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IRS Refund Expectations May Rise as Tax Season Begins

As the U.S. tax filing season gets underway, expectations for higher average refunds this year are emerging amid updated guidance from the IRS and broader fiscal considerations. Analysts suggest that higher expected refunds could boost consumer spending in the first half of the year, with implications for retail sales, personal finance trends, and broader economic data releases.

Bajaj Finance Q3 Results Highlight Mixed Profit Growth Amid Margin Pressures

Bajaj Finance reported third-quarter results on Feb. 3, 2026, showing mixed outcomes with net interest income growth offset by moderate profit contraction after adjustments. The results underscored wider margin pressures and operational challenges in consumer finance, even as core revenue metrics expanded year-over-year, highlighting a nuanced performance profile for investors focused on credit quality and cost management.

U.S. Markets End Week Mixed as Major Indexes Drift Lower Ahead of Holiday

U.S. equity markets closed modestly lower on Friday as traders wrapped up the first full week of 2026’s earnings season ahead of the Martin Luther King Jr. Day holiday. Major indexes including the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all slipped slightly, with financials and tech shares diverging amid mixed earnings reports and rising Treasury yields.