Public Markets 3d Briefing
×Market Indices & Technical Analysis
The S&P 500 investing.com appears coiled for a significant move according to technical strategists. Canadian stocks bloomberg.com rose following the Supreme Court's decision to strike down Trump's tariffs. Underweighting technology has become a winning strategy in 2026 as large-cap tech bloomberg.com stocks have underperformed broader markets. Oil prices bloomberg.com spiked amid US-Iran tensions, causing stocks to slide in recent sessions.
Trade Policy & Tariffs
US Trade Representative Jamieson Greer bloomberg.com affirmed that bilateral trade deals will stand despite the tariff ruling. President Trump investing.com plans to raise the global tariff rate to 15% after the Supreme Court decision. China's President Xi bloomberg.com has gained leverage ahead of the Trump summit as the US tariff regime stumbles. India bloomberg.com has postponed a trip to finalize its trade pact with the US following the tariff ruling. Japan's ruling party bloomberg.com described the US tariff situation as "messy" amid ongoing trade tensions. Australia bloomberg.com is weighing all options after what it calls "unjustified" US tariffs. Bond markets bloomberg.com are experiencing angst as the tariff ruling threatens to increase the US deficit.
AI & Technology Stocks
Investors seem to have moved on ft.com from AI disruption scares as market sentiment shifts. Wall Street wsj.com is increasingly betting on "HALO" companies with AI immunity. Nvidia investing.com stock is likely to outperform in the second half of 2026 according to analysts. US stock markets ft.com are experiencing extreme churn as earnings reports and AI fears drive volatility. China bloomberg.com is defying the global "AI scare trade" as investors chase AI winners. UBS investing.com reports that AI adoption rates remain too low to explain the recent productivity increases.
Commodities & Resources
Gold investing.com rose and silver jumped after disappointing economic data and the Supreme Court tariff ruling. Copper bloomberg.com is heading for a third weekly decline as inventories build. Newmont investing.com beat Q4 estimates and highlighted record free cash flow, sending shares up 1%. Oil tanker rates bloomberg.com are tipped to go even higher amid Iran risk tensions. China bloomberg.com is snapping up distressed Russian oil cargoes that India has shunned. Natural gas investing.com prices brace for volatility as a massive winter storm approaches the East Coast.
Corporate Developments
Microsoft finance.yahoo.com continues to attract investor interest as analysts evaluate its long-term potential. Small businesses wsj.com are becoming the biggest new fans of 401(k) plans as adoption rates increase. Blue Owl Capital bloomberg.com found buyers for a $1.4 billion portfolio of private loans to help pay out investors. Moncler wsj.com shares surged after delivering strong results for the crucial winter season. Novartis India investing.com shares surged after the Swiss parent agreed to a $159 million exit deal.
Global Markets
Global investors bloomberg.com are fueling a historic start for Latin American stocks, sending markets to multi-year highs. European stocks ft.com are attracting record inflows as global fund managers seek alternatives to expensive US tech shares. Germany bloomberg.com is about to find out whether its economic recovery