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Morning Brief

Morning Brief

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 Welcome to Yahoo Finance's flagship show, the Morning Brief. It's your ultimate guide to making smarter decisions for your portfolio. Our hosts track early session volume while bringing you today's top market themes and elevating Yahoo Finance’s most popular newsletter.Yahoo Finance LLC Economia Finanza personale Politica e governo
Episodi
  • Tech-led rebound, earnings optimism, AI power strain, fintech pressure on banks

    Tech-led rebound, earnings optimism, AI power strain, fintech pressure on banks
    Jan 16 2026
    U.S. equity futures point higher, led by Nasdaq strength, as investors lean back into technology ahead of a busy earnings stretch. Semiconductor stocks are driving early momentum after fresh trade developments, while markets weigh policy risk from Washington and the durability of a long-awaited market broadening. Tech leadership is reasserting itself as a new U.S.–Taiwan trade agreement underpins domestic semiconductor investment. Taiwanese chipmakers plan at least $250 billion in U.S. capacity, easing tariff pressure and reinforcing the strategic importance of AI infrastructure. At the same time, rising electricity demand from AI data centers is prompting White House discussions around emergency power auctions, underscoring how physical constraints are becoming a market variable. Earnings season is adding confidence. With just over 5% of companies reporting, results have skewed decisively positive, supporting rotation into cyclicals and smaller caps. Materials, industrials, and energy are outperforming year to date, while the Russell 2000’s move to new highs suggests broader participation beyond mega-cap tech. In individual names, PNC Financial Services jumped on stronger loan growth, BYD rallied on reported battery talks with Ford, and ImmunityBio extended a sharp 2026 surge. Meanwhile, Klarna is positioning for a potential shakeup in consumer credit as scrutiny on card rates intensifies. Takeaways: Tech is reclaiming leadership as earnings optimism builds. Semiconductor policy and AI infrastructure costs are key market drivers. Sector rotation and small-cap strength point to broader market participation. Earnings beats are outweighing valuation concerns so far. Fintech pressure on traditional banking remains a longer-term theme. Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 min
  • Cooler core CPI, Fed path intact, banks split on earnings

    Cooler core CPI, Fed path intact, banks split on earnings
    Jan 13 2026
    Markets are modestly higher after December CPI showed cooling under the hood, reinforcing expectations for a patient Federal Reserve. Futures are mixed, Treasury yields edged lower, and investors are now balancing inflation data against the first wave of bank earnings and policy noise. Core CPI rose 0.2% month over month and 2.6% year over year, both softer than expected, while headline inflation held at 2.7%. Shelter remained the largest contributor, rising 0.4%, underscoring why policymakers are not rushing to cut rates. Bond markets took the report as confirmation that disinflation remains intact, keeping the Fed on an easing bias without urgency. Concerns linger around tariffs, fiscal stimulus, and measurement distortions, but upside inflation risks appear contained near term. Earnings season opened with banks sending mixed signals. JPMorgan Chase beat overall expectations, but investment banking revenue disappointed, while trading benefited from market strength. Executives across Wall Street publicly defended Federal Reserve independence, a rare and notable intervention amid political pressure. Meanwhile, Delta Air Lines topped quarterly estimates but offered conservative guidance, pressuring the stock. Takeaways: Core inflation cooled, supporting a steady Fed stance. Shelter costs remain the key inflation variable. Bank earnings are uneven beneath headline beats. Fed independence is back in focus for markets. Travel demand holds, but growth is normalizing. Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    45 min
  • DOJ's probe of Fed's Powell: What investors need to know

    DOJ's probe of Fed's Powell: What investors need to know
    Jan 12 2026
    Morning Brief host Julie Hyman and Yahoo Finance Markets and Data Editor Jared Blikre track several of Monday's top trending stock tickers, including Paramount Skydance (PSKY) launching a proxy battle against Warner Bros. Discovery (WBD), Meta Platforms (META) hiring former Trump security advisor Dina Powell McCormick as its new president and vice chair, and Abercrombie & Fitch (ANF) plummeting on its fourth quarter guidance. The US Department of Justice's (DOJ) criminal investigation launched against Federal Reserve Chair Jerome Powell raises questions about the status of the US central bank's independence, as President Trump mulls over Powell's replacement for when his term ends in May. Truist CIO and chief market strategist Keith Lerner assesses the bond market reaction to the latest headlines and how Wall Street is shifting back into the "Sell America" trade. Keith Lerner calls the Fed investigation the second "curveball" to happen in 2026. Takeaways: The US Department of Justice (DOJ) has subpoenaed the Federal Reserve as it launches a criminal investigation into the central bank's Chair Jerome Powell US stock futures drop in Monday's premarket as Wall Street finds the "Sell America" trade to be back on, finding safe haven in precious metals like gold and silver Earnings season kicks off for major bank stocks and Delta Air Lines (DAL) this week. Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Email us at ⁠yfpodcasts@yahooinc.com⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 min
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