US Markets Wrap: Markets Make New Highs as Politics, Profits and the Fed Collide

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

US stocks pushed to fresh record highs, shaking off political noise around a DOJ probe into Fed Chair Jerome Powell, but the tension is far from over. Christine Short, Head of Research, TMX Datalinx discusses what strong Q4 earnings momentum means for 2026, and why President Trump’s renewed push to cap credit card fees is unsettling bank stocks. We also look at consumer credit health as a key test of the soft-landing narrative, and why investor confidence in Fed independence may quietly become one of this earnings season’s biggest risks. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jan 13, 2026

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US Markets Wrap: Markets Make New Highs as Politics, Profits and the Fed Collide

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This episode was published on January 13, 2026.

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