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Daily Market Commentary

January 22, 2026

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January 22, 2026

Bonds & Stocks
The cooling of geopolitical tensions and a rally in the world’s largest chipmakers fueled gains in stocks, which kept gaining after solid economic data. Bonds fell and the dollar wavered. Equities rose around the world, with S&P 500 futures pointing to more gains after a dial-back in US threats about acquiring Greenland calmed global markets.

Economy
Applications for US unemployment benefits were little changed last week, steadying at low levels after a volatile holiday season. Initial claims increased by 1,000 to 200,000 in the week ended Jan. 17, according to Labor Department data released Thursday. The median forecast in a Bloomberg survey of economists called for 209,000.

World
It took just $280 million of trading to push Japan’s $7.2 trillion government bond market into meltdown. That was the combined turnover for the country’s benchmark ultra-long maturity bonds as they plummeted on Tuesday, unleashing a $41 billion wipeout across the Japanese curve that sent shockwaves through global markets.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.