。The IMF has downgraded its global growth forecast to 3.5% from 3.7% in its October outlook, partly due to the negative impact of U.S. and China tariff increases.
。December Existing Home Sales: -6.4% M/M to 4.99M vs. 5.25M consensus, 5.33M previous.
。Nomura's cross-asset strategist, Charlie McElligott: from a “tactical sequencing” perspective, our Sep 2018-Jan 19 S&P “comp” to the Oct 2007-Oct 08 analog (highest correlation btwn current environment and prior “trigger dates” of -17.5% SPX selloff in 67 days or less) would suggest that Friday ( this past Friday Jan 18th) could mark a “local high” in SPX before resumption of a ~-5% selloff over the 9 sessions thereafter—before then commencing another extended rally thereafter”. ---zerohedge.com
。Cowen upgraded Nike (NKE) to outperform from market perform, while raising its 12-month price target to $90 from $80. ---CNBC
。UBS (UBSG.S) warned of a tough start to 2019, after reporting an outflow of funds from its flagship wealth management business at the end of last year, sending a shiver through the European banking sector. Shares in Switzerland’s biggest bank fell 4 percent on Tuesday after its fourth quarter earnings fell short of analyst expectations, with the bank blaming geopolitical tensions and trade disputes for the underperformance. ---Reuters
。Johnson & Johnson (JNJ) on Tuesday forecast 2019 sales that fell short of analysts’ estimates as the healthcare conglomerate faces increasing competition for some of its older drugs. ---Reuters
。U.S. bank shares will probably continue to outperform, at least in the short-run, after better-than-expected fourth-quarter earnings and outlooks and their cheap stock prices finally broke a losing streak, Goldman Sachs Group Inc. analyst Richard Ramsden wrote in a note. ---Bloomberg
。国际货币基金组织已将其全球增长预测从10月份预测的3.7％下调至3.5％，部分原因是美国和中国的关税增加带来负面影响。
。12月成屋销售：月比下跌6.4％至4.99M，而市场预期为525万，之前为5.33M。
。野村证券的跨资产策略师Charlie McElligott 预测： “......从”战术排序“的角度来看，我们的2018年1月 - 2019年1月的S＆P500 与2007年10月 - 2008 年10月的模拟比较（最高相关性当前环境和之前的”触发日期“SPX在67天-17.5％或更少）显示星期五（今年1月18日星期五）可能标志着SPX的“本地高点”，然后在之后的9日交易中恢复～-5％的抛售 - 之后再开始另一次延长的反弹“.---zerohedge.com
。Cowen将耐克(NKE)评级从市场表现调升至跑赢大盘，同时将其12个月目标价从80美元上调至90美元。---CNBC
。瑞银集团（UBS）在去年年底报告其旗舰财富管理业务资金外流后，警告称2019年开局艰难，令欧洲银行业陷入困境。瑞士最大银行股价周二下跌4％，此前该公司第四季度业绩低于分析师预期，该银行将表现不佳归咎于地缘政治紧张局势与贸易的纠纷。---Reuters
。强生（JNJ）公司周二预测，2019年的销售额低于分析师的预期，因为面临着对部分老药的竞争加剧。---Reuters
。高盛集团（Goldman Sachs Group Inc.）分析师理查德拉姆斯登（Richard Ramsden）写道，美国银行股可能继续跑赢大盘，至少在短期内表现优异，因为好于预期的第四季度盈利和前景以及他们的廉价股票价格打破了连续下跌的局面。---Bloomberg
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