All right, let's get to Kevin Green as I promised who joins me now for the data download and uh obviously we're getting the jolts released um state of the labor market obviously with some other information that we got this morning the initial jobless claims uh the challenger layoffs what's going on. >> Yeah, good morning Sam. We are actually seeing the jolts coming in a lot lower than the street's expectations for the month of December.The number came in at 6.54% million. Street was looking for 7.2% 2 milli ...

Federal Reserve governor Lisa Cook sees a greater threat to the economy from elevated inflation than from a weakening labor market, a stance that suggests she could be skeptical of supporting a return to rate cuts. ...

AGNC Investment Corp. (NASDAQ:AGNC) is included among 10 Best Monthly Dividend Stocks to Buy Now. Wells Fargo Sees Rate Cuts Supporting AGNC Investment Corp. (AGNC)'s Spread Income and Book Value On January 28, Wells Fargo raised its price target on AGNC Investment Corp. (NASDAQ:AGNC) to $12 from $10 and kept an Overweight rating. The firm pointed out that AGNC reported Q4 core EPS of $0.35, which came in below its $0.38 estimate and the $0.37 consensus. During the earnings call, management said the Octo ...

Gold and silver just got smoked. Friday was ugly. Monday’s not looking much better. But here’s the thing — I’m not interested in recapping the carnage. We all saw it. What matters now is figuring out where we go from here.I think excessive speculation wrecked this market. The rally got too crowded, too fast, and now we’re paying for it. So instead of obsessing over what just happened, let’s hit reset. Let’s go back to the forecasts from late 2025 — before the hype train left the station — and see what the p ...

Atlanta Fed President Raphael Bostic said on Monday, “We have so much momentum in the U.S. economy that the Fed needs to keep the policy rate in a mildly restrictive stance,” adding that he does not project any rate cuts in 2026.Following the manufacturing data, traders slightly pared expectations for Fed rate cuts. U.S. rate futures have priced in a 91.0% probability of no rate change and a 9.0% chance of a 25 basis point rate cut at the next central bank meeting in March. The next rate cut is expected to ...

Trading just below $79,000 in midday U.S trade Monday, bitcoin (BTC) has bounced from its worst weekend level below $75,000. At $78,700, BTC is higher by 2% over the past 24 hours and up 7% from its weakest price of the weekend, but still down more than 10% on a week-over-week basis. Ether (ETH) is also up about 2% over the past day, but down 19% from week-ago levels. Crypto's weekend move "broke key short-term support and stood out for its speed and depth, even by typical weekend standards,” said Adria ...

J P M O R G A N North America Economic Research 30 January 2026 First thoughts on Chair Warsh After a very lengthy and public search, this morning the president finally nominated Kevin Warsh to be the next Fed chair. As a Fed governor from 2006 to 2011, Warsh often leaned hawkish, particularly in the years after the GFC. Recently, however, his remarks have leaned more dovish, which happens to align with the administration's monetary policy preferences. So the first set of questions that the Warsh nomination ...

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.U.S. stocks ended a volatile week under pressure after President Donald Trump nominated former Federal Reserve governor Kevin Warsh as the next Fed chair, unsettling investors already on edge from inflation concerns and mixed earnings. The Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all slid as the announcement triggered a sharp reversal in currency and commodity m ...

Market Overview - Major indexes experienced a decline, with technology shares remaining under pressure. President Trump's selection of Kevin Warsh as the Federal Reserve chair has somewhat alleviated concerns regarding Fed independence due to his hawkish stance on inflation [4][5] - Despite the overall market weakness, the S&P 500, Dow, and Nasdaq are still on track for a positive January, each up more than 1% for the month so far [5] Commodity Market - Gold spot prices fell 16% from the previous day's highs, while silver dropped 39%, indicating market comfort with Warsh's hawkish lean. However, both metals remain significantly higher for the month (+12% for gold and +14% for silver) and for the past year (+72% for gold and +164% for silver) [6] Bond Market - Bond yields increased following a higher-than-expected December core producer price index, which rose by 0.7% compared to the anticipated 0.3% [7] Equity Market Performance - Apple shares declined despite reporting better-than-expected Q1 earnings and revenue, driven by strong iPhone sales. In contrast, SanDisk's stock surged by 22% due to positive guidance [7] - The equity markets showed volatility throughout the week but ended January on a higher note, with small caps leading the gains while the Nasdaq lagged [7] Currency and Cryptocurrency - The dollar has depreciated for the third consecutive month, while Bitcoin exhibited typical volatility, initially dropping but recovering by the end of the trading day [8] Trend Tracking Indexes (TTIs) - The domestic TTI remains bullish, closing at +6.52% above its moving average, while the international TTI closed at +10.51% above its moving average, both maintaining their respective "Buy" signals [12][13]

ASML, the Dutch company that makes the machines chipmakers need to produce advanced semiconductors, reported quarterly bookings of €13.2 billion—more than double what analysts expected. The company also announced a €12 billion stock buyback and said revenue from its most advanced equipment should rise significantly in 2026.The guidance is good news for the chip sector and the AI infrastructure story more broadly. We’ve mentioned several times since earnings season began that the investors weren’t looking at ...