Market Brief – 15 Jan 2026

In today’s episode of Market Brief - After Hours, global markets staged a broad risk-on rebound as investors rotated back into banks and semiconductors, shaking off recent volatility. We break down gains in the S&P 500, Dow, and Nasdaq driven by strong earnings from Goldman Sachs, Morgan Stanley, and BlackRock, alongside renewed optimism in the AI supply chain after upbeat guidance from Taiwan Semiconductor. The episode also covers Europe’s recovery on improving UK and German growth data, record highs in South Korea, oil prices plunging more than 4% on easing Iran tensions, key FX technical breakdowns in EUR/USD and GBP/USD, strength in AUD/USD, major M&A moves including Penumbra and Talen Energy, crypto stocks sliding on regulatory delays, and resilient US labour and manufacturing data reshaping interest-rate expectations. Hosted on Acast. See acast.com/privacy for more information.