US equities finished higher in Tuesday trading, ending near best levels and largely erasing Monday's slide. Tariff threat and headline volatility not going away, but some reprieve from recent deals with Mexico and Canada after leaders spoke with Trump. JOLTS job openings missed, reversing some of November's gain.

US equities finished lower in Monday trading, though ended well off worst levels. Trump's weekend tariff announcements were more aggressive than expected and sparked a broad and global risk-off reaction. Today was the start of a big macro week, bringing January ISM manufacturing and construction spending.

US equities were mostly lower this week. AI was the biggest story of the week notably Monday's Nasdaq selloff on fears around Chinese LLM DeepSeek. This week's DeepSeek story also raised fears around a ramp in the US-China tech war. Trump 2.0 policy headline volatility remains a key market overhang. The January FOMC meeting ended with a hold, as expected.

US equities were higher in Thursday trading as stocks were a bit off best levels. Earnings dominated today’s headlines with Meta the big tech bright spot while Tesla takeaways were mixed and Microsoft a laggard. In macro news, initial claims fell down to 207K, well below the consensus of 225K.

US equities were lower in Wednesday trading, though ended a bit off worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 31bps, 47bps, and 51bps respectively. FOMC the big event today, with takeaways leaning hawkish given Fed's views on firmer labor market and inflation. Nvidia came under some pressure after Bloomberg reported the White House has held early talks about further restrictions on China chip sales. Notable downgrade today to Atlanta Fed Q1 GDP tracker, though still above consensus and Street continues to talk up macro backdrop as supportive for stocks.

US equities were higher in Tuesday afternoon trading, ended the day just off best levels. Market rebounded after yesterday's broad pressure on AI-linked names after China's DeepSeek sparked a reevaluation of multiple themes of that narrative. Headline December durable-goods orders down 2.2% m/m vs expectations. January Conference Board consumer confidence a bit below consensus.

US equities were mostly lower in Monday trading. Today’s selloff was a function of all the buzz surrounding Chinese AI startup DeepSeek. In macro news, December new home sales beat, its highest since September, while November’s was revised up.

Major US equity indices were higher this week, locking in a second straight week of gains, with solid upside in big tech which included Netflix as a big gainer and Apple as a laggard. Stocks ended the week higher supported by some ongoing Trump optimism, though notable uncertainty remains around tariffs and legislative developments. Elsewhere, the announced $500B AI investment Stargate deal boosted the AI secular growth theme, though some noted skepticism about financing and prospects.