This report comes from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Like what you see? You can subscribe here.

Bank of Japan hike rate
friday bank of japan Hiking rate increased 25 basis points to 0.5%the highest level since 2008. After deciding, yen As of 1:30 pm Singapore time, the exchange rate rose to 155.3 against the US dollar. Earlier Friday, Tokyo released Report This shows The country’s core inflation rises to 16-month high at 3% every year in December, in line with the expectations of a Reuters poll.

S&P’s record close
this S&P 500 Closed Thursday at Fresh High Just as investors liked what they heard from Trump about cutting tax rates. All major U.S. benchmarks are on a four-day winning streak. Affirming Wall Street sentiment Asian markets rise on Friday. Hong Kong Suspension index jumped more than 2%, but Japan’s Nikkei 225 After the interest rate hike, it dropped.

Trump’s Davos speech
U.S. President Donald Trump world economic forum It’s actually in Davos, Switzerland, it’s actually on Thursday. In his speech, Trump said he would “Demand an immediate reduction in interest rates,” Demand Saudi Arabia and OPEC’Reduce oil costs,” and said EU-US trade relations Very unfair.

Trump says he likes XI ‘very much’
Trump said on Thursday that he Like Chinese President Xi Jinping“He raised the idea of ​​working with the XI to end the war in Ukraine,” according to readings of a virtual interview the White House conducted in Davos. Respectively, a survey released by the American Chamber of Commerce in China on Thursday found that 30 percent of us 30% of Chinese companies are accelerating their Planning to relocate manufacturing or purchasingthe highest ratio since 2022.

Encryption order signed by Trump
Cryptocurrency advocates sign a car Executive Order Boosts Cryptocurrency Advances In the United States, most of the orders are focused on establishing the technology and rules surrounding cryptocurrencies. One of the key pieces is the creation of a working group to consider a national digital asset inventory.

Huge losses for Boeing project
boeing Thursday said it was likely Lost about $4 billion in the fourth quarteror a loss of $5.46 per share. Revenue could be $15.2 billion, below LSEG estimates. Boeing has not held an annual profit since 2018. Aircraft manufacturers start 2024 air accident And with disabled labor strike and layoffs.

(Pro)Fink against European pessimism
Blackrock CEO Larry Fink said there was serious “pessimism” about Europe’s future. However, Fink told CNBC on Thursday that the situation could be “closer to the ground,” explaining Why does he take this view?.

price Our crude oil and global benchmarks Brent Trump said he would “ask Saudi Arabia and OPEC to lower the cost of oil.”

The 2-year Treasury yield, which tends to track short-term rates, was lower while stocks ticked after Trump said he would “demand an immediate lower rate.”

Actually, S&P 500 At the record high of 6,118.71, it added 0.53% off. Its last closing high was 6,090.27 in early December. this Dow Jones Industrial Average up 0.92%, Nasdaq CompositeE rose 0.22%. This is the fourth consecutive green course for all three indexes.

But unlike numbers (in most cases anyway), this can be capricious.

“Trump’s Davos speech contained some ostensibly positive lines (he called on OPEC to lower oil prices, asked central banks to lower interest rates, and reiterated previous pledges to cut taxes and regulations), but little incremental or in-depth Within his control,” Crisafulli, founder of Vital Knowledge, said in a note.

That doesn’t mean Trump won’t follow through on his statements. However, it would be unwise to comment without concrete action.

On the other hand, there are some words that have policies behind them and should be taken seriously by investors.

The US Federal Reserve meets next week. The chance of tax rate cuts is close to zero, but according to Cmegroup’s FedWatch toolJames Demmert, chief investment officer at Main Street Research, said what Chairman Jerome Powell said at the press conference “could lead to market volatility.”

Learning what to listen for, then, is just as important for investors as deciphering the numbers.

—CNBC’s Alex Harring and Jesse Pound contributed to this report.