Goldman Sachs delivered a fourth quarter that exceeded Wall Street’s revenue and profit expectations, prompting a significant positive market reaction. Management attributed the outperformance to robust investment banking activity, record asset and wealth management inflows, and progress on narrowing the firm’s strategic focus. CEO David Solomon highlighted the firm’s leading M&A advisory franchise and ongoing gains in equity and fixed income financing, noting, “We maintained our position as the number one M&A adviser in investment banking and number one equities franchise.” The successful transition of the Apple Card portfolio also contributed to the bottom line, aided by a reserve release that more than offset the related revenue decline.
As the sun sets on January 21, 2026, the financial world is bracing for what may be the most significant data release of the young year. Tomorrow morning, the Bureau of Economic Analysis (BEA) is scheduled to release a combined Personal Consumption Expenditures (PCE) report covering both October and November
The United States labor market has once again blindsided Wall Street, proving its mettle despite a backdrop of cooling growth and the lingering shadows of a late-2025 government shutdown. In a report released by the Labor Department for the week ending January 10, 2026, initial jobless claims unexpectedly plummeted to
As the calendar turns to late January 2026, the financial world is bracing for a seismic shift in American monetary policy. President Donald Trump has officially set the stage for a dramatic replacement of Federal Reserve Chair Jerome Powell, confirming during a series of high-profile addresses—beginning at Mar-a-Lago in
Shares of business payments company Corpay (NYSE:CPAY) jumped 2.9% in the afternoon session after Jefferies raised its price target on the stock to $370 from $335 while maintaining its Buy rating.
Shares of electricity storage and software provider Fluence (NASDAQ:FLNC)
fell 1.8% in the afternoon session after Goldman Sachs maintained its 'Buy' rating on the stock and raised its price target.
In a month characterized by aggressive populist shifts in financial policy, the U.S. credit card industry has found itself at the center of a regulatory storm. On January 9, 2026, the administration proposed a radical "emergency mandate" to cap credit card interest rates at 10%, a move intended to
The momentum for 2026 is anchored by a significant surge in deal activity during the second half of 2025. Following a blistering fourth quarter in 2025, investment banking giants are reporting record-high advisory backlogs, signaling a "high-velocity" year ahead. This resurgence is fueled by a perfect storm of macroeconomic stability,
As the United States economy navigates the complex aftermath of a historic 43-day federal government shutdown and a shifting political landscape, the release of the December 2025 Consumer Price Index (CPI) has provided a critical, if somewhat ambiguous, roadmap for the year ahead. Data released on January 13, 2026, by
As of January 21, 2026, the financial landscape has undergone a seismic shift. While traditional equity analysts still pore over balance sheets, a new breed of institutional and retail traders is looking elsewhere for an informational edge: prediction markets. Once dismissed as a niche interest for political junkies, platforms like Polymarket and Kalshi have evolved [...]
The global financial landscape has been upended as gold and silver prices surged to unprecedented heights this week, driven by an escalating series of geopolitical shocks and a burgeoning crisis of confidence in U.S. monetary institutions. Gold prices have decisively cleared the $4,650 per ounce mark, while silver
The fourth-quarter earnings season for 2025 opened with a paradox that rattled Wall Street this week. Despite reporting record annual profits and a "double beat" on both revenue and adjusted earnings, JPMorgan Chase & Co. (NYSE: JPM) saw its shares tumble, leading a broader retreat across the financial sector. The decline
Goldman Sachs says the US data center boom is tightening power markets, boosting utilities, grid stocks, renewables and reshaping energy investment plays.
Apart from the outlook and subscriber numbers, analysts also pointed to Netflix’s revenue coming in at higher costs, while the company is also facing margin pressures.
As the global financial community turns its attention to the fast-approaching release of the February ADP National Employment Report, the stakes for the Federal Reserve’s monetary policy have rarely been higher. Following a volatile finish to 2025 and a strategic pause in the central bank's rate-cutting cycle in January,
The long-standing wall between the White House and the Federal Reserve has been breached as of January 20, 2026, following an unprecedented criminal investigation launched by the Department of Justice (DOJ) into Federal Reserve Chairman Jerome Powell. The investigation, which centers on alleged misinformation regarding a $2.5 billion renovation
On January 15, 2026, Morgan Stanley (NYSE: MS) released a blockbuster fourth-quarter and full-year 2025 earnings report that has sent a clear message to Wall Street: the firm’s decade-long pivot toward wealth management has created a virtually impenetrable "compounding machine." By successfully balancing the high-octane, often volatile world of
