1. The Federal Reserve may not cut interest rates until May at the earliest.
2. Yellen: Fiscal policy needs to move towards a sustainable path.
3. The trend of U.S. Treasury yields has changed.
4. The correlation between stocks and bond yields has turned negative again.
5. Has the global liquidity tide begun to recede?
6. Do U.S. bonds merely reflect higher growth?
7. The movement of the euro against the dollar over the past six months is strikingly similar to the decline in the second half of 2016 when Trump was first elected.
8. Japan's base salary has seen the largest increase in 32 years, aiding interest rate hikes.
9. In November last year, the total official gold reserves of central banks increased by 53 tons.
10. Changes in Apple's position in Buffett's Berkshire Hathaway investment.

The Federal Reserve is expected to cut interest rates as early as May, with Yellen emphasizing the need for sustainable fiscal policy. The trend changes in U.S. Treasury yields have led to a negative correlation between stock and bond yields. Global liquidity may recede, with U.S. bonds reflecting higher growth. The euro's movement against the dollar is similar to when Trump was elected in 2016. Japan's base salary has seen its largest increase in 32 years, aiding interest rate hikes. In November last year, the central bank's gold reserves increased by 53 tons, and Apple's position in Buffett's investments has changed

- The Federal Reserve is not expected to lower interest rates until May at the earliest.  
- Janet Yellen emphasized the need for sustainable fiscal policies, while trends in U.S. Treasury yields have shifted.  
- The correlation between stocks and bond yields has turned negative again, raising questions about global liquidity and the implications for U.S. bonds.

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Apple

Berkshire Hathaway