Trade tensions return + Why futures are swinging  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

January 27, 2026   |   Read Online Not a fan of Fred? Unsubscribe here.   Trump threatens new tariffs on South Korea Trade tensions return + Why futures are swinging January 27, 2026 MorningBullets is the fastest way to catch up on the market and political news that matter most to your money. Quick takes, sharp insight, and curated opportunities—served fresh every weekday morning. Sponsored Content Invest Before the Crowd — Private Market Edge Our latest report reveals how early-stage investing really works — the access, the risks, and the upside. If you've ever wondered how the big players get in before the headlines, this is a must-read. 📊 Download "From Private to Public" By following the link above or using any of the links provided below, you're choosing to opt in to receive insightful updates from Wealth Creation Investing + 2 free bonus subscriptions! Privacy Policy. Global supply chains face renewed uncertainty as tariff threats return. Good Morning, U.S. stock futures are swinging between gains and losses this morning after President Trump threatened fresh tariffs on South Korea. We break down why a delayed trade deal is causing friction, what it means for global supply chains, and whether this is a permanent move or just a negotiating tactic. If you are watching international markets, this is the story to read. Backlash from widespread business leaders over Trump's aggressive Minneapolis immigration enforcement, amplified by the fatal shooting of a U.S. citizen during raids—adds economic and political pressure on Washington, while Trump's $5.5 T "One Big Beautiful Bill" debt plan stirs fiscal risk concerns and investors pivot toward Chinese tech apps as AI strategy shifts Don't forget to voice your opinion in my polls below. Here are your Morning Bullets. – Truly yours, Fred Frost 📈 Yesterday's Market Recap Markets shook off last week's losses with a fourth straight day of gains on Monday, January 26, 2026. The S&P 500 and Nasdaq led the charge, buoyed by Big Tech strength, while silver posted its best single-day performance since 1985. Beneath the surface, though, volatility lingers with natural gas prices doubling and geopolitical noise keeping investors on edge. S&P 500 and Nasdaq Extend Winning Streak: Both indices notched a fourth consecutive session of gains, marking their longest rally of 2026, driven by tech sector resilience. → MarketWatch Silver Surges to Historic Levels: Silver recorded its strongest daily gain since 1985, with prices reflecting a broader precious metals rally amid dollar weakness. → Benzinga Natural Gas Prices Double in 5 Days: A massive spike driven by Winter Storm Fern has analysts warning of a potential sharp collapse if supply stabilizes. → CNBC 📉 Daily Performance Snapshot Index/Asset Closing Value Change S&P 500 6,950.23 +0.50% Nasdaq 23,601.36 +0.43% Dow Jones 49,412.40 +0.64% Gold 5,126.24 +0.08% Crude Oil 60.52 -0.18% Bitcoin 87,880.00 +0.00% 10-yr Treasury Yield 4.228% +0.33% 🔭 What to Watch Today Today's calendar is packed with events that could sway markets, from Fed signals to geopolitical trade winds. Keep your eyes on these developments for potential ripples. Fed Meeting Preview (Jan 28): Small and mid-sized firms are glued to the FOMC's guidance as a rate cut pause is expected, with inflation still above target. → TheStreet India-EU Trade Deal Fallout: Fresh off a historic free trade agreement, watch for market reactions as this pact counters U.S. tariffs and reshapes global trade. → ABC News Salesforce Army Deal: A potential $5.6 billion, 10-year contract with the U.S. Army boosted shares 1.79% premarket, eyeing military tech modernization. → Benzinga News 💡 Opportunity Watch Amid tech breakthroughs and policy shifts, a few under-the-radar plays are catching my eye. These could offer upside if you're positioned right. TSMC Expansion (TSM): With a $165 billion push into Arizona driven by land constraints in Taiwan, TSMC is poised to meet soaring chip demand from clients like Nvidia. → Benzinga Micron Technology (MU): A $24 billion investment in Singapore for NAND chips signals strong growth potential amid AI data center demand. → Stocktwits Silver ETF Plays (SLV): Retail-driven momentum has pushed silver past historic highs, offering a speculative play if volatility holds. → CNBC Sponsored Content Inside Crypto's "Point of No Return" From 600 interviews: the catalyst to watch, the hidden pattern top earners use, and why this cycle could outpace 2017 and 2021. Get Crypto Revolution free—plus bonus guides. 📥 Download Free + Bonuses By clicking the link above you agree to receive periodic updates from our sponsor. 