Outrageous Predictions
Adipositas-Medikamente für alle – auch für Haustiere
Jacob Falkencrone
Global Head of Investment Strategy
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Morning Brew January 16 2026
Erik Schafhauser
Senior Relationship Manager
Summary: Calm or erratic Friday?
Good morning,
Equity Markets traded positively yesterday, with banks and tech leading the gains
- The Dow rose 0.6%, while the S&P 500 and Nasdaq each added 0.3%.
- Goldman Sachs and Morgan Stanley both posted higher quarterly profits on the back of strong dealmaking. Their shares gained 4.6% and 5.8%, respectively, giving financials a solid boost. BlackRock climbed 5.9% after rising markets lifted fee income and pushed assets under management to a record USD 14.04 trillion.
- U.S.-listed shares of TSMC jumped 4.4%, pulling semiconductor names higher.
In Europe, corporate earnings are expected to decline in Q4, yet equity indices remain resilient, with the GER40 at 25,300 and the EU50 at 6,030. UBS also took a major step toward obtaining a national U.S. banking license.
Headlines:
- Taiwan aims to strengthen its strategic partnership with the U.S. in artificial intelligence.
- The proposed Rio Tinto–Glencore tie‑up may require asset sales to secure approval from China, the world’s largest commodity buyer.
- South Korea’s planned USD 350 billion investment into strategic U.S. sectors is unlikely to begin in the first half of 2026.
Rates & FX:
- The 10‑year U.S. Treasury yield is heading for a fifth straight week of minimal movement — one of the longest steady stretches in two decades.
- The USD Index strengthened to 99.35, with EURUSD at 1.1600, GBPUSD at 1.3375, and USDJPY at 158.45.
- The yen rallied after Japan’s finance minister floated the possibility of joint intervention with the U.S. to support the currency.
Commodities:
- Precious metals remain extremely volatile, especially silver, which saw a USD 7 intraday range.
- Current levels: Gold 4,596, Silver 90.30, Platinum 2,336. Copper slipped back to 590.
- Oil stabilized after a steep 4.6% drop, with WTI near USD 59 and Brent below USD 64, as reports suggested Netanyahu asked the U.S. to delay any strike on Iran, reducing perceived supply risks.
Friday January16th
- Data: Germany Inflation, US Industrial Producion
- Earnings: Statestreet
- Central Bankers: Bowman, Jefferson
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