，石油交易员正在”押注混乱”。现货白银价格首次突破每盎司90美元。
- 中国贸易：2025年贸易顺差高达1.189万亿美元，出口重心转向东南亚、非洲和拉丁美洲。
- 澳洲央行展望：澳新银行预计利率将长期维持在3.60%不变，但2026年初加息的风险正在上升。
- 本地新闻：新南威尔士大学因系统性记录违规被罚款21.3万澳元；职位空缺保持高位但稳定；澳新银行上调关键储蓄利率。
Original Article Link: https://www.abc.net.au/news/2026-01-14/asx-markets-business-live-news/106227246