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This week, we discuss the weaker US dollar, as well as the FOMC meeting and payrolls data ahead. Also in focus is the announcement of an historic India-EU trade deal following an incredible 20 years of negotiation. We also look at monetary and fiscal matters in India, with the upcoming budget and central bank policy meeting. In Europe, we look out for the Bank of England and European Central Bank meetings, with a stronger EUR making things a little more interesting. And finally, we preview the Reserve Bank of Australia meeting, following stronger than forecast core inflation data this week.
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We're LIVE for the FOMC meeting — and Jerome Powell's speech could trigger a MASSIVE crypto move! All eyes are on the Fed as traders brace for potential rate cuts and liquidity signals that could send Bitcoin, Ethereum, and Solana soaring.
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, breaks down why the Fed's decision to pause was both premature and political, arguing Powell is "committing policy errors to quietly dig at the administration." She explains why the Fed should have cut today — and why she believes we need 100 basis points of cuts given deteriorating labor market data that Powell is choosing to ignore. Danielle unpacks the DOJ subpoena drama, revealing that betting markets dropped Powell's odds of leaving by August from 90% to 60% after the charges, and she believes he's now "enjoying the cat and mouse" with Trump. She revisits her open letter calling for the FOMC to elect Chris Waller as chair, explains why Rick Rieder would be "inviting the fox into the hen house," and shares her bold prediction: unemployment will have a 6 handle within a year. Plus, she discusses the hidden stress signals in Buy Now Pay Later data and why gold is behaving like a "meme stock." Links: Danielle's open letter: https://quillintelligence.com/2025/12/10/the-weekly-quill-open-letter-2/Danielle's open letter part 2: https://quillintelligence.com/2026/01/22/the-weekly-quill-open-letter-ii-public/Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQIFed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 Welcome 1:05 The Powell subpoena: Danielle's reaction 3:35 Betting markets: Powell leaving odds dropped 4:51 Powell is the cat, Trump is the mouse 5:54 Why Powell is being political by NOT cutting rates 6:35 How Powell moved the goalposts on rate probability 7:32 The contradiction: Integrity vs. ignoring the American people 8:33 Financial conditions are easy because of passive investing, not the Fed 9:19 The shutdown has affected data integrity 10:05 Outlook for the year: Rate cuts coming? 10:50 Conference Board labor differential — recession signal 12:06 Should he have cut today? Yes. We need 100 basis points of cuts12:52 Open Letter Part Two: Why the FOMC should have elected Chris Waller 15:03 Rick Rieder: Inviting the fox into the hen house? 16:34 Who will be the next Fed chair? 17:35 What we don't understand about Fed chair transitions 19:04 The questions reporters should have asked Powell 21:29 Hidden signal: Google searches for "file unemployment" keep rising22:28 Buy Now Pay Later for dental bills and utilities — the stress is real25:41 Gen Z risk appetite and the environment that shapes investors 26:45 Gold is a meme now 29:01 DoubleLine roundtable: Long utilities, short financials 31:14 Commercial real estate capitulation and bankruptcies 32:14 Bold prediction: Unemployment will have a 6 handle by next year33:20 Parting thoughts: Don't forget about your neighbors 33:45 Closing
Dr. Jonathan Newman joins Tho and Connor to discuss Jerome Powell's favorite type of FOMC meeting: a boring one. No cuts, no concerns, no drama in the eyes of the soon-to-be-former Fed Chair. On this episode, we try to bust his bubble on this episode of Power and Market.Don't forget, the Mises Institute's first event is coming up on February 21st in Oklahoma City. Join us for a look at Entrepreneurship Beyond Politics.Are you a grad student interested in Austrian economics? Consider the Mises Institute Summer Fellowship program this summer. Click here for more details.
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the pulse of the economy through economic indicators. Plus, Robbie sits down with Sitewire's Bryan Kester for an interview that includes an exploration of how permitting friction, underestimated rehab complexity, and weak pre-funding diligence (not land or labor) have become the true constraints on housing supply, and what smarter underwriting and process discipline look like as the market adapts. And we close by talking about reaction to the latest FOMC meeting.Thank you to Truework, the one verification solution to replace in-house waterfalls. Verify any borrower with a VOIE solution that automates the entire process to quickly deliver the most accurate and complete reports with broad GSE coverage.
