Market Brief – 8 Jan 2026

In today’s Market Brief - After Hours, markets rotated sharply as investors moved out of high-flying technology and AI stocks and into industrials, defence, and energy. We break down the Dow’s rebound toward 49,300, a flat S&P 500 masking heavy tech selling, and a global pullback in semiconductors across the US, Europe, and Asia. The episode covers rising Treasury yields, strong US productivity data, a near-5% surge in oil prices on Venezuela and supply fears, continued strength in gold, volatility in silver, and key FX technical levels in EUR/USD, GBP/USD and AUD/USD as markets reposition ahead of major US jobs data. Hosted on Acast. See acast.com/privacy for more information.