Link Securities | The Department of Labour reported yesterday that import prices rose 0.1% in December compared to November, a reading that was in line with analysts’ consensus forecasts. In December, the increase in non-fuel goods prices offset the decline in energy prices. Excluding fuels, import prices rose 0.2% in December, while non-oil prices rose 0.4%. Price increases were observed in several categories, including food, feed and beverages (0.5%), industrial…

Intermoney | Retail sales stagnated in December, compared to the 0.4% increase we could have expected and the 0.6% in November. It should be noted that at the start of the Christmas season, sales were brought forward to take advantage of some of the discounts at the end of November, which we believe led to greater weakness in the last month of the year. Monthly sales increased in only five…

CdM | US President Donald Trump believes that Kevin Warsh, his nominee for chairman of the Federal Reserve (Fed), can boost the country’s economy to grow at a rate of 15%. He made this statement in an interview on Fox Business, in which he made it clear that if Warsh ‘does the job he is capable of doing,’ the US ‘can grow at 15%, I think even more.’ ‘I think…

Norbolsa | According to a report published by a technology systems provider, US ports handled 6.8% less container imports in January than last year. The figures were significantly impacted by the contraction in imports from China (-22.7%) and distorted by frontloading in the accumulation of business inventories in the face of the threat of tariffs. Frontloading is expected to continue distorting the figures during the first half of 2026.