🔥 U.S. Market Pulse | Jan 15, 2026: Trump's 25% Chip Tariff in Effect, Awaits Supreme Court; Banks & TSMC Report Today! 🔥

👋 Hey brilliant investors — markets are navigating a fresh wave of policy and earnings crosscurrents this Thursday. Here’s your updated take:

🌍 Macro & Policy Watch

• SCOTUS delays Trump "reciprocal" tariff ruling again. The legal overhang on trade policy persists.
• Trump's 25% tariff on certain advanced computing chips takes effect today. The White House statement cites national security and signals this is a "first phase," with broader tariffs possible after negotiations. Semiconductor supply chains are directly in focus.
• Fed Beige Book confirms "slight to modest" growth but sticky inflation. A key detail: consumer spending growth was led by higher-income households, while lower-income groups showed increased price sensitivity. Tariff-related cost pressures were cited across all districts.
• Rare earth supply EO signed — critical minerals in focus.

📈 Market Context & Notable Moves

Following yesterday's close:

• Major indices fell, led by tech (Nasdaq -1%) and consumer discretionary sectors.
• Bank stocks remained under pressure post-earnings (WFC -4.6%, BAC -3.8% on Wednesday despite beating profit expectations).
• BILI +6% — hitting 2022 highs on strong ad growth.
• AVGO -4% — debt restructuring with $4.5B notes offering.
• ORCL -4% — sued by bondholders.
• META -2% — layoffs complete.
• BIDU weighing HK primary listing upgrade.
• TCOM cooperating with a regulatory probe.

🏦 Earnings This Morning (Pre-Market)

Key reports incoming:
Goldman Sachs (GS) | Morgan Stanley (MS) | TSMC (TSM)
*For TSM, analysts note growth is slowing but expect a re-acceleration in 2H26, with AI accelerator capacity poised for significant expansion.*

🎁 Comment & Earn!

• Which move surprised you the most today?
• Are you adjusting your portfolio based on these headlines?
• Any sectors you’re bullish/bearish on after today’s news?

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