🔥 The Big Bullet President Trump Threatens New Tariffs on South Korea What happened: President Donald Trump announced he plans to raise taxes on products coming from South Korea. He stated he is increasing tariffs on South Korean goods because the country's national assembly has not yet approved a trade agreement framework. This delay has caused frustration for the administration. As a result, U.S. stock futures were swinging between gains and losses on Tuesday morning. Markets are reacting to the sudden return of trade tension. Why it matters: Tariffs function like a tax on imports, which can increase costs for American companies and shoppers. When major economies fight over trade rules, it makes investors nervous about future profits. Although Asian shares have mostly gained recently, this news adds a new layer of risk for global markets. Companies that rely on international supply chains often see their stock prices wobble during these disputes. It shows that trade deals remain a volatile part of the current economic landscape. What's next: Traders will watch to see if South Korea's leaders approve the trade framework quickly to avoid the penalty. Some experts suggest these threats should be viewed as prepositioning for better negotiating terms rather than final policy. Meanwhile, the U.S. is making progress elsewhere, as a trade deal between India and the U.S. is reportedly in an advanced stage. Investors should stay alert for official responses from Seoul in the coming days. Exactly which tariffs were eliminated and what market access South Korea promised, providing the necessary "fine print" to understand what the administration is trying to enforce or renegotiate. – ustr.gov Details the previous time President Trump threatened withdrawal to force changes to this same agreement, offering a historical roadmap for how these standoffs typically begin, escalate, and eventually resolve. – csis.org A comprehensive report from the Congressional Research Service that breaks down the structural issues in the relationship, specifically the trade deficit and auto sector tensions, that make this specific partnership a recurring target for tariff threats. – congress.gov Reader Feedback Last time, I asked you: What do you think gold's big jump is really saying right now? The majority of you at 47% said "Investors are worried about what's ahead" Linda from Washington replied: "I think gold is going up because people are nervous and worried about what might happen next." Here's what I'm asking you today: President Trump is threatening new taxes on South Korean goods to force a trade deal. Do you think this strategy is good for the U.S.? Yes: We have to play hardball to get fair deals. No: It just raises prices for American shoppers. Maybe: It's risky, but it usually works in the end. Not sure/no opinion Other As always if your opinion is not here, or you want to throw your two cents at me, reply to the E-mail, and let me know your exact thoughts. 🧭 Policy & Market Ripples Immigration Enforcement Sparks Business Backlash: Trump's deportation surge in Minneapolis, including a fatal shooting, has over 60 CEOs calling for de-escalation as raids hit retail and factories. → Fortune Trump's 'One Big Beautiful Bill' Debt Risk: Projected to add $5.5T to the deficit over a decade, the bill challenges growth-driven debt reduction strategies. → Fortune China's AI Shift to Applications: Investors pivot from hardware to consumer AI apps, with Alibaba and Tencent poised to lead in generative engine optimization. → CNBC 📜 This Day in History – January 27 January 27 has a utility-grid sensibility: standards get written, creativity gets industrialized, and the "everyday" quietly becomes an engineered product. If you like your progress measurable, today delivers. 1880 – Thomas Edison received a key patent for the incandescent lamp, accelerating electrification and turning light into a scalable, metered commodity. 1967 – The Outer Space Treaty opened for signature, basically writing "rules of the road" for orbit before the billboards showed up. 1756 – Wolfgang Amadeus Mozart was born, a reminder that cultural "output" can be a compounding asset class when distribution (and patronage) exist. 1832 – Lewis Carroll was born, later proving that nonsense, properly structured, is one of the most exportable forms of intellectual property. Today's Trivia What does the term household debt refer to? A) Money owed only on credit cards B) The total amount of money households owe, including mortgages, loans, and credit cards C) Government debt divided among citizens D) Business loans held by families 87% of you chose the right answer to our previous trivia question: It allows living standards to improve over time You can be young without money, but you can't be old without it. – Tennessee Williams Thanks for Reading. Stay Sharp. Stay Focused. Fredrick Frost Editor, MorningBullets   Update your email preferences or unsubscribe here © 2026 Morning Bullets 20 North Orange Ave. Floor 11 Orlando, Florida 32801, United States of America Terms of Service