We’re now a couple of weeks away from the Presidential election, which we believe will bring investment inertia – at least until we have the results of who won this apparently neck-and-neck race. Earnings are expected to continue to grow, yet with the anticipated inertia and earnings season just getting underway, the equity markets can be choppy. The Bull will buck in October! But we like the behavior of cyclicals stocks, particularly Tech and Tech-related as well the Industrials. These are the leaders of the market and remain favored.
Market Insights – Week Ahead: January 20, 2026
January 20, 2026
