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Browse historical market news and analysis from our daily reports

Retail January 12, 2026

Apple’s retail trajectory depends on AI-driven product cycles while rising commodity costs threaten retailer margins.

AI agents, chatbot safety, and infrastructure needs dominate tech: retail integrations, moderation risks, and data‑center demand.

Layer‑2 builds, stablecoin payments, regulatory crackdowns and outages shape blockchain markets today.

Pharma GLP-1s and memory vendors are poised to boost 2026 earnings while energy and asset-manager results face geopolitical and flow risks.

Wealth-tax debate revives for 2026; household gifting highlights gift/estate tax frictions.

AI-driven memory shortages, energy supply uncertainty, and weak hiring shape near-term economic risks and investment focus.

Weak labor and selective tech price pressures are reshaping the inflation outlook and central bank stance.

China's gas ramp lowers LNG demand; renewables, tidal, lithium and grid strains reshape Energy & Transport markets.

BlackRock shifts 2026 portfolios to targeted AI bets while retirees face mounting Social Security and eldercare funding gaps.

Household retirement choices and DIY investing are driving persistent equity exposure and shaping asset flows into retirement vehicles.

NIH credibility concerns plus a worsening eldercare crisis shift funding, demand, and risk in life sciences.

U.S. factory headcount falls while Venezuela oil moves shift energy and input risk for manufacturers.

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