【Financial Breakfast | February 5, 2026】

1. The leader had a phone call with U.S. President Trump.

2. The leader held a video meeting with Russian President Putin.

3. The People's Bank of China: Focus on supporting the expansion of domestic demand, technological innovation, and key areas such as small and micro enterprises.

4. Employment slowed significantly; U.S. ADP employment increased by 22,000 in January, below the expected 45,000.

5. The U.S. ISM services index hit a new high since 2024 in January, with little job expansion and rising price index.

6. Bessenet hearing "Mars is on fire": denied that tariffs caused inflation, reiterated a strong dollar, held the Federal Reserve accountable, and was criticized as a Trump lackey.

7. The U.S. Treasury maintains the size of bond issuance unchanged, with no increase in the issuance of medium- and long-term bonds in the coming quarters.

8. The U.S. resumes the U.S.-Iran negotiations originally scheduled for the 6th, after previous plans were on the verge of collapse.

9. Nasdaq plans to introduce new rules for "Fast Inclusion" to address large IPOs like SpaceX.

10. Google All in AI: Q4 cloud revenue surged by 48%, with this year's spending guidance nearly doubling expectations, causing a huge shock after hours.

11. Weight loss drug sales exploded, Eli Lilly's Q4 revenue increased by 43% year-on-year, and net profit grew by 50%, with 2026 revenue guidance of $80 billion to $83 billion.

12. Novo Nordisk's European stock plummeted by 18%, with the CEO admitting: facing "unprecedented pricing pressure" in 2026.

13. Musk's team inspects the photovoltaic industry chain, with A-share listed companies responding intensively.

14. Report: Zhongcai Futures shorted silver prices before a recent collapse, profiting over $500 million.

15. Reminder: The minutes of the Federal Reserve's December policy meeting will be released at 12:00 AM Beijing time on Thursday.