This episode of The Hot Options Report tackles a high-stakes "Fed Day" session as the market navigates a steady policy hold and a massive wave of "Mag 7" earnings. Host Mark Longo breaks down the top 10 most active names, tracking the wild after-hours divergence between Meta's moonshot and Microsoft's retreat, as well as the parabolic move in Micron and Intel's roaring recovery. Fed Day & Earnings Chaos: The Tale of Two Tapes Despite a light start to the session as traders kept their "powder dry" for the FOMC announcement, the afternoon transformed into an earnings battleground. The Fed maintained interest rates at 3.50% to 3.75%, but the real volatility was found in the tech sector's after-hours reactions. The Top 10 Options Breakdown Rank Ticker Volume Key "Hot Option" Notable Move 1 NVDA 1.92M 192.5 Calls (Exp. Friday) Gained $3.00 to close at $191.52. 2 INTC 1.37M 50 Calls Surged 11% ($4.85) to close at $48.78. 3 TSLA 1.21M 450 Calls Rallying $13.60 after-hours to $444. 4 PLTR 641K 170 Calls Sold off 5% ($8.35) to close at $157.33. 5 AMZN 593K 245 Calls Dipped $1.67 to close at $243.00. 6 MU 570K 450 Calls Exploded 6% ($25.00) to close at $435.28. 7 MSFT 524K 500 Calls Dropping $23.00 after-hours to $458. 8 META 521K 700 Calls Surging $62.00 after-hours to $731. 9 AAPL 461K 270 Calls Slipped $1.83 to close at $256.44. 10 NFLX 433K 86 Calls Fell 1% ($0.84) to close at $84.64. Highlights from the Tape Meta vs. Microsoft: A dramatic split in AI sentiment. Meta is soaring over $730 in the after-hours, making those $11 premium 700 calls look like a steal. Meanwhile, Microsoft is "circling the bowl" despite beating estimates, dropping nearly $23 after-hours as investors weigh heavy AI capex. Micron's Moonshot: MU continues an absolute tear, up 38% year-to-date and another $25 today. The 450 calls are the target for those betting the AI hardware frenzy isn't over. Intel's Revenge: After a brutal post-earnings drubbing, INTC roared back with an 11% gain, fueled by reports of foundry partnerships with Nvidia and Apple. Nvidia Holds the Crown: NVDA remains the volume king with nearly 2 million contracts. Traders were heavy in the 192.5 calls, looking for a break of the intraday highs.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Markets continue to break down Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) earnings after all three Mag 7 giants reported Wednesday evening. The first of which has the lone down arrow ahead of Thursday's session. Kevin Hincks explains why the numbers in Microsoft's report were "pretty solid" even though the trading action suggests otherwise. On the Fed, Kevin talks about the impact jobs data had on the FOMC's perspective. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc
Jay Barry and Phoebe White discuss the outlook for US rates in the wake of the FOMC meeting and preview the February refunding announcement. Speakers: Jay Barry - Head of Global Rates Strategy Phoebe White - Head of US Inflation Strategy This podcast was recorded on 29 January 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5184282-0, https://www.jpmm.com/research/content/GPS-5189489-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2026.01.29【FOMC 攤牌！記憶體決生死】#華爾街見聞 謝晨彥分析師 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn
Daniel Lam discusses the most-recent FOMC meeting, its implications for investors and our thoughts across asset classesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Today, a look at the focus on FX intensifying after Trump comments blasted an already weak US dollar lower still ahead of today's not-so-anticipated FOMC meeting, given that all market focus for the Fed is on the identity of Trump's nominee to replace Powell in May. More on the yen and other currencies. Also on today's pod, US tech stocks attempting a breakout ahead of key Mag7 earnings incoming, what could greenlight a SpaceX IPO, latest on gold and silver and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's The FX Trader piece from Wednesday, Jan 28. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
With only 4 hours remaining until the daily close and the FOMC interest rate decision, the $BTC price is at a massive breaking point. Will the Fed's decision to pause or pivot send crypto to new all-time highs, or are we looking at a local top?
