Trump has launched a probe into the need for tariffs on critical minerals

Japan PM Takaichi to examine new govt fiscal target for future that looks at fiscal state. ps. This new government is proposing a lot of stimulus for the Japanese economy. Keep that in mind.

Govt shutdown nears end! S&P 500 futures up 0.5%, Nasdaq 100 up 0.7%. Consumer sentiment dips, CPI/PPI delayed. Watch DIS, CRWV earnings.

Govt shutdown grounds flights! FAA cuts cause 2,200+ cancellations. Travel chaos looms, impacting transport stocks.

Govt shutdown chaos: 2,200+ flights axed! FAA cuts ground travel, impacting airline valuations. Traders eye sector risk.

AI boom fades, structural alpha emerges via spinoffs. Expect double-digit outperformance vs S&P 500.

Goldman Sachs says the AI investment boom more closely resembles the early tech surge of 1997–98 than the 2000 bubble peak, suggesting the cycle has further to run if no external shocks hit funding or demand.

Centrist Senate Democrats agreed to a stopgap deal to reopen parts of the U.S. government and fund agencies through Jan. 30, but the bill faces opposition in the House from both Democratic leaders and conservative Republicans.