📈 Stocks / Finance

Market volatility as Trump's second term begins

Reuters

Markets reacted to Trump's softer-than-expected start on China, followed by tariff threats on Canada and Mexico. The dollar surged to a 5-year high against the Canadian dollar, while S&P 500 futures edged up 0.2%. Investors anticipate growth potential but brace for inflation risks and volatility.

Alternative investments poised for structural growth in 2025

JPMorgan

Shifts in private market dynamics are driving opportunities in 2025. Key trends include a persistent U.S. housing shortage, AI-fueled energy demand, normalized interest rates boosting private equity, rising capital investment in innovation, and attractive yields in private credit amid distressed debt growth.

Lucid Group receives a 'Hold' consensus from analysts

MarketBeat

Lucid Group (NASDAQ:LCID) has been rated a consensus "Hold" by nine brokerages, with price targets averaging $3.04. The stock's 52-week range is $1.93-$4.43. Institutional ownership stands at 75.17%, while insider transactions highlight a major $970M investment by the Public Investment Fund.

🪙 Crypto

Uyeda named SEC Acting Chair amid leadership shift

Decrypt

Mark Uyeda, a pro-crypto SEC Commissioner, is now Acting Chair following Gary Gensler's resignation on January 20, coinciding with Donald Trump’s second term. Uyeda has criticized the SEC's enforcement-heavy crypto policies, calling for clearer guidance as Paul Atkins awaits confirmation as Chair.

🌎 Global Economy

Global productivity scenarios hinge on tech and talent

World Economic Forum

The World Economic Forum and Accenture outline four global productivity scenarios by 2030, driven by technology and workforce skills. The "Productivity Leap" predicts broad gains, while "Productivity Drought" forecasts stagnation. Key industries, from IT to energy, face mixed outcomes shaped by innovation and talent gaps.