Bank results and the Consumer Price Index are key this week. Jobs data pushed down rate cut odds, but stocks hit new highs as unemployment fell. A 10-year note auction comes today.
The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.
Stocks start 2026 on a four-day skid after another drop Wednesday amid little news. Trading could be light between the holiday and the weekend. No major data or earnings are due.
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What Is the Debt Ceiling and Why Does It Matter?
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Banks, CPI, Fed Speeches Follow Mixed Jobs Data
Emerging Markets: AI Opportunity and AI Risk
The Markets React to Venezuela
Sector Views: Monthly Stock Sector Outlook
Bond Market Update – January 2026
Forward/Backward: 2025 Review With a Note on Venezuela
Quiet Trading Likely as Markets Kick off 2026