The Rundown

Banks Cash In on Volatility, Boeing Outsells Airbus

Jan 14, 2026
Gold and silver prices continue to surge, fueled by market uncertainties and rising demand. Bitcoin breaks out, hitting over $95,000 for the first time in months. Bank of America impresses with strong trading revenue, while Wells Fargo faces setbacks due to severance costs. Netflix is eyeing an all-cash offer for WBD to outmaneuver Paramount. In the aerospace sector, Boeing takes the lead in net orders over Airbus, showcasing a significant rebound in performance.
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INSIGHT

Precious Metals Rally From Dual Drivers

  • Gold and silver are rallying as investors flee uncertainty driven by geopolitical tensions and threats to Fed independence.
  • Silver gains get an extra boost from industrial demand for EV batteries and AI data centers.
INSIGHT

Banks See Mixed Benefits From Volatility

  • Bank of America, Wells Fargo, and Citigroup showed divergent results during volatile markets and rising rates.
  • Trading and record net interest income helped Bank of America, while Wells Fargo's severance costs weighed on results.
ADVICE

Expect Cash Offers To Escalate And Prolong Deals

  • Consider the implications when a buyer switches to all-cash to speed a merger and reduce legal friction.
  • Expect competing bids and prolonged negotiations when multiple suitors like Netflix and Paramount vie for a target.
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