Global Market Outlook

16 January 2025 — Today’s Market News — TAIEX Jumps 2% as TSMC Revenue Rises 20.5%, Gold Slips to $4,605.54/oz

January 16, 2026

Markets edge higher on AI and bank earnings; gold and silver ease as the dollar strengthens.

Global stocks rose as strong AI-related earnings and solid U.S. data improved the market mood. Asian shares moved close to record highs after Taiwan’s leading chipmaker reported a 20.5% revenue increase in Q4 FY25. The U.S. dollar held strong, pushing gold toward $4,605.54/oz and silver below $90.88/oz

Today’s Snapshot

  • S&P 500: 6,944.47 (+0.26%, last close)
  • Hang Seng: ~26,775.02 (-0.55%)
  • TAIEX (Taiwan Weighted Index): ~31,408.70 (+2%)
  • Spot Gold: ~$4,605.54/oz (-0.30%)
  • Spot Silver: ~$90.88/oz (-1.66%)

Global Markets

Precious Metals

Gold: ~$4,605.54/oz (-0.30%)
Investors sold gold, and it fell by 0.30% after strong U.S. data pushed the dollar higher, lowering demand and pulling prices down.

Silver: ~$90.88/oz (−1.66%)
Silver prices fell 1.66% as investors sold after recent gains, reducing demand and pushing prices lower.

FX

Dollar Index (DXY): ~97.99 (slightly stronger)
The dollar edged higher after strong U.S. economic data, as investors reduced expectations for early interest-rate cuts.

USD/INR (Indian Rupee): ~90.57 (−0.2%)
The rupee fell 0.2% as companies bought more dollars, and the U.S. dollar stayed strong, reducing demand for the rupee.

Stock Market — What Happened Today

U.S. Equities

  • S&P 500: 6,944.47 (+0.26%, last close)

U.S. stocks edged higher as technology & bank shares gained. NVIDIA (+2.1%) on strong demand for AI chips, while BlackRock (+ 5.9%) after reporting Q4 2025 profits of about $2.18 billion.

Taiwan Weighted Index (TAIEX): ~31,408.70 (+2%)
The Taiwan index jumped (+2%) after TSMC (+3%) reported 20.5% revenue growth in Q4 2025, lifting chip and AI-related shares.

Volatility & Positioning

The VIX closed around ~15.8, showing markets remained calm.

What Traders Are Watching

1. AI & Tech Earnings: Strong results from chipmakers, led by TSMC, are supporting technology stocks and broader equity markets.

2. U.S. Data & Dollar Strength: Solid U.S. economic data is keeping the dollar firm as investors expect interest rates to stay higher for longer.

3. Precious Metals Pullback: After recent record highs, gold and silver are moving lower as investors take profits and the stronger dollar reduces demand.

Markets do well when earnings grow steadily, and fear stays low.
- Howard Marks

Yesterday’s Market News— 15 January 2026

Markets were mixed as oil prices dropped and stocks turned cautious. Brent crude fell over 3% as Middle East fears eased, while gold and silver slipped after recent gains. U.S. stocks declined, led by tech and bank shares, while European markets rose, helped by strong semiconductor stocks.

Catch up on: Global Stocks Slip as Oil Falls and FX Moves Grab Attention

1. Reuters — Asia shares near record high on AI optimism, dollar up on receding Fed cut bets

2. Reuters — Gold slips as upbeat U.S. data boosts dollar, dims rate-cut bets

3. Reuters — Wall Street rebounds as TSMC ignites chip rally

4. Times of India— Asian stocks mixed; Taiwan jumps, Hang Seng slips after TSMC results

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