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Daily Market Commentary

January 28, 2026

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January 28, 2026

Bonds & Stocks
Technology stocks rallied around the world after blockbuster earnings from ASML Holding NV and SK Hynix Inc. added fresh fuel to the artificial-intelligence trade. The S&P 500 is heading toward the 7,000 mark when US markets open. Nasdaq 100 futures climbed 0.8%, putting the index within touching distance of its October record.

Economy
President Donald Trump’s relaxed tone about the dollar selloff is fueling speculation the US currency is at the start of a longer-term decline. The dollar suffered its deepest one-day drop since last year’s tariff rollout after Trump said on Tuesday he didn’t think the currency had weakened excessively.

World
The German government expects Europe’s biggest economy to emerge  from three years of stagnation in 2026, but a heavy reliance on state spending shows fostering a broader-based recovery remains a work in progress. Gross domestic product is seen expanding by 1% this year and by 1.3% in 2027.

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.