#gold #investing - Gold Price Surge | Bank of Japan Intervention | Fed Holds Rates: Andrew Mitrich

26 January 2026Fed Rate Decision: Investors expect the Federal Reserve to hold rates steady despite political pressure, signaling confidence in economic resilience. However, this high certainty creates a risk if economic data suddenly weakens.

Bank of Japan Intervention: Suspected central bank intervention caused a sharp drop in the USD/JPY exchange rate. This threatens the "yen carry trade," potentially triggering a sell-off in US markets. US Tariff Reversals: The White House suspended tariff threats against Europe but targeted Canada, causing the US dollar to fall. This erratic policy increases geopolitical risk and forces investors to adjust currency hedges. Gold Price Surge: Gold is nearing $5,000 an ounce as institutional investors seek safety. This safe-haven buying reflects deep concerns over inflation, fiscal stability, and geopolitical tensions. IMF 2026 Growth Forecast: The IMF upgraded its global growth projection to 3.3%, citing strong tech investments. This provides a psychological boost to equity markets amid high interest rates. Adani Group Plunge: Shares of Adani Group plummeted after US regulators bypassed India to serve Gautam Adani with fraud summons. This legal escalation poses significant risks for emerging market lenders. Amazon Layoffs: Amazon is reportedly preparing to cut thousands of corporate jobs in early 2026. This reflects a cooling in corporate spending and an ongoing efficiency drive in Big Tech. Defense Sector Boom: European defense stocks surged, highlighted by the massive Amsterdam IPO of CSG. Investors are betting on increased European military spending despite broader economic uncertainties.

The price of an ounce of gold surged past $5,100 on Monday as investors flock to precious metals and away from currency and treasury markets. The trend underlines growing global uncertainty fuelled by debt concerns, US President Donald Trump's attacks on the Federal Reserve and general geopolitical uncertainty. Also in this edition, Canadian PM Mark Carney says he has "no intention" of pursuing a free trade agreement with China. Finally, a plush toy horse with a frown could be the star of the upcoming Lunar New Year.

##Gold ##PreciousMetals ##DebasementTrade

#usa #investing - Where Smart Investors Are Putting Their Money When Everything Feels Uncertain: TheStreet

23 January 2026

In this week’s episode of ETF Spotlight, Jake Schurmeier, Portfolio Manager, Multi-Asset Solutions, Harbor Capital Advisors explains how investors can stay invested without taking on hidden risk in 2026.

#Investing #Stocks #WallStreet

#world #canada #investing - Economic Impact - Another Turbulent Start to the Year: National Bank of Canada

23 January 2026

In this video: Market performance | Trade | Inflation | Energy | Economic outlook

• Investor optimism remains strong heading into 2026, underpinned by ambitious earnings expectations.
• China’s growing manufacturing presence is reshaping global trade dynamics.
• Canada enters 2026 facing a rare demographic headwind, with population growth turning negative for the first time in decades.

Canada enters 2026 amid a shifting global environment where financial markets remain resilient despite rising geopolitical tensions and renewed protectionism. Equity markets continue to draw support from strong investor expectations, even as reindustrialization efforts, particularly in the United States, drive higher demand for energy, electricity and critical inputs, adding to inflationary pressures. At home, Canada faces a rare inflection point as population growth slows materially, placing greater emphasis on productivity, business investment and foreign direct investment as key drivers of economic growth. Sustained demand for key commodities, notably copper and gold, could also provide a source of support for Canadian markets. Nancy Paquet and Stéfane Marion explore these dynamics and what they may signal for markets and the economy in the months ahead.

#usa #investing - Cramer's week ahead: It's a jam-packed week of earnings with a Fed meeting on top: CNBC Television

24 January 2026

Mad Money' host Jim Cramer looks ahead to next week's market game plan.