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Browse historical market news and analysis from our daily reports

Fiscal Policy January 13, 2026

Powell probe raises fiscal-policy uncertainty as markets shrug despite Yellen's warning of concern [1].

Rate-policy uncertainty, Iran-driven energy risks and safe-haven flows reshape markets and inflation dynamics today.

Powell probe and oil-driven inflation risks heighten market focus on Fed policy and credibility.

Iran unrest and Venezuela shifts lift oil risk premium; refinery upgrades and grid deals reshape energy security.

Markets weigh Powell probe and political rate-pressure, Trump’s 10% card-cap threat, and JPMorgan earnings ahead.

Rate-cut signaling, oil supply risk, and contested media M&A reshape rates, commodity, and equity market positioning.

JPM momentum: cross-border deals, PD-1/VEGF buying, AI and trial/supply innovations reshape biotech risk/reward.

Reliance's battery manufacturing push advances while lower OPEC output may raise energy and feedstock costs for manufacturers.

Paramount escalates a hostile takeover fight with WBD while OpenAI completes a small healthcare acquisition amid takeover chatter in mining assets.

Inventory growth slows as demand rebalances 2026 housing; Midwest hot, broker consolidation and building-products M&A reshape market.

Retail leans into AI, logistics tech and human-led service amid store closures and brand concentration.

AI model deals, semiconductor capacity builds, and new AI devices/M&A dominate today's tech landscape.

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