Today actually started the real new year for the US stock market.

Today actually started the real new year for the US stock market. So far sessions went entirely according to the influence of external factors only, along with the expected correction after some unusual levels achieved nearly at the end of 2015.

Today will begin to affect real macro and micro data. From this session, US-market will probably stop looks entirely in oil and will concentrate on their own economic indicators. This is now a prerequisite, many professional investors to shift their efforts from simple analysis to proper multifactorial assessment of the expected return of the specific capital assets.

The season of financial reporting will give after the session Alcoa (AA) - Medium Prediction: EPS $ 0.01.

J.P. Morgan Chase & Co. (JPM) Wells Fargo & Co. (WFC) and Citigroup Inc. (C) are scheduled to report results at the end of the week. The financial sector is expected to be the second-biggest contributor to earnings growth in a season where overall earnings are forecast to decline by 5.3%.

More generally, however, the financial sector would have to grow in general terms of expectations for continuing increase of US interest rates, provided they do not have large unhedged exposures of dollar assets in emerging markets.