Today we had the pleasure of hosting Dr. Mike Laufer, Co-Founder and CEO of Kairos Power, for a robust nuclear-focused discussion. Kairos recently marked its nine-year anniversary and has grown to 500+ employees across its headquarters in Alameda, CA, its manufacturing development campus in Albuquerque, NM, and its Hermes Demonstration Reactor Campus in Oak Ridge, TN. Kairos is developing its fluoride salt-cooled high-temperature reactor (KP-FHR), which pairs TRISO pebble fuel with a low-pressure molten-salt coolant (“Flibe”) and is designed for modular deployment, including a two-reactor/one-turbine configuration delivering up to ~150 MWe. The company's Oak Ridge program includes Hermes 1, the first non-water-cooled reactor to receive an NRC construction permit, and Hermes 2, a commercial-scale demonstration plant intended to supply electricity to the grid. Mike earned his Ph.D. in Nuclear Engineering from the University of California, Berkeley, and his undergraduate degree in Mechanical Engineering from Stanford University. His research included work in reactor safety, design, licensing, and code validation for advanced non-light water reactors. We were thrilled to visit with Mike. In our conversation, Mike shares the early vision behind Kairos, the company's focus on U.S. electricity markets and building a reactor that can compete on cost, and their strategy centered on iterative hardware demonstrations and vertical integration. We discuss system-level parallelization, developing upstream/downstream “balance-of-plant” elements alongside reactor work to compress timelines and de-risk full-system integration, NRC engagement dating back to 2018, safety case fundamentals, sizing and product configuration, and how the Google partnership supports a sequence of deployments toward ~500 MW by 2035 (Google announcement linked here). Mike offers a realistic view of the nuclear learning curve and what it takes to drive down cost and schedule uncertainty over successive projects, how Kairos structured the Google deployment pathway, and the importance of setting achievable targets. We touch on how SMR winners and losers will be determined by project execution and delivery, not announcements, and Mike highlights common pitfalls in the conventional U.S. nuclear project model, including fragmented roles and misaligned incentives. We discuss Kairos's centralized “hub” model with clear decision-making authority, its approach to validating partners and execution steps at smaller scale before taking on multi-billion-dollar FOAK risk, and how the organization maintains efficiency by balancing multiple deliverables and hiring “wildly competent” people comfortable with ambiguity. We also cover how commodity inflation and supply-chain depth affect planning, Kairos's focus on strategic supplier partnerships, particularly in steel, concrete, and precast concrete, the importance of public trust and earning long-term community support, how non-nuclear test systems build real operating capability and flexible operating models, how AI may eventually improve execution and reliability, and much more. We're very grateful to Mike for sharing his time and expertise with us. Mike Bradley kicked off the show by noting that the 10-year U.S. bond yield appears to have temporarily stabilized around 4.2% and is awaiting Wednesday's FOMC rate decision. Most expect the Fed to leave interest rates unchanged, though volatility could ensue if they don't! On the crude oil front, WTI price has inched up to $62/bbl amid continued bearishness in financial contract length and recent severe winter weather. There's speculation that this Polar Vortex (which we've dubbed the “Polar Pig”) has reduced U.S. oil production by ~1.5mmbpd. On the natural gas front, the Polar Pig has spiked prompt U.S. natural gas price to ~$6/MM
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the latest news emanating from Fannie and Freddie. Plus, Robbie sits down with Experian's Michele Bodda for a discussion on how evolving credit data, new scoring models, and shifting renter sentiment are reshaping mortgage access and underwriting economics. And we close by talking about likely outcomes from the latest FOMC meeting.Thank you to Truework, the one verification solution to replace in-house waterfalls. Verify any borrower with a VOIE solution that automates the entire process to quickly deliver the most accurate and complete reports with broad GSE coverage.
U.S. equities were mixed Wednesday, with the S&P 500 pulling back after briefly topping 7,000 as markets remained in a wait-and-see mode ahead of major technology earnings. Rates edged higher, the dollar stabilized after recent weakness, and precious metals continued to rally. The FOMC held at 3.50-3.75%, as expected, with two dovish dissents.
