General News
Latest news from around the World.
Japan Government Bond Yields, Stocks Fall After Yen's Rebound
Japanese government bond yields and stocks dropped Monday after U.S. and Japanese authorities signaled that they are ready to step in to prop up the yen, sparking a rebound in the Japanese currency.
...keep reeding on wsj.com
The Fed's Michelle Bowman is moving to roll back what she views as regulatory excess pertaining to banks
Michelle Bowman, the central bank's vice chair for supervision, is slashing staff, changing rules and adding to the tension at the Fed in the process.
...keep reeding on wsj.com
UK labour market cools further, online jobs data shows
Vacancies for jobs in Britain continued to fall in December and the pace of increases in advertised salaries slowed, according to a survey on Monday that added to signs of a cooling labour market.
...keep reeding on reuters.com
Stock Futures Are Falling Ahead of Fed Meeting as Shutdown Fears Rise
Investors are looking forward to a busy week of earnings, including one-fifth of the S&P 500 companies, and four of the Magnificent Seven stocks reporting results this week.
...keep reeding on barrons.com
The Fed is expected to stand pat this week. The big question is for how long?
Expectations of quick further cuts are evaporating, and the market doesn't see another move until July
...keep reeding on marketwatch.com
Here's what investors want even more than a Fed interest-rate cut this week
Investors are rotating out of tech stocks and into other sectors of the market as the U.S. economy chugs along.
...keep reeding on marketwatch.com
Russell 2000 rally: sustainable or ‘January effect' only?
Investors have been loading up on small-cap stocks as they take a breather from the larger, possibly overvalued artificial intelligence (AI) names in recent weeks.
...keep reeding on invezz.com
Markets are ‘very close to a significant correction' in few weeks, warns strategist
Although most markets are trading near all-time highs, Chris Vermeulen, chief market strategist at The Technical Traders, has stated that clear signs of exhaustion are emerging, with technical conditions pointing to a meaningful correction in the coming weeks.
...keep reeding on finbold.com
Liquidity May Be Tightening Again - And Markets May Soon Feel It
Equity markets have stagnated since October, with the S&P 500 barely positive and the NASDAQ 100 still below its highs. Liquidity has tightened as the Treasury ramps up T-bill issuance and the Treasury General Account rises, draining reserves from the Fed's balance sheet.
...keep reeding on seekingalpha.com
Smothers: AI Buildout Biggest 2026 Risk, FOMC to Cut Interest Rates 100bps
The biggest risk of 2026 according to Dale Smothers: companies cutting back costs on AI infrastructure buildout. If businesses realize they don't need as much AI as originally budgeted, it could hit Big Tech firms and cut into economic growth.
...keep reeding on youtube.com
S&P 500: 2 Reasons For Accelerated Rotation To Value
Value stocks and funds like VOOV and SCHD are beginning to outperform the S&P 500, reversing a multi-year trend. Recent fund flow data shows net outflows from SPY and strong inflows into value-oriented funds, signaling investor rotation.
...keep reeding on seekingalpha.com
The Fed Preview: A Defiantly Hawkish Pause
The Fed is set to leave the federal funds unchanged, which ends the policy easing cycle and starts a likely long pause. The issue of the Fed's credibility is the major problem, which might force the Fed to be more hawkish and defiant at the January FOMC meeting.
...keep reeding on seekingalpha.com
This One Macro Shift Is Quietly Reshaping My Entire Portfolio
A major macro shift is taking place that could leave traditional portfolios behind. I discuss why inflation and policy risks may be far from over.
...keep reeding on seekingalpha.com
The Industrial Economy Is Giving A False Sense Of Security
The industrial sector shows mixed signals: robust recent performance but underlying economic weakness and signs of softening demand. Key industrial indicators like new orders and production are up year-over-year, yet ISM Manufacturing PMI and employment data point to contraction.
...keep reeding on seekingalpha.com
Wall Street Has Fallen Out of Love With Software Stocks
Declines show how quickly sentiment can shift as money pours into the next hot investment.
...keep reeding on wsj.com
S&P 500 Snapshot: Sour Start Leads To Weekly Loss
The S&P 500 kicked off the shortened trading week on a sour note but managed to claw back a portion of those losses, ultimately finishing the week with a loss of -0.4%. Over the past 20 days, the average percent change from the intraday low to the intraday high is 0.70%.
...keep reeding on seekingalpha.com
No Cut in January or 2026? Interest Rate Roundtable Ahead of FOMC Meeting
The FOMC meets next week to decide if they will cut interest rates in January. Neither guest on today's panel agrees, with Ben Emons making the case as to why a divided Fed will meet in the middle for no change in rates.
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How to use relative strength to gauge a market rally and pick winners
Relative strength is a technical way to compare two assets' performance. Yahoo Finance Markets and Data Editor Jared Blikre examines whether the bull market rally is broadening by comparing the S&P 500 (^GSPC) to the equal-weighted index.
...keep reeding on youtube.com
Crypto Corner: BTC Underperforms Silver & Gold, BTGO IPO's Wall Street Significance
@CharlesSchwab's Adam Lynch returns to Crypto Corner and analyzes the latest moves in Bitcoin, which has sharply underperformed silver and gold. He explains why bitcoin and crypto as a whole struggled despite having similar trading properties to metals.
...keep reeding on youtube.com
What's the Best Way to Buy Gold in 2026?
Many of the themes that pushed stocks higher in 2025 are back in focus to begin 2026. One of those is the bull market for precious metals.
...keep reeding on marketbeat.com