--- title: "Global news you need to know before Monday's U.S. stock market opens" description: "The Deputy Governor of the Central Bank, Zou Lan, supports increasing the scale of RMB business funding arrangements in Hong Kong from 100 billion to 200 billion. In November, U.S. durable goods order" type: "news" locale: "en" url: "https://longbridge.com/en/news/273710822.md" published_at: "2026-01-26T13:50:30.000Z" --- # Global news you need to know before Monday's U.S. stock market opens > The Deputy Governor of the Central Bank, Zou Lan, supports increasing the scale of RMB business funding arrangements in Hong Kong from 100 billion to 200 billion. In November, U.S. durable goods orders rose by 5.3% month-on-month, marking the largest increase in six months. Predictions indicate that the likelihood of a U.S. government shutdown is close to 80%. The Japanese yen continues to rise, with the Bank of Japan not clearly intervening in the foreign exchange market. The European Union has approved a ban on Russian natural gas. NVIDIA plans to enter the Arm PC chip market, and the Trump administration will invest in a U.S. rare earth company. Zijin Mining intends to acquire Allied Gold for CAD 5.5 billion. U.S. stocks fell across the board, and the Nikkei 225 index dropped by 1.8% Zou Lan, Deputy Governor of the Central Bank: Support Hong Kong to increase the scale of RMB business funding arrangements from 100 billion to 200 billion. U.S. durable goods orders in November increased by 5.3% month-on-month, the largest increase in six months. According to The Wall Street Journal: Market forecasts indicate that the likelihood of a new round of government shutdown in the U.S. is close to 80%. The yen continues to rise! Kōshi Sōmai strengthens signals for currency market intervention, and the ruling coalition will resign if it loses the majority in parliament. According to Bloomberg, changes in the Bank of Japan's accounts did not provide clear evidence of whether the country intervened in the currency market last Friday. According to CCTV, the EU Council approved a ban on Russian natural gas. NVIDIA plans to enter the Arm PC chip market, with Lenovo and Dell likely to adopt it first. The Trump administration will invest in a U.S. rare earth company, holding a 10% stake worth $1.6 billion. A $50 billion data center deal is stalled, and SoftBank has paused its acquisition of Switch. Zijin Mining plans to acquire Allied Gold for CAD 5.5 billion, accelerating its entry into the core gold mining area in West Africa. Yuanbao AI offers a 1 billion yuan red envelope for the Spring Festival! Ma Huateng: Hope to recreate the glory of WeChat red envelopes from years ago. With U.S.-Japan intervention and expectations of a government shutdown, gold rises above 5,100, silver breaks through 110, the yen rebounds strongly, and U.S. stocks fall across the board. The Nikkei 225 index closed down 1.8%, the Shanghai Composite Index closed down 0.09%, and the Hang Seng Index closed up 0.06% ### Related Stocks - [YCL.US - Pro Ultr Yen](https://longbridge.com/en/quote/YCL.US.md) - [FXY.US - Currencyshares JPY Trust](https://longbridge.com/en/quote/FXY.US.md) - [YCS.US - Pro Ultrshrt Yen](https://longbridge.com/en/quote/YCS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 这家华尔街投行警告:日元套利交易是 “定时炸弹” | 日元套利交易是通过借入低息日元购买高收益资产赚取利差,但在高风险资产暴跌或日元升值时会迅速瓦解。BCA Research 警告,套利交易规模近年激增,可能重演 2008 年、2015 年和 2020 年崩盘场景。日元今年已升值逾 1%,市场 | [Link](https://longbridge.com/en/news/275525998.md) | | 干预担忧消退,对冲基金重启 “看空日元” 交易 | 随着日本即将举行关键选举,对冲基金重启做空日元的押注,预期日元将走弱。首相高市早苗强调弱势货币的益处,市场情绪显著转变,美元兑日元看涨期权交易量增加。高市的言论助长了美元兑日元的看涨情绪,日元在高市去年 10 月赢得领导权后稳步下滑,触及 | [Link](https://longbridge.com/en/news/274747388.md) | | 新元兑日元汇率涨至逼近 124 大关 \| 联合早报网 | 新元兑日元汇率在日本选举前再次逼近 124 大关,周五收报 1 新元兑 123.63 日元,涨幅 0.39%。日元兑美元汇率下跌,创下去年 10 月以来最大周度跌幅。美元兑日元上涨 0.11%,收报 1 美元兑 157.22 日元,周涨逾 | [Link](https://longbridge.com/en/news/275195044.md) | | REG - JP Morgan 日本 IT - 净资产价值 | 摩根大通日本投资信托有限公司宣布截至 2026 年 2 月 13 日的未经审计净资产值(NAV)为每股 868.18 便士,包括按公允价值计算的收入和债务。债务估值是基于类似到期的日本国债收益率,采用折现现金流技术确定的,并加上基于五年平均 | [Link](https://longbridge.com/en/news/276053667.md) | | 日本大选在即,自民党大概率 “压倒性获胜”,对冲基金已提前做空日元! | 巴克莱报告指出,自民党有望在本轮众议院选举中赢得压倒性胜利,“高市交易” 短期或现。与此同时,对冲基金正重新聚焦于套利交易,布局做空日元。不过,巴克莱认为,即便胜选,受美国压力与日元贬值制约,新政府的财政扩张空间有限,或被迫回归财政纪律。日 | [Link](https://longbridge.com/en/news/274801409.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.