Kevin Green underlines the day's upside potential move to $7035 but also circles potential downside to $6950 as investors prepare for the latest FOMC decision as well as earnings from megacap tech names. Premarket movers included ASML (ASML) and Seagate (STX). For STX, KG says 87% of its shipments went to data centers which could be driving an upside move in memory stocks. Additionally, he examines the move in GE Vernova (GEV) citing potential headwinds for out of Washington DC for its alternative energy segments. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Danielle DiMartino Booth visits the NYSE set to preview the upcoming rate decision from the Federal Reserve. She admits "nervousness" surrounding the Fed as the narrative around replacing Jerome Powell has taken center stage. Danielle says Christopher Waller might be the name to watch to replace Powell for his mostly apolitical positioning. She adds her commentary on the importance of an independent central bank in the U.S. and doesn't believe a rate cut is happening in the January meeting. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
After the FOMC voted to keep interest rates unchanged in January, Christian Salomone says the potential for another rate cut hinges on the labor market taking a stark downturn. That said, recent economic data and comments made by Fed Chair Jerome Powell offer reprieve. Beyond geopolitical tensions, Christian adds that the softening of the U.S. dollar is another macro factor to watch moving forward. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Kevin Hincks reports from the floor of the Cboe Global Markets to talk about the Fed's 10-2 vote which kept interest rates unchanged for January. While the decision was widely expected, Kevin says the press conference with Jerome Powell "is one you'll want to watch" as it could offer a clearer economic picture and outlook for rate cuts. He later turns to the Fed's leadership with a Chair candidate yet to be named by President Trump. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
John Lonski reacts to the FOMC decision to leave rates unchanged and the language of the press release. He notes that tax cuts will be a fiscal stimulus this year that the Fed may want to watch shake out before moving rates. Inflation risks “have not gone away,” he argues, noting moves in the metals market backing his thesis. In fact, he thinks it may be difficult for the Fed to cut at all this year even with a new Chair. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Charles Schwab's Nathan Peterson points to an "unwind" in in the NDX and RUT as a signal that investors are becoming more selective in technology stocks. It adds question marks ahead of Wednesday's Mag 7 earnings, which Nate believes hold many questions themselves when it comes to the future of CapEx spending, AI buildout, and software. On the macro front, Mike Townsend highlights what he sees as a straightforward FOMC interest rate decision. However, the Fed's future leadership is another story entirely. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Tyler Herriage believes markets are experiencing an "early innings move higher" with tech reclaiming positive momentum. He's watching Tesla (TSLA) the most out in the first round of Mag 7 earnings, noting the company's robotaxi and robotics prospects as "transformative." He says he will look past a potential earnings miss as Tesla builds up its foundation for the future. As for the FOMC interest rate decision, Tyler expects a "boring" press conference with hopes for a clearer rate cutting path. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc
In this Podcast, George Goncalves, MUFG Head of Macro Strategy for the Americas discusses how January has been action packed, where isolating the signal from the noise means that the house view at MUFG hasn't fundamentally changed. In our view, the US economy still looks to be setting down a path of a tale of two halves, with fiscal policies expected to mask underlying weakness in the first half of the year, and with stagnant labor demand being the dominant force in the second half that drags income and consumption growth down. We also discuss the upcoming first FOMC meeting of the year where the Fed may highlight the upcoming benchmark revision to nonfarm payrolls, that is expected to show even weaker jobs growth than previously thought, if they wish to project a more dovish tone, but markets are anticipating a relatively hawkish Fed that doesn't cut again until June when Powell is out as Chair. Meanwhile the surprise factor for the global rates markets has been the large swing in JGB rates. George explores why this is happening and why what is taking place in Japan might be more moving than US data and the Fed, for now.
In this episode of Dividend Cafe, Brian Szytel discusses the mixed performance in the markets on January 27th, with the Dow significantly down while the S&P and Nasdaq saw gains. Notable mentions include a major AI deal, significant declines in healthcare stocks due to an executive order on Medicare payments, and high volatility in the silver market. Economic indicators discussed include a cooler-than-expected Richmond Fed Index, a significant drop in consumer confidence to its lowest level since May 2014, and a slightly better-than-expected rise in home prices. Szytel also touches on the Trump administration's new executive order on proxy advisors and its impact, as well as the limitations of market prediction platforms. The episode concludes with a brief mention of the upcoming FOMC decision. 00:00 Introduction and Market Overview 00:25 Tech and Healthcare Sector Highlights 01:14 Economic Indicators and Consumer Confidence 02:13 Housing Market Update 02:29 Proxy Advisors and Market Predictions 04:13 Upcoming FOMC Decision 04:31 Conclusion and Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Dr. Preston D. Cherry warns the week could go either way for markets with a lot of information coming our way. He previews Fed Chair Powell's comments after the FOMC meeting and how it could impact stocks. If uncertainty stays persistent, it could push markets down. Dr. Cherry covers commodity markets, including the convergent reasons behind the rally in gold. His stock picks include EOG Resources (EOG) in the energy sector.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Paisley Nardini breaks down the big tech stocks ahead of earnings this week. She and Diane King Hall posit the question: Should the Mag 7 be called the Mag 7? Paisley discusses the differences within the megacap group and why the moniker might stick around for the near-term. Meanwhile, investors and traders prepare for the latest FOMC decision which Paisley says will be closely watched alongside the change at Fed Chair. For opportunities in the market, she's looking to the commodity space with volatile swings in metals and energy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Economic data Tuesday moved markets, though @CharlesSchwab's Joe Mazzola believes it's Wednesday that will have the week's biggest mover potential. He explains how Mag 7 earnings in Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) can rattle markets and how it can "tip the scale" for the rotation trade. Cooper Howard has his eyes on the Fed and ways the FOMC can show a widening divide on their interest rate stance.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Amidst a torrent of unsettling international and domestic events, the week ahead could be very consequential for the Federal Reserve. The FOMC will hold its first meeting of the year on Tuesday and Wednesday. While they will likely leave interest rates on hold, any dissents on that decision and their commentary on the economic outlook will provide clues to the direction of short-term interest rates in 2026 and beyond. In addition, this week the President is expected to announce his nominee for Fed Chair, the person who, presuming they are confirmed by the Senate, will lead the Fed over at least the next four years.
