Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.

Tech saw more pressure early despite solid results from chip giant Broadcom as rotation out of that sector continued. Yields rose, possibly a drag after Thursday's record highs.

Investors will continue to chew over the Fed's latest rate cut along with Broadcom earnings today after the S&P 500 closed just shy of a record high on Wednesday.

The Dow Jones hits record highs following yesterday's FOMC meeting, but technology stocks are in the red, driven by concerns over Oracle’s upped CapEx guidance.

Indexes climbed on Wednesday after the Federal Reserve announced a 25-basis-point rate cut.

The Fed is seen cutting rates by 25 basis points today. Focus then turns to Powell's thoughts, the dot plot of rate projections, and any dissents. Oracle reports after the close.

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.