Federal Reserve and Economic Outlook - The U.S. Federal Reserve maintained its key interest rate in the range of 3.5%-3.75% [1] - The Fed noted improvements in the U.S. economy and labor market since the last meeting [2] - Powell emphasized the significance of the legal case against Fed Governor Lisa Cook, which could impact her position [2][3] Company Earnings and Market Reactions - Tech giants Meta, Microsoft, and Tesla reported earnings that exceeded expectations for both earnings per share and revenue [3] - Meta's shares surged by up to 10% due to a stronger-than-expected revenue forecast for Q1 [4] - Tesla's stock increased by approximately 1% despite experiencing its first annual revenue decline in 2025 [4] - Microsoft shares fell over 6% due to slowing cloud growth and conservative margin guidance [4] Semiconductor Industry Performance - SK Hynix reported a record full-year profit for 2025, driven by memory chip shortages [5] - Samsung Electronics achieved an all-time high in fourth-quarter earnings, also attributed to memory chip shortages [5] Market Trends - The S&P 500 index reached the 7,000 level for the first time but closed below it [6] - The U.S. dollar strengthened following Treasury Secretary's denial of currency market intervention [6] - Gold prices hit a record high above $5,500 in Asia [6]

We will go to the markets as we await these big events this afternoon. Dow the only thing in the green, albeit slightly. Everything else is just a little bit red. So, we did Joe get 7,000. We're 2 hours away from the Fed decision, a handful of hours away from Meta, Microsoft, and Tesla as we begin those mega cap earnings. Uh, you know, you got that, you got gold and silver, uh, which were ripping again today. The dollar is very much in focus, which was down, uh, to a 4-year low. the president saying, "Hey, ...

The S&P/TSX composite index was up 3.08 points at 33,096.40.Many economists expect no change in the Bank of Canada’s benchmark interest rate on Wednesday and possibly for the rest of the year. Financial market odds for a rate hold this week stood at 93% as of Tuesday afternoon, according to LSEG Data & Analytics.“Especially lately, people are really analyzing every little word that comes out from both central banks. It is expected, probably a hold here in Canada,” Inglis said.“Depending on what economist yo ...

Market Overview - Major indices, except the Russell 2000, finished higher with the Dow Jones up 0.64% at 49,412, S&P 500 up 0.50% at 6,950, and Nasdaq up 0.43% at 23,601, while Russell 2000 closed down 0.36% at 2,659 [2] - Anticipation of earnings reports from major technology companies like Microsoft, Meta, and Tesla, along with the upcoming Federal Reserve meeting, contributed to the positive market sentiment [2] Treasury Bonds - Treasury yields decreased as buyers responded positively to a well-received auction of 2-year notes, with the 30-year bond closing at 4.80% and the benchmark 10-year note at 4.21% [3] - Investor concerns regarding inflation and Federal Reserve policy influenced the demand for U.S. government debt [3] Oil and Gas - Oil prices declined due to a stronger-than-expected supply outlook and profit-taking after recent price increases, with Brent Crude closing at $65.68 (down 0.30%) and West Texas Intermediate at $60.76 (down 0.31%) [4] - Natural gas prices surged over $7 during the day, the highest since December 2022, but finished at $6.47, up 22%, following profit-taking [4] Earnings and Economic Outlook - The week is significant for earnings reports from major companies, particularly the "Magnificent 7," marking the biggest week for 4th quarter earnings results [5] - The Federal Reserve is expected to maintain current rates, with investors looking for more economic data to assess inflation trends [5]

Group 1 - The Federal Reserve is expected to keep interest rates steady, with a 95% chance indicated by the CME Fedwatch tool [1] - A number of major companies are set to report earnings next week, including American Airlines, Boeing, Chevron, and Tesla [2] - Key economic indicators will be released next week, including durable goods orders, consumer confidence data, and the Federal Open Market Committee's interest rate decision [3][4] Group 2 - The schedule for key market events includes delayed durable goods orders on January 26, consumer confidence data on January 27, and the FOMC interest rate decision on January 28 [3] - Additional economic data to be released includes jobs data, U.S. trade deficit data, wholesale inventories, factory orders, and revised productivity data [3] - The delayed producer price index (PPI) and core PPI will be released on January 30 [4]

Core Viewpoint - The stock market rebounded after a two-day decline, driven by earnings reports and a decrease in oil prices [1] Group 1: Market Performance - The Dow Jones Industrial Average increased by 293 points, representing a 0.6% rise [1] - The S&P 500 index rose by 0.3% [1] - The Nasdaq Composite also saw a 0.3% increase [1] Group 2: Sector Trends - The Russell 2000 index outperformed other major indexes for most of the trading day [1] - There has been a notable trend of investment in smaller stocks throughout the year [1]

Core Insights - The earnings season is currently active, with many prominent companies in the market releasing their latest financial reports and outlooks for 2026 [1] Group 1 - Advisors and investors are closely monitoring the performance and forecasts of these companies during this earnings season [1]

Core Insights - The final trading week of 2025 is approaching, with significant earnings reports and economic data expected to be released [1] - Key companies reporting earnings include Nike, BlackBerry, Conagra, CarMax, Darden Restaurants, FedEx, KB Home, Lennar, Micron Technology, and Paychex [2] Economic Data Schedule - The week begins on December 15 with the Empire State manufacturing survey and home builder confidence index [3] - December 16 will feature the U.S. unemployment rate, hourly wages, retail sales, and S&P flash services and manufacturing PMI readings, along with business inventories [3] - On December 18, weekly jobs data, blanket CPI, core CPI, and the Philadelphia Fed manufacturing survey will be released [3] - December 19 will include existing home sales and the final consumer sentiment reading for December [4]

Group 1 - The Federal Open Market Committee is anticipated to announce a quarter-point interest-rate cut [1] - Earnings reports are expected from companies such as Toll Brothers, AutoZone, and Campbell's [1]

Group 1 - Canadian financial institutions, including Toronto Dominion Bank, Bank of Montreal, and Canadian Imperial Bank of Commerce, are highlighted in the reports released on Thursday morning [1] - Next Wednesday, technology giant Adobe Inc. is scheduled to report its financial results [1] - The week will conclude with significant market players Broadcom Inc. and Costco Wholesale Corporation reporting after market close next Thursday [1]