On this episode of The Rate Guy we discuss what some of you may have forgotten...the Fed meeting is this week! We cover the Supreme Court's take on the Lisa Cook case, 10T behaviours, China "dumping" Treasurys and info about caps that our floating rate borrowers might be interested in. Here is the link for the Pensford Cap Pricer that we discussed. See you all Wednesday night for the FOMC recap!
Marley Kayden and Sam Vadas examine Monday's mixed market performance as investors prepare for a massive earnings week ahead. Gold prices soared to new all-time highs as markets brace for the next FOMC rate decision and a slew of Mag 7 earnings reports on the horizon. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from the annual World Economic Forum, a preview of this week's FOMC meeting, and an on-the-ground perspective from Real Vision's Crypto Gathering in Miami.
260126(2) [찬란한 경제] (1) 코스피, FOMC 주목하며 5000선 안착 시도 전망 / (2) ‘달러 사재기' 이제 안 할래...뚜렷한 달러 매도세 / (3) 은, 사상 첫 100달러 돌파…달러 불신에 ‘금·은 랠리' 가속 - 염승환
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's Davos speech, noting that despite promises on housing affordability, the administration has no real plan to lower prices — and Trump explicitly said he doesn't want home prices to fall. Chris explains why that won't matter: hot markets like San Diego and Florida are already cooling, and he predicts a significant correction by 2028 that could push prices back to 2020-21 levels, leaving every mortgage made since COVID underwater. He warns that Trump will "run the economy hot" to win the midterms, with consequences to pay afterward. On rates, Chris explains why long-term yields keep rising despite Fed cuts and what happens if a new Fed chairman loses an FOMC vote. He also discusses gold's march toward $5,000, calling it "the return of gold" as central banks worldwide reverse 70 years of policy, and weighs in on the FDIC's approval of Ford and GM to establish deposit-taking banks.Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ https://www.theinstitutionalriskanalyst.com/post/theira802Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ Timestamps:0:00 Welcome and intro 0:50 Trump at Davos: Greenland walkback and housing 2:55 The two sides of housing: Owners vs. buyers 4:00 401(k) withdrawals for down payments — does it help? 5:00 Why stoking demand pushes prices higher 6:17 Hot markets cool first: San Diego, Florida, Carolinas 7:58 Demographics and housing: Boomers vs. millennials 8:37 Rate cuts coming and the 2028 correction 9:35 What happens if prices fall 20%? Every post-COVID loan underwater10:10 Signs to watch for a broader market shift in 2026 12:36 Why long-term rates rise when the Fed cuts 14:15 How lenders are feeling right now 15:14 Gold closing in on $5,000 16:28 Trump will run the economy hot for the midterms 18:05 You pay for it after the election 18:51 What if the new Fed chair loses an FOMC vote? 21:00 What should the Fed actually be doing? 22:45 The asymmetry of gold and silver investments 26:32 The return of gold: Central banks reverse 70 years of policy 27:06 Peter Schiff's crisis call — does Chris buy it? 28:36 FDIC approves Ford and GM banks — what it means 32:46 Viewer mail: Gold as a hedge for real estate 33:45 Viewer mail: Stable coins debate 35:30 Closing
Michael Reinking breaks down a volatile week marked by tariff headlines, rising global yields, and a sharp tech‑led selloff that quickly reversed. Early weakness gave way to a rebound as shifting rhetoric on Greenland and tariffs helped small and mid caps hit new highs. Macro uncertainty persisted with delayed Supreme Court action, ongoing Fed Chair speculation, and surging natural gas prices. Earnings season remained mixed as margin concerns surfaced while crypto news took center stage with BitGo's NYSE debut. With earnings, the FOMC decision, and geopolitical risks ahead, markets enter next week with a packed agenda.
