MARKET DAILY

Market 01/02: Year-Opening Capital Rotation

Trump Delays Furniture Tariffs. BYD to Surpass Tesla Sales in 2025

If You Missed the Best Recent Articles:

Key Headlines

  • Trump Temporarily Delays Furniture Tariffs

  • S&P Manufacturing PMI Positive for December

  • FED Pumps $74 Billion in Repo at Year-End

  • European S&P Manufacturing PMI Falls in December

  • China Orders 2 Million Nvidia H200 Chips

  • US Threatens Intervention in Iran

  • Tesla Q4 Deliveries Miss Forecasts

  • NIO Vehicle Deliveries Rise in Report, BYD Surpasses Tesla

  • US stocks opened 2026 with liquidity returning to the market. Overnight futures were green and edged higher in early morning trading before reversing sharply lower. Heatmap clearly shows investor allocations at the start of 2026:

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