The AM Brief, Thursday January 22, 2026 Part 1
Good morning,
It’s 2pm Miami and here is a weekly recap of events that caught my eye. Part 1:
US equities rebounded Wednesday as President Trump sparked a market rally by canceling planned February 1 tariffs on European allies, citing a new NATO "framework" for a "forever deal" on Greenland and Arctic security. Gold hit a record $4,810/oz, while the 10 year yield cooled to 4.26%. Meanwhile, SCOTUS justices signaled support for Fed Governor Lisa Cook, and Berkshire Hathaway registered its 27.5% Kraft Heinz stake for a potential exit. Reports suggest the Greenland framework mirrors Britain's sovereign base areas in Cyprus, allowing the US to control military zones without full annexation. Conservative and liberal SCOTUS justices alike voiced alarm that removing Lisa Cook without process could "shatter" the Fed's independence. Berkshire's potential sale of 325 million Kraft Heinz shares marks a major shift under new CEO Greg Abel.
After plunging 2% on Trump’s initial Greenland-linked tariff threats, the S&P 500 staged a sharp recovery Wednesday. The reversal followed Trump and NATO’s "framework for a future deal," which effectively suspended the February 1st tariffs. Calling the recent dip "peanuts," Trump predicted the Dow will hit 50,000 and the market will eventually double. This episode reinforces a "buy the dip" reflex, as investors bet the administration has a low tolerance for sustained market turmoil.
Treasury Secretary Scott Bessent dismissed Davos "hysteria" over Greenland, labeling Denmark and its $100M bond sale "irrelevant." Framed as a national security move to block China and Russia, he urged allies to "take a deep breath" and ignore a "fake news" narrative of crashing Treasury demand. The administration’s indifference to market volatility reinforces its "don’t blink" stance on tariffs, signaling a shift where geopolitical goals now outweigh short-term investor jitters.
Sources : Yahoo Finance,Reuters,Bloomberg,CNBC,Market Watch,Barron’s , Business Insider, X
Thank you for reading
Live your best life,
AL Maulini
Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Bitcoin and other cryptocurrencies involve substantial risks, are not insured by the FDIC or SIPC, and Raymond James does not hold custody of cryptocurrencies. Cryptocurrency prices are highly volatile and speculative.
Good morning,
It’s 2pm Miami and here is a weekly recap of events that caught my eye. Part 1:
US equities rebounded Wednesday as President Trump sparked a market rally by canceling planned February 1 tariffs on European allies, citing a new NATO "framework" for a "forever deal" on Greenland and Arctic security. Gold hit a record $4,810/oz, while the 10 year yield cooled to 4.26%. Meanwhile, SCOTUS justices signaled support for Fed Governor Lisa Cook, and Berkshire Hathaway registered its 27.5% Kraft Heinz stake for a potential exit. Reports suggest the Greenland framework mirrors Britain's sovereign base areas in Cyprus, allowing the US to control military zones without full annexation. Conservative and liberal SCOTUS justices alike voiced alarm that removing Lisa Cook without process could "shatter" the Fed's independence. Berkshire's potential sale of 325 million Kraft Heinz shares marks a major shift under new CEO Greg Abel.
After plunging 2% on Trump’s initial Greenland-linked tariff threats, the S&P 500 staged a sharp recovery Wednesday. The reversal followed Trump and NATO’s "framework for a future deal," which effectively suspended the February 1st tariffs. Calling the recent dip "peanuts," Trump predicted the Dow will hit 50,000 and the market will eventually double. This episode reinforces a "buy the dip" reflex, as investors bet the administration has a low tolerance for sustained market turmoil.
Treasury Secretary Scott Bessent dismissed Davos "hysteria" over Greenland, labeling Denmark and its $100M bond sale "irrelevant." Framed as a national security move to block China and Russia, he urged allies to "take a deep breath" and ignore a "fake news" narrative of crashing Treasury demand. The administration’s indifference to market volatility reinforces its "don’t blink" stance on tariffs, signaling a shift where geopolitical goals now outweigh short-term investor jitters.
Sources : Yahoo Finance,Reuters,Bloomberg,CNBC,Market Watch,Barron’s , Business Insider, X
Thank you for reading
Live your best life,
AL Maulini
Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Bitcoin and other cryptocurrencies involve substantial risks, are not insured by the FDIC or SIPC, and Raymond James does not hold custody of cryptocurrencies. Cryptocurrency prices are highly volatile and speculative.