"We finally saw 10-year treasuries break to the upside," says Charles Schwab's Collin Martin. He notes how risk premium creeped its way back into bonds due to uncertainty spiking around tariffs and Greenland earlier this week. Collin adds that he doesn't expect interest rates to fall much further amid sticky inflation and a no hire, no fire jobs market even as the Fed readies to meet next week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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. Chuck Lieberman argues the Fed won't cut at all in 2026 and that inflation will face upward pressure if the economy stays formidable. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Precious metals continued a stunning week-long rally into Friday's session. Consumer sentiment offered a bright spot for soft data as the FOMC readies to make its interest rate decision next week. Marley Kayden & Sam Vadas turn to their top takeaways after the final closing bell of the week. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In the aftermath of President Trump's Davos speech, we discuss his aims, the response from others and potential constraints. We also welcome guest speaker, Samira Fazili, Managing Director, US Public Policy and Government Affairs, to share her views on the latest geopolitical developments. In addition, we preview the FOMC decision where we see rates remaining unchanged albeit with some voting dissents. In Australia, we look to crucial CPI data ahead of the RBA decision in February.
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. Dale explains how he's creating investment strategies for clients in 2026 with AI downside risks and other volatile factors in mind. As for the Fed, he expects interest rates to fall 100 points lower than where they currently sit. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
November's delayed PCE print came in-line with Wall Street estimates. Kevin Green explains how this inflation print pairs with jobless claims earlier in the morning present arguments for and against FOMC interest rate cuts. Also keep an eye on volatility as U.S. dollar and treasury yields continue to tick lower. KG shares concerns for the Mag 7 bull case ahead of most of their earnings as Amazon (AMZN) and Microsoft (MSFT) trade under their 20-day SMA. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier in January (press release linked here) and will provide insights to senior business leaders across public policy, regulatory developments, global trade, and stakeholder relations. David served as Canada's Ambassador to the U.S. from 2016 to 2019, a pivotal period that included the renegotiation of NAFTA. Earlier in his career, David served as Chairman of StrategyCorp and as a Senior Advisor to CIBC Capital Markets, and he previously served as President of Palantir Canada. He is a seasoned entrepreneur and political strategist, having founded and built multiple public affairs and advisory firms. We were thrilled to host David ahead of CIBC's Annual Institutional Investor Conference taking place this week in Whistler and to hear his perspective on the evolving dynamics shaping the U.S.-Canada relationship. In our conversation, we discuss David's experience spanning business and government, the highly dynamic geopolitical environment, the need for renewed public-private collaboration, and why politics feel increasingly interventionist today, with populist pressure pushing governments toward protectionism and isolationism. We explore the implications of AI-driven white-collar job disruption, why businesses must treat geopolitics and public policy as core risk drivers, Canada's role in AI innovation and adoption, and how Canada is rebalancing its resource economy amid global energy and trade shifts. David shares his perspective on Canada's prior reluctance to embrace LNG exports and its renewed push to be an “energy superpower,” how to interpret volatility from the Trump Administration, and how tariffs have strained, but not broken, the U.S.-Canada relationship, highlighting the importance of the integrated North American energy system and the need for Canada to diversify markets. We discuss how David's Strategic Advisor role will help clients think about using government support appropriately, his cautious optimism on recent geopolitical shifts, and why maintaining dialogue among allies matters, as misinterpretation and retreating into corners can quickly spiral into escalation. It was a broad-based discussion and we're thankful to David for sharing his time and unique insights. Mike Bradley opened the show by noting that the 10-year U.S. bond yield had spiked to ~4.3% amid concerns that Europeans could sell U.S. Treasuries in response to President Trump's Greenland overtures, as well as growing questions about what a spike in Japanese bond yields might mean for global bond yields. Consensus appears firmly in the camp that the Fed will not cut interest rates at the January 28 FOMC meeting. In the broader equity market, the S&P 500 was down modestly (~0.5%) over the last week, with cyclical sectors (Energy and Industrials) leading and Financials lagging. In energy commodities, WTI price appears to have stabilized at ~$60/bbl. U.S. natural gas price recently spiked ~$0.80/MMBtu (to ~$4.00/MMBtu) due to an Arctic blast forecast in the weeks ahead. On the energy news front, Q4 earnings season begins this week with Halliburton and SLB reporting. Discussion on those calls is likely to be dominated by 1H26 international oil spending trends. Mike also noted Mitsubishi Corp's $5.2 billion deal to acquire Aethon Energy, and his expectation for many more deals across the energy value chain in 2026. He ended by highlighting that President Trump, along with a handful of Northeast governors, are asking PJM Interconnection to hold an emergency energy auction that would allow Big Tech companies to bid on 15-year contracts to supply ~$15 billion of new power plants. IPP equities were the most negatively impacted by this proposal late last week.
