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Kevin Green kicks off the day with a look at the big picture and earnings wraps. Communication and IT have been leading over the last few trading sessions.
Another government shutdown seems imminent, as the finding deal seems unlikely until Jan 30th. The likely shutdown could be a problem if it leads to political disfunction, along the Ray Dalio's big cycle thesis.
India and the European Union have finalized a trade deal to remove tariffs on more than 90% of goods traded between the two. The EU predicts the deal will mean it doubles exports to India by 2032.
It is possible that the rate of potential growth, a key reading for policymakers, is higher than currently estimated, the World Bank's deputy chief economist said.
This indicator is based on the average U.S. household's allocation to equities. It was introduced in 2013, and given its name by the anonymous author of the “Philosophical Economics” blog.
CNBC Fed Survey respondents see just two more quarter-point cuts this year with no cuts expected yet for 2027. Forecasters don't believe the next Fed chair installed by President Donald Trump will drive down overnight rates towards the low levels demanded by the president.
S&P 500 index-fund investors are locked into a big bet that AI capital expenditures will pay off.
Concerns around trade tensions, tariff threats, and broader geopolitical friction triggered renewed discussion of a potential “Sell America” trade, pushing investors to reassess geographic exposure across equity portfolios. Many investors diversified portfolios away from U.S. equities amid rising uncertainty.
What matters in U.S. and global markets today
Richard Bernstein says investors are ignoring a whole bunch of high-earning companies for the sake of a few tech giants.
As a group, the Magnificent Seven are expected to report earnings growth of 20.3% for the fourth quarter.
Hedging Against U.S. Trade Volatility
Plus, health insurers getting slammed
On Monday night, the Centers for Medicare & Medicaid Services outlined a proposal to raise Medicare Advantage payment rates by 0.09% in 2027. This is well below analysts' expectations of between a 4-6% increase, according to the Wall Street Journal.
MRB Partners published a report that contradicts the belief that AI is the main driver of GDP. Personal consumption remained the main GDP driver of 2025, not AI growth.
The European Union and India on Tuesday signed a landmark trade deal, one that includes reducing tariffs on imports of EU-made cars to 10% from as high as 110%. It represents the biggest opening yet of India's vast car market to European original equipment manufacturers.
US President Donald Trump has made housing affordability a centrepiece of his economic agenda, recently announcing policies designed to increase homeownership. From restricting institutional investors from buying residential properties to urging “Fannie Mae” and “Freddie Mac” to buy billions in mortgage-backed securities, the administration has leaned on aggressive measures to ease costs.
Canada's dormant market for initial public offerings is poised for revival in 2026, signaling renewed economic confidence that could help reverse a years-long corporate exodus from the country's main stock exchange and validate the government's pro-business agenda.
Officials, who are meeting this week, are divided over when the inflation data will justify further reductions.
The Federal Reserve is expected to hold interest rates steady on Wednesday, despite relentless attacks from President Trump over borrowing costs.