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"The U.S.–India trade deal can be considered as a positive from macro and market standpoint. However, one should wait for the fine print for more clarity."

The imbalanced accord has prompted criticism in Europe, but numerous leaders defended it as a way to stabilize the relationship with the bloc's largest trading partner.

"Plan sponsors should brace for continued litigation, as plaintiffs seek to up-end longstanding assumptions about voluntary benefits and expand the scope of fiduciary liability."

"A couple [interest rate cuts] are priced in, but we could have four or five rather than two."

The added demand for cash could nudge borrowing costs up across the rest of corporate America.

In December, the PPI rose the most in three months, while an underlying gauge that strips out food and energy jumped at one of the fastest rates of 2025.