Bank of Japan meeting minutes: One member said that the changes in long-term interest rates were somewhat rapid, but could also be interpreted as the market pricing in the possibility that the Bank of Japan would continue to achieve its price target.

Key News: 1. Fed mouthpiece: The Fed is expected to pause rate cuts, but the path to resuming rate cuts remains unclear. 2. ADP Weekly Employment Report: In the four weeks ending January 3, 2026, private sector employers added an average of 7,750 jobs per week. Stock News: 1. General Motors (GM.N) approves new $6 billion stock buyback authorization. 2. American Airlines Group (AAL.O) projects first-quarter revenue growth of 7-10%. 3. Supermicro Computer (SMCI.O) intends to increase its facility expansion to $2 billion. 4. Nike (NKE.N) will lay off 775 employees and accelerate the automation of its U.S. distribution centers. 5. Union Pacific (UNP.N) reported fourth-quarter revenue of $6.08 billion, exceeding market expectations of $6.12 billion. 6. Amazon (AMZN.O) wins a $581.3 million Amazon Web Services contract with the U.S. Air Force. 7. UnitedHealth Group (UNH.N) shares fell over 16% in pre-market trading after the US proposed a slight increase in underwriter payments for health insurance. 8. Micron Technology (MU.O): Plans to invest $24 billion over ten years, with wafer production scheduled to begin in the second half of 2028. 9. Li Auto (LI.O): Will adjust and close a small number of inefficient stores this year; rumors of "closing 100 stores" are false. 10. Boeing (BA.N) Q4 2025 revenue is $23.948 billion, compared to $15.242 billion in the same period last year, exceeding market expectations of $22.32 billion. 11. European Automobile Manufacturers Association: Tesla's (TSLA.O) market share in the EU, UK, and EFTA fell to 3% in December. 12. According to CNBC: Meta Platforms (META.O) has reached an agreement to pay Corning (GLW.N) up to $6 billion for AI data center fiber optic cables. 13. The state of Wisconsin has approved Microsoft's (MSFT.O) plan to build 15 new data centers near the company's existing data center expansion sites.

ECB Executive Board member Cipollone: But if geopolitical uncertainty persists, it could affect inflation and growth.