
The January CPI report shows inflation cooling to 2.4%, strengthening wage growth and increasing expectations for Federal Reserve rate cuts in 2026.
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The January CPI report shows inflation cooling to 2.4%, strengthening wage growth and increasing expectations for Federal Reserve rate cuts in 2026.

The US Jobs Report stunned markets as NFP surged past expectations and the Unemployment Rate fell, but a massive benchmark revision complicated the Growth narrative and triggered volatile US Dollar Market Reaction.

Earnings season reveals strong headline growth masking deep economic divergence, as equity market valuation risks rise and real-economy signals face a critical test.

Amazon delivered strong Q4 2025 earnings led by Amazon Web Services growth and accelerating Amazon AI investments heading into 2026.

Alphabet earnings beat expectations, but massive AI infrastructure spending and rising capital expenditures shifted investor focus toward margins and cloud growth.

Earnings season reaches a decisive week as major companies report results that may redefine market leadership, investor confidence, and sector momentum.

The macro outlook sharpens as central bank decisions and critical data releases converge in a week that could influence rates, currencies, and global markets.

December PPI inflation surprised to the upside, driving Treasury yields higher and complicating expectations for early Federal Reserve rate cuts.

Earnings season results from Apple, Visa, and Sandisk show solid demand across consumer technology, global payments, and semiconductors.

Tech earnings from Tesla, Microsoft, and Meta topped expectations, but rising AI and infrastructure spending highlights the growing cost of future growth.
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