ECB Lagarde: PEPP will be discussed in the not so this the future

Mortgage rates may dip to 5.5% mid-2026 on slowing economy, but timing the market is risky.

Dow Transports +3.1%, SOX +3.18% lead gains; MIB -0.5%. Watch for sector rotation and valuation shifts.

Japan bond yields jumped after PM Takaichi pledged to suspend the food consumption tax, reviving fears of fiscal slippage. With elections looming and the BOJ stepping back, markets see limited tools to stabilise volatility.

Trade war fears ease! Nasdaq +1.5%, S&P 500 erase losses. LRN +2.8%, JBL +2.5%, BHE +4%, KN +3.5%, CNXN +3%. Valuations look up.

IEA raised its oil demand growth forecast to 930k bpd but warned supply will continue to outpace consumption. With refinery maintenance nearing and inventories high, the agency sees surplus risks persisting despite December output declines.

Software stocks battered by AI fears; investor sees rebound potential as AI unlocks enterprise needs. SOX up 12%, IGV down 10%.

Stocks rally on Greenland deal & tariff rollback; yields dip. Energy +2.4%, Intel +12%, Moderna +16%. Bitcoin rebounds 1%.