News Archive

Browse historical market news and analysis from our daily reports

Monetary Policy January 14, 2026

Threats to Fed independence and mixed inflation data push markets to reprice central bank credibility and policy risk.

Oil and transport markets face volatility from Venezuela/Iran geopolitics, US inventory swings, and shifting gas and EV trade flows.

Banks cut jobs and lobby on rate caps as trading, gold flows and capital deployment shape finance markets.

Markets digest softer core CPI, Fed-politics support, and China’s record surplus amid a choppy equity outlook.

Biotech M&A, trial readouts and rising health AI funding drive sector momentum amid regulatory and policy risks.

Reshoring and heavy semiconductor capex drive manufacturing: pharma, chip packaging and wearables ramp production.

Netflix reportedly advancing an all-cash bid for Warner Bros.; strategic pivots and financing trends shaping deal activity.

Mortgage-driven new home demand and steady data-center leasing offset builder margin pressure and policy risks.

DTC expansion, AI personalization, and assortment/fulfillment shifts drive divergent retail strategies today.

AI compute demand is accelerating data-center, chip and enterprise AI investments while reshaping talent and tooling.

Regulatory market-structure talks, stablecoin actions and token/infra moves steer blockchain risk and adoption trends today.

Retail holiday earnings were modest; banks face potential profit pressure from a proposed 10% card rate cap.

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