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Source document· January 26, 2026

Here’s what investors want even more than a Fed interest-rate cut this week

View original at finance.yahoo.com
Here’s what investors want even more than a Fed interest-rate cut this week Interest-rate cuts can act as a tailwind for stocks, but the market is showing it’ll be “just fine” without them, one investment strategist said…
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  • The most dangerous time to trade is between 2 and 2:30 p.m. Eastern time on Fed days

    80% confidence
  • Stock-market volatility could come soon after the next Fed chair takes office midyear, as the market starts to get used to the tone and direction of a new chair

    80% confidence
  • Investors would be better served by tuning out some of the noise from Fed announcements

    80% confidence
  • Investors are optimistic the broadening out in the market will continue, and for other sectors to pull some weight as far as returns go

    80% confidence
  • Expectations for more rate cuts later in the year aren't what's driving markets right now

    80% confidence
  • Investors are 97% certain that the Fed will hold rates where they are at the January 2026 meeting

    80% confidence
  • There are other groups that provide economic projections that are just as accurate as the Fed, but investors give extra weight to the central bank because of the Fed's authority

    80% confidence
  • Earnings growth for the rest of the S&P 500 will catch up to the Magnificent Seven stocks in 2026

    80% confidence
  • GDP growth could be better than expected, and valuations could expand modestly if profit margins surprise to the upside

    80% confidence
  • The market has been trained to listen closely and hang on every word of Jerome Powell

    80% confidence
  • Lower rates are a tailwind, but not a precondition for markets to go higher

    80% confidence
  • Expects Jerome Powell to tread carefully around the topic of the ongoing investigation during his press conference

    80% confidence
  • There is little reason for the Fed to cut rates right now, especially after cuts at each of the last three meetings

    80% confidence
  • The market doesn't need a cut and can be just fine without a cut for the early part of 2026

    80% confidence
O que sabemos · a inteligência por trás desta página
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Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Onde as fontes divergem
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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