Global Markets
Canadian Markets
Canada’s TSX traded mixed on Tuesday as investors are closely watching interest rate decisions from both the U.S. Federal Reserve and the Bank of Canada this week. Gold powered higher, while silver weakened over 3% weighing on the index.
Canada’s long-dormant IPO market is showing signs of a potential revival in 2026, a development that would mark a meaningful shift after several years of weak new listings and corporate departures from the domestic exchanges. A pickup in IPO activity would signal improving economic confidence, deeper capital market engagement, and potential validation of the federal government’s broader pro-business agenda, particularly efforts aimed at retaining and attracting corporate issuers.
The IMF issued a report that said eliminating Canada’s internal provincial regulations could boost real GDP by nearly 7%, highlighting the significant economic gains that can come from improving the flow of goods and services across regions, now that the federal government has reduced their barriers.
American Markets
American stocks were trading mostly higher as investors positioned for a heavy slate of upcoming corporate earnings, with results expected to provide clearer insight into consumer demand, margin trends, and the impact of higher interest rates on profitability.
The Dow dropped as UnitedHealth’s shares fell sharply after its earnings and guidance disappointed investors, particularly regarding Medicare Advantage reimbursements.
Markets are also focused on the Federal Reserve’s two-day policy meeting, which begins later in the day. While consensus expectations point to no change in interest rates, currently projected to remain in the 3.5%–3.75% range, investors will closely scrutinize the Fed’s forward guidance for signals on how long restrictive monetary conditions may persist. Commentary around inflation progress, labour market resilience, and financial conditions will be key, though policymakers are not expected to address speculation around future leadership changes, including Chair Jerome Powell’s tenure.
United Parcel Service reported mixed quarterly results but delivered a positive forward outlook, which helped its shares edge slightly higher. Revenue declined modestly year over year, reflecting continued pressure from lower-volume, lower-margin deliveries, particularly related to its largest customer. The company announced workforce reductions as part of its ongoing cost-cutting and efficiency initiatives. Investors appeared to look past near-term softness and job cuts, focusing instead on margin improvement and longer-term earnings visibility.
European Markets
European markets were mixed, reflecting a combination of encouraging economic data and ongoing policy caution. Spain’s strong job creation pushed its unemployment rate to the lowest level since 2008, while Irish consumer sentiment climbed to a nine-month high, pointing to improving household confidence. The EU-India trade agreement added to the positive sentiment as traders shift to monetary policy concerns.
Puma SE shares surged more than 16% after China’s sportswear group Anta Sports Products announced plans to acquire a 29.06% stake in the German company for €1.5 billion, highlighting renewed cross-border deal activity and strategic interest in global consumer brands.
UK stocks also moved higher, while data showed retail prices rose at their fastest pace in nearly two years, alongside data showing an uptick in inflation expectations. According to a YouGov survey for Citi, short-term inflation expectations increased to 3.8% in January from 3.6%, while long-term expectations rose to 4.1% from 3.8%, underscoring persistent inflation concerns that may continue to influence central bank policy decisions.
Corporate Stock News
Alibaba Group Holding Ltd. (BABA): Texas announced a ban preventing state employees from using hardware, software, and AI from Alibaba, Shein, TP-Link, Temu, and CATL on government devices, citing data privacy and national security concerns related to Chinese-owned technology firms.
Alphabet Inc. (GOOGL): The European Commission said Google will receive guidance under the Digital Markets Act on how to provide fairer access to search data, Android, and its Gemini AI models for rival search engines and AI developers, as part of ongoing antitrust oversight.
Brown & Brown Inc. (BRO): The insurance broker reported higher fourth-quarter adjusted profit driven by a sharp increase in commissions and fees, though shares fell due to declining organic revenue growth despite higher total revenue and investment income.
CF Industries Holdings Inc. (CF) & Exxon Mobil Corp. (XOM): Exxon began commercial carbon capture and storage operations with CF Industries in Louisiana starting in 2025, with the project expected to transport and store up to 2 million tonnes of CO? annually; Exxon also plans additional CCS projects and expanded partnerships, including with China’s BYD.
Citigroup Inc. (C): Citigroup was sued by a former managing director alleging sexual harassment by a senior executive; the bank said the claims lack merit and it will contest them through the legal process.
Core Scientific Inc. (CORZ): KBW raised its price target to $25 from $19, citing expectations for pipeline updates and new deals following a merger termination, despite softer sentiment toward AI-related investments.
Enbridge Inc. (ENB:CA): JPMorgan cut its rating to Neutral from Overweight and lowered its price target to C$69 from C$74, citing potential risks to Canadian supply demand tied to Venezuelan production.
Ford Motor Co. (F) & General Motors Co. (GM): The automakers are negotiating potential financing arrangements with bankrupt supplier First Brands Group to maintain parts supply during its Chapter 11 process.
General Motors Corp. (GM): GM reported stronger fourth-quarter adjusted profit driven by sales of crossover SUVs and pickup trucks and issued an annual profit outlook that exceeded analyst expectations, despite a year-over-year revenue decline.
Gildan Activewear Inc. (GIL:CA): TD Cowen raised its price target to $77 from $74, ahead of earnings following the completion of the HanesBrands acquisition.
Micron Technology Inc. (MU): Micron is set to announce new memory manufacturing investments in Singapore, likely focused on NAND flash, to address a global memory chip shortage driven by AI and electronics demand.
Nike Inc. (NKE): Nike is laying off about 775 employees, primarily in U.S. distribution centers, as it seeks to improve profitability and accelerate automation initiatives.
Nucor Corp. (NUE): Nucor reported fourth-quarter profit and revenue below expectations due to cost pressures, though management expressed optimism about demand and backlogs heading into 2026.
Riot Platforms Inc. (RIOT): KBW raised its price target to $23 from $16, pointing to early momentum in Riot’s high-performance computing strategy following its AMD lease agreement.
UnitedHealth Group Inc. (UNH): UnitedHealth forecast 2026 adjusted profit slightly above estimates, but shares fell sharply due to weaker-than-expected 2027 Medicare Advantage rate increases.
United Parcel Service Inc. (UPS): UPS forecast higher 2026 revenue and margins as it reduces low-margin Amazon volumes and shifts toward higher-yield shipments, despite lower fourth-quarter revenue.
Venture Global Inc. (VG): JPMorgan downgraded the stock to Neutral from Overweight, citing increased uncertainty around near-term LNG supply additions and pricing.
W. R. Berkley Corp. (WRB): The insurer reported higher fourth-quarter operating profit, supported by steady underwriting performance and stronger investment income, alongside an improved combined ratio.
STA Research (StockTargetAdvisor.com) is a independent Investment Research company that specializes in stock forecasting and analysis with integrated AI, based on our platform stocktargetadvisor.com, EST 2007.
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