Closing Bell Washington Dominates Markets Again 1/14/26
Jan 14, 2026
Emily Wilkins, a congressional reporter, delves into recent legislative changes, notably the push for a stock trading ban for lawmakers and debates surrounding crypto regulations. Former Dallas Fed President Richard Fisher shares insights on Jerome Powell’s role amidst political pressures and the future of monetary policy. They discuss the interconnectedness of Washington and market movements, alongside the implications of these developments for investors.
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AI Widens The Software Winner Gap
- AI is widening the gap between companies that can build AI-native solutions and those that cannot.
- Earnings will serve as a key test of which software firms can sustain competitive advantage.
Counterintuitive Treasury Flattening
- Bond markets flattened despite hotter PPI, with long-term yields falling more than short-term yields.
- Market behavior reflected complex data timing and a pause near multi-week range boundaries.
Commodities Gain From Persistent Inflation
- Charles Bobrinskoy says commodities and hard assets will gain value in an inflationary environment.
- He highlights oil, real estate, and precious metals as beneficiaries of rising inflation.