Global economic updates, market sentiment, and financial headlines.
Kevin Warsh's vision of ‘regime change' at the central bank could mean tighter times for markets.
As of Feb. 2, 2026, three stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Although the stock markets have had a volatile start to 2026, some sectors are standing out with considerable gains in the new year.
Data Update 4 For 2026: The Global Perspective
A precious metals selloff bled into global markets, as U.S. futures followed Asian and European equities down at the European open.
One of the most underrated revolutions of the past 50 years is the explosion of easily accessible data. Whether it's detailed breakdowns of the characteristics of every neighborhood in the US, improved weather forecasting models that give us extra days to prepare for hurricanes, or personalized genomic analyses that can give us early warnings about disease, there has never been more information more readily available than in the last few decades.
Stocks in Asia pull back
German retail sales rose slightly less than expected in December, increasing by 0.1% compared with the previous month, data showed on Monday.
Kevin Warsh nominated as the next US Federal Reserve Chair. Commodity markets saw a sharp reversal, with silver down 27%.
Shayne Coplan has built the crypto-based betting platform into a $9 billion company. The Justice Department shelved its probe.
US stocks are extremely expensive, concentrated in a few names, and at risk of a major crash if P/E multiples contract. Earnings growth is unlikely to offset valuation risk; a P/E drop below 30 could result in over 60% market losses.
Asian currencies were mixed against the dollar as traders digest Kevin Warsh's nomination as the next Fed Chair by President Trump.
The S&P 500 closed January with a 1.4% gain, setting a positive tone for continuation despite volatile news flow. However, momentum is waning, with February historically weak and a DeMARK exhaustion signal suggesting a risk of a 10%+ drop if a reversal materializes.
“Our house is paid off.”
As President Trump turns his attention to affordability policies that could benefit Americans this week, how should investors be approaching the fintech space? Citi US Equity Strategist Drew Pettit comes on Market Domination to draw the comparisons between Old Fintech and New Fintech and where the disruptor lenders are in the space.
January reminded investors that even solid earnings and a strong economy can take a backseat when geopolitical shocks rattle markets.
Small Cap stocks have failed to add alpha for many years. And the odds are more stacked against them than ever.
One trader talks about his wagers on a Discord channel, including wins that help pay the rent.
Liquidity conditions are tightening further due to Treasury settlements and a rising Treasury General Account (TGA), draining $64.3 billion from markets this week. The upcoming Treasury quarterly refunding and potential TGA target increase could prolong liquidity stress, with reserves unlikely to return to $3 trillion soon.
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
S&P 500: Why Energy Sector Is A Leading Indicator
Investors seeking consistent income against a volatile backdrop can add attractive dividend-paying stocks to their portfolios.
Last Friday morning, I realized I would run out of dish soap by Monday as I did the breakfast dishes. That meant heading out to witness the state of grocery stores before we all got snowed in here in Memphis, TN.
It appears that the unemployment rate is stabilizing at 4.4%, but underneath, the job creation dynamics point to a weak labor market. This "stability" could hold over the near term, but given the threats of AI adoption, tariffs, and immigration policy, the labor market is likely to continue weakening.
Defense contractors are entering a new era as key pillars of the industrial base, driven by robust, less cyclical demand and government-backed capacity expansion. Book-to-bill ratios and backlogs at LHX, RTX, NOC, and GD signal strong forward revenue visibility, with RTX posting a standout 1.56x ratio and $270B backlog.
Silver experienced a systemic, algorithm-driven liquidation, with the AGQ ETF plunging 65% in a single session—this was not fundamentals-driven. Precious metals markets are dangerously over-leveraged, with 377 paper claims per physical silver ounce, creating a fragile, unstable structure.
The S&P 500 reached a new record high this week, even momentarily surpassing 7,000 for the first time. The index is now 0.56% off its all-time high from January 12, 2026.
The S&P 500 hit another all-time high but showed signs of fatigue, with momentum waning and technical cracks emerging. Energy outperformed, while gold, silver, and mining stocks faced sharp selloffs.
