Latest Finance-Economy News
Global Pension Assets Reach Record $68.3 Trillion in 2025
Global pension assets rose 9.6% year-on-year to a record USD 68.3 trillion in 2025, driven by defined contribution savings and market recovery. The US holds 66% of top 22 markets, while Canada overtook Japan as second largest with 12% growth; DC now 63% of assets in top seven markets.
Equities and fixed income gains amid rate cuts fueled $6T value creation.
Global Economic Expansion Accelerates in Early 2026
The J.P. Morgan Global PMI Composite Output Index rose to 52.5 in January from 52.0, indicating faster growth in manufacturing and services. This equates to 2.6% annualized GDP growth, below pre-pandemic average, with new orders rising fastest in nearly a year.
However, subdued confidence due to geopolitics and intensifying price pressures raise sustainability concerns.
Coca-Cola Set to Report Q4 Earnings Pre-Market
Coca-Cola (KO) reports earnings for quarter ending December 31, 2025, with consensus EPS forecast at $0.56, up 1.82% YoY. KO has beaten expectations every quarter in the past year, with strongest beat of 5.13% in Q3.
2025 P/E ratio is 26.43 vs. industry 54.90.
S&P Global Earnings Expected to Show 14.59% EPS Growth
S&P Global (SPGI) consensus EPS for Q4 2025 is $4.32, a 14.59% increase from last year. The company beat consensus by 17.65% in Q3 last year.
Reporting prior to market open on February 10, 2026.
CVS Health Anticipates Strong Earnings Beat History
CVS reports Q4 2025 earnings pre-market, with consensus EPS implying higher growth than industry peers. Past year beats include 17.65% in Q3; 2025 P/E 11.78 vs. industry 2.90.
Focus on earnings for quarter ending December 31, 2025.
Marriott International Earnings Preview Highlights Growth
Marriott (MAR) consensus shows higher earnings growth potential; 2025 P/E 33.13 vs. industry 24.70. Beat consensus by 2.49% in Q3 last year.
Reports pre-market February 10, 2026.
Datadog Earnings Forecast Up 7.69% YoY
Datadog (DDOG) Q4 2025 consensus EPS $0.14, up 7.69% from prior year; beat expectations in three of four past quarters. Reporting pre-market.
Internet software sector focus.
Xylem Inc. Earnings with Strong Beat History
Xylem (XYL) reports Q4; 2025 P/E 28.03 vs. industry 30.00. Beat consensus by 10.48% in Q3 last year.
Pre-market release on February 10, 2026.
Bank of Canada Policy Rate Forecasts Steady at 2.75%
Market participants survey for Q4 2025 forecasts BoC policy rate at 2.75% through 2026 Q1 and 2028. Risks broadly balanced per 50% of respondents; skewed higher 23.1%, lower 26.9%.
Based on 27 financial market participants.
Canadian Bond Yields Expected to Rise Gradually
End-2026 forecasts: 2-year yield median 2.68%, 10-year 3.39%; end-2027: 2-year 2.90%, 10-year 3.50%. Oil at US$60/bbl end-2026, CAD at US$0.75.
From Bank of Canada survey.
Upcoming Global Economic Data Releases
Key events include SA Industrial Production YoY (10.4% actual vs. 9.0% cons.), US API Crude Oil Stocks, IN RBI Auctions on Feb 10-11. Later: EA Balance of Trade, BR Retail Sales, CN Current Account.
Full calendar covers inflation, GDP trackers, reserves.