Public Markets 3d Briefing
×Market Turmoil & Tariff Fallout
The S&P 500 investing.com appears "coiled for a significant move" as markets digest the Supreme Court's tariff ruling. Trump's bloomberg.com tariff-policy defeat won't unravel individual deals with trading partners, US Trade Representative Jamieson Greer said. India investing.com hits pause on a US trade pact as Trump's 15% tariff jolts negotiators. Australia investing.com threatens countermeasures after Trump imposed 15% tariffs on foreign imports. Japan's bloomberg.com ruling party tax chief calls the US tariff situation "messy" following Trump's tariff hikes. Xi Jinping bloomberg.com gains strategic leverage ahead of Trump summit after the US tariff regime stumbles.
Latin American Markets Surge
Global investors bloomberg.com are piling into Latin American stocks at the fastest clip in a decade, sending markets across the region to multi-year highs. Mexico investing.com and Canada dodge the 10% tariff bullet, but USMCA "review" looms large. Malaysia's bloomberg.com Islamist party ascends in opposition coalition shake-up. Malaysia bloomberg.com January exports post fastest growth in over three years, driven by electronics shipments.
AI & Technology Sector
China bloomberg.com snaps up distressed Russian oil cargoes shunned by India. China bloomberg.com defies global "AI scare trade" as investors chase winners. Switzerland investing.com is quietly pulling ahead of Europe in the AI race. Zoom bloomberg.com COO discusses latest AI products and sector outlook at India AI Impact Summit. Wall Street's wsj.com latest bet is on 'HALO' companies with AI immunity like Deere and Mc Donald's.
Copper & Commodities
Copper bloomberg.com climbs as Supreme Court strikes down Trump's tariffs. Russia bloomberg.com sold 300,000 ounces of gold as prices hit record highs. Codelco bloomberg.com says no growth at flagship mine for years after accident. Kingspan bloomberg.com generates record revenue on data center boom.
Corporate & Private Markets
Poland's bloomberg.com Azoty seeks 83% debt writedown in polymer restructuring. Private equity ft.com owners slash valuation of Swiss watchmaker Breitling. World's ft.com top PE houses struggle to exit China deals. Centerview wsj.com settles suit over young banker hours. Latham & Watkins ft.com poaches two more partners from rival Wachtell Lipton.
Financial Services & Banking
Honeywell investing.com may walk away from Johnson Matthey catalyst deal. Honeywell bloomberg.com considers walking away from Johnson Matthey catalyst deal. Riskiest bloomberg.com CLO funds are flashing a warning sign. JPMorgan investing.com closed Trump accounts after January 6 attack. California finance.yahoo.com borrowers may get payouts in Wells Fargo settlement.
Real Estate & Insurance
A $44,000 wsj.com bill shows dysfunction in California's home-insurance market. Canadian investing.com housing prices are too high to buy yet too low to build, says CIBC. Hong Kong bloomberg.com announces $870 million plan to buy back flats in Tai Po fire.
Energy & Utilities
Natural gas investing.com prices brace for volatile Sunday open as blizzard threatens Northeast. Enel bloomberg.com to shift investments toward US and Europe in new business plan. Greece ft.com eyes central role in Europe's post-Russia gas market. Russia bloomberg.com sold 300,000 ounces of gold as prices hit record highs.
Cryptocurrency & Digital Assets
Bitcoin investing.com holds near $68,000 after tariff-driven volatility fades. Ripple investing.com CEO says Clarity Act 90% likely to pass by April. Crypto investing.com holds steady amid inflation outlook and geopolitical risks, Nexo says.
Healthcare & Biotech
Honeywell may walk away from Johnson Matthey catalyst deal. Trump investing.com approves emergency declaration for Washington after Potomac sewage spill. Trump investing.com announces medical mission to Greenland amid strained US-Denmark relations.
Media & Entertainment
Trump wsj.com demands Netflix oust Susan Rice from board amid $108 billion bidding war for Warner Bros. Discovery. DOJ bloomberg.com probes Netflix's power over filmmakers in Warner deal review. Trump investing.com targets Netflix board amid $108 billion bidding war for Warner Bros. Discovery.
Manufacturing & Industrial
Mirae Asset bloomberg.com Securities Co. shares have more than tripled this year as proxy bet on Elon Musk's SpaceX. Workiva investing.com shares surge on strong earnings and bullish 2026 outlook. Balchem investing.com stock up over 4% on record Q4 and full-year results.
Regional Economic Developments
Germany bloomberg.com is about to find out whether its recovery is real as data sheds light on Trump's tariff impact. Hungary bloomberg.com plans to block EU sanctions, loans over Druzhba standoff. Malaysia bloomberg.com anti-graft chief questioned in shareholding probe.
Market Technical Analysis
Global markets wsj.com steady ahead of key US inflation report. 2 'exogenous shocks' investing.com needed to boost stocks from lofty levels, says Bof A's Hartnett. Bull vs. bear investing.com argument on Friday's Supreme Court tariff ruling. S&P bloomberg.com signals high-grade rating on EA bonds, risking debtor payout.