Danaher Corporation (DHR) 加自选

英镑表现优于PMI弹性，尽管美国数据喜忧参半，但美元保持坚挺。英镑今日领涨货币市场，受强于预期的英国采购经理人指数和零售销售数据的提振，这些数据强化了经济弹性的说法。商业活动的反弹有助于抵消本周早些时候因劳动力和通胀数据疲软而产生的挥之不去的担忧。

Sterling Outperforms on PMI Resilience, Dollar Holds Firm Despite Mixed US Data.Sterling leads the currency markets today, buoyed by stronger-than-expected UK PMI and retail sales data that reinforced the narrative of economic resilience. The rebound in business activity helped offset lingering concerns generated earlier in the week by softer labor and inflation figures.

加拿大12月零售销售下滑0.4%，预计1月反弹。加拿大12月零售额下降0.4%，至700亿加元，略好于预期的-0.5%的下降。这一回落标志着年底消费者活动略有减弱，尽管整体失误并不像人们担心的那么严重。

Canada retail sales slip -0.4% mom in December, January rebound expected.Canada's retail sales declined -0.4% mom in December to CAD 70.0B, slightly better than the -0.5% drop expected. The pullback marks a modest softening in year-end consumer activity, though the headline miss was not as severe as feared.

美国12月收入和支出上升，个人消费支出通胀回升。12月，美国个人收入增加862亿美元，占母亲收入的0.3%，主要得益于薪酬和政府社会福利的增加。个人支出增加910亿美元，占妈妈支出的0.4%。

US income and spending rise in December, PCE inflation picks up.US personal income rose by USD 86.2B, or 0.3% mom in December, supported mainly by gains in compensation and higher government social benefits. Personal spending increased by USD 91.0B, or 0.4% mom.

美国第四季度GDP年增长率大幅放缓至1.4%，政府关门和出口带来压力。2025年第四季度，美国经济增长明显放缓，实际国内生产总值以1.4%的年化速度增长，远低于2.9%的预期。与第三季度4.4%的激增相比，这一放缓是显著的。

US Q4 GDP growth slows sharply to 1.4% annualized, shutdown and exports weigh.US economic growth decelerated markedly in the Q4 2025, with real GDP expanding at an annualized pace of 1.4%, well below expectations of 2.9%. The slowdown is significant compared with the 4.4% surge recorded in Q3.