Welcome to Markets Desk, here's what's moving the needle this afternoon.
On the fiscal policy front, some Republicans are breaking ranks with President Trump over his proposal to send five-thousand-dollar checks to American households. Florida Governor Ron DeSantis has been the loudest voice of dissent, warning the plan would add to the deficit and stoke inflation at a moment when the Fed is still wrestling prices into line.
Turning to enterprise software, monday dot com is entering two thousand twenty-six with real momentum after reaching profitable operations last year. The company is leaning hard into high-value enterprise clients, a strategic pivot that signals maturity after years of burning cash to chase growth. Investors will be watching whether that enterprise mix can hold margins as competition intensifies.
And on the regulatory side, federal banking agencies are inviting public comment on new third-party risk management guidance, with a specific focus on how community banks handle relationships with core service providers. The move reflects growing supervisory concern that smaller institutions may carry concentrated operational risk through vendors they depend on but cannot fully control.
That's the tape. Markets Desk, signing off the floor.