Warsh will thread the needle, lowering short-term rates while he downsizes the Fed's massive balance sheet.
Why stocks "care" about nominal GDP. More Stocks in Translation: https://youtu.be/NyDTEiB40ZA
Joe Cavatoni with the World Gold Council talks about the yellow metal itself and ways investors can navigate it in 2026. After gold's explosive 2025 uptrend into the start of the new year, Joe urges investors to look ahead to economic factors in the U.S. and abroad to determine how much exposure they want to gold.
Commodity Futures Trading Commission Chairman Michael Selig promised on Thursday that his agency would clarify its stance on how sports-related bets on the prediction market platforms Kalshi and Polymarket differ from the state-regulated gambles offered by DraftKings and Flutter's FanDuel.
Federal Reserve officials voted to hold interest rates steady at their January FOMC meeting — the first of 2026 — as they try to balance both sides of the US central bank's dual mandate: inflation and the labor market. Yahoo Finance speaks with experts about what this decision means for future rate cuts, markets and the economy.
Powell's term as Federal Reserve governor does not end until 2028.
Some Fed watchers say the choice of Warsh means it's more likely that Powell will continue to stand in Trump's way.
If the first month of 2026 can be any guide to the rest of the year, investors should buckle up.
Materials suppliers Entegris and Qnity aren't household names, but they benefit from both the AI frenzy and a broader chip-sector recovery.
Tame inflation is expected for 2025 with housing supply and real-time indicators suggesting CPI will trend down toward the Fed's 2% target by year-end. Manufacturing reshoring pledges are likely overstated; actual foreign direct investment remains modest, limiting upside for US infrastructure and utilities.
The aerospace and defense sector is experiencing parallel growth in commercial and defense markets, with revenues projected to rise from $800B in 2025 to $1.25T by the mid-2030s. Commercial aerospace faces supply chain disruptions and regulatory hurdles, while aftermarket sales and space-related opportunities drive near-term revenue growth.
Kevin Warsh supports President Trump's desire for lower interest rates, and that could be a catalyst for blockbuster artificial-intelligence IPOs.
If confirmed, Trump's Fed-chair nominee would face several treacherous balancing acts.
Weekly Commentary: Kevin Warsh And Regime Change
Fed leaves borrowing costs unchanged. Differences emerge across global interest rates.
As political pressure on the Federal Reserve intensifies and markets ponder the nomination of a new Chair, understanding this chain of risk is increasingly important for investors. Central bank independence matters because attacks on it tend to increase macroeconomic volatility.
In January 2021, there was a surge in buying of crypto and NFTs, but perhaps the most in-vogue assets at the time were extremely high short interest names like GameStop and AMC Entertainment. GameStop is still firmly in the green since the end of 2020 (with a gain of more than 400%), but it's well off its peak from January 2021.
Wealth Enhancement chief strategy officer Jim Cahn says the market is ‘confused' about President Donald Trump's selection of Kevin Warsh as the next Federal Reserve chairman on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #economy #markets #stocks #investing #wallstreet #federalreserve #fed #interestrates #monetarypolicy #donaldtrump #trump #kevinwarsh #jimcahn #finance
‘Kudlow' panelists discuss Kevin Warsh's potential as Fed Chair, emphasizing his understanding of inflation caused by money printing and the need for Fed reform. #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #politics #political #politicalnews #government #economy #federalreserve #inflation #interest #banking #finance #markets #money #trump #donaldtrump #kevinwarsh
Sen. Mike Lee, R-Utah, discusses President Donald Trump's pick for Federal Reserve chairman, a government funding holdup and more on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #kudlow #foxbusiness #politics #political #politicalnews #government #gop #republicans #democrats #democraticparty #democrat #immigration #ice #border #federalreserve #economy #donaldtrump #trump #mikelee #utah #washingtondc #washington #dc
This Week's Market Wrap: Mega-Cap Earnings, Inflation Data, And AI-Driven Spending