Weekly Outlook: Jan 19, 2026
Policy shock hits banks. CI Markets forecasts a bullish rotation into Nasdaq ($QQQ) and Consumer Staples ($XLP), with the US Dollar ($DXY) drifting moderately higher on safety flows.
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Explore our latest forecasts, analysis, and research on the trends shaping global markets and corporate finance.
Policy shock hits banks. CI Markets forecasts a bullish rotation into Nasdaq ($QQQ) and Consumer Staples ($XLP), with the US Dollar ($DXY) drifting moderately higher on safety flows.
The geopolitical dust has settled, but the data storm is just beginning. As Bank Earnings and CPI arrive, we forecast a rotation into Financials ($XLF), Small Caps ($IWM), and a return to Gold ($GC=F).
The US operation in Venezuela and a critical “Jobs Week” set the stage for a volatile 2026 open. We analyze the rotation into Energy Stocks (XLE), the Bitcoin (BTC) catch-up trade, and the pressure on Treasuries (TLT).
Generative AI is great for poetry, but risky for your P&L. In this presentation from the Woodlands AI Symposium, Tony Nash introduces the “Accountant” AI approach—moving beyond creative guesses to calculated financial certainty. Discover how the “Weather Satellite” methodology helps businesses spot economic storms early, replacing static annual budgets with continuous, automated monitoring.
AuditFlow™ flags anomalies across years of GL data, cutting remediation time by up to 85% and accelerating your monthly close by as much as 7 days.
This white paper uncovers the true cost of spreadsheet-driven processes and introduces AuditFlow™, an AI-powered solution that:
Flags anomalies across years of GL data in minutes
Reduces remediation time by up to 85%
Accelerates monthly close cycles by as much as 7 days
Healthcare fraud rarely appears as a single abnormal transaction. It emerges through subtle, persistent patterns that traditional audits often miss. This article explores how AI-driven platforms like AuditFlow enable continuous anomaly detection, helping healthcare finance teams identify fraud earlier and protect financial integrity at scale.
While some in the corporate world slam the brakes on AI, Corporate Finance is hitting the gas. New data from the Edelman Trust Barometer reveals why Finance is uniquely positioned to bridge the trust gap, turning skepticism into an +18 point enthusiasm surplus.
Automation made finance faster, but not wiser. The next frontier is Judgmental AI: technology that strengthens human decision-making by evaluating assumptions, detecting bias, and improving forecast confidence. The future of finance is cognitive collaboration between people and machines.

Tony Nash, Founder of Complete Intelligence, joins Andrea Heng and Hairianto Diman on CNA938’s Open For Business to break down today’s biggest market movers. In this episode, Tony provides his expert analysis on the implications of the TikTok US deal, US inflation and Fed expectations, & the Bank of Japan’s latest interest rate moves, offering a look ahead for global investors.

As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, if it’s time to sell tech names that have benefitted from this theme. We also ask about the outlook of oil for 2026 and if this commodity’s fortune can be reversed.

On this episode of Market Watch, Tony Nash, CEO of Complete Intelligence, joins the show to analyze recent US ADP employment data, ISM PMI results and the impact of the US government shutdown.

Dale with Forex Analytix talks The Board with Tony Nash Complete Intelligence

Tony Nash discusses Jerome Powell and the Fed with Tracy Shuchart

Will new US tariffs be struck down in court? It could go either way, but the administration has options.

China’s drone exports face growing U.S. scrutiny amid the Russia–Ukraine war, with bipartisan sanctions proposed and experts warning of Chinese components aiding Russia despite Beijing’s export restrictions.
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