Economy
Investors and analysts are on high alert this morning as the financial world anticipates the 10 a.m. ET release of the Personal Consumption Expenditure (PCE) price index, the Federal Reserve’s preferred measure of inflation. In a year defined by "sticky" economic data and a "higher-for-longer&
Goldman Sachs
NEW YORK – In a definitive signal that the "deal-making drought" of the early 2020s has been relegated to the history books, Goldman Sachs (NYSE: GS) reported record-breaking annual revenues for 2025, fueled by a massive resurgence in global mergers and acquisitions. The firm, which has spent the last
Donald Trump
DAVOS, Switzerland — In a move that has sent shockwaves of relief through global financial markets, President Donald Trump used his keynote address at the World Economic Forum in Davos on January 21, 2026, to announce a "framework deal" for the strategic integration of Greenland into a joint U.
Charles Schwab
On January 21, 2026, Charles Schwab (NYSE: SCHW) reported record-breaking financial results for the fourth quarter of 2025, marking a definitive conclusion to its multi-year integration of TD Ameritrade and signaling a shift toward aggressive innovation. The firm posted a GAAP net income of $2.5 billion, or $1.33
Energy Sector
The first month of 2026 has witnessed a dramatic shift in market leadership. The S&P 500 Energy sector has emerged as the clear frontrunner, propelled by a combination of escalating geopolitical tensions in South America and an unprecedented surge in domestic natural gas demand. For an investment landscape
TSMC
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s largest contract chipmaker, has sent a powerful signal to global markets, shattering growth expectations with a bullish 2026 guidance fueled by what leadership describes as "voracious" and "insatiable" demand for Artificial Intelligence (AI) chips. In its January
PCE
As the financial world reflects on the economic milestones of the past year, few data points stand out as vividly as the January PCE inflation report. Released in late February 2025, the report revealed a headline year-over-year cooling to 2.5%—marking the first significant deceleration in price pressures in
Jamie Dimon
In a series of sobering assessments delivered during the mid-January earnings cycle, Jamie Dimon, the Chairman and CEO of JPMorgan Chase & Co. (NYSE: JPM), has issued a stark warning to investors: do not mistake the current economic "sunshine" for a permanent state of affairs. While acknowledging that
CPI
The latest inflation data for December has arrived with a sense of stability that offers both a sigh of relief and a note of caution for the Federal Reserve. Headline Consumer Price Index (CPI) remained at 2.7%, while the core figure—which excludes the often-volatile food and energy sectors—
Constellation Energy
The "AI-driven energy trade," which dominated Wall Street headlines throughout 2024 and 2025, faced its harshest reality check to date this week. On January 16, 2026, shares of Constellation Energy (NASDAQ: CEG) plummeted 9.8%, marking the stock’s steepest single-day decline in nearly a year. The sell-off,
Citigroup
In a quarter defined by the messy resolution of long-standing geopolitical entanglements, Citigroup (NYSE: C) reported a sharp 13.4% decline in fourth-quarter profits for 2025, driven primarily by a $1.2 billion accounting loss tied to its final departure from the Russian market. The results, released on January 14,
SPY
The SPDR S&P 500 ETF Trust (NYSE Arca: SPY), the primary barometer for the health of the U.S. equity market, faced a turbulent start to the third week of 2026. As traders returned from the Martin Luther King Jr. Day holiday on January 20, 2026, the fund