Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — January 8, 2026
Today’s podcast episode was created from the following stories:
FTSE poised to snap three day rally
The FTSE 100 is set to break a three-day winning streak as traders parse moves in oil, geopolitics, and currencies. Recent gains were supported by better economic signals and rebounds in key sectors, but sentiment remains cautious. Near-term direction likely hinges on incoming data and headline risk through the session.
Goldman Sachs predicts tough road ahead for stocks, but no repeat of 1920s or 1987
Goldman Sachs cautions that elevated valuations and macro uncertainty could make for a challenging stretch in U.S. equities. Even so, the team does not see conditions resembling the crashes of the late 1920s or 1987. The takeaway: stay selective and mindful of fundamentals rather than bracing for a historic-style collapse.
A Venezuela oil revival could set up winners — and losers — in US energy
Heavier Venezuelan crude could be a boon for U.S. Gulf Coast refiners while putting pressure on lighter U.S. shale producers, particularly smaller, higher-cost operators. A medium-term increase in Venezuelan output may weigh on prices and reshape refinery demand, indirectly challenging shale volumes and margins. The shifting crude slate underscores how energy geopolitics can create clear winners and losers across the value chain.
Debt capital markets may cool off in 2026 as yields stay high
After a robust 2025 led by Indian banks, arrangers expect corporate bond activity to moderate in 2026 as higher market yields make loans comparatively attractive. Despite RBI rate cuts, the 10-year benchmark has edged up, and issuers are leaning toward bank financing over bonds. Non-bank finance companies should remain a key source of demand even as overall DCM volumes cool.
Samsung Electronics to buy $1.73 billion of its shares for employee compensation
Samsung plans a $1.73 billion share purchase to fund employee compensation, aligning staff incentives with long-term performance. The buyback underscores the company’s focus on retaining key talent amid intense sector competition. It also signals confidence in the balance sheet while returning value internally.
Textron price target raised to $94 from $90 at Bernstein
Bernstein lifted its Textron target to $94 and maintained a Market Perform rating, citing continued strength in commercial aerospace. The firm expects 2026 demand to stay elevated and outpace supply, supporting sector fundamentals. For investors, the call suggests a constructive backdrop but with tempered expectations for upside.
Revolut said in talks to buy digital bank FUPS for Turkey debut
Revolut is reportedly negotiating to acquire Turkish digital bank FUPS, a move that would mark its entry into Turkey. The deal would extend Revolut’s international footprint across banking, FX, and crypto services, though terms and timing remain undisclosed. It highlights ongoing consolidation and expansion among global fintechs.
