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Republic Research / ARTICLE

Gold approaching $5,600/oz - Spot gold nearly hit $5,600, with silver also posting a new all-time high at $120.43/oz. The move came post-FOMC on dollar weakness. Copper breaks out to $14,120/t - 3M LME copper smashed through its prior ATH on AI infrastructure demand and pre-Lunar New Year positioning. Trump considering Iran strike - CNN sources say Trump is weighing a large-scale military strike on Iran over stalled nuclear talks. Brent crude hit four-month highs above $69/bbl on the news. Meta posts record sales, guides higher - Q4 EPS $8.88 vs $8.19 expected. Q1 revenue guide of $53.5-56.5B crushed the $51.3B estimate. Stock up 7.5% pre-market Microsoft drops on cloud concerns - Despite beating on EPS ($5.16 vs $3.92), Azure growth disappointed and AI spending spooked investors. Down 6.4% pre-market. SAP drags European tech - Cloud backlog metrics disappointed badly. Stock down 14%, pulling the DAX down 1.2%. Fed holds, removes employment risk language - Rates unchanged at 3.50-3.75%. Miran and Waller dissented dovish. Statement dropped "downside risks to employment" line. Government shutdown talks progressing - Trump and Schumer discussing splitting homeland security funding from broader package. Thune sees possible resolution by week-end Brazil signals rate cuts coming - BCB held at 15% but said it will start cutting next meeting. Apple earnings tonight - Along with Visa, Mastercard, Caterpillar, and Lockheed Martin.

Published Jan 29, 2026Updated Jan 29, 20264 min read
Gold approaching $5,600/oz - Spot gold nearly hit $5,600, with silver also posting a new all-time high at $120.43/oz. The move came post-FOMC on dollar weakness. Copper breaks out to $14,120/t - 3M LME copper smashed through its prior ATH on AI infrastructure demand and pre-Lunar New Year positioning. Trump considering Iran strike - CNN sources say Trump is weighing a large-scale military strike on Iran over stalled nuclear talks. Brent crude hit four-month highs above $69/bbl on the news. Meta posts record sales, guides higher - Q4 EPS $8.88 vs $8.19 expected. Q1 revenue guide of $53.5-56.5B crushed the $51.3B estimate. Stock up 7.5% pre-market Microsoft drops on cloud concerns - Despite beating on EPS ($5.16 vs $3.92), Azure growth disappointed and AI spending spooked investors. Down 6.4% pre-market. SAP drags European tech - Cloud backlog metrics disappointed badly. Stock down 14%, pulling the DAX down 1.2%. Fed holds, removes employment risk language - Rates unchanged at 3.50-3.75%. Miran and Waller dissented dovish. Statement dropped "downside risks to employment" line. Government shutdown talks progressing - Trump and Schumer discussing splitting homeland security funding from broader package. Thune sees possible resolution by week-end Brazil signals rate cuts coming - BCB held at 15% but said it will start cutting next meeting. Apple earnings tonight - Along with Visa, Mastercard, Caterpillar, and Lockheed Martin.