Japan’s central bank is preparing to unwind one of the most unconventional experiments in modern monetary policy, but it is doing so in a way that highlights just how deeply it became embedded in the country’s equity market.
Taiwan Semiconductor Manufacturing Company (TSMC) closed the year with a powerful earnings surprise, underscoring how deeply artificial intelligence demand is reshaping the global chip industry.
Financial markets stepped back from recent highs on Thursday as investors reassessed where risk is becoming stretched.
Global equity markets are entering rare territory as the breadth of the rally expands at a pace not seen in decades.
A fresh wave of capital is flowing into China’s semiconductor sector, and this time it’s being pulled in by a fast-growing chipmaker tapping Hong Kong’s revived IPO market.
Citigroup’s fourth-quarter earnings showed improving momentum in parts of its business, but headline results were weighed down by a large one-off charge linked to its exit from Russia.
Bank of America reported a stronger-than-expected fourth quarter, as heightened market volatility lifted trading activity and helped offset a still-challenging macro backdrop.
Wells Fargo reported mixed fourth-quarter results, combining stronger profitability and balance-sheet expansion with softer-than-expected revenue and efficiency metrics, while outlining an ambitious outlook for 2026.
Advanced Micro Devices (AMD) is heading into 2026 with growing attention on whether its strategic positioning in data centers and AI infrastructure can translate into sustained performance.
U.S. financial markets struggled to find direction after the latest inflation figures offered reassurance on prices but no clear signal that interest rates are heading lower anytime soon.
Japan’s government bond market delivered the first warning shot this week. Long-dated yields jumped abruptly, pushing borrowing costs to levels not seen in decades and signaling growing unease over the country’s fiscal outlook. Only afterward did equity markets and currencies fully react.
JPMorgan Chase & Co. wrapped up 2025 with a fourth-quarter report that underscored its earnings power and balance-sheet strength, beating consensus on most key measures and reinforcing its role as the bellwether of the U.S. banking sector.



