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Recap | Week Ahead | Fed Meeting and Earnings Thumbnail

Recap | Week Ahead | Fed Meeting and Earnings

“The U.S. economy has remained resilient. While labor markets have softened, conditions do not appear to be worsening. Meanwhile consumers continue to spend, and businesses generally remain healthy. These conditions could persist for some time.” – Jamie Dimon (1/13/26) JP Morgan Earnings Call

Last week's market recap:  

  • The S&P 500 closed the week down -.34%. Year-to-date the index is up 1.10%
  • NASDAQ closed the week down -.06%. YTD the index is up 1.13%
  • U.S. Aggregate Bond index closed the week up .07%. YTD the index is up .08%
  • 10-Year Treasury Rate remained flat, ending the week at 4.24% flat from 4.24% the prior week
    • Fed Funds Target rate remains at 3.50-3.75% 
  • The 1-Year Treasury is yielding 3.51%  
  • A 6 Month Treasury is yielding 3.63%  

 

The week ahead:  

  • Fed Interest Rate Decision
  • Consumer Confidence 
  • 4Q GDP
  • Corporate Earnings:  Microsoft, Meta, Tesla, Apple, UnitedHealth, Boeing, General Motors, Honeywell, and many more   

 

Quick Comments:  

Stocks ended last week mostly flat after mid-week volatility surrounding geopolitical headlines (Greenland, tariffs, etc.). 

  • This week’s Fed meeting will be in focus. Interest rates are expected to remain unchanged as the Fed takes a “wait and see” approach.  Mixed signals from the jobs market and inflation data seem to support this stance. 
  • Earnings growth, not multiple expansion has been fueling the bull market. This week will be a test on the profitability of companies, especially highlighting parts of mega-cap tech.  

Strong corporate profitability, economic growth, and a declining interest rate trajectory support the case for an ongoing bull market.  


Source: JP Morgan Chart of the Week


As always, let us know if you have any questions.


Best,

CRA Investment Committee


Matt Reynolds CPA, CFP®

Tom Reynolds, CPA 

Robert T. Martin, CFA, CFP®

Joe McCaffrey, CFP® 

Gordon Shearer Jr., CFP® 

Jeff Hilliard, CFP®, CRPC®

Phillip Tompkins, CFP®



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