Trump's feud with Powell adds to the chaos in financial markets, but recalls many other episodes in American history when presidents and central bankers clashed. From Andrew Jackson and Nicholas Biddle fighting over the future of the Second Bank of the United States, to Harry Truman firing then-Fed Chair Tom McCabe, which led to the 1951 Treasury Accord, politicians and the Fed manage an uneasy alliance with implications for the future direction of interest rates and the economy. Bank treasurers might think that the Fed's political independence is sacrosanct, but forget that when the politicians in Congress chartered the Fed in 1914, the Treasury Secretary was a voting member of the FOMC. Bank treasurers who successfully manage through market and economic uncertainty are only doing their jobs by delivering consistent performance through ups and downs.Subscribe to The Bank Treasury Newsletter and Podcast at thebanktreasurynewsletter.com for professional Insights and commentary on bank treasury issues, investment portfolio strategy, and more. Listen on Apple Podcasts,Spotify, and Amazon. Follow us on LinkedIn.
Ben Emons turns to the Fed and how it gauges consumer pressure. On the upside, the U.S. economy growing through higher-than-expected GDP signals resiliency in the states. On the downside for traders, it could mean a pause on interest rate cuts. Ben explains the path ahead he sees for the FOMC. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Greenland, Mexico, Venezuela, Colombia – USA is the world’s Cop again? More .. Housing, Credit cards, Fannie and Freddie – all in week’s work.. Retail investors in control – don’t care about the noise. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Greenland, Mexico, Venezuela, Colombia - USA is the world's Cop again? - More .. Housing, Credit cards, Fannie and Freddie - all in week's work.. - Retail investors in control - don't care about the noise Markets - DJIA plowing ahead - NASDAQ on fire - what can stop this? - Nuclear stocks back in play - Defense names on the move - Interesting economic news. FIRST - President Donald Trump said drug “cartels are running Mexico,” and suggested the U.S. military could start land strikes against them there. - The comments come on the heels of suggestions that Trump could take military action in Cuba and Colombia, and to annex Greenland. - The Trump administration has reportedly carried out 35 known strikes on alleged drug boats in the Caribbean, killing 115 individuals. - I will be going to Mexico later this week for a couple of days..... Retail Ruling - Retail traders have extended a buying spree into the new year, following a record-setting performance in 2025, with purchases in the first four trading days of January hitting the second-highest level in almost eight months. - Individual investors have bought about $10.1 billion of US equities since the start of the year, mainly via exchange-traded funds, far exceeding the 12-month weekly average. - Retail investors' confidence has helped stabilize markets during recent pullbacks, and if they keep snapping up equities, gains in the US stock market are likely to persist, according to analysts. Employment Report - 4.4% Unemployment Rate - Nonfarm Payroll Employment: U.S. employers added +50,000 jobs in December 2025. This came in below economists' expectations (consensus around 60,000–73,000) and was a slowdown from the downwardly revised +56,000 in November. - Unemployment Rate: Edged down slightly to 4.4% (from a revised 4.5% in November), contrary to forecasts of 4.5%. The number of unemployed people remained around 7.5 million, showing little change. - Full-Year 2025 Performance: Total payroll growth for the year was just +584,000 jobs (average monthly gain of +49,000), marking one of the weakest years for hiring since 2020 (impacted by the pandemic). This is a sharp drop from +2.0 million added in 2024 (average +168,000 monthly). -Revisions to Prior Months: -- October 2025: Revised down to -173,000 (from -105,000, reflecting federal government buyouts and shutdown effects). -- November 2025: Revised down by 8,000 to +56,000. -- Combined October–November: 76,000 fewer jobs than previously reported. GDP - HOT - Minneapolis Fed President Neel Kashkari (voting FOMC member) on CNBC says it is very surprising how strong GDP growth is; says labor market is clearly cooling; says inflation still too high; has confidence housing inflation will trend down - Q3 at +3.8% and Atlanta GDP NOW is predicting that Q4 will come in at +5.1% More Eco - Productivity (Prelim Q3): 4.9% vs. 2.5% consensus - Productivity measures output per hour worked. A jump to 4.9% (almost double the consensus) suggests businesses are producing much more per labor hour than expected. Prior was revised up to 4.1% from 3.3%, so the trend is strengthening. WOW! Unit Labor Costs (Prelim Q3): -1.9% vs. +0.8% consensus - Unit labor costs measure labor cost per unit of output. A negative number means costs per unit are falling. Prior revised to -2.9% from +1.0%, so costs have been dropping sharply. -Could be due to technology adoption, automation, or efficiency improvements. Post-pandemic restructuring and leaner operations may have boosted output without adding labor. OOOOOOOPS - White House official says Truth Social disclosure of December jobs report was an "inadvertent release"; says White House will review protocols - CNBC What next? - President Donald Trump called for a one-year cap on credit card interest rates at 10%, effective Jan. 20, without specifying details. - Trump wrote on social media that the American Public will no longer be "ripped off" by Credit Card Companies that are charging Interest Rates of 20 to 30%, and even more. - Maybe because of this: Hours before his message on Friday, Senator Bernie Sanders, a Vermont independent, said on X: “Trump promised to cap credit card interest rates at 10% and stop Wall Street from getting away with murder. Instead, he deregulated big banks charging up to 30% interest on credit cards.” - BUT! Credit card companies will not be forced to issue credit - right? It will hurt people that need credit for business, personal or other needs. Then there was this: - Mortgage rates fell sharply on Friday, a day after President Donald Trump said on social media that he is instructing mortgage giants Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds. - “This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable,” he said in the Truth Social post. - Still not clear where the money will come from and hot this actually works with the current structure of Fannie and Freddie - Talk of Fannie/Freddie IPO? --- Both are still still in conservatorship and book value per share still negative - SO WHERE DOES MONEY COME FROM? OHHHHH - How about this - 4PM browbeating for the Defense companies - RTX was in the hotseat (as were others) taking the wrath of Pres Trump saying that they were basically fat and happy and ripping off the taxpayer - No more dividends and no more buybacks was the call - Stocks dropped 5% into the close and then more after - 30 minutes later - conversation changed and the idea of a move from $1T in spending for the defense budget should move to $1.5T in 2027. ----- Where does that money come from? - Stocks JUMPED! Can't Ignore this - Trump suggesting that Corporations and institutional investors cannot buy single family homes - “People live in homes, not corporations,” he said. - The argument is that corporate ownership has helped push housing further out of reach for everyday Americans. - It is for that reason, and much more, that I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it. - Invitation Homes, which is the largest renter of single-family homes in the country, tumbled 6%. Shares of Blackstone, an investing firm that owns and rents single-family homes, dropped more than 5%. Private equity firm Apollo Global Management also declined over 5%. Then there is this... - DOJ putting he screws to Powell - The Trump administration has ramped up its pressure campaign on the U.S. central bank, threatening to indict Federal Reserve Chair Jerome Powell over comments he made to Congress about a building renovation project, prompting the Fed chief to call the move a "pretext" to gain more influence over the ?setting of interest rates. - The latest development in a long-running effort by U.S. President Donald Trump to push the Fed to dramatically lower rates had immediate fallout in Washington and on global markets. - Powell came out with a video over the weekend. - Initially futures were down
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. ----- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins me for a wide-ranging conversation about what actually matters for long-term investors heading into 2026. We get past the headline forecasts and into how a seasoned strategist interprets markets in real time—without falling into the traps that trip up most investors. Listen now and learn: ► Why "forecasts" can be useful even when you're not making price targets—and how to use them the right way ► A clearer way to think about what really drove market returns in 2025 (and what many investors missed) ► What to pay attention to with the Fed in 2026, and what's mostly just noise ► A grounded framework for thinking about the U.S. dollar, national debt, and the long-term investor's edge Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (03:00) Why Schwab Won't Do Year-End Targets (08:23) How Liz Ann Builds an Outlook: cycles, quadrants, and "better or worse" vs. "good or bad" (13:33) 2025's Biggest Investor Lesson (16:48) The Magnificent Seven Misconception: contribution ≠ performance (21:05) The 2026 Outlook (26:09) The Federal Reserve, Rate Cuts, and a New Fed Chair: why the "C" in FOMC matters (31:39) The US Dollar and Reserve Currency Fears: "there's no replacement for it" (35:19) US National Debt: not a default story, but a long-term "wet blanket on growth" (43:02) Long-Term Investing vs. Gambling: owning vs. hoping, and why "get in/get out" isn't a strategy (47:22) How Liz Ann Sonders Invests Her Own Money (50:16) What's Different Now: post-COVID sentiment, the retail trader, and why psychology got harder (52:55) Where to Find Liz Ann's